KRAEMATON INVESTMENT ADVISORS, INC

Q2 2026 13F-HR Holdings

Location
Braintree, MA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$134,282
Net value change ($000)
+11,432 (9.3%)
New positions
8
Sold out positions
4
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CRDO 2,262 196.7%
QTUM 1,766 134.1%
FTHF 983 124.0%
APH 919 35.7%
SLF 673 25.0%
CWST 592 20.6%
AAPL 468 10.9%
ABT 447 NEW
IDMO 433 13.0%
WULF 431 71.7%
Top Reduces (Value $000, Stocks/ETFs)
GLDM -831 -15.1%
CHRD -646 -28.9%
KWEB -413 -100.0%
GDX -381 -15.3%
PLTR -338 -21.2%
HUBS -300 -100.0%
GSEP -294 -15.5%
IDXX -229 -7.8%
ADBE -224 -28.4%
OTIS -208 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type