KRAEMATON INVESTMENT ADVISORS, INC

Q3 2026 13F-HR Holdings

Location
Braintree, MA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$133,860
Net value change ($000)
-422 (-0.3%)
New positions
6
Sold out positions
1
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 852 15.5%
PLTR 758 60.4%
THORNBURG ETF TR 713 NEW
AAPL 506 10.6%
MSFT 385 37.6%
GDX 350 16.6%
SNEX 336 152.7%
GPIQ 292 NEW
HODL 263 72.9%
CALF 262 NEW
Top Reduces (Value $000, Stocks/ETFs)
CRDO -920 -27.0%
CWST -624 -18.0%
REMX -423 -27.4%
GSEP -354 -22.2%
WULF -349 -33.8%
JEPI -338 -41.5%
XSEP -322 -17.5%
CARR -287 -26.7%
QTUM -252 -8.2%
TTMI -214 -34.3%
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