Kraematon Investment Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Kraematon Investment Advisors, Inc. reported 91 stock positions worth $98.3 million. Its top holding was RTX (RTX) at 5.4% of the portfolio, followed by Casella Waste Systems Class A (CWST, 5.1%) and Apple (AAPL, 4.5%). Compared with Q4 2024, it opened 8 new positions, sold out of 5, added to 31 and reduced 49. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Nvidia (NVDA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001910852
- Portfolio Value
- $98.3M (Q1 2025)
- SEC Filing
- 0001951757-25-000344 ↗ filed Apr 14, 2025
Holdings Value
Holdings 91 stocks · $98.3M
| RTX RTX Corp. | 5.44% | 40,381 | $5.3M | Reduce -2.7% |
| CWST Casella Waste Systems Inc. Class A | 5.11% | 45,033 | $5.0M | Reduce -2.0% |
| AAPL Apple Inc. | 4.47% | 19,770 | $4.4M | Add +0.1% |
| GLDM SPDR Gold Minishares Trust | 3.69% | 58,647 | $3.6M | Reduce -2.0% |
| FVD First Trust Value Line DVD | 3.48% | 76,714 | $3.4M | Reduce -1.1% |
| FALN iShares Fallen Angels ETF | 3.48% | 127,557 | $3.4M | Reduce -3.3% |
| NVDA Nvidia Corp. | 3.40% | 30,871 | $3.3M | Reduce -7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.40% | 6,269 | $3.3M | Add +1.2% |
| CHRD Chord Energy Corp. | 2.95% | 25,702 | $2.9M | Add +7.6% |
| SLF Sun Life Financial Inc. | 2.51% | 43,094 | $2.5M | Reduce -3.0% |
| XJAN FT Vest Enh Mod Buff - Jan | 2.48% | 73,495 | $2.4M | Reduce -1.9% |
| PBA Pembina Pipeline Corp. | 2.47% | 60,532 | $2.4M | Reduce -1.3% |
| IDXX Idexx Laboratories Inc. | 2.31% | 5,402 | $2.3M | Reduce -1.1% |
| XSEP FT Vest U.S. Equity Enhance | 2.29% | 58,137 | $2.2M | Reduce -2.0% |
| INCO Columbia India Consumer ETF | 2.17% | 35,788 | $2.1M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.13% | 11,016 | $2.1M | Add +8.0% |
| JEPI JPMorgan Equity Premium Inco | 1.91% | 32,911 | $1.9M | Reduce -5.6% |
| AFL Aflac Inc. | 1.78% | 15,709 | $1.7M | Add +0.3% |
| ADBE Adobe Inc. | 1.77% | 4,532 | $1.7M | Reduce -1.0% |
| ENFR Alerian Energy Infrastructur | 1.56% | 46,830 | $1.5M | Add +12.2% |
| PAVE Global X US Infrastructure | 1.53% | 39,862 | $1.5M | Add +13.7% |
| GRID First TRST Nasd Class Edg Sgiif | 1.50% | 13,069 | $1.5M | Reduce -2.5% |
| APH Amphenol Corp. Class A | 1.43% | 21,407 | $1.4M | Add +28.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.27% | 24,142 | $1.3M | Add +1.2% |
| MSFT Microsoft Corp. | 1.16% | 3,035 | $1.1M | Add +0.6% |
| ARKK ARK Innovation ETF | 1.14% | 23,586 | $1.1M | Reduce -4.8% |
| CARR Carrier Global Corp. | 1.12% | 17,350 | $1.1M | Reduce -3.2% |
| CWB SS SPDR BB Conv Sec ETF | 1.11% | 14,210 | $1.1M | Reduce -11.6% |
| KKR KKR & Co. Inc. | 1.05% | 8,889 | $1.0M | Reduce -0.8% |
| GDX Vaneck Gold Miners ETF | 0.98% | 20,889 | $960K | Add +13.4% |
| PLTR Palantir Technologies Inc. Class A | 0.96% | 11,209 | $946K | Add +0.9% |
| CRM Salesforce Inc. | 0.95% | 3,463 | $929K | Reduce -1.0% |
| ED Consolidated Edison Inc. | 0.93% | 8,302 | $918K | Add +0.3% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.93% | 23,070 | $912K | Reduce -11.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.92% | 11,192 | $903K | Reduce -5.5% |
| LLY Eli Lilly & Co. | 0.89% | 1,054 | $870K | Reduce -8.4% |
| FPE FT-Preferred Secur & Inc. ETF | 0.88% | 48,933 | $861K | Add +2.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.85% | 15,260 | $836K | Reduce -3.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.81% | 18,724 | $796K | Reduce -3.9% |
| HUBS HubSpot Inc. | 0.79% | 1,366 | $780K | Reduce -1.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.79% | 20,663 | $775K | Reduce -48.4% |
| SDVY First Trust Smid Cap Rising | 0.78% | 23,011 | $771K | Add +23.6% |
| GCOW Pacer Global Cash Cows Divid | 0.76% | 20,209 | $747K | Reduce -6.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.73% | 28,292 | $714K | Reduce -7.5% |
| KRBN KS Global Carbon Stratgy ETF | 0.72% | 25,062 | $707K | Reduce -20.0% |
| GSBD Goldman Sachs BDC Inc. | 0.71% | 60,362 | $702K | Reduce -10.1% |
| EMLP First Trust North American E | 0.70% | 18,276 | $685K | Reduce -28.0% |
| BA The Boeing Co. | 0.65% | 3,755 | $640K | Add +0.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.65% | 10,114 | $637K | Add +6.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.65% | 9,584 | $636K | Add +14.9% |
| VZ Verizon Communications Inc. | 0.61% | 13,276 | $602K | Reduce -16.1% |
| KWEB Kranesh Csi China Internet | 0.60% | 16,922 | $591K | Reduce -17.8% |
| BAM Brookfield Asset Mgmt-A | 0.53% | 10,751 | $521K | Add +0.2% |
| LYB Lyondellbasell Indu Class A | 0.52% | 7,303 | $514K | Reduce -1.4% |
| OLN Olin Corp. | 0.50% | 20,435 | $495K | Reduce -27.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.47% | 955 | $463K | Reduce -7.9% |
| BN Brookfield Corp. | 0.45% | 8,441 | $442K | Add +0.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.45% | 8,569 | $438K | Reduce -3.5% |
| OTIS Otis Worldwide Corp. | 0.42% | 4,024 | $415K | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 0.42% | 826 | $409K | New |
| CRDO Credo Technology Group Holdi | 0.40% | 9,690 | $389K | New |
| ABBV Abbvie Inc. | 0.39% | 1,836 | $385K | Add +0.1% |
| FJAN FT Vest U.S. Equity Buffer E | 0.37% | 8,252 | $366K | New |
| JPM JPMorgan Chase & Co. | 0.37% | 1,486 | $365K | Reduce -0.2% |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.36% | 5,368 | $352K | Reduce -3.6% |
| VGT Vanguard Info Tech ETF | 0.36% | 648 | $351K | New |
| FCX Freeport-McMoran Inc. | 0.33% | 8,455 | $320K | Reduce -16.3% |
| TSLA Tesla Inc. | 0.32% | 1,201 | $311K | Add +121.2% |
| ICOW Pacer Developed Markets Inte | 0.30% | 9,509 | $299K | Reduce -2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 7,091 | $296K | Reduce -0.5% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.30% | 3,989 | $294K | Add +0.1% |
| DUK Duke Energy Corp. | 0.29% | 2,349 | $287K | Reduce -12.0% |
| DEM Wisdomtree Emerging Markets | 0.28% | 6,522 | $274K | Reduce -10.4% |
| DOC Healthpeak Properties Inc. | 0.27% | 13,198 | $267K | Reduce -8.0% |
| HODL Vaneck Bitcoin ETF | 0.26% | 10,818 | $252K | New |
| XLV SS Health Care Select Sector | 0.25% | 1,714 | $250K | Add +0.2% |
| ABT Abbott Laboratories | 0.25% | 1,871 | $248K | Add +0.1% |
| XAR SS SPDR S&P Aerospace Def | 0.24% | 1,478 | $237K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 502 | $236K | Reduce -13.4% |
| EEM iShares MSCI Emerging Market | 0.24% | 5,366 | $234K | No change |
| IBUY Amplify Online Retail ETF | 0.24% | 3,880 | $233K | Reduce -15.3% |
| SNOW Snowflake Inc. | 0.23% | 1,555 | $227K | No change |
| JPST JPMorgan Ultra-Short Income | 0.21% | 4,132 | $209K | Add +0.3% |
| GJAN FT Vest US Equity Moderate B | 0.21% | 5,435 | $205K | No change |
| HII Huntington Ingalls Industrie | 0.21% | 1,000 | $204K | New |
| ALT Altimmune Inc. | 0.18% | 35,085 | $175K | Add +14.0% |
| SOUN Soundhound AI Inc. Class A | 0.16% | 19,500 | $158K | Add +8.9% |
| WVE Wave Life Sciences Ltd. | 0.16% | 18,885 | $153K | Reduce -5.0% |
| HIMX Himax Technologies Inc.-ADR | 0.10% | 13,900 | $102K | New |
| PXLW Pixelworks Inc. | 0.06% | 99,245 | $62K | Reduce -3.2% |
| WULF Terawulf Inc. | 0.04% | 15,500 | $42K | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -7.5% | 3.40% | −1.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -48.4% | 0.79% | −0.95 |
| OLN Olin Corp. | Reduce -27.6% | 0.50% | −0.44 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.34 |
| KKR KKR & Co. Inc. | Reduce -0.8% | 1.05% | −0.26 |
| ARKK ARK Innovation ETF | Reduce -4.8% | 1.14% | −0.25 |
| ADBE Adobe Inc. | Reduce -1.0% | 1.77% | −0.24 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.24 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.23 |
| CRM Salesforce Inc. | Reduce -1.0% | 0.95% | −0.21 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.20 |
| EMLP First Trust North American E | Reduce -28.0% | 0.70% | −0.20 |
| KRBN KS Global Carbon Stratgy ETF | Reduce -20.0% | 0.72% | −0.19 |
| HUBS HubSpot Inc. | Reduce -1.4% | 0.79% | −0.16 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -11.6% | 1.11% | −0.13 |
| SLF Sun Life Financial Inc. | Reduce -3.0% | 2.51% | −0.10 |
| CARR Carrier Global Corp. | Reduce -3.2% | 1.12% | −0.09 |
| GSBD Goldman Sachs BDC Inc. | Reduce -10.1% | 0.71% | −0.09 |
| WVE Wave Life Sciences Ltd. | Reduce -5.0% | 0.16% | −0.09 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -2.5% | 1.50% | −0.08 |
| REMX Vaneck Rar Earth ND STG-Usdi | Reduce -11.4% | 0.93% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.6% | 1.91% | −0.07 |
| IBUY Amplify Online Retail ETF | Reduce -15.3% | 0.24% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -16.3% | 0.33% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.4% | 0.24% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -7.5% | 0.73% | −0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -3.3% | 0.85% | −0.03 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -5.5% | 0.92% | −0.03 |
| XJAN FT Vest Enh Mod Buff - Jan | Reduce -1.9% | 2.48% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -1.4% | 0.52% | −0.02 |
| DOC Healthpeak Properties Inc. | Reduce -8.0% | 0.27% | −0.02 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Reduce -3.6% | 0.36% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -16.1% | 0.61% | −0.01 |
| DEM Wisdomtree Emerging Markets | Reduce -10.4% | 0.28% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -3.9% | 0.81% | −0.01 |
| PXLW Pixelworks Inc. | Reduce -3.2% | 0.06% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.5% | 0.30% | −0.01 |
| FALN iShares Fallen Angels ETF | Reduce -3.3% | 3.48% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.5% | 0.45% | −0.00 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -2.0% | 2.29% | +0.00 |
| KWEB Kranesh Csi China Internet | Reduce -17.8% | 0.60% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -8.4% | 0.89% | +0.01 |
| DUK Duke Energy Corp. | Reduce -12.0% | 0.29% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.37% | +0.02 |
| ICOW Pacer Developed Markets Inte | Reduce -2.4% | 0.30% | +0.02 |
| GCOW Pacer Global Cash Cows Divid | Reduce -6.6% | 0.76% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -7.9% | 0.47% | +0.06 |
| IDXX Idexx Laboratories Inc. | Reduce -1.1% | 2.31% | +0.08 |
| FVD First Trust Value Line DVD | Reduce -1.1% | 3.48% | +0.13 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 3.40% | +0.62 |
| ISRG Intuitive Surgical Inc. | New | 0.42% | +0.42 |
| CRDO Credo Technology Group Holdi | New | 0.40% | +0.40 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.37% | +0.37 |
| GDX Vaneck Gold Miners ETF | Add +13.4% | 0.98% | +0.36 |
| VGT Vanguard Info Tech ETF | New | 0.36% | +0.36 |
| APH Amphenol Corp. Class A | Add +28.5% | 1.43% | +0.28 |
| ENFR Alerian Energy Infrastructur | Add +12.2% | 1.56% | +0.28 |
| HODL Vaneck Bitcoin ETF | New | 0.26% | +0.26 |
| HII Huntington Ingalls Industrie | New | 0.21% | +0.21 |
| ED Consolidated Edison Inc. | Add +0.3% | 0.93% | +0.20 |
| CHRD Chord Energy Corp. | Add +7.6% | 2.95% | +0.19 |
| AFL Aflac Inc. | Add +0.3% | 1.78% | +0.18 |
| PLTR Palantir Technologies Inc. Class A | Add +0.9% | 0.96% | +0.13 |
| PAVE Global X US Infrastructure | Add +13.7% | 1.53% | +0.13 |
| SDVY First Trust Smid Cap Rising | Add +23.6% | 0.78% | +0.12 |
| HIMX Himax Technologies Inc.-ADR | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | Add +121.2% | 0.32% | +0.10 |
| SPHQ Invesco S&P 500 Quality ETF | Add +14.9% | 0.65% | +0.09 |
| ABBV Abbvie Inc. | Add +0.1% | 0.39% | +0.07 |
| OTIS Otis Worldwide Corp. | Add +0.2% | 0.42% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | Add +6.6% | 0.65% | +0.05 |
| ABT Abbott Laboratories | Add +0.1% | 0.25% | +0.04 |
| WULF Terawulf Inc. | New | 0.04% | +0.04 |
| FPE FT-Preferred Secur & Inc. ETF | Add +2.3% | 0.88% | +0.04 |
| XLV SS Health Care Select Sector | Add +0.2% | 0.25% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +0.3% | 0.21% | +0.01 |
| XAR SS SPDR S&P Aerospace Def | Add +0.1% | 0.24% | −0.00 |
| BA The Boeing Co. | Add +0.2% | 0.65% | −0.00 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +0.1% | 0.30% | −0.01 |
| BN Brookfield Corp. | Add +0.0% | 0.45% | −0.03 |
| ALT Altimmune Inc. | Add +14.0% | 0.18% | −0.04 |
| BAM Brookfield Asset Mgmt-A | Add +0.2% | 0.53% | −0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +1.2% | 1.27% | −0.06 |
| INCO Columbia India Consumer ETF | Add +1.9% | 2.17% | −0.07 |
| AMZN Amazon.com Inc. | Add +8.0% | 2.13% | −0.08 |
| MSFT Microsoft Corp. | Add +0.6% | 1.16% | −0.10 |
| SOUN Soundhound AI Inc. Class A | Add +8.9% | 0.16% | −0.19 |
| AAPL Apple Inc. | Add +0.1% | 4.47% | −0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 103 | $134.3M | RTX, NVDA, AAPL, GLDM, EMBX |
| Q1 2026 | 99 | $122.8M | RTX, GLDM, NVDA, AAPL, EMBX |
| Q4 2025 | 102 | $125.5M | RTX, NVDA, GLDM, AAPL, EMBX |
| Q3 2025 | 100 | $116.9M | RTX, NVDA, GLDM, AAPL, CWST |
| Q2 2025 | 92 | $106.0M | RTX, NVDA, CWST, GLDM, AAPL |
| Q1 2025 | 91 | $98.3M | RTX, CWST, AAPL, GLDM, FVD |
| Q4 2024 | 88 | $101.1M | AAPL, CWST, RTX, NVDA, FALN |
| Q3 2024 | 84 | $101.9M | RTX, AAPL, CWST, NVDA, FALN |
| Q2 2024 | 85 | $98.4M | CWST, AAPL, CHRD, RTX, FALN |
| Q1 2024 | 87 | $99.3M | ERF, CWST, AAPL, RTX, FALN |