Kraematon Investment Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Kraematon Investment Advisors, Inc. reported 103 stock positions worth $134.3 million. Its top holding was RTX (RTX) at 5.5% of the portfolio, followed by Nvidia (NVDA, 4.1%) and Apple (AAPL, 3.5%). Compared with Q1 2026, it opened 8 new positions, sold out of 4, added to 43 and reduced 43. The biggest buy was Credo Technology Group Holdi (CRDO, shares +2%) and the biggest sale SPDR Gold Minishares Trust (GLDM, shares −1%).

Most Recent 13F
Q2 2026
Location
BRAINTREE, MA
CIK
0001910852
Portfolio Value
$134.3M (Q2 2026)
SEC Filing
0001951757-26-001042 ↗ filed Jul 24, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $99.3M Q1 2024 Q2 2024: $98.4M Q2 2024 Q3 2024: $101.9M Q3 2024 Q4 2024: $101.1M Q4 2024 Q1 2025: $98.3M Q1 2025 Q2 2025: $106.0M Q2 2025 Q3 2025: $116.9M Q3 2025 Q4 2025: $125.5M Q4 2025 Q1 2026: $122.8M Q1 2026 Q2 2026: $134.3M $134.3M Q2 2026

Holdings 103 stocks · $134.3M

RTX RTX Corp. 5.54% 39,244 $7.4M Reduce -0.2%
NVDA Nvidia Corp. 4.10% 27,518 $5.5M Reduce -11.2%
AAPL Apple Inc. 3.54% 16,443 $4.8M Reduce -2.7%
GLDM SPDR Gold Minishares Trust 3.48% 58,786 $4.7M Reduce -0.9%
EMBX Vaneck Em Bond ETF 3.10% 81,023 $4.2M Add +3.4%
IDMO Invesco S&P International DE 2.81% 62,634 $3.8M Add +2.8%
FVD First Trust Value Line DVD 2.63% 73,274 $3.5M Reduce -1.1%
APH Amphenol Corp. Class A 2.60% 19,793 $3.5M Reduce -2.7%
FALN iShares Fallen Angels ETF 2.58% 127,153 $3.5M Reduce -0.5%
CWST Casella Waste Systems Inc. Class A 2.58% 35,677 $3.5M Reduce -1.3%
CRDO Credo Technology Group Holdi 2.54% 12,547 $3.4M Add +2.5%
BRK.B Berkshire Hathaway Inc. Class B 2.52% 6,765 $3.4M Reduce -0.7%
SLF Sun Life Financial Inc. 2.50% 42,865 $3.4M Reduce -0.3%
QTUM Defiance Quantum ETF 2.30% 18,644 $3.1M Add +51.9%
GRID First TRST Nasd Class Edg Sgiif 2.05% 14,323 $2.7M Add +1.0%
PBA Pembina Pipeline Corp. 2.04% 59,286 $2.7M Add +0.4%
IDXX Idexx Laboratories Inc. 2.01% 5,130 $2.7M Reduce -1.6%
AMZN Amazon.com Inc. 1.86% 10,453 $2.5M Add +1.2%
ENFR Alerian Energy Infrastructur 1.77% 62,444 $2.4M Add +0.8%
PAVE Global X US Infrastructure 1.75% 39,904 $2.4M Reduce -0.1%
GDX Vaneck Gold Miners ETF 1.57% 27,910 $2.1M Add +3.0%
XJAN FT Vest Enh Mod Buff - Jan 1.46% 51,115 $2.0M Reduce -10.1%
XSEP FT Vest U.S. Equity Enhance 1.37% 41,417 $1.8M Reduce -13.3%
AFL Aflac Inc. 1.35% 15,494 $1.8M Add +0.3%
FTHF FT Em Human Flourishing ETF 1.32% 35,670 $1.8M Add +68.0%
ARKK ARK Innovation ETF 1.29% 21,392 $1.7M Reduce -0.6%
GSEP FT Vest US Equity Moderate B 1.19% 38,991 $1.6M Reduce -21.4%
CHRD Chord Energy Corp. 1.18% 13,886 $1.6M Reduce -11.6%
REMX Vaneck Rar Earth ND STG-Usdi 1.15% 17,472 $1.5M Reduce -0.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 1.15% 25,119 $1.5M Add +1.1%
INCO Columbia India Consumer ETF 1.13% 25,461 $1.5M Reduce -17.4%
CWB SS SPDR BB Conv Sec ETF 0.97% 12,129 $1.3M Reduce -4.1%
PLTR Palantir Technologies Inc. Class A 0.94% 10,767 $1.3M Reduce -1.2%
SPHQ Invesco S&P 500 Quality ETF 0.93% 13,921 $1.3M Add +25.3%
OCUL Ocular Therapeutix Inc. 0.80% 109,967 $1.1M Add +12.7%
CARR Carrier Global Corp. 0.80% 14,643 $1.1M Reduce -0.6%
FPE FT-Preferred Secur & Inc. ETF 0.78% 58,705 $1.0M Add +5.4%
FYEE Fidelity YLD Enhan Eqty ETF 0.78% 36,143 $1.0M Add +2.7%
WULF Terawulf Inc. 0.77% 41,800 $1.0M Add +0.4%
MSFT Microsoft Corp. 0.76% 2,743 $1.0M Reduce -2.8%
REGL Prshrs S&P Mid 400 DVD Arist 0.75% 11,013 $1.0M Add +0.2%
VGT Vanguard Info Tech ETF 0.75% 8,429 $1.0M No change
LLY Eli Lilly & Co. 0.74% 829 $995K No change
SDVY First Trust Smid Cap Rising 0.69% 21,424 $924K Add +0.1%
BA The Boeing Co. 0.66% 4,095 $886K Reduce -2.4%
ED Consolidated Edison Inc. 0.65% 7,944 $879K Add +0.3%
COWZ Pacer US Cash Cows 100 ETF 0.64% 13,918 $866K Add +0.1%
GCOW Pacer Global Cash Cows Divid 0.64% 19,835 $859K Add +3.5%
DEM Wisdomtree Emerging Markets 0.64% 15,913 $856K Reduce -2.9%
CIBR First Trust Nasdaq Cybersecu 0.63% 9,357 $841K Add +0.0%
KKR KKR & Co. Inc. 0.61% 8,995 $826K Add +0.0%
JEPI JPMorgan Equity Premium Inco 0.61% 14,417 $814K Reduce -2.9%
DDFN Innov Eq DD 15 Buf ETF - Nov 0.57% 37,922 $761K Reduce -4.8%
DDFJ Innovator Ed D15 Buff Jan 0.56% 37,750 $746K Add +7.4%
EMLP First Trust North American E 0.55% 17,032 $741K Reduce -5.2%
SHYG iShares 0-5 YR HY Corp. Bond 0.53% 16,928 $718K Reduce -4.5%
GOOGL Alphabet Inc. Class A 0.50% 1,865 $666K Add +0.5%
BN Brookfield Corp. 0.49% 15,303 $652K Add +3.4%
HYMB SS SPDR N Ice HY Muni ETF 0.47% 24,928 $634K Reduce -8.3%
AIR Aar Corp. 0.47% 4,398 $629K Add +21.1%
TTMI TTM Technologies 0.46% 3,334 $624K Add +0.6%
ADBE Adobe Inc. 0.42% 2,754 $565K Reduce -15.1%
ISRG Intuitive Surgical Inc. 0.40% 1,355 $539K Reduce -10.3%
BAM Brookfield Asset Mgmt-A 0.39% 11,560 $518K Reduce -3.8%
TSLA Tesla Inc. 0.38% 1,215 $511K Add +1.7%
CRM Salesforce Inc. 0.38% 3,250 $509K Reduce -4.2%
SPYV SS SPDR P S&P 500 Value ETF 0.38% 8,371 $509K Reduce -1.6%
JPM JPMorgan Chase & Co. 0.37% 1,516 $496K Add +0.5%
VZ Verizon Communications Inc. 0.35% 11,246 $476K Add +0.7%
FCX Freeport-McMoran Inc. 0.35% 7,509 $472K Add +0.1%
RAAX Vaneck Real Assets ETF 0.35% 11,741 $466K Add +12.2%
ABBV Abbvie Inc. 0.34% 1,824 $459K Reduce -1.2%
XAR SS SPDR S&P Aerospace Def 0.34% 1,588 $451K Reduce -0.6%
TDIV FT Nasdaq Tech DVD Index FD 0.33% 3,915 $450K Add +0.1%
ABT Abbott Laboratories 0.33% 4,923 $447K New
BAC Bank of America Corp. 0.31% 7,252 $413K Add +0.4%
ICOW Pacer Developed Markets Inte 0.30% 9,600 $400K Add +0.2%
GNRC Generac Holdings Inc. 0.29% 1,350 $395K New
SMDV Proshrs RSL 2000 DVD GRW ETF 0.28% 4,898 $377K Reduce -0.6%
EEM iShares MSCI Emerging Market 0.28% 5,493 $376K Add +0.4%
SLV iShares Silver Trust 0.28% 6,915 $370K Reduce -0.3%
HODL Vaneck Bitcoin ETF 0.27% 21,713 $361K Add +1.0%
GEV GE Vernova Inc. 0.27% 307 $360K No change
SNOW Snowflake Inc. 0.27% 1,415 $360K Reduce -10.0%
GS Goldman Sachs Group Inc. 0.27% 353 $357K No change
NLR Vaneck Urani & Nuclr ETF-Usd 0.23% 2,687 $312K No change
DUK Duke Energy Corp. 0.23% 2,431 $308K Add +0.7%
ES Eversource Energy 0.23% 4,205 $304K Add +0.5%
VRTX Vertex Pharmaceuticals Inc. 0.22% 608 $302K No change
MU Micron Technology Inc. 0.22% 257 $296K New
QCOM Qualcomm Inc. 0.22% 1,604 $296K New
FJAN FT Vest U.S. Equity Buffer E 0.20% 4,950 $273K Reduce -6.6%
JNJ Johnson & Johnson 0.20% 1,072 $272K No change
HII Huntington Ingalls Industrie 0.20% 959 $268K Add +0.2%
IAI iShares U.S. Broker-Dealers 0.19% 1,492 $262K Reduce -18.0%
DDFZ Invtr Eqt DD 15 BFR ETF June 0.19% 13,350 $259K New
OLN Olin Corp. 0.18% 12,467 $247K Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 319 $238K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.17% 118 $235K New
SNEX Stonex Group Inc. 0.16% 1,860 $220K New
XLV SS Health Care Select Sector 0.16% 1,314 $208K Reduce -13.0%
NI Nisource Inc. 0.15% 4,348 $207K No change
FTMA FR Massachusetts Mun Inc. ETF 0.12% 17,000 $155K New

Portfolio Sells Q1 2026 → Q2 2026

GLDM SPDR Gold Minishares Trust Reduce -0.9% 3.48% −1.00
CHRD Chord Energy Corp. Reduce -11.6% 1.18% −0.64
RTX RTX Corp. Reduce -0.2% 5.54% −0.63
IDXX Idexx Laboratories Inc. Reduce -1.6% 2.01% −0.37
PLTR Palantir Technologies Inc. Class A Reduce -1.2% 0.94% −0.36
GSEP FT Vest US Equity Moderate B Reduce -21.4% 1.19% −0.35
KWEB Kranesh Csi China Internet Sold out 0.00% −0.34
NVDA Nvidia Corp. Reduce -11.2% 4.10% −0.30
XSEP FT Vest U.S. Equity Enhance Reduce -13.3% 1.37% −0.26
INCO Columbia India Consumer ETF Reduce -17.4% 1.13% −0.25
HUBS HubSpot Inc. Sold out 0.00% −0.24
ADBE Adobe Inc. Reduce -15.1% 0.42% −0.22
XJAN FT Vest Enh Mod Buff - Jan Reduce -10.1% 1.46% −0.21
FVD First Trust Value Line DVD Reduce -1.1% 2.63% −0.21
FALN iShares Fallen Angels ETF Reduce -0.5% 2.58% −0.20
OTIS Otis Worldwide Corp. Sold out 0.00% −0.17
ISRG Intuitive Surgical Inc. Reduce -10.3% 0.40% −0.17
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 2.52% −0.14
CRM Salesforce Inc. Reduce -4.2% 0.38% −0.14
GSBD Goldman Sachs BDC Inc. Sold out 0.00% −0.13
SLV iShares Silver Trust Reduce -0.3% 0.28% −0.11
REMX Vaneck Rar Earth ND STG-Usdi Reduce -0.1% 1.15% −0.10
MSFT Microsoft Corp. Reduce -2.8% 0.76% −0.09
EMLP First Trust North American E Reduce -5.2% 0.55% −0.09
JEPI JPMorgan Equity Premium Inco Reduce -2.9% 0.61% −0.08
HYMB SS SPDR N Ice HY Muni ETF Reduce -8.3% 0.47% −0.08
SHYG iShares 0-5 YR HY Corp. Bond Reduce -4.5% 0.53% −0.08
DDFN Innov Eq DD 15 Buf ETF - Nov Reduce -4.8% 0.57% −0.05
BAM Brookfield Asset Mgmt-A Reduce -3.8% 0.39% −0.05
IAI iShares U.S. Broker-Dealers Reduce -18.0% 0.19% −0.05
DEM Wisdomtree Emerging Markets Reduce -2.9% 0.64% −0.03
XLV SS Health Care Select Sector Reduce -13.0% 0.16% −0.03
BA The Boeing Co. Reduce -2.4% 0.66% −0.02
FJAN FT Vest U.S. Equity Buffer E Reduce -6.6% 0.20% −0.01
SPYV SS SPDR P S&P 500 Value ETF Reduce -1.6% 0.38% −0.01
SMDV Proshrs RSL 2000 DVD GRW ETF Reduce -0.6% 0.28% +0.01
XAR SS SPDR S&P Aerospace Def Reduce -0.6% 0.34% +0.01
ABBV Abbvie Inc. Reduce -1.2% 0.34% +0.01
CWB SS SPDR BB Conv Sec ETF Reduce -4.1% 0.97% +0.03
AAPL Apple Inc. Reduce -2.7% 3.54% +0.05
SNOW Snowflake Inc. Reduce -10.0% 0.27% +0.08
PAVE Global X US Infrastructure Reduce -0.1% 1.75% +0.10
ARKK ARK Innovation ETF Reduce -0.6% 1.29% +0.10
CARR Carrier Global Corp. Reduce -0.6% 0.80% +0.12
CWST Casella Waste Systems Inc. Class A Reduce -1.3% 2.58% +0.24
SLF Sun Life Financial Inc. Reduce -0.3% 2.50% +0.31
APH Amphenol Corp. Class A Reduce -2.7% 2.60% +0.51

Portfolio Buys Q1 2026 → Q2 2026

CRDO Credo Technology Group Holdi Add +2.5% 2.54% +1.61
QTUM Defiance Quantum ETF Add +51.9% 2.30% +1.22
FTHF FT Em Human Flourishing ETF Add +68.0% 1.32% +0.68
ABT Abbott Laboratories New 0.33% +0.33
GNRC Generac Holdings Inc. New 0.29% +0.29
WULF Terawulf Inc. Add +0.4% 0.77% +0.28
SPHQ Invesco S&P 500 Quality ETF Add +25.3% 0.93% +0.25
MU Micron Technology Inc. New 0.22% +0.22
QCOM Qualcomm Inc. New 0.22% +0.22
TTMI TTM Technologies Add +0.6% 0.46% +0.20
DDFZ Invtr Eqt DD 15 BFR ETF June New 0.19% +0.19
ASML ASML Holding NV-NY Reg SHS New 0.17% +0.17
SNEX Stonex Group Inc. New 0.16% +0.16
GRID First TRST Nasd Class Edg Sgiif Add +1.0% 2.05% +0.16
CIBR First Trust Nasdaq Cybersecu Add +0.0% 0.63% +0.15
AIR Aar Corp. Add +21.1% 0.47% +0.14
OCUL Ocular Therapeutix Inc. Add +12.7% 0.80% +0.13
FTMA FR Massachusetts Mun Inc. ETF New 0.12% +0.12
AMZN Amazon.com Inc. Add +1.2% 1.86% +0.10
IDMO Invesco S&P International DE Add +2.8% 2.81% +0.09
GOOGL Alphabet Inc. Class A Add +0.5% 0.50% +0.06
TDIV FT Nasdaq Tech DVD Index FD Add +0.1% 0.33% +0.04
EEM iShares MSCI Emerging Market Add +0.4% 0.28% +0.03
JEPQ JPM Nasdaq Equity Premium Add +1.1% 1.15% +0.03
BAC Bank of America Corp. Add +0.4% 0.31% +0.02
DDFJ Innovator Ed D15 Buff Jan Add +7.4% 0.56% +0.02
TSLA Tesla Inc. Add +1.7% 0.38% +0.02
JPM JPMorgan Chase & Co. Add +0.5% 0.37% +0.01
SDVY First Trust Smid Cap Rising Add +0.1% 0.69% +0.00
FYEE Fidelity YLD Enhan Eqty ETF Add +2.7% 0.78% +0.00
RAAX Vaneck Real Assets ETF Add +12.2% 0.35% 0.00
BN Brookfield Corp. Add +3.4% 0.49% −0.00
FCX Freeport-McMoran Inc. Add +0.1% 0.35% −0.01
ES Eversource Energy Add +0.5% 0.23% −0.01
REGL Prshrs S&P Mid 400 DVD Arist Add +0.2% 0.75% −0.02
FPE FT-Preferred Secur & Inc. ETF Add +5.4% 0.78% −0.02
AFL Aflac Inc. Add +0.3% 1.35% −0.03
DUK Duke Energy Corp. Add +0.7% 0.23% −0.03
ICOW Pacer Developed Markets Inte Add +0.2% 0.30% −0.03
KKR KKR & Co. Inc. Add +0.0% 0.61% −0.06
COWZ Pacer US Cash Cows 100 ETF Add +0.1% 0.64% −0.06
HODL Vaneck Bitcoin ETF Add +1.0% 0.27% −0.07
ED Consolidated Edison Inc. Add +0.3% 0.65% −0.08
GCOW Pacer Global Cash Cows Divid Add +3.5% 0.64% −0.08
HII Huntington Ingalls Industrie Add +0.2% 0.20% −0.10
EMBX Vaneck Em Bond ETF Add +3.4% 3.10% −0.10
VZ Verizon Communications Inc. Add +0.7% 0.35% −0.10
PBA Pembina Pipeline Corp. Add +0.4% 2.04% −0.11
OLN Olin Corp. Add +0.5% 0.18% −0.12
ENFR Alerian Energy Infrastructur Add +0.8% 1.77% −0.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 103$134.3MRTX, NVDA, AAPL, GLDM, EMBX
Q1 2026 99$122.8MRTX, GLDM, NVDA, AAPL, EMBX
Q4 2025 102$125.5MRTX, NVDA, GLDM, AAPL, EMBX
Q3 2025 100$116.9MRTX, NVDA, GLDM, AAPL, CWST
Q2 2025 92$106.0MRTX, NVDA, CWST, GLDM, AAPL
Q1 2025 91$98.3MRTX, CWST, AAPL, GLDM, FVD
Q4 2024 88$101.1MAAPL, CWST, RTX, NVDA, FALN
Q3 2024 84$101.9MRTX, AAPL, CWST, NVDA, FALN
Q2 2024 85$98.4MCWST, AAPL, CHRD, RTX, FALN
Q1 2024 87$99.3MERF, CWST, AAPL, RTX, FALN