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Portfolio (Quarterly) Guide ↗

KRAEMATON INVESTMENT ADVISORS, INC

· CIK 0001910852
13F Portfolio $134M AUM 103 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 103 New
Page 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TTMI TTM TECHNOLOGIES INC Technology 3,334.0 $624K 0.46% NEW $187.02 -36.3%
62 ADBE ADOBE INC Technology 2,754.0 $565K 0.42% NEW $205.02 +42.5%
63 ISRG INTUITIVE SURGICAL INC Healthcare 1,355.0 $539K 0.40% NEW $397.68 -6.4%
64 BROOKFIELD ASSET MANAGMT LTD 11,560.0 $518K 0.39% NEW $44.85
65 TSLA TESLA INC Consumer Cyclical 1,215.0 $511K 0.38% NEW $420.53 -17.3%
66 CRM SALESFORCE INC Technology 3,250.0 $509K 0.38% NEW $156.68 +64.8%
67 SPYV SPDR SERIES TRUST 8,371.0 $509K 0.38% NEW $60.79 +4.6%
68 JPM JPMORGAN CHASE & CO Financial Services 1,516.0 $496K 0.37% NEW $327.31 +9.1%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 11,246.0 $476K 0.35% NEW $42.34 +18.1%
70 FCX FREEPORT MCMORAN INC Basic Materials 7,509.0 $472K 0.35% NEW $62.89 +21.5%
71 RAAX VANECK ETF TRUST 11,741.0 $466K 0.35% NEW $39.67 +3.7%
72 ABBV ABBVIE INC Healthcare 1,824.0 $459K 0.34% NEW $251.63 +1.7%
73 XAR SPDR SERIES TRUST 1,588.0 $451K 0.34% NEW $283.70 -7.6%
74 TDIV FIRST TR EXCHANGE TRADED FD 3,915.0 $450K 0.34% NEW $114.88 +0.8%
75 ABT ABBOTT LABORATORIES Healthcare 4,923.0 $447K 0.33% NEW $90.75 +24.1%
76 BAC BANK OF AMER CORP Financial Services 7,252.0 $413K 0.31% NEW $56.98 +9.4%
77 ICOW PACER FDS TR 9,600.0 $400K 0.30% NEW $41.63 +8.6%
78 GNRC GENERAC HLDGS INC Industrials 1,350.0 $395K 0.29% NEW $292.81 -36.4%
79 SMDV PROSHARES TR 4,898.0 $377K 0.28% NEW $77.03 -0.4%
80 EEM ISHARES TR 5,493.0 $376K 0.28% NEW $68.41 -1.9%
Page 4 of 6  ·  103 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Industrials 20.8%
Financial Services 20.0%
Healthcare 10.0%
Energy 6.4%
Consumer Cyclical 4.4%
Utilities 3.0%
Communication Services 1.7%
Basic Materials 1.1%