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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLV ISHARES SILVER TR Financial Services 6,915.0 $370K 0.28% NEW $53.47 +17.4%
82 HODL VANECK BITCOIN ETF 21,713.0 $361K 0.27% NEW $16.61 +36.0%
83 GEV GE VERNOVA INC Utilities 307.0 $360K 0.27% NEW $1173.19 -18.7%
84 SNOW SNOWFLAKE INC Technology 1,415.0 $360K 0.27% NEW $254.50 +29.3%
85 GS GOLDMAN SACHS GROUP INC Financial Services 353.0 $357K 0.27% NEW $1011.05 +2.9%
86 NLR VANECK ETF TRUST 2,687.0 $312K 0.23% NEW $115.97 +7.8%
87 DUK DUKE ENERGY CORP NEW Utilities 2,431.0 $308K 0.23% NEW $126.56 -4.5%
88 ES EVERSOURCE ENERGY Utilities 4,205.0 $304K 0.23% NEW $72.27 -1.9%
89 VRTX VERTEX PHARMACEUTICALS INC Healthcare 608.0 $302K 0.23% NEW $496.41 +10.3%
90 MU MICRON TECHNOLOGY INC Technology 257.0 $296K 0.22% NEW $1153.30 -18.9%
91 QCOM QUALCOMM INC Technology 1,604.0 $296K 0.22% NEW $184.78 -10.8%
92 FJAN FIRST TR EXCHNG TRADED FD VI 4,950.0 $273K 0.20% NEW $55.09 +2.6%
93 JNJ JOHNSON & JOHNSON Healthcare 1,072.0 $272K 0.20% NEW $253.90 +4.7%
94 HII HUNTINGTON INGALLS INDS INC Industrials 959.0 $268K 0.20% NEW $279.81 +6.2%
95 IAI ISHARES TR 1,492.0 $262K 0.20% NEW $175.37 +11.4%
96 INNOVATOR ETFS TRUST 13,350.0 $259K 0.19% NEW $19.39
97 OLN OLIN CORP Basic Materials 12,467.0 $247K 0.18% NEW $19.82 -12.8%
98 SPY STATE STR SPDR S&P 500 ETF T Financial Services 319.0 $238K 0.18% NEW $746.18 +3.3%
99 ASML ASML HLDG NV Technology 118.0 $235K 0.17% NEW $1988.54 -12.7%
100 SNEX STONEX GROUP INC Financial Services 1,860.0 $220K 0.16% NEW $118.50 -42.3%
Page 5 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%