Kraematon Investment Advisors, Inc Portfolio Holdings

Kraematon Investment Advisors, Inc

  • $91.7 Million
  • Q1 2025

Kraematon Investment Advisors, Inc has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $91.7 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Raytheon Technologies Corp with a value of $5.35M, Casella Waste Systems Inc with a value of $4.99M, Apple Inc. with a value of $4.39M, World Gold Trust with a value of $3.58M, and Ishares Tr Fallen Angels Usd B with a value of $3.42M.

Examining the 13F form we can see an decrease of $3.29M in the current position value, from $95M to 91.7M.

Below you can find more details about Kraematon Investment Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $91.7 Million
ETFs: $36.6 Million
Technology: $15.6 Million
Industrials: $12.7 Million
Financial Services: $9.96 Million
Energy: $5.29 Million
Healthcare: $4.99 Million
Consumer Cyclical: $2.41 Million
Basic Materials: $1.33 Million
Other: $2.06 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$5.35 Million 5.83% of portfolio
40,381
Q1 2025 Reduced 2.71%
$5.94B
$4.99 Million 5.44% of portfolio
45,033
Q1 2025 Reduced 1.98%
$3.25T
$4.39 Million 4.79% of portfolio
19,770
Q1 2025 Added 0.05%
$9.39B
$3.58 Million 3.9% of portfolio
58,647
Q1 2025 Reduced 1.98%
$0
$3.42 Million 3.73% of portfolio
127,557
Q1 2025 Reduced 3.34%
$0
$3.39 Million 3.7% of portfolio
76,714
Q1 2025 Reduced 1.1%
$276B
$3.35 Million 3.65% of portfolio
30,871
Q1 2025 Reduced 7.48%
$687B
$3.29 Million 3.59% of portfolio
6,269
Q1 2025 Added 1.21%
$3.68B
$2.87 Million 3.13% of portfolio
25,702
Q1 2025 Added 7.59%
$33.2B
$2.47 Million 2.69% of portfolio
43,094
Q1 2025 Reduced 2.99%
$20.5B
$2.42 Million 2.64% of portfolio
60,532
Q1 2025 Reduced 1.25%
$33.7B
$2.27 Million 2.47% of portfolio
5,402
Q1 2025 Reduced 1.1%
$0
$2.13 Million 2.32% of portfolio
35,788
Q1 2025 Added 1.91%
$1.86T
$2.1 Million 2.29% of portfolio
11,016
Q1 2025 Added 8.01%
$0
$1.87 Million 2.03% of portfolio
32,911
Q1 2025 Reduced 5.63%
$163B
$1.74 Million 1.9% of portfolio
4,532
Q1 2025 Reduced 0.98%
$0
$1.53 Million 1.67% of portfolio
46,830
Q1 2025 Added 12.23%
$0
$1.5 Million 1.64% of portfolio
39,862
Q1 2025 Added 13.69%
$0
$1.49 Million 1.63% of portfolio
13,069
Q1 2025 Reduced 2.48%
$38.9B
$1.4 Million 1.53% of portfolio
21,407
Q1 2025 Added 28.49%
$0
$1.25 Million 1.36% of portfolio
24,142
Q1 2025 Added 1.16%
$0
$1.15 Million 1.25% of portfolio
23,586
Q1 2025 Reduced 4.76%
$2.89T
$1.14 Million 1.24% of portfolio
3,035
Q1 2025 Added 0.56%
$50.7B
$1.1 Million 1.2% of portfolio
17,350
Q1 2025 Reduced 3.17%
$0
$1.09 Million 1.19% of portfolio
14,210
Q1 2025 Reduced 11.62%
$88.7B
$1.03 Million 1.12% of portfolio
8,889
Q1 2025 Reduced 0.75%
$0
$951,000 1.04% of portfolio
20,889
Q1 2025 Added 13.37%
$0
$943,000 1.03% of portfolio
23,070
Q1 2025 Reduced 11.38%
$182B
$946,000 1.03% of portfolio
11,209
Q1 2025 Added 0.93%
$255B
$929,000 1.01% of portfolio
3,463
Q1 2025 Reduced 0.97%
$39.8B
$918,000 1.0% of portfolio
8,302
Q1 2025 Added 0.29%
$0
$897,000 0.98% of portfolio
11,192
Q1 2025 Reduced 5.46%
$717B
$870,000 0.95% of portfolio
1,054
Q1 2025 Reduced 8.43%
$0
$861,000 0.94% of portfolio
48,933
Q1 2025 Added 2.3%
$0
$829,000 0.9% of portfolio
15,260
Q1 2025 Reduced 3.29%
$0
$796,000 0.87% of portfolio
18,724
Q1 2025 Reduced 3.86%
$25.3B
$780,000 0.85% of portfolio
1,366
Q1 2025 Reduced 1.37%
$0
$768,000 0.84% of portfolio
23,011
Q1 2025 Added 23.62%
$0
$773,000 0.84% of portfolio
20,663
Q1 2025 Reduced 48.42%
$0
$750,000 0.82% of portfolio
20,209
Q1 2025 Reduced 6.61%
$0
$730,000 0.8% of portfolio
60,362
Q1 2025 Reduced 10.11%
$0
$712,000 0.78% of portfolio
25,062
Q1 2025 Reduced 19.98%
$0
$712,000 0.78% of portfolio
28,292
Q1 2025 Reduced 7.53%
$0
$682,000 0.74% of portfolio
18,276
Q1 2025 Reduced 27.98%
$0
$641,000 0.7% of portfolio
10,114
Q1 2025 Added 6.58%
$94.9B
$640,000 0.7% of portfolio
3,755
Q1 2025 Added 0.24%
$0
$629,000 0.69% of portfolio
9,584
Q1 2025 Added 14.87%
$186B
$602,000 0.66% of portfolio
13,276
Q1 2025 Reduced 16.13%
$0
$592,000 0.65% of portfolio
16,922
Q1 2025 Reduced 17.84%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $91.7 Million
  • Prior Value $95 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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