KRAEMATON INVESTMENT ADVISORS, INC
SEC Form 13F institutional filer · CIK 0001910852
13F-HR · 38 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
72.0%
KRAEMATON INVESTMENT ADVISORS, INC — $49.5M AUM allocation strategy
KRAEMATON INVESTMENT ADVISORS, INC files SEC Form 13F and reports $49.5M of long US equity value across 38 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 33.0%, followed by Financials 20.1% and Industrials 18.6%.
The top 10 holdings account for 72% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KRAEMATON INVESTMENT ADVISORS, INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$49.5M
total across 38 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
72% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +5.52K sh · +$264K+$PLTR +725 sh · −$214K+$GOOG +188 sh · +$11.5K
Biggest trims (shares)
−$GS −9.65K sh · −$108K−$AAPL −1.19K sh · −$629K−$CARR −1.02K sh · −$2.74K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense17.0%—
- Semiconductors10.9%—
- Asset Management & Custody Banks10.1%—
- Technology Hardware, Storage & Peripherals8.7%—
- Health Care Equipment7.3%—
- Multi-Sector Holdings6.6%—
- Application Software6.1%—
- Electronic Components5.2%—
- Other holdings28.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $RTX | RTX Corporation | 39.3K | $7.58M | -201 | 15.3% |
| $NVDA | NVIDIA Corporation | 31K | $5.4M | -671 | 10.9% |
| $AAPL | Apple Inc | 16.9K | $4.29M | -1.19K | 8.7% |
| $IVZ | Invesco Ltd | 72.1K | $4.18M | +5.52K | 8.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.82K | $3.27M | -67 | 6.6% |
| $IDXX | IDEXX Laboratories Inc | 5.21K | $2.93M | -8 | 5.9% |
| $APH | Amphenol Corporation | 20.3K | $2.57M | -402 | 5.2% |
| $AMZN | Amazon.com Inc | 10.3K | $2.15M | -1K | 4.3% |
| $AFL | AFLAC Incorporated | 15.4K | $1.69M | -204 | 3.4% |
| $PLTR | Palantir Technologies Inc | 10.9K | $1.59M | +725 | 3.2% |
…and 28 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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