Arkolith/Funds/Kraematon Investment Advisors, Inc

Kraematon Investment Advisors, Inc

CIK 1910852
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Kraematon Investment Advisors, Inc holds a diversified book of 103 stocks worth $134.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Abbott Laboratories and trimmed RTX Corp. Their largest long position is RTX Corp at 6% of the equity book. Cloning the disclosed picks since 2024 would be +17% (+9.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Kraematon Investment Advisors, Inc owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1910852/holdings"
Ask your agent
Use Arkolith to show KRAEMATON INVESTMENT ADVISORS, INC's latest
holdings, largest changes, and filing provenance.
Opened
30
new positions
Added to
44
existing
Trimmed
43
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+16.8%
+9.5%/yr · since Nov '24
Their reported book
+19.9%
held from quarter-end
S&P 500
+25.8%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Kraematon Investment Advisors, Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +19.9%, a 3.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Kraematon Investment Advisors, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
33%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

54% mapped to company sectors

ETF / fund or unclassified
46%
Information Technology
17%
Financials
13%
Industrials
8%
Health Care
5%
Utilities
4%
Energy
3%
Consumer Discretionary
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Kraematon Investment Advisors, Inc

Manager / fundShared namesTheir $ in those
Cetera Investment Advisers80 / 80$11.8B
OSAIC HOLDINGS, INC.80 / 80$10.8B
LPL Financial LLC78 / 80$45.9B
ENVESTNET ASSET MANAGEMENT INC76 / 80$29.9B
COMMONWEALTH EQUITY SERVICES, LLC76 / 80$11.3B
Steward Partners Investment Advisory, LLC76 / 80$3.9B
IFP Advisors, Inc76 / 80$826.3M
MORGAN STANLEY75 / 80$372.4B

Ranked by how many of Kraematon Investment Advisors, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

103 positions
#SecurityValueShares% PortLast moveHistory
1RTX Corporation
COM
$7.4M39.2K
5.5%
−0.2%
Reduced · −71 sh
2Nvidia Corporation
COM
$5.5M27.5K
4.1%
−11%
Reduced · −3K sh
3Apple Inc
COM
$4.8M16.4K
3.5%
−2.7%
Reduced · −460 sh
4World Gold TR
SPDR GLD MINIS
$4.7M58.8K
3.5%
−0.9%
Reduced · −555 sh
5Vaneck FDS
EMER MARK BD ETF
$4.2M81.0K
3.1%
+3.4%
Added · +3K sh
6Invesco Exch Traded FD TR II
S&P INTL MOMNT
$3.8M62.6K
2.8%
+2.8%
Added · +2K sh
7First TR Exchange-Traded FD
SHS
$3.5M73.3K
2.6%
−1.1%
Reduced · −846 sh
8Amphenol Corp
CL A
$3.5M19.8K
2.6%
−2.7%
Reduced · −552 sh
9Ishares TR
FALN ANGLS USD
$3.5M127.2K
2.6%
−0.5%
Reduced · −684 sh
10Casella Waste Sys Inc
CL A
$3.5M35.7K
2.6%
−1.3%
Reduced · −465 sh
11Credo Technology Group Holdi
ORDINARY SHARES
$3.4M12.5K
2.5%
+2.4%
Added · +300 sh
12Berkshire Hathaway Inc Del
CL B NEW
$3.4M6.8K
2.5%
−0.7%
Reduced · −50 sh
13Sun Life Financial Inc.
COM
$3.4M42.9K
2.5%
−0.3%
Reduced · −111 sh
14ETF Ser Solutions
DEFIA QUANT ETF
$3.1M18.6K
2.3%
+52%
Added · +6K sh
15First TR Exchange-Traded FD
NASDQ CLN EDGE
$2.7M14.3K
2.0%
+1.0%
Added · +143 sh
16Pembina Pipeline Corp
COM
$2.7M59.3K
2.0%
+0.4%
Added · +251 sh
17Idexx Labs Inc
COM
$2.7M5.1K
2.0%
−1.6%
Reduced · −84 sh
18Amazon Com Inc
COM
$2.5M10.5K
1.9%
+1.2%
Added · +125 sh
19ALPS ETF TR
ALERIAN ENERGY
$2.4M62.4K
1.8%
+0.8%
Added · +505 sh
20Global X FDS
US INFR DEV ETF
$2.4M39.9K
1.8%
−0.1%
Reduced · −30 sh
21Vaneck ETF Trust
GOLD MINERS ETF
$2.1M27.9K
1.6%
+3.0%
Added · +805 sh
22First TR Exchng Traded FD VI
FT VEST US EQT E
$2.0M51.1K
1.5%
−10%
Reduced · −6K sh
23First TR Exchng Traded FD VI
FT VEST U.S
$1.8M41.4K
1.4%
−13%
Reduced · −6K sh
24Aflac Inc
COM
$1.8M15.5K
1.4%
+0.3%
Added · +47 sh
25First TR Exchange-Traded FD
EMER MA HUMA ETF
$1.8M35.7K
1.3%
+68%
Added · +14K sh
26Ark ETF TR
INNOVATION ETF
$1.7M21.4K
1.3%
−0.6%
Reduced · −125 sh
27First TR Exchng Traded FD VI
FT VEST U.S EQT
$1.6M39.0K
1.2%
−21%
Reduced · −11K sh
28Chord Energy Corporation
COM NEW
$1.6M13.9K
1.2%
−12%
Reduced · −2K sh
29Vaneck ETF Trust
RARE EAR STR ETF
$1.5M17.5K
1.2%
−0.1%
Reduced · −22 sh
30J P Morgan Exchange Traded F
NASDAQ EQT PREM
$1.5M25.1K
1.1%
+1.1%
Added · +269 sh
31Columbia ETF TR II
INDIA CONSMR ETF
$1.5M25.5K
1.1%
−17%
Reduced · −5K sh
32SPDR Series Trust
ST STR CONV ETF
$1.3M12.1K
1.0%
−4.1%
Reduced · −523 sh
33Palantir Technologies Inc
CL A
$1.3M10.8K
0.9%
−1.2%
Reduced · −127 sh
34Invesco Exchange Traded FD T
S&P500 QUALITY
$1.3M13.9K
0.9%
+25%
Added · +3K sh
35Ocular Therapeutix Inc
COM
$1.1M110.0K
0.8%
+13%
Added · +12K sh
36Carrier Global Corporation
COM
$1.1M14.6K
0.8%
−0.6%
Reduced · −89 sh
37First TR Exch Traded FD III
PFD SECS INC ETF
$1.0M58.7K
0.8%
+5.4%
Added · +3K sh
38Fidelity Greenwood Street TR
YIEL ENH EQU ETF
$1.0M36.1K
0.8%
+2.7%
Added · +963 sh
39Terawulf Inc
COM
$1.0M41.8K
0.8%
+0.4%
Added · +150 sh
40Microsoft Corp
COM
$1.0M2.7K
0.8%
−2.8%
Reduced · −78 sh
41Proshares TR
S&P MDCP 400 DIV
$1.0M11.0K
0.8%
+0.2%
Added · +25 sh
42Vanguard World FD
INF TECH ETF
$1.0M8.4K
0.8%
+700%
Added · +7K sh
43Eli Lilly & Co
COM
$995K829
0.7%
Held
44First TR Exchange Traded FD
SMID RISNG ETF
$924K21.4K
0.7%
+0.1%
Added · +12 sh
45Boeing Co
COM
$886K4.1K
0.7%
−2.4%
Reduced · −100 sh
46Consolidated Edison Inc
COM
$879K7.9K
0.7%
+0.3%
Added · +24 sh
47Pacer FDS TR
US CASH COWS 100
$866K13.9K
0.6%
+0.1%
Added · +11 sh
48Pacer FDS TR
GLOBL CASH ETF
$859K19.8K
0.6%
+3.5%
Added · +676 sh
49Wisdomtree TR
EMER MKT HIGH FD
$856K15.9K
0.6%
−2.9%
Reduced · −477 sh
50First TR Exchange-Traded FD
NASDAQ CYB ETF
$841K9.4K
0.6%
~0%
Added · +4 sh
Showing 50 of 103 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026103$134.3M13F-HR
Q1 2026Mar 31, 2026May 13, 202699$122.8M13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026102$125.5M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025100$116.9M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202592$106.0M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202591$98.3M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202588$101.1M13F-HR
Q3 2024Sep 30, 2024Nov 8, 202484$101.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.