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Kraematon Investment Advisors Portfolio holdings

AUM $134M
1-Year Est. Return 29.42%
This Fund
S&P 500
This Quarter Est. Return
+15.17%
1 Year Est. Return
+29.42%
3 Year Est. Return
+80.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$11.4M
Cap. Flow
+$392K
Cap. Flow %
0.29%
Top 10 Hldgs %
32.96%
Holding
107
New
8
Increased
44
Reduced
43
Closed
4

Top Buys

Rank Stock Value
1
QTUM icon
Defiance Quantum ETF
QTUM
+$916K
2
FTHF icon
First Trust Emerging Markets Human Flourishing ETF
FTHF
+$660K
3
ABT icon
Abbott
ABT
+$449K
4
GNRC icon
Generac Holdings
GNRC
+$338K
5
QCOM icon
Qualcomm
QCOM
+$300K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$712K
2
GSEP icon
FT Vest US Equity Moderate Buffer ETF September
GSEP
+$427K
3
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$413K
4
INCO icon
Columbia India Consumer ETF
INCO
+$315K
5
HUBS icon
HubSpot
HUBS
+$300K

Sector Composition

Rank Sector Weight
1 Miscellaneous 49.65%
2 Technology 16.63%
3 Industrials 10.81%
4 Financials 9.74%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
101
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
$208K 0.16%
1,314
-197
-13% -$29.3K
NI icon
102
NiSource
NI
$19.8B
$207K 0.15%
4,348
– –
FTMA
103
Franklin Massachusetts Municipal Income ETF
FTMA
$282M
$155K 0.12%
+17,000
New +$154K
GSBD icon
104
Goldman Sachs BDC
GSBD
$1.12B
– –
-17,330
Closed -$154K
HUBS icon
105
HubSpot
HUBS
$12.3B
– –
-1,227
Closed -$300K
KWEB icon
106
KraneShares CSI China Internet ETF
KWEB
$5.14B
– –
-14,512
Closed -$413K
OTIS icon
107
Otis Worldwide
OTIS
$27.1B
– –
-2,698
Closed -$208K
1 2 3 4
5

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Kraematon Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Kraematon Investment Advisors held 107 positions worth $134M, up 9.3% from $123M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Kraematon Investment Advisors's Q2 2026 filing shows 8 new, 44 increased, 43 reduced and 4 closed positions. Its largest new stake was Abbott: 4,923 shares worth $447K. The largest sale was NVIDIA, an estimated $712K.

By sector, the portfolio is most concentrated in Miscellaneous at 50% of assets, down from 51% a quarter earlier, followed by Technology and Industrials.

  • Kraematon Investment Advisors's largest Q2 2026 buy was Abbott: 4,923 shares worth $447K.
  • Kraematon Investment Advisors added most to Defiance Quantum ETF in Q2 2026, an estimated $916K increase.
  • Kraematon Investment Advisors's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $712K.
  • Kraematon Investment Advisors fully exited KraneShares CSI China Internet ETF in Q2 2026, selling an estimated $413K.
  • Kraematon Investment Advisors's ten largest holdings make up 33% of its $134M portfolio in Q2 2026.
  • Kraematon Investment Advisors opened 8 new positions and closed 4 in Q2 2026.
  • Kraematon Investment Advisors's portfolio value rose 9.3% quarter-over-quarter to $134M.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.