We are live on ! Find out more
KIA

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 Technology 16.63%
2 Industrials 10.81%
3 Financials 9.74%
4 Healthcare 5.06%
5 Energy 3.22%

No holdings matched the selected filter criteria.

1 2 3 4 5

Similar funds

SA
Spear Advisors East Hampton, New York $134M AUM
TC
Tsai Capital New York $134M AUM 18.24% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
KCA
KVP Capital Advisors San Francisco, California $134M AUM
SA
Seneschal Advisors Tacoma, Washington $135M AUM 13.18% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
RA
RoundAngle Advisors Red Bank, New Jersey $134M AUM 27.87% 1-Year Est. Return
UOP
University of Pittsburgh Pittsburgh, Pennsylvania $135M AUM 29.36% 1-Year Est. Return

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 Technology at 17% of assets, up from 15% a quarter earlier, followed by Industrials and Financials.

  • 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.