KRAEMATON INVESTMENT ADVISORS, INC

CIK 0001910852 · Q1 2026

13F Equity AUM

$122.8M

-2.1% QoQ

Positions

-3 QoQ

AUM Rank

#9,277

Top 75%

Skill Alpha (FF)

-4.6%/yr^ns

No Clear Edge

Rank #7,287 · Top 89%

vs S&P -7.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 21.7%Top 10: 35.1%Top 20: 55.0%

RTX6.2%

GLDM4.5%

NVDA4.4%

AAPL3.5%

EMBX3.2%

FVD2.8%

FALN2.8%

IDMO2.7%

BRK/B2.7%

IDXX2.4%

Others (89)64.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services57.2%

Technology14.9%

Industrials10.7%

Healthcare5.0%

Utilities3.8%

Fund2.5%

Consumer Cyclical2.1%

Other3.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 99Median: 0.64%Avg: 1.01%

0–0.5%

41(12.3%)

0.5–1%

28(19.2%)

1–3%

25(46.7%)

3–5%

4(15.6%)

5%+

1(6.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 90Unique: 9vs 20 funds

1.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.9%

1.7%

1.7%

2.4%

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.4%

STATE STREET CORP

1.4%

GEODE CAPITAL MANAGEMENT, LLC

1.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased35Decreased51Exited7

New Positions

OCUL0.7%

+98K

FTHF0.7%

+21K

INNOVATOR ETFS TRUST0.5%

+35K

AIR0.3%

+4K

Increased

ENFR1.9%

+11K(+22%)

EMBX3.2%

+6K(+8%)

IDMO2.7%

+6K(+10%)

FYEE0.8%

+4K(+14%)

RAAX0.3%

+4K(+56%)

HODL0.3%

+3K(+18%)

CRDO0.9%

+3K(+27%)

BN0.5%

+1K(+8%)

FPE0.8%

+946(+2%)

PLTR1.3%

+725(+7%)

Decreased

GSBD0.1%

-9,655(-36%)

XSEP1.6%

-5,478(-10%)

GSEP1.5%

-3,035(-6%)

INCO1.4%

-2,280(-7%)

FALN2.8%

-2,229(-2%)

XJAN1.7%

-1,500(-3%)

KWEB0.3%

-1,426(-9%)

JEPI0.7%

-1,395(-9%)

CWB0.9%

-1,309(-9%)

AAPL3.5%

-1,192(-7%)

Exited

-4,381

-1,872

-4,974

-4,171

-2,028

-2,878

-1,252

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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