Kraematon-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GDX",
  "PBA",
  "SNOW",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  null,
  null,
  null,
  "DUK",
  null,
  "FCX",
  "ALT",
  null,
  null,
  null,
  null,
  "ISRG",
  "HUBS",
  null,
  "PXLW",
  null,
  null,
  "SLF",
  "MSFT",
  null,
  "KKR",
  "DOC",
  null,
  "EEM",
  "GSBD",
  "AAPL",
  "NVDA",
  "PLTR",
  "VZ",
  null,
  "RTX",
  "SOUN",
  null,
  null,
  null,
  null,
  null,
  null,
  "BN.TO",
  null,
  "VRTX",
  "AFL",
  "APH",
  "WVE",
  "HIMX",
  null,
  "IDXX",
  null,
  "AMZN",
  "OLN",
  null,
  null,
  "HII",
  null,
  null,
  "VGT",
  null,
  null,
  null,
  "OTIS",
  "CRM",
  null,
  null,
  "LYB",
  null,
  "SPYV",
  null,
  "BAC",
  "BRK-B",
  "BA",
  "BAM.TO",
  "CWST",
  "CARR",
  "CHRD",
  "ED",
  "CRDO",
  "WULF",
  "QQQ",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 91
Total Value: 98295599
Accession Number: 0001951757-25-000344
Form Type: 13F-HR
CIK: kraematon-investment-advisors
Manager Name: Kraematon-Investment-Advisors

Data Enrichment

58% identified

53 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

91 positions • $98.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 5

Sort by:

Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:9.7K

Value:$389.1K

% of Portfolio:0.4% ($389.1K/$98.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.8K

Value:$384.7K

% of Portfolio:0.4% ($384.7K/$98.3M)

33740F623

Shares:8.3K

Value:$366.0K

% of Portfolio:0.4% ($366.0K/$98.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$364.6K

% of Portfolio:0.4% ($364.6K/$98.3M)

74347B698

Shares:5.4K

Value:$352.1K

% of Portfolio:0.4% ($352.1K/$98.3M)

92204A702

VGT|92204A702

Shares:648

Value:$351.2K

% of Portfolio:0.4% ($351.2K/$98.3M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:8.5K

Value:$320.1K

% of Portfolio:0.3% ($320.1K/$98.3M)

Tesla, Inc.

TSLA|88160R101

Shares:1.2K

Value:$311.2K

% of Portfolio:0.3% ($311.2K/$98.3M)

69374H873

Shares:9.5K

Value:$298.7K

% of Portfolio:0.3% ($298.7K/$98.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.1K

Value:$295.9K

% of Portfolio:0.3% ($295.9K/$98.3M)

33738R118

Shares:4.0K

Value:$293.6K

% of Portfolio:0.3% ($293.6K/$98.3M)

Duke Energy CORP

DUK|26441C204

Shares:2.3K

Value:$286.5K

% of Portfolio:0.3% ($286.5K/$98.3M)

97717W315

Shares:6.5K

Value:$274.5K

% of Portfolio:0.3% ($274.5K/$98.3M)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:13.2K

Value:$266.9K

% of Portfolio:0.3% ($266.9K/$98.3M)

92189K105

Shares:10.8K

Value:$252.2K

% of Portfolio:0.3% ($252.2K/$98.3M)

81369Y209

Shares:1.7K

Value:$250.2K

% of Portfolio:0.3% ($250.2K/$98.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.9K

Value:$248.1K

% of Portfolio:0.3% ($248.1K/$98.3M)

78464A631

Shares:1.5K

Value:$237.5K

% of Portfolio:0.2% ($237.5K/$98.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:502

Value:$235.5K

% of Portfolio:0.2% ($235.5K/$98.3M)

464287234

EEM|464287234

Shares:5.4K

Value:$234.5K

% of Portfolio:0.2% ($234.5K/$98.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$389.1K	0.4% ($389.1K/$98.3M)	QoQ NEW(+$389.1K) YoY NEW(+$389.1K)
AbbVie Inc.(ABBVcusip00287Y109)	1.8K	QoQ +0.10% (+2) YoY +0.60% (+11)	All Managers (Combined)	$384.7K	0.4% ($384.7K/$98.3M)	QoQ +18.07% (+$58.9K) YoY +15.74% (+$52.3K)
(cusip33740F623)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$366.0K	0.4% ($366.0K/$98.3M)	QoQ NEW(+$366.0K) YoY NEW(+$366.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ -0.20% (-3) YoY -38.67% (-937)	All Managers (Combined)	$364.6K	0.4% ($364.6K/$98.3M)	QoQ +2.13% (-$7.6K) YoY -24.87% (-$120.7K)
(cusip74347B698)✕	5.4K	QoQ -3.59% (-200) YoY -19.50% (-1.3K)	All Managers (Combined)	$352.1K	0.4% ($352.1K/$98.3M)	QoQ -6.55% (-$24.7K) YoY -17.52% (-$74.8K)
(VGTcusip92204A702)	648	QoQ NEW(+648) YoY NEW(+648)	All Managers (Combined)	$351.2K	0.4% ($351.2K/$98.3M)	QoQ NEW(+$351.2K) YoY NEW(+$351.2K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	8.5K	QoQ -16.27% (-1.6K) YoY -16.82% (-1.7K)	All Managers (Combined)	$320.1K	0.3% ($320.1K/$98.3M)	QoQ -16.75% (-$64.4K) YoY -33.02% (-$157.8K)
Tesla, Inc.(TSLAcusip88160R101)	1.2K	QoQ +121.17% (+658) YoY NEW(+1.2K)	All Managers (Combined)	$311.2K	0.3% ($311.2K/$98.3M)	QoQ +41.96% (+$92.0K) YoY NEW(+$311.2K)
(cusip69374H873)✕	9.5K	QoQ -2.36% (-230) YoY -10.54% (-1.1K)	All Managers (Combined)	$298.7K	0.3% ($298.7K/$98.3M)	QoQ +5.06% (-$14.4K) YoY -12.05% (-$40.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.1K	QoQ -0.53% (-38) YoY -22.24% (-2.0K)	All Managers (Combined)	$295.9K	0.3% ($295.9K/$98.3M)	QoQ -5.56% (-$17.4K) YoY -14.43% (-$49.9K)
(cusip33738R118)✕	4.0K	QoQ +0.12% (-5) YoY +2.80% (+109)	All Managers (Combined)	$293.6K	0.3% ($293.6K/$98.3M)	QoQ -6.05% (-$18.9K) YoY +8.63% (+$23.3K)
Duke Energy CORP(DUKcusip26441C204)	2.3K	QoQ -12.02% (-321) YoY -12.80% (-345)	All Managers (Combined)	$286.5K	0.3% ($286.5K/$98.3M)	QoQ -0.39% (-$1.1K) YoY +9.96% (-$26.0K)
(cusip97717W315)✕	6.5K	QoQ -10.39% (-757) YoY NEW(+6.5K)	All Managers (Combined)	$274.5K	0.3% ($274.5K/$98.3M)	QoQ -6.87% (-$20.3K) YoY NEW(+$274.5K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	13.2K	QoQ -8.02% (-1.2K) YoY -15.41% (-2.4K)	All Managers (Combined)	$266.9K	0.3% ($266.9K/$98.3M)	QoQ -8.24% (-$24.0K) YoY -8.77% (-$25.7K)
(cusip92189K105)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$252.2K	0.3% ($252.2K/$98.3M)	QoQ NEW(+$252.2K) YoY NEW(+$252.2K)
(cusip81369Y209)✕	1.7K	QoQ +0.17% (+3) YoY -16.43% (-337)	All Managers (Combined)	$250.2K	0.3% ($250.2K/$98.3M)	QoQ +6.33% (+$14.9K) YoY -17.40% (-$52.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.9K	QoQ +0.05% (+1) YoY +0.10% (+2)	All Managers (Combined)	$248.1K	0.3% ($248.1K/$98.3M)	QoQ +17.30% (+$36.6K) YoY +16.82% (+$35.7K)
(cusip78464A631)✕	1.5K	QoQ +0.06% (-1) YoY -8.93% (-145)	All Managers (Combined)	$237.5K	0.2% ($237.5K/$98.3M)	QoQ -3.04% (-$7.4K) YoY +4.14% (-$9.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	502	QoQ -13.44% (-78) YoY -13.89% (-81)	All Managers (Combined)	$235.5K	0.2% ($235.5K/$98.3M)	QoQ -20.51% (-$60.8K) YoY -9.02% (-$23.4K)
(EEMcusip464287234)	5.4K	QoQ 0.00% (+0) YoY -2.77% (-153)	All Managers (Combined)	$234.5K	0.2% ($234.5K/$98.3M)	QoQ +4.49% (+$10.1K) YoY +3.42% (-$7.8K)