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Gregory Clinton

@Kraematon Investment Advisors, Inc

Latest period2024 - Q4ReportedManaged Assets$101.141MTotal holdings88
Assets growth rate-0.72%Assets growth rate (2-Q avg)1.39%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kraematon Investment Advisors, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Kraematon Investment Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 101.141M in assets, with a quarterly growth rate of -0.72% and a 2-quarter average growth rate of 1.39%. The portfolio is managed by Gregory Clinton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.03%
4.9%
$4.948M
19,760 shares@ $250.42 avg price
CWSTCasella Waste Sys Inc
Recent Activity
Decreased -1.5%
4.81%
$4.861M
45,943 shares@ $105.82 avg price
RTXRtx Corporation
Recent Activity
Increased 0.25%
4.75%
$4.803M
41,506 shares@ $115.72 avg price
NVDANvidia Corporation
Recent Activity
Increased 7.8%
4.44%
$4.481M
33,368 shares@ $134.29 avg price
FALNIshares Tr
Recent Activity
Decreased -2.37%
3.49%
$3.525M
131,959 shares@ $26.71 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -1.22%
3.35%
$3.385M
77,571 shares@ $43.65 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 0.79%
3.08%
$3.111M
59,832 shares@ $52.0 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.56%
2.78%
$2.808M
6,194 shares@ $453.28 avg price
CHRDChord Energy Corporation
Recent Activity
Decreased -9.19%
2.77%
$2.793M
23,888 shares@ $116.92 avg price
SLFSun Life Financial Inc.
Recent Activity
Increased 0.37%
2.61%
$2.636M
44,423 shares@ $59.35 avg price