Hutchens & Kramer Investment Management Group
Latest statistics and disclosures from Hutchens & Kramer Investment Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, AVUS, PYLD, DCOR, BOND, and represent 32.80% of Hutchens & Kramer Investment Management Group's stock portfolio.
- Added to shares of these 10 stocks: AVUS (+$5.2M), PYLD, SGOV, TFLO, AVDE, BOND, AVEM, BAI, VNQ, XLK.
- Started 28 new stock positions in MSCI, PNR, JEPI, IRM, ZS, RBLX, CTAS, POOL, TSM, DIA.
- Reduced shares in these 10 stocks: SCHX, DFCF, EFG, IYW, DFGX, AMT, VOO, , , IT.
- Sold out of its positions in LNT, WRB, SILA, DFGX, EOG, IT, KMB, LPLA, SPDW, SSNC. CRM, VMEO, ACN, FLEX.
- Hutchens & Kramer Investment Management Group was a net buyer of stock by $23M.
- Hutchens & Kramer Investment Management Group has $254M in assets under management (AUM), dropping by 16.38%.
- Central Index Key (CIK): 0001920117
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Portfolio Holdings for Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group holds 173 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 8.5 | $22M | 556k | 38.57 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 7.9 | $20M | +34% | 186k | 108.70 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 6.1 | $16M | +47% | 580k | 26.84 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 5.7 | $14M | 200k | 71.94 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 4.6 | $12M | +21% | 125k | 93.35 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 4.6 | $12M | 353k | 32.79 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.6 | $6.6M | +63% | 83k | 78.90 |
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| Eli Lilly & Co. (LLY) | 2.5 | $6.4M | 8.4k | 763.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $6.4M | -5% | 10k | 612.35 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.4 | $6.0M | +99% | 59k | 100.70 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 2.1 | $5.3M | +108% | 104k | 50.59 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.7 | $4.4M | 138k | 32.07 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.7 | $4.4M | -10% | 166k | 26.34 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.7 | $4.3M | +8% | 74k | 57.52 |
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| Microsoft Corporation (MSFT) | 1.6 | $4.0M | +4% | 7.7k | 517.95 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.5 | $3.8M | -10% | 89k | 42.76 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $3.6M | +30% | 48k | 75.11 |
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| Apple (AAPL) | 1.3 | $3.3M | 13k | 254.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $3.1M | -3% | 52k | 59.92 |
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| NVIDIA Corporation (NVDA) | 1.2 | $3.0M | +7% | 16k | 186.59 |
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| Amazon (AMZN) | 1.1 | $2.9M | 13k | 219.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.7M | -3% | 4.0k | 669.30 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $2.6M | -8% | 7.2k | 355.47 |
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| Procter & Gamble Company (PG) | 1.0 | $2.5M | 16k | 153.65 |
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| Select Sector Spdr Tr Technology (XLK) | 1.0 | $2.5M | +20% | 8.9k | 281.87 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.3M | 3.8k | 600.39 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.9 | $2.2M | +18% | 27k | 83.41 |
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| Meta Platforms Cl A (META) | 0.7 | $1.9M | +2% | 2.6k | 734.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.9M | -5% | 16k | 120.72 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.7 | $1.8M | +3% | 30k | 59.20 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $1.7M | -10% | 8.8k | 194.50 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $1.7M | -2% | 3.0k | 568.87 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.6M | +25% | 2.4k | 666.10 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $1.5M | -3% | 7.2k | 206.51 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $1.4M | -15% | 21k | 67.83 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $1.3M | +3% | 16k | 82.96 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.5 | $1.3M | 17k | 78.34 |
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| Amphenol Corp Cl A (APH) | 0.5 | $1.2M | 10k | 123.76 |
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| Ishares Tr Core Total Usd (IUSB) | 0.5 | $1.2M | -16% | 26k | 46.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.2M | -2% | 4.8k | 243.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | +4% | 4.4k | 243.55 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.1M | +2% | 2.9k | 374.25 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $1.1M | +73% | 12k | 91.42 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $1.1M | 16k | 65.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.1M | +44% | 3.2k | 328.17 |
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| Visa Com Cl A (V) | 0.4 | $1.0M | -3% | 3.1k | 341.38 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.4 | $1.0M | -18% | 22k | 48.19 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.0M | -4% | 19k | 54.18 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $998k | 4.0k | 247.12 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $984k | 5.3k | 186.49 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $963k | +37% | 15k | 65.00 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $963k | -5% | 10k | 95.47 |
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| Automatic Data Processing (ADP) | 0.4 | $939k | 3.2k | 293.50 |
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| TJX Companies (TJX) | 0.3 | $873k | -7% | 6.0k | 144.53 |
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| Broadcom (AVGO) | 0.3 | $850k | +6% | 2.6k | 329.88 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $797k | +84% | 2.4k | 332.84 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $785k | -34% | 6.9k | 113.88 |
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| Etf Ser Solutions Distillate Us (DSTL) | 0.3 | $753k | -4% | 13k | 57.96 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $722k | 8.7k | 82.58 |
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| Cadence Design Systems (CDNS) | 0.3 | $667k | +3% | 1.9k | 351.26 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $663k | 5.5k | 120.50 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.3 | $658k | -6% | 24k | 27.31 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.3 | $650k | 20k | 31.84 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $624k | -3% | 3.0k | 209.34 |
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| Welltower Inc Com reit (WELL) | 0.2 | $614k | +3% | 3.4k | 178.14 |
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| Netflix (NFLX) | 0.2 | $608k | 507.00 | 1198.92 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $588k | 16k | 37.77 |
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| Iqvia Holdings (IQV) | 0.2 | $583k | -2% | 3.1k | 189.94 |
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| Cooper Cos (COO) | 0.2 | $583k | -4% | 8.5k | 68.56 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $581k | 3.4k | 170.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $566k | -15% | 1.9k | 293.79 |
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| Spdr Series Trust Ssga Us Lrg Etf (LGLV) | 0.2 | $558k | -2% | 3.1k | 178.16 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $545k | -4% | 1.7k | 315.36 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $521k | NEW | 15k | 34.16 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $520k | -11% | 3.9k | 133.90 |
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| Motorola Solutions Com New (MSI) | 0.2 | $515k | +9% | 1.1k | 457.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $509k | -12% | 2.0k | 254.28 |
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| Costco Wholesale Corporation (COST) | 0.2 | $504k | 544.00 | 926.13 |
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| American Tower Reit (AMT) | 0.2 | $490k | -42% | 2.5k | 192.32 |
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| Roper Industries (ROP) | 0.2 | $489k | +16% | 980.00 | 498.69 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.2 | $475k | -2% | 13k | 37.86 |
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| Abbvie (ABBV) | 0.2 | $465k | 2.0k | 231.49 |
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| Anthem (ELV) | 0.2 | $449k | -16% | 1.4k | 323.12 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $447k | 1.6k | 287.06 |
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| Emcor (EME) | 0.2 | $429k | +49% | 661.00 | 649.54 |
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| Caterpillar (CAT) | 0.2 | $422k | -3% | 884.00 | 477.15 |
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| Zoetis Cl A (ZTS) | 0.2 | $414k | -9% | 2.8k | 146.29 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $413k | +40% | 4.0k | 102.99 |
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| Cintas Corporation (CTAS) | 0.2 | $403k | NEW | 2.0k | 205.26 |
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| Digital Realty Trust (DLR) | 0.2 | $401k | +3% | 2.3k | 172.88 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $397k | +2% | 2.7k | 145.60 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $392k | -3% | 8.4k | 46.81 |
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| Fair Isaac Corporation (FICO) | 0.2 | $391k | +7% | 261.00 | 1496.53 |
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| Crown Castle Intl (CCI) | 0.2 | $384k | +24% | 4.0k | 96.49 |
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| Ecolab (ECL) | 0.2 | $382k | 1.4k | 273.86 |
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| Kla Corp Com New (KLAC) | 0.2 | $382k | -8% | 354.00 | 1078.60 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $374k | 16k | 23.28 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $368k | 14k | 26.30 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $367k | +22% | 1.8k | 205.32 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $363k | -23% | 11k | 31.91 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $359k | -3% | 3.4k | 104.51 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $359k | +7% | 4.9k | 72.77 |
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| NiSource (NI) | 0.1 | $349k | 8.1k | 43.30 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $344k | +12% | 3.6k | 95.15 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $341k | +20% | 1.3k | 254.09 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $334k | 12k | 27.30 |
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| Monolithic Power Systems (MPWR) | 0.1 | $333k | +21% | 362.00 | 920.64 |
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| Abbott Laboratories (ABT) | 0.1 | $326k | 2.4k | 133.93 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $325k | 1.0k | 309.74 |
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| Prologis (PLD) | 0.1 | $324k | -2% | 2.8k | 114.52 |
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| American Centy Etf Tr Avantis All Int (AVNM) | 0.1 | $318k | +17% | 4.5k | 70.60 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $316k | +4% | 6.4k | 49.46 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $315k | -37% | 537.00 | 586.04 |
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| Simon Property (SPG) | 0.1 | $311k | -10% | 1.7k | 187.64 |
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| Ametek (AME) | 0.1 | $309k | +21% | 1.6k | 188.00 |
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| W.W. Grainger (GWW) | 0.1 | $306k | +22% | 321.00 | 952.96 |
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| Jabil Circuit (JBL) | 0.1 | $305k | +5% | 1.4k | 217.17 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $305k | +2% | 5.8k | 52.28 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $302k | +4% | 3.8k | 78.91 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $298k | NEW | 642.00 | 463.96 |
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| Oracle Corporation (ORCL) | 0.1 | $288k | NEW | 1.0k | 281.24 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $286k | -12% | 1.1k | 256.45 |
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| International Business Machines (IBM) | 0.1 | $286k | 1.0k | 282.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $283k | 562.00 | 502.98 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $276k | 2.7k | 100.69 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $270k | -58% | 1.4k | 195.86 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $269k | NEW | 964.00 | 279.29 |
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| 3M Company (MMM) | 0.1 | $269k | +2% | 1.7k | 155.14 |
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| Intuit (INTU) | 0.1 | $262k | NEW | 383.00 | 682.91 |
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| Equinix (EQIX) | 0.1 | $255k | -15% | 326.00 | 783.24 |
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| Hershey Company (HSY) | 0.1 | $255k | -11% | 1.4k | 187.02 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $254k | 3.5k | 72.44 |
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| Verisk Analytics (VRSK) | 0.1 | $253k | +31% | 1.0k | 251.51 |
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| Wabtec Corporation (WAB) | 0.1 | $253k | +20% | 1.3k | 200.47 |
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| Ameriprise Financial (AMP) | 0.1 | $253k | NEW | 514.00 | 491.25 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $252k | +9% | 4.9k | 51.23 |
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| Palo Alto Networks (PANW) | 0.1 | $251k | +13% | 1.2k | 203.62 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $251k | -6% | 2.2k | 113.86 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $250k | +2% | 558.00 | 447.23 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $246k | 4.3k | 57.25 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $243k | +2% | 690.00 | 352.75 |
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| Proshares Tr Ii Ultra Gold (UGL) | 0.1 | $243k | NEW | 5.3k | 46.06 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $240k | +2% | 481.00 | 498.89 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $240k | -4% | 10k | 23.85 |
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| Ishares Tr Future Exponenti (XT) | 0.1 | $238k | -21% | 3.3k | 71.94 |
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| Coca-Cola Company (KO) | 0.1 | $238k | +6% | 3.6k | 66.32 |
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| Equifax (EFX) | 0.1 | $237k | +19% | 925.00 | 256.53 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $237k | NEW | 4.1k | 57.10 |
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| Pool Corporation (POOL) | 0.1 | $236k | NEW | 760.00 | 310.07 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $231k | +13% | 4.3k | 53.24 |
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| Home Depot (HD) | 0.1 | $230k | -4% | 567.00 | 405.03 |
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| Sterling Construction Company (STRL) | 0.1 | $230k | NEW | 676.00 | 339.68 |
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| Pentair SHS (PNR) | 0.1 | $228k | NEW | 2.1k | 110.76 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $225k | NEW | 1.6k | 138.52 |
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| Msci (MSCI) | 0.1 | $225k | NEW | 396.00 | 567.41 |
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| OSI Systems (OSIS) | 0.1 | $221k | NEW | 886.00 | 249.24 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $220k | NEW | 1.0k | 209.26 |
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| West Pharmaceutical Services (WST) | 0.1 | $219k | NEW | 833.00 | 262.33 |
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| Domino's Pizza (DPZ) | 0.1 | $218k | NEW | 506.00 | 431.71 |
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| Ensign (ENSG) | 0.1 | $217k | NEW | 1.3k | 172.77 |
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| Iron Mountain (IRM) | 0.1 | $217k | NEW | 2.1k | 101.94 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $214k | NEW | 1.3k | 167.33 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $214k | NEW | 661.00 | 323.58 |
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| Zscaler Incorporated (ZS) | 0.1 | $210k | NEW | 702.00 | 299.66 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $209k | NEW | 1.7k | 121.06 |
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| Acuity Brands (AYI) | 0.1 | $207k | NEW | 602.00 | 344.39 |
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| Broadridge Financial Solutions (BR) | 0.1 | $206k | -29% | 865.00 | 238.17 |
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| Curtiss-Wright (CW) | 0.1 | $206k | NEW | 379.00 | 542.94 |
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| Primoris Services (PRIM) | 0.1 | $205k | NEW | 1.5k | 137.33 |
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| Monster Beverage Corp (MNST) | 0.1 | $204k | -9% | 3.0k | 67.31 |
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| Stride (LRN) | 0.1 | $203k | NEW | 1.4k | 148.94 |
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| At&t (T) | 0.1 | $200k | -11% | 7.1k | 28.24 |
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| Hudson Pacific Properties (HPP) | 0.0 | $33k | 12k | 2.76 |
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Past Filings by Hutchens & Kramer Investment Management Group
SEC 13F filings are viewable for Hutchens & Kramer Investment Management Group going back to 2022
- Hutchens & Kramer Investment Management Group 2025 Q3 filed Nov. 3, 2025
- Hutchens & Kramer Investment Management Group 2025 Q2 filed Aug. 5, 2025
- Hutchens & Kramer Investment Management Group 2025 Q1 filed April 25, 2025
- Hutchens & Kramer Investment Management Group 2024 Q4 filed Jan. 22, 2025
- Hutchens & Kramer Investment Management Group 2024 Q3 filed Oct. 15, 2024
- Hutchens & Kramer Investment Management Group 2024 Q2 filed July 12, 2024
- Hutchens & Kramer Investment Management Group 2024 Q1 filed April 29, 2024
- Hutchens & Kramer Investment Management Group 2023 Q4 filed Jan. 22, 2024
- Hutchens & Kramer Investment Management Group 2023 Q3 filed Oct. 10, 2023
- Hutchens & Kramer Investment Management Group 2023 Q2 filed July 18, 2023
- Hutchens & Kramer Investment Management Group 2023 Q1 filed April 10, 2023
- Hutchens & Kramer Investment Management Group 2022 Q4 filed Jan. 31, 2023
- Hutchens & Kramer Investment Management Group 2022 Q3 filed Nov. 14, 2022
- Hutchens & Kramer Investment Management Group 2022 Q2 filed Aug. 15, 2022
- Hutchens & Kramer Investment Management Group 2021 Q4 filed May 16, 2022
- Hutchens & Kramer Investment Management Group 2022 Q1 filed May 16, 2022