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, DCOR, LLY, DFIC, DFCF, and represent 31.82% of Hutchens & Kramer Investment Management Group's stock portfolio.
- Added to shares of these 10 stocks: SCHX, BOND, PYLD, DCOR, LLY, DFAC, SPLG, DFIC, BIL, LRCX.
- Started 16 new stock positions in Arista Networks, ABT, MMM, GDDY, TSM, IBM, BNDX, MSI, GBTC, IBIT. LRCX, PANW, TSLA, BIL, MTUM, AJG.
- Reduced shares in these 10 stocks: IVV, DFCF, CDW, DFUS, IUSB, AMAT, JBHT, IRM, , NVDA.
- Sold out of its positions in AMAT, ANET, BBY, BRO, CDW, COP, DFUS, JBHT, IRM, MPWR. NVR, QCOM, SPHY, SHW, VLO.
- Hutchens & Kramer Investment Management Group was a net buyer of stock by $9.6M.
- Hutchens & Kramer Investment Management Group has $184M in assets under management (AUM), dropping by 2.19%.
- Central Index Key (CIK): 0001920117
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Portfolio Holdings for Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group holds 159 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 10.9 | $20M | +4% | 580k | 34.59 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 7.1 | $13M | +10% | 203k | 64.16 |
|
| Eli Lilly & Co. (LLY) | 5.7 | $11M | +9% | 14k | 771.98 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 5.2 | $9.6M | +5% | 370k | 25.84 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 3.0 | $5.5M | -13% | 133k | 41.27 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.9 | $5.3M | +2% | 9.8k | 538.81 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 2.9 | $5.3M | +60% | 203k | 25.92 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.5 | $4.6M | +191% | 196k | 23.18 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $4.0M | -18% | 6.8k | 588.68 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 2.1 | $3.8M | +201% | 42k | 90.42 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.0 | $3.7M | +6% | 140k | 26.19 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.8 | $3.3M | -3% | 67k | 49.96 |
|
| Microsoft Corporation (MSFT) | 1.8 | $3.3M | 7.7k | 421.51 |
|
|
| Apple (AAPL) | 1.7 | $3.2M | +3% | 13k | 250.41 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.7 | $3.1M | -6% | 32k | 96.93 |
|
| Amazon (AMZN) | 1.7 | $3.1M | 14k | 219.38 |
|
|
| Procter & Gamble Company (PG) | 1.5 | $2.8M | 17k | 167.65 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $2.4M | +9% | 50k | 47.82 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.2 | $2.2M | -13% | 49k | 45.20 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $2.2M | -2% | 21k | 101.53 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 1.1 | $2.0M | -6% | 43k | 46.88 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $1.9M | +3% | 11k | 178.08 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.8M | 3.6k | 511.17 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.0 | $1.8M | +5% | 18k | 96.83 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $1.8M | -7% | 3.3k | 526.57 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.9 | $1.7M | +2% | 34k | 51.25 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.7M | -4% | 7.1k | 242.13 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.7M | -12% | 13k | 134.29 |
|
| Meta Platforms Cl A (META) | 0.9 | $1.6M | +11% | 2.8k | 585.62 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.8 | $1.5M | +55% | 22k | 68.94 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $1.4M | +5% | 26k | 52.47 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $1.3M | -10% | 16k | 81.98 |
|
| Visa Com Cl A (V) | 0.6 | $1.1M | +6% | 3.5k | 316.04 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $1.1M | +3% | 5.6k | 190.88 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.6 | $1.0M | -5% | 17k | 61.37 |
|
| Automatic Data Processing (ADP) | 0.5 | $1.0M | +2% | 3.4k | 292.73 |
|
| American Tower Reit (AMT) | 0.5 | $967k | 5.3k | 183.41 |
|
|
| Eaton Corp SHS (ETN) | 0.5 | $928k | -6% | 2.8k | 331.87 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $879k | 5.2k | 169.30 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $855k | -4% | 4.5k | 190.44 |
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| TJX Companies (TJX) | 0.5 | $846k | -10% | 7.0k | 120.81 |
|
| Cooper Cos (COO) | 0.5 | $844k | -8% | 9.2k | 91.93 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $839k | +38% | 4.4k | 189.30 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $825k | -7% | 11k | 74.01 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.4 | $817k | -11% | 27k | 30.78 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.4 | $761k | -5% | 23k | 33.79 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $743k | -13% | 11k | 69.45 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $742k | +11% | 17k | 44.04 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $732k | +3% | 2.8k | 264.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $695k | +5% | 1.2k | 585.99 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $691k | 7.5k | 91.68 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $689k | -2% | 4.3k | 159.52 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.4 | $679k | +6% | 27k | 25.54 |
|
| Iqvia Holdings (IQV) | 0.4 | $662k | -8% | 3.4k | 196.51 |
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| Ishares Msci Emrg Chn (EMXC) | 0.4 | $654k | +12% | 12k | 55.45 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $652k | 2.7k | 240.28 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $637k | +10% | 11k | 58.79 |
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| Etf Ser Solutions Distillate Us (DSTL) | 0.3 | $635k | -16% | 12k | 54.92 |
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| Zoetis Cl A (ZTS) | 0.3 | $631k | -9% | 3.9k | 162.93 |
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| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.3 | $614k | 12k | 52.32 |
|
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $603k | 9.1k | 66.14 |
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| Costco Wholesale Corporation (COST) | 0.3 | $598k | +41% | 652.00 | 916.69 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $586k | 3.4k | 172.42 |
|
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.3 | $570k | -2% | 3.5k | 165.21 |
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| Netflix (NFLX) | 0.3 | $547k | -3% | 614.00 | 891.32 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $542k | +122% | 24k | 22.70 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $523k | -3% | 2.8k | 189.98 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $515k | -11% | 2.3k | 221.00 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $507k | +10% | 2.4k | 210.45 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $505k | +9% | 5.6k | 89.60 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $500k | +9% | 4.8k | 103.30 |
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| Cadence Design Systems (CDNS) | 0.2 | $458k | -10% | 1.5k | 300.46 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $457k | +13% | 1.9k | 239.71 |
|
| Roper Industries (ROP) | 0.2 | $453k | -8% | 872.00 | 519.85 |
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| Welltower Inc Com reit (WELL) | 0.2 | $446k | 3.5k | 126.03 |
|
|
| Abbvie (ABBV) | 0.2 | $440k | +26% | 2.5k | 177.70 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $419k | NEW | 4.6k | 91.43 |
|
| Simon Property (SPG) | 0.2 | $417k | -2% | 2.4k | 172.18 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $409k | 882.00 | 464.13 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $407k | +300% | 15k | 27.87 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.2 | $379k | +4% | 7.3k | 52.02 |
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| Fair Isaac Corporation (FICO) | 0.2 | $378k | -7% | 190.00 | 1990.93 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $378k | -6% | 9.9k | 38.37 |
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| Illumina (ILMN) | 0.2 | $375k | -10% | 2.8k | 133.63 |
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| Digital Realty Trust (DLR) | 0.2 | $369k | -7% | 2.1k | 177.33 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $361k | +214% | 13k | 27.32 |
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| Equinix (EQIX) | 0.2 | $357k | -8% | 379.00 | 942.89 |
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| Broadcom (AVGO) | 0.2 | $357k | +9% | 1.5k | 231.84 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $356k | NEW | 4.9k | 72.23 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $355k | 1.5k | 229.32 |
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| Caterpillar (CAT) | 0.2 | $353k | -12% | 973.00 | 362.76 |
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| salesforce (CRM) | 0.2 | $347k | +13% | 1.0k | 334.33 |
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| Ecolab (ECL) | 0.2 | $340k | -8% | 1.4k | 234.32 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $336k | +4% | 2.6k | 128.82 |
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| Gartner (IT) | 0.2 | $334k | -38% | 689.00 | 484.47 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $334k | +2% | 6.4k | 52.22 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $331k | +200% | 14k | 23.68 |
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| Sila Realty Trust Common Stock (SILA) | 0.2 | $324k | -2% | 13k | 24.32 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $317k | +6% | 3.6k | 87.33 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $314k | 5.4k | 58.52 |
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| Home Depot (HD) | 0.2 | $313k | +49% | 805.00 | 388.97 |
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| Lpl Financial Holdings (LPLA) | 0.2 | $313k | +5% | 958.00 | 326.51 |
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| Ishares Tr Exponential Tech (XT) | 0.2 | $311k | -6% | 5.2k | 59.66 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $311k | NEW | 1.5k | 206.92 |
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| Prologis (PLD) | 0.2 | $297k | 2.8k | 105.70 |
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| NiSource (NI) | 0.2 | $296k | 8.1k | 36.76 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $295k | 9.4k | 31.44 |
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| Ametek (AME) | 0.2 | $289k | -9% | 1.6k | 180.26 |
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| W.W. Grainger (GWW) | 0.2 | $288k | -12% | 273.00 | 1054.05 |
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| Dimensional Etf Trust Global Cr Etf (DGCB) | 0.2 | $288k | -20% | 5.5k | 52.60 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $281k | +6% | 800.00 | 351.79 |
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| Broadridge Financial Solutions (BR) | 0.2 | $278k | 1.2k | 226.09 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $271k | -4% | 520.00 | 521.96 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $266k | 7.4k | 36.08 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $260k | -7% | 11k | 23.27 |
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| UnitedHealth (UNH) | 0.1 | $260k | -8% | 513.00 | 505.86 |
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| Kla Corp Com New (KLAC) | 0.1 | $259k | +3% | 411.00 | 630.12 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $257k | 1.5k | 173.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $255k | 562.00 | 453.28 |
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| Wabtec Corporation (WAB) | 0.1 | $251k | -8% | 1.3k | 189.59 |
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| Lennox International (LII) | 0.1 | $249k | 408.00 | 609.30 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $248k | +10% | 557.00 | 444.68 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $246k | -2% | 1.9k | 131.04 |
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| Hershey Company (HSY) | 0.1 | $243k | +16% | 1.4k | 169.34 |
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| Motorola Solutions Com New (MSI) | 0.1 | $242k | NEW | 523.00 | 462.23 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $241k | -5% | 9.1k | 26.57 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $239k | +100% | 13k | 18.50 |
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| Arista Networks Com Shs | 0.1 | $237k | NEW | 2.1k | 110.53 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $237k | NEW | 835.00 | 283.85 |
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| Abbott Laboratories (ABT) | 0.1 | $236k | NEW | 2.1k | 113.11 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $236k | -2% | 6.9k | 34.13 |
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| Crown Castle Intl (CCI) | 0.1 | $235k | -5% | 2.6k | 90.76 |
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| Tesla Motors (TSLA) | 0.1 | $233k | NEW | 577.00 | 404.17 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $229k | 471.00 | 485.94 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $229k | -5% | 9.1k | 25.23 |
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| Pool Corporation (POOL) | 0.1 | $227k | 665.00 | 340.94 |
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| International Business Machines (IBM) | 0.1 | $226k | NEW | 1.0k | 219.83 |
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| Godaddy Cl A (GDDY) | 0.1 | $222k | NEW | 1.1k | 197.37 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $221k | -14% | 2.3k | 96.53 |
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| West Pharmaceutical Services (WST) | 0.1 | $220k | 672.00 | 327.56 |
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| 3M Company (MMM) | 0.1 | $219k | NEW | 1.7k | 129.07 |
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| Coca-Cola Company (KO) | 0.1 | $218k | -18% | 3.5k | 62.26 |
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| Public Storage (PSA) | 0.1 | $214k | +3% | 716.00 | 299.44 |
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| Palo Alto Networks (PANW) | 0.1 | $213k | NEW | 1.2k | 181.96 |
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| Verisk Analytics (VRSK) | 0.1 | $211k | -44% | 765.00 | 275.43 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $211k | 2.8k | 75.78 |
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| Monster Beverage Corp (MNST) | 0.1 | $211k | -9% | 4.0k | 52.56 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $210k | 1.1k | 186.08 |
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| Alliant Energy Corporation (LNT) | 0.1 | $210k | 3.6k | 59.14 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $208k | -6% | 3.8k | 54.36 |
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| Ross Stores (ROST) | 0.1 | $208k | -21% | 1.4k | 151.27 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $205k | NEW | 2.8k | 74.02 |
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| Boston Scientific Corporation (BSX) | 0.1 | $205k | -7% | 2.3k | 89.32 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $204k | NEW | 1.0k | 197.49 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $204k | NEW | 4.2k | 49.05 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $203k | NEW | 3.8k | 53.05 |
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| Equifax (EFX) | 0.1 | $200k | 785.00 | 254.85 |
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| Barings Bdc (BBDC) | 0.1 | $127k | 13k | 9.57 |
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| Vimeo Common Stock (VMEO) | 0.0 | $67k | -2% | 11k | 6.40 |
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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 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