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 AVUS, DFAC, PYLD, BOND, DCOR, and represent 35.08% of Hutchens & Kramer Investment Management Group's stock portfolio.
- Added to shares of these 10 stocks: AVUS (+$10M), SGOV, TFLO, BOND, PYLD, SPMO, GRID, AVDE, XLK, SPYG.
- Started 16 new stock positions in ABNB, TSLA, GRID, HLNE, HWM, SMH, EXR, BAC, WMS, VRTX. SPHB, ROST, ARKQ, FITE, UFPT, AIRR.
- Reduced shares in these 10 stocks: LLY, DYNF, DFSD, DFCF, DFAC, QUAL, DFIC, XLG, DFGR, SCHX.
- Sold out of its positions in T, BR, DFAR, HD, HPP, POOL, PRIM, RBLX, STRL, LRN. ZS, RCL.
- Hutchens & Kramer Investment Management Group was a net buyer of stock by $31M.
- Hutchens & Kramer Investment Management Group has $290M in assets under management (AUM), dropping by 14.07%.
- Central Index Key (CIK): 0001920117
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Portfolio Holdings for Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group holds 177 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 10.7 | $31M | +48% | 276k | 111.78 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 7.4 | $22M | -2% | 543k | 39.59 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 6.6 | $19M | +23% | 713k | 26.68 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 5.3 | $16M | +32% | 166k | 93.08 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 5.1 | $15M | 200k | 73.63 |
|
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 4.1 | $12M | -3% | 343k | 34.46 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.6 | $10M | +73% | 103k | 100.38 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 3.3 | $9.6M | +82% | 190k | 50.46 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.9 | $8.5M | +23% | 103k | 82.32 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $6.7M | +2% | 11k | 627.12 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $5.1M | -44% | 4.7k | 1074.68 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.6 | $4.5M | +21% | 59k | 77.02 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.5 | $4.4M | -2% | 134k | 33.08 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $4.2M | -6% | 156k | 26.91 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.4 | $4.1M | -7% | 69k | 59.28 |
|
| Apple (AAPL) | 1.3 | $3.9M | +8% | 14k | 271.86 |
|
| Microsoft Corporation (MSFT) | 1.3 | $3.7M | 7.6k | 483.60 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $3.4M | +43% | 5.5k | 614.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $3.3M | +3% | 54k | 62.47 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.1 | $3.3M | -14% | 77k | 42.56 |
|
| Amazon (AMZN) | 1.0 | $2.9M | -2% | 13k | 230.82 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.8M | -5% | 15k | 186.51 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $2.8M | 4.0k | 684.94 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.6M | -9% | 6.5k | 396.31 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.8 | $2.4M | +6% | 29k | 85.91 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $2.4M | +89% | 17k | 143.97 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.8 | $2.3M | +1035% | 20k | 119.32 |
|
| Procter & Gamble Company (PG) | 0.8 | $2.3M | 16k | 143.31 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $1.9M | -2% | 15k | 123.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $1.9M | +20% | 8.7k | 212.07 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.8M | +73% | 20k | 88.49 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.7M | +2% | 2.5k | 681.89 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.7M | 3.0k | 570.94 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.6 | $1.7M | NEW | 11k | 153.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.6M | +14% | 5.1k | 313.80 |
|
| Meta Platforms Cl A (META) | 0.5 | $1.5M | -10% | 2.3k | 660.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.4M | -3% | 4.6k | 313.00 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $1.4M | +7% | 17k | 82.82 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $1.4M | +287% | 13k | 106.70 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $1.3M | -10% | 19k | 71.41 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $1.3M | -2% | 9.8k | 135.13 |
|
| Spdr Series Trust State Street Spd (SPLG) | 0.5 | $1.3M | -2% | 17k | 80.22 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.3M | -27% | 6.4k | 198.62 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $1.2M | +12% | 18k | 67.22 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.4 | $1.2M | -34% | 20k | 60.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.2M | +7% | 3.5k | 335.26 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.4 | $1.1M | -7% | 24k | 46.54 |
|
| TJX Companies (TJX) | 0.4 | $1.1M | +17% | 7.1k | 153.60 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $1.1M | +6% | 11k | 99.91 |
|
| Visa Com Cl A (V) | 0.4 | $1.0M | -3% | 3.0k | 350.71 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $1.0M | 4.1k | 252.92 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.0M | +2% | 19k | 53.76 |
|
| Eaton Corp SHS (ETN) | 0.3 | $940k | +3% | 3.0k | 318.51 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $889k | -11% | 4.7k | 191.01 |
|
| Broadcom (AVGO) | 0.3 | $874k | -2% | 2.5k | 346.08 |
|
| Automatic Data Processing (ADP) | 0.3 | $806k | -2% | 3.1k | 257.23 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $759k | +3% | 15k | 49.65 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.3 | $751k | 13k | 58.90 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $749k | -8% | 2.2k | 342.97 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $701k | -5% | 8.3k | 84.64 |
|
| Iqvia Holdings (IQV) | 0.2 | $690k | 3.1k | 225.41 |
|
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| Cooper Cos (COO) | 0.2 | $686k | 8.4k | 81.96 |
|
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $686k | -12% | 6.0k | 113.92 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $677k | 5.6k | 121.75 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $651k | -2% | 3.8k | 171.18 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $645k | +3% | 3.1k | 209.12 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $611k | -4% | 3.3k | 185.61 |
|
| Cadence Design Systems (CDNS) | 0.2 | $608k | +2% | 1.9k | 312.58 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.2 | $598k | NEW | 5.1k | 116.97 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.2 | $589k | -12% | 18k | 32.89 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.2 | $563k | NEW | 4.9k | 114.66 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $546k | -7% | 14k | 38.03 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $546k | NEW | 1.5k | 360.13 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $526k | -5% | 1.6k | 322.15 |
|
| Spdr Series Trust State Street Spd (LGLV) | 0.2 | $525k | -4% | 3.0k | 175.57 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $524k | 3.4k | 154.14 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $502k | -10% | 1.7k | 290.24 |
|
| American Centy Etf Tr Avantis All Int (AVNM) | 0.2 | $496k | +49% | 6.7k | 73.52 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $495k | NEW | 5.0k | 98.32 |
|
| Anthem (ELV) | 0.2 | $487k | 1.4k | 350.55 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.2 | $481k | -53% | 10k | 47.95 |
|
| Spdr Series Trust State Street Spd (FITE) | 0.2 | $481k | NEW | 5.6k | 85.33 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $476k | -6% | 14k | 33.30 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $465k | +5% | 275.00 | 1690.62 |
|
| Cintas Corporation (CTAS) | 0.2 | $462k | +25% | 2.5k | 188.07 |
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| Abbvie (ABBV) | 0.2 | $459k | 2.0k | 228.51 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $455k | -11% | 1.8k | 257.95 |
|
| Netflix (NFLX) | 0.2 | $450k | +845% | 4.8k | 93.76 |
|
| Roper Industries (ROP) | 0.2 | $447k | +2% | 1.0k | 445.13 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.2 | $445k | -8% | 12k | 38.56 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $440k | 1.1k | 383.32 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $437k | +30% | 16k | 27.43 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $432k | -7% | 501.00 | 862.85 |
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| Digital Realty Trust (DLR) | 0.1 | $432k | +20% | 2.8k | 154.71 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $424k | +51% | 1.7k | 250.31 |
|
| Kla Corp Com New (KLAC) | 0.1 | $417k | -3% | 343.00 | 1215.08 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $388k | 1.5k | 250.88 |
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|
| American Tower Reit (AMT) | 0.1 | $388k | -13% | 2.2k | 175.57 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $386k | 16k | 24.04 |
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| Emcor (EME) | 0.1 | $384k | -5% | 627.00 | 611.79 |
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| Crown Castle Intl (CCI) | 0.1 | $371k | +5% | 4.2k | 88.87 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $370k | 11k | 32.62 |
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| Ecolab (ECL) | 0.1 | $369k | 1.4k | 262.52 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $367k | +19% | 764.00 | 480.84 |
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| Caterpillar (CAT) | 0.1 | $367k | -27% | 640.00 | 572.87 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $365k | -8% | 4.5k | 81.17 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $361k | -11% | 3.6k | 101.67 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $355k | -44% | 13k | 26.42 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $355k | -9% | 7.6k | 46.81 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $350k | -8% | 13k | 27.21 |
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| Abbott Laboratories (ABT) | 0.1 | $347k | +13% | 2.8k | 125.29 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $339k | 3.6k | 95.22 |
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| Ametek (AME) | 0.1 | $337k | 1.6k | 205.31 |
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| NiSource (NI) | 0.1 | $337k | 8.1k | 41.76 |
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| Prologis (PLD) | 0.1 | $324k | -10% | 2.5k | 127.66 |
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| Zoetis Cl A (ZTS) | 0.1 | $323k | -9% | 2.6k | 125.80 |
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| W.W. Grainger (GWW) | 0.1 | $322k | 319.00 | 1009.05 |
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| Jabil Circuit (JBL) | 0.1 | $321k | 1.4k | 228.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $317k | +8% | 1.0k | 303.89 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $311k | 1.8k | 174.19 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $311k | 549.00 | 566.36 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $307k | 3.9k | 78.81 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $304k | 6.3k | 48.32 |
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| International Business Machines (IBM) | 0.1 | $294k | -2% | 991.00 | 296.21 |
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| Proshares Tr Ii Ultra Gold (UGL) | 0.1 | $289k | 5.2k | 55.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $283k | 562.00 | 502.89 |
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| Equinix (EQIX) | 0.1 | $280k | +12% | 366.00 | 766.16 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $280k | +18% | 4.9k | 57.24 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $275k | 1.1k | 258.79 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $275k | -10% | 5.2k | 52.41 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $274k | -19% | 1.1k | 252.43 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $273k | 2.7k | 100.34 |
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| 3M Company (MMM) | 0.1 | $272k | -2% | 1.7k | 160.11 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $272k | 532.00 | 510.73 |
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| Wabtec Corporation (WAB) | 0.1 | $270k | 1.3k | 213.45 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $264k | -34% | 1.8k | 148.98 |
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| Intuit (INTU) | 0.1 | $264k | +3% | 398.00 | 662.42 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $260k | -5% | 1.3k | 199.68 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $252k | 4.3k | 58.74 |
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| Ameriprise Financial (AMP) | 0.1 | $252k | 513.00 | 490.34 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $250k | +9% | 4.7k | 52.77 |
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| Monolithic Power Systems (MPWR) | 0.1 | $247k | -24% | 272.00 | 906.36 |
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| Oracle Corporation (ORCL) | 0.1 | $240k | +20% | 1.2k | 194.91 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $238k | -3% | 4.8k | 50.01 |
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| Simon Property (SPG) | 0.1 | $238k | -22% | 1.3k | 185.07 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $236k | -2% | 674.00 | 349.99 |
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| Coca-Cola Company (KO) | 0.1 | $235k | -6% | 3.4k | 69.91 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $232k | 1.3k | 183.40 |
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| Extra Space Storage (EXR) | 0.1 | $232k | NEW | 1.8k | 130.22 |
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| Hershey Company (HSY) | 0.1 | $232k | -6% | 1.3k | 182.03 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $231k | 478.00 | 483.59 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $230k | -9% | 2.0k | 115.10 |
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| West Pharmaceutical Services (WST) | 0.1 | $229k | 833.00 | 275.14 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $226k | -12% | 3.1k | 74.17 |
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| Palo Alto Networks (PANW) | 0.1 | $226k | 1.2k | 184.20 |
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| OSI Systems (OSIS) | 0.1 | $224k | 877.00 | 255.06 |
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| Hamilton Lane Cl A (HLNE) | 0.1 | $223k | NEW | 1.7k | 134.31 |
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| Msci (MSCI) | 0.1 | $221k | -2% | 385.00 | 573.73 |
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| Ishares Tr Future Exponenti (XT) | 0.1 | $221k | -4% | 3.2k | 69.74 |
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| Monster Beverage Corp (MNST) | 0.1 | $215k | -7% | 2.8k | 76.67 |
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| Pentair SHS (PNR) | 0.1 | $215k | 2.1k | 104.14 |
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| Acuity Brands (AYI) | 0.1 | $215k | 596.00 | 360.04 |
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| Domino's Pizza (DPZ) | 0.1 | $210k | 504.00 | 416.82 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $210k | -6% | 976.00 | 214.69 |
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| Ensign (ENSG) | 0.1 | $209k | -4% | 1.2k | 174.20 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $207k | NEW | 457.00 | 453.36 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $207k | NEW | 1.5k | 135.72 |
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| Howmet Aerospace (HWM) | 0.1 | $207k | NEW | 1.0k | 205.02 |
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| Curtiss-Wright (CW) | 0.1 | $206k | 374.00 | 551.27 |
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| Ross Stores (ROST) | 0.1 | $204k | NEW | 1.1k | 180.14 |
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| UFP Technologies (UFPT) | 0.1 | $203k | NEW | 916.00 | 222.03 |
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| Iron Mountain (IRM) | 0.1 | $203k | +15% | 2.4k | 82.95 |
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| Verisk Analytics (VRSK) | 0.1 | $203k | -10% | 906.00 | 223.69 |
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $202k | NEW | 1.4k | 144.83 |
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| Equifax (EFX) | 0.1 | $201k | 925.00 | 216.98 |
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| Tesla Motors (TSLA) | 0.1 | $200k | NEW | 445.00 | 450.20 |
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| Bank of America Corporation (BAC) | 0.1 | $200k | NEW | 3.6k | 55.00 |
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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 Q4 filed Jan. 8, 2026
- 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