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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 33.29% of Hutchens & Kramer Investment Management Group's stock portfolio.
Added to shares of these 10 stocks: GRID (+$6.0M), SPMO, SPIT, AIRR, SMH, SPHB, FITE, ARKQ, AVUS, MINT.
Started 23 new stock positions in LST, AVSF, HD, IDEF, CL, DFAX, GOVT, COR, VYMI, SLV. GSY, CVX, VTEB, QCOM, MUB, FTNT, SYK, SUB, TPR, XOM, LDUR, SPIT, BLCR.
Reduced shares in these 10 stocks: QQQM, IVV, OEF, COO, , WELL, DLR, ADP, , CCI.
Sold out of its positions in AYI, ADBE, WMS, ABNB, AMT, AMP, AME, BAC, BINC, CAT.
Hutchens & Kramer Investment Management Group was a net buyer of stock by $33M.
Hutchens & Kramer Investment Management Group has $317M in assets under management (AUM), dropping by 9.33%.
Central Index Key (CIK): 0001920117

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Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 149 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	10.5	$33M	+8%	300k	111.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.7	$21M		546k	38.86	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.4	$20M	+8%	773k	26.20	View chart
Pimco Etf Tr Active Bd Etf (BOND)	5.1	$16M	+6%	177k	92.28	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	4.5	$14M		198k	72.08	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.9	$12M	+18%	122k	100.66	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.8	$12M		343k	35.53	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.5	$11M	+16%	222k	50.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.0	$9.4M	+7%	111k	84.84	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	2.5	$7.8M	+331%	47k	163.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.3	$7.2M	+226%	64k	112.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$6.9M	+8%	12k	597.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$5.1M	+7%	63k	80.58	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$4.6M		132k	34.55	View chart
Eli Lilly & Co. (LLY)	1.3	$4.2M	-3%	4.5k	919.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$4.1M	+29%	7.1k	577.15	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.2	$3.8M	+584%	35k	110.78	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.2	$3.8M		69k	54.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$3.6M	-8%	142k	25.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$3.6M	+5%	57k	64.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.1	$3.6M	+522%	9.4k	383.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	1.1	$3.6M	+509%	31k	115.95	View chart
Apple (AAPL)	1.1	$3.6M		14k	253.78	View chart
RBB F/m Emerald Spl (SPIT)	1.1	$3.5M	NEW	133k	26.54	View chart
Spdr Series Trust State Street Spd (FITE)	1.1	$3.4M	+608%	40k	85.54	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	1.0	$3.3M	+501%	30k	112.45	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.9	$2.9M	-9%	70k	42.22	View chart
NVIDIA Corporation (NVDA)	0.9	$2.8M	+5%	16k	174.40	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.9	$2.7M	+7%	31k	88.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$2.7M	-4%	6.2k	430.29	View chart
Microsoft Corporation (MSFT)	0.8	$2.6M	-8%	6.9k	370.19	View chart
Amazon (AMZN)	0.8	$2.5M	-4%	12k	208.27	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$2.5M	+821%	25k	100.57	View chart
Procter & Gamble Company (PG)	0.7	$2.3M		16k	144.44	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$2.2M		17k	132.90	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$1.9M	+45%	19k	97.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.8M	+2%	21k	88.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$1.8M	-2%	8.5k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.7M		15k	113.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.7M	+6%	2.6k	650.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M	-37%	2.5k	653.21	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.4M	-4%	2.8k	499.72	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.4M	-2%	17k	82.57	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$1.3M	-3%	18k	74.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.3M	-9%	4.6k	286.86	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$1.3M	+2%	17k	76.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.3M	+14%	3.9k	320.84	View chart
Meta Platforms Cl A (META)	0.4	$1.2M	-10%	2.1k	572.27	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.2M	-7%	17k	69.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.1M	-6%	6.0k	191.81	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.1M		24k	46.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.1M	+7%	21k	54.05	View chart
Amphenol Corp Cl A (APH)	0.3	$1.1M	-14%	8.4k	126.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.0M	+53%	9.3k	111.37	View chart
Eaton Corp SHS (ETN)	0.3	$1.0M	-3%	2.9k	357.67	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.0M	-12%	17k	58.18	View chart
TJX Companies (TJX)	0.3	$1.0M	-10%	6.3k	159.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.0M	-24%	3.5k	287.56	View chart
Charles Schwab Corporation (SCHW)	0.3	$997k		11k	93.98	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.3	$989k	NEW	21k	46.80	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$986k	NEW	10k	95.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$913k		4.7k	196.22	View chart
Broadcom (AVGO)	0.3	$803k	+2%	2.6k	309.50	View chart
Visa Com Cl A (V)	0.2	$775k	-13%	2.6k	302.24	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$766k	NEW	15k	50.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$724k		8.4k	86.64	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$699k	+32%	19k	36.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$672k	+14%	18k	38.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$647k		3.1k	205.80	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$632k		18k	35.04	View chart
Cintas Corporation (CTAS)	0.2	$590k	+41%	3.5k	169.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$583k	+26%	2.2k	261.92	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$580k	-21%	10k	57.88	View chart
Cadence Design Systems (CDNS)	0.2	$577k	+6%	2.1k	277.87	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.2	$576k	+12%	7.6k	76.17	View chart
Managed Portfolio Series Leuthold Select (LST)	0.2	$547k	NEW	14k	40.45	View chart
Spdr Series Trust State Street Spd (LGLV)	0.2	$531k		3.0k	178.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$525k	+7%	17k	30.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$512k	+3%	1.8k	287.11	View chart
Motorola Solutions Com New (MSI)	0.2	$510k	+2%	1.2k	433.97	View chart
Lam Research Corp Com New (LRCX)	0.2	$488k	-39%	2.3k	213.66	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$474k		14k	32.95	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$472k		9.9k	47.88	View chart
JPMorgan Chase & Co. (JPM)	0.1	$462k	-3%	1.6k	294.21	View chart
Stryker Corporation (SYK)	0.1	$444k	NEW	1.4k	328.59	View chart
Netflix (NFLX)	0.1	$440k	-4%	4.6k	96.15	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$426k		12k	36.22	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$418k	NEW	3.9k	106.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$415k	NEW	3.9k	106.50	View chart
Labcorp Holdings Com Shs (LH)	0.1	$413k		1.5k	266.81	View chart
Anthem (ELV)	0.1	$409k		1.4k	292.75	View chart
Zoetis Cl A (ZTS)	0.1	$405k	+33%	3.4k	118.20	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$402k	+2%	3.5k	114.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$401k		1.7k	239.99	View chart
Iqvia Holdings (IQV)	0.1	$393k	-24%	2.3k	170.54	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$380k	+6%	3.8k	100.72	View chart
NiSource (NI)	0.1	$376k		8.1k	46.66	View chart
Ecolab (ECL)	0.1	$372k		1.4k	266.02	View chart
Roper Industries (ROP)	0.1	$366k	+3%	1.0k	353.86	View chart
Verisk Analytics (VRSK)	0.1	$362k	+110%	1.9k	189.75	View chart
Emcor (EME)	0.1	$360k	-22%	488.00	738.31	View chart
Home Depot (HD)	0.1	$359k	NEW	1.1k	328.96	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$358k		13k	27.85	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$355k		766.00	462.89	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$354k		13k	26.58	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$345k	-3%	7.3k	46.91	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$341k		3.6k	94.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$332k	-16%	13k	24.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$330k		11k	29.13	View chart
W.W. Grainger (GWW)	0.1	$326k	-6%	299.00	1090.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$314k	NEW	14k	22.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$311k		4.0k	78.41	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$305k	+14%	4.9k	62.30	View chart
Costco Wholesale Corporation (COST)	0.1	$303k	-39%	304.00	997.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$303k		6.3k	48.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$302k	+8%	5.3k	56.68	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$296k	-16%	876.00	337.95	View chart
Fair Isaac Corporation (FICO)	0.1	$294k		275.00	1067.54	View chart
Kla Corp Com New (KLAC)	0.1	$290k	-42%	197.00	1472.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$287k	+6%	598.00	479.42	View chart
Fortinet (FTNT)	0.1	$283k	NEW	3.5k	81.72	View chart
Abbott Laboratories (ABT)	0.1	$266k	-6%	2.6k	102.67	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$266k	NEW	8.1k	32.72	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$262k	NEW	6.4k	41.06	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$256k	-6%	4.9k	52.19	View chart
Coca-Cola Company (KO)	0.1	$256k		3.4k	76.05	View chart
Colgate-Palmolive Company (CL)	0.1	$252k	NEW	3.0k	85.23	View chart
Qualcomm (QCOM)	0.1	$252k	NEW	2.0k	128.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$249k		1.8k	141.42	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$248k	+4%	5.0k	50.04	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$243k	-38%	2.8k	88.16	View chart
International Business Machines (IBM)	0.1	$240k		991.00	242.39	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$237k	+3%	1.1k	216.58	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$236k		1.3k	181.42	View chart
AmerisourceBergen (COR)	0.1	$234k	NEW	746.00	314.14	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$233k		2.0k	116.29	View chart
Intuitive Surgical Com New (ISRG)	0.1	$231k	-8%	502.00	460.99	View chart
Raytheon Technologies Corp (RTX)	0.1	$221k	-9%	1.1k	192.90	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$217k	NEW	2.3k	94.26	View chart
Automatic Data Processing (ADP)	0.1	$216k	-66%	1.1k	203.18	View chart
Abbvie (ABBV)	0.1	$213k	-51%	979.00	217.52	View chart
Chevron Corporation (CVX)	0.1	$211k	NEW	1.0k	206.90	View chart
Tapestry (TPR)	0.1	$210k	NEW	1.5k	141.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$209k	NEW	1.2k	169.68	View chart
Ishares Tr Future Exponenti (XT)	0.1	$207k	-3%	3.0k	68.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$206k	NEW	4.1k	49.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$206k	-4%	2.9k	70.91	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$205k	NEW	3.0k	68.14	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$202k	NEW	5.9k	33.97	View chart

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 2026 Q1 filed April 15, 2026
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

View all past filings

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