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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, DCOR, DFIC, and represent 32.10% of Hutchens & Kramer Investment Management Group's stock portfolio.
Added to shares of these 10 stocks: MINT (+$8.3M), AVUS (+$6.2M), PYLD, AVGE, AVDE, LLY, BIL, FLRN, IVV, GOOGL.
Started 23 new stock positions in CLOI, PWR, BIL, GGOV, MU, PANW, FBTC, TXN, NTAP, KMB. EXPE, IALT, MNST, FLRN, ACWX, LII, MPWR, JBL, CMI, BAC, CORO, VYM, ASML.
Reduced shares in these 10 stocks: BOND, MSFT, DFCF, AVSF, LDUR, AMZN, DFAC, QUAL, EFV, LST.
Sold out of its positions in AVSF, CVX, XOM, FICO, AJG, IQV, SLV, IAGG, LST, LDUR. RTX, ZTS.
Hutchens & Kramer Investment Management Group was a net buyer of stock by $18M.
Hutchens & Kramer Investment Management Group has $373M in assets under management (AUM), dropping by 17.93%.
Central Index Key (CIK): 0001920117

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Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 160 positions in its portfolio as reported in the June 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)	12.0	$45M	+16%	348k	128.08	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	6.3	$24M	-2%	531k	44.36	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.2	$23M	+13%	875k	26.52	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	4.3	$16M	-2%	194k	81.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.4	$13M		337k	37.26	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	3.2	$12M	-3%	118k	100.67	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.1	$12M	-29%	125k	92.21	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.0	$11M		223k	50.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.0	$11M	+14%	126k	89.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.9	$11M	+327%	107k	100.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.8	$11M	+2%	66k	161.54	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	2.4	$9.0M		47k	191.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$7.9M		12k	686.79	View chart
Eli Lilly & Co. (LLY)	1.8	$6.8M	+24%	5.7k	1199.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$6.4M	+5%	67k	96.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.6	$6.1M		9.3k	655.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$5.2M	-2%	129k	40.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$5.2M		7.1k	736.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	1.3	$5.0M	+3%	32k	155.59	View chart
RBB F/m Emerald Spl (SPIT)	1.3	$4.8M	+3%	137k	34.92	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.3	$4.8M	+56%	48k	99.10	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.2	$4.6M		35k	133.25	View chart
Spdr Series Trust Sp Kensho Futr (FITE)	1.2	$4.6M	+2%	41k	112.37	View chart
Apple (AAPL)	1.2	$4.4M	+9%	15k	289.35	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	1.1	$4.1M	+5%	31k	132.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$4.1M	-2%	139k	29.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$4.0M		57k	71.25	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.1	$4.0M	-6%	65k	61.23	View chart
NVIDIA Corporation (NVDA)	0.9	$3.5M	+10%	18k	200.09	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.9	$3.3M	+4%	17k	190.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.7M	+42%	3.5k	748.89	View chart
Procter & Gamble Company (PG)	0.6	$2.4M		16k	146.64	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.6	$2.4M	+2%	20k	118.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$2.2M	-2%	6.1k	368.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.1M	+5%	22k	96.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.0M		15k	137.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.0M	+62%	5.7k	357.39	View chart
Amazon (AMZN)	0.5	$2.0M	-30%	8.4k	238.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.0M		2.7k	746.90	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$1.9M	+28%	22k	87.88	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.5	$1.9M	-35%	45k	42.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.7M	+6%	4.9k	353.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.6M	-15%	7.2k	227.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.5M	+6%	4.2k	370.04	View chart
Microsoft Corporation (MSFT)	0.4	$1.5M	-42%	4.0k	373.07	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.4M	+4%	18k	82.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.3M	+19%	29k	46.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.2M		20k	59.69	View chart
Meta Platforms Cl A (META)	0.3	$1.2M	+2%	2.1k	563.16	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$1.2M	NEW	13k	91.64	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.2M	-19%	2.3k	513.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.1M	-3%	8.9k	124.42	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.1M	-9%	16k	68.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.1M	+4%	4.9k	217.95	View chart
Amphenol Corp Cl A (APH)	0.3	$1.1M	-28%	6.0k	176.31	View chart
Eaton Corp SHS (ETN)	0.3	$1.0M	-14%	2.4k	426.12	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.3	$1.0M	NEW	33k	30.85	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$1.0M	+32%	20k	50.15	View chart
Broadcom (AVGO)	0.3	$951k	-2%	2.5k	377.74	View chart
Charles Schwab Corporation (SCHW)	0.3	$942k	-3%	10k	92.27	View chart
Lam Research Corp Com New (LRCX)	0.2	$931k	-5%	2.1k	433.33	View chart
Visa Com Cl A (V)	0.2	$929k	+5%	2.7k	343.09	View chart
TJX Companies (TJX)	0.2	$900k	-5%	5.9k	151.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$883k	+514%	11k	80.57	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$844k	-39%	10k	82.84	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$797k		8.4k	95.44	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.2	$794k		19k	41.73	View chart
Cadence Design Systems (CDNS)	0.2	$774k		2.1k	375.32	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$765k	-44%	10k	76.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$752k	-2%	3.1k	246.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$739k	+36%	23k	31.71	View chart
Quanta Services (PWR)	0.2	$713k	NEW	990.00	720.04	View chart
Motorola Solutions Com New (MSI)	0.2	$695k	+42%	1.7k	415.29	View chart
Kla Corp Com New (KLAC)	0.2	$693k	+1066%	2.3k	301.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$691k		18k	38.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$684k	-47%	3.1k	219.43	View chart
Cintas Corporation (CTAS)	0.2	$667k	+12%	3.9k	170.08	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$638k	NEW	12k	52.95	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.2	$636k		7.7k	82.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$625k	-7%	2.1k	303.12	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$608k	-19%	12k	52.72	View chart
Ecolab (ECL)	0.2	$593k	+52%	2.1k	278.61	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$570k	-5%	9.5k	59.90	View chart
Netflix (NFLX)	0.1	$544k	+66%	7.6k	71.40	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$539k		3.0k	181.46	View chart
Fortinet (FTNT)	0.1	$531k		3.5k	153.62	View chart
JPMorgan Chase & Co. (JPM)	0.1	$521k		1.6k	327.40	View chart
Stryker Corporation (SYK)	0.1	$518k	+21%	1.6k	314.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$497k	-13%	1.5k	342.83	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$476k	NEW	13k	36.60	View chart
Intuitive Surgical Com New (ISRG)	0.1	$459k	+130%	1.2k	397.68	View chart
Labcorp Holdings Com Shs (LH)	0.1	$433k		1.5k	280.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$433k	+5%	3.7k	117.67	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$433k	-25%	13k	33.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$432k	+3%	905.00	477.57	View chart
W.W. Grainger (GWW)	0.1	$423k	+4%	311.00	1360.40	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$407k	+26%	8.1k	50.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$399k		13k	31.10	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$398k		762.00	522.65	View chart
NiSource (NI)	0.1	$393k	+2%	8.3k	47.55	View chart
Home Depot (HD)	0.1	$388k		1.1k	352.84	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$386k		13k	28.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$381k		11k	33.84	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$376k		7.3k	51.78	View chart
Emcor (EME)	0.1	$374k	-7%	451.00	829.88	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$373k	-11%	3.5k	107.62	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$359k		4.9k	73.34	View chart
Roper Industries (ROP)	0.1	$356k		1.1k	338.39	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$339k		3.6k	94.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$337k	-18%	3.2k	106.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$334k	+6%	15k	22.78	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$328k	NEW	165.00	1989.44	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$327k	-35%	7.6k	43.11	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$323k	-31%	6.8k	47.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$314k	-15%	11k	27.70	View chart
Anthem (ELV)	0.1	$312k	-42%	806.00	386.73	View chart
Qualcomm (QCOM)	0.1	$311k	-13%	1.7k	184.79	View chart
Palo Alto Networks (PANW)	0.1	$307k	NEW	899.00	341.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$302k		5.4k	56.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$301k		6.2k	48.43	View chart
Jabil Circuit (JBL)	0.1	$301k	NEW	780.00	385.48	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$294k	+13%	5.6k	52.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$293k	-2%	586.00	500.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$291k	-5%	3.7k	77.91	View chart
Verisk Analytics (VRSK)	0.1	$290k	-15%	1.6k	179.53	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$287k		1.8k	163.67	View chart
NetApp (NTAP)	0.1	$287k	NEW	1.9k	154.76	View chart
Costco Wholesale Corporation (COST)	0.1	$287k		306.00	936.70	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$282k	-14%	1.1k	252.23	View chart
International Business Machines (IBM)	0.1	$279k		991.00	281.21	View chart
Coca-Cola Company (KO)	0.1	$273k		3.4k	81.27	View chart
Monolithic Power Systems (MPWR)	0.1	$271k	NEW	196.00	1382.36	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$266k	NEW	9.5k	28.05	View chart
Colgate-Palmolive Company (CL)	0.1	$265k	-2%	2.9k	91.68	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$258k		8.1k	31.78	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$258k	-32%	2.6k	100.35	View chart
Cummins (CMI)	0.1	$255k	NEW	358.00	713.21	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$251k		3.0k	82.63	View chart
Abbvie (ABBV)	0.1	$248k		985.00	251.55	View chart
Texas Instruments Incorporated (TXN)	0.1	$241k	NEW	810.00	298.07	View chart
Automatic Data Processing (ADP)	0.1	$235k		1.1k	223.95	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$233k		2.8k	81.94	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$228k		2.3k	98.22	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$223k	NEW	4.4k	51.05	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$219k		5.9k	36.84	View chart
Lennox International (LII)	0.1	$216k	NEW	377.00	572.95	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$216k	NEW	4.3k	50.29	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$215k	NEW	2.8k	76.11	View chart
Tapestry (TPR)	0.1	$214k		1.5k	146.38	View chart
Expedia Group Com New (EXPE)	0.1	$213k	NEW	831.00	255.88	View chart
Kimberly-Clark Corporation (KMB)	0.1	$212k	NEW	1.9k	109.78	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$211k	-10%	1.8k	117.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$209k		4.1k	50.58	View chart
Abbott Laboratories (ABT)	0.1	$208k	-11%	2.3k	90.73	View chart
Monster Beverage Corp (MNST)	0.1	$208k	NEW	2.2k	96.12	View chart
Micron Technology (MU)	0.1	$207k	NEW	179.00	1154.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$204k		2.7k	75.51	View chart
AmerisourceBergen (COR)	0.1	$203k	-3%	718.00	282.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$202k	NEW	1.3k	158.05	View chart
Bank of America Corporation (BAC)	0.1	$202k	NEW	3.5k	56.98	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 Q2 filed July 9, 2026
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

View all past filings

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