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 LLY, DFAC, MSFT, DFCF, DFIC, and represent 38.16% of Hutchens & Kramer Investment Management Group's stock portfolio.
- Added to shares of these 10 stocks: DCOR, DFAC, HYLB, DFIC, AVUS, SHYG, DFEM, AVDE, DFSD, ANGL.
- Started 30 new stock positions in DFGR, FNDX, HYLB, ISRG, CAT, FTEC, ITOT, AVUV, CRM, IEMG.
- Reduced shares in these 10 stocks: BIL, QQQM, DFCF, SCHX, JNJ, SHY, MA, IVE, ELV, VOO.
- Sold out of its positions in AMGN, ELV, BKNG, FCEL, IVE, USMV, JNJ, KLAC, LPLA, MPWR. NTAP, QCOM, BIL, VTI, WST.
- Hutchens & Kramer Investment Management Group was a net buyer of stock by $3.5M.
- Hutchens & Kramer Investment Management Group has $142M in assets under management (AUM), dropping by 12.79%.
- Central Index Key (CIK): 0001920117
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Portfolio Holdings for Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group holds 129 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 18.0 | $26M | 44k | 582.91 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 6.6 | $9.3M | +23% | 320k | 29.23 |
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| Microsoft Corporation (MSFT) | 5.9 | $8.4M | 22k | 376.05 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 4.1 | $5.8M | -7% | 136k | 42.40 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 3.5 | $5.0M | +18% | 196k | 25.53 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.4 | $4.8M | -6% | 86k | 56.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $3.8M | -6% | 8.7k | 436.81 |
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| Procter & Gamble Company (PG) | 2.4 | $3.3M | 23k | 146.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $3.2M | +9% | 6.6k | 477.63 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.0 | $2.8M | -2% | 74k | 37.72 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 1.7 | $2.5M | +19% | 52k | 47.01 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 1.6 | $2.3M | NEW | 43k | 53.48 |
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| Apple (AAPL) | 1.4 | $2.0M | -6% | 11k | 192.53 |
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| Amazon (AMZN) | 1.4 | $2.0M | 13k | 151.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $1.9M | -7% | 40k | 47.90 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $1.8M | -13% | 4.3k | 426.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $1.7M | -12% | 9.1k | 191.17 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $1.5M | +38% | 62k | 24.96 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.1 | $1.5M | +52% | 19k | 81.55 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $1.5M | -16% | 18k | 82.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.4M | 3.5k | 409.57 |
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| Etf Ser Solutions Distillate Us (DSTL) | 0.9 | $1.2M | +11% | 25k | 49.37 |
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| Cdw (CDW) | 0.8 | $1.2M | -13% | 5.2k | 227.34 |
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| American Tower Reit (AMT) | 0.8 | $1.1M | -11% | 5.3k | 215.86 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.8 | $1.1M | -31% | 6.5k | 168.54 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.7 | $1.0M | -8% | 36k | 29.12 |
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| Iqvia Holdings (IQV) | 0.7 | $1.0M | -10% | 4.4k | 231.38 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $1.0M | -11% | 15k | 68.80 |
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| Vanguard Index Fds Value Etf (VTV) | 0.7 | $1.0M | -8% | 6.7k | 149.51 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $1000k | 6.8k | 147.14 |
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| TJX Companies (TJX) | 0.7 | $993k | -2% | 11k | 93.81 |
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| Abbott Laboratories (ABT) | 0.7 | $978k | -8% | 8.9k | 110.07 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.6 | $896k | NEW | 25k | 35.55 |
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| Zoetis Cl A (ZTS) | 0.6 | $885k | -9% | 4.5k | 197.38 |
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| Automatic Data Processing (ADP) | 0.6 | $869k | -8% | 3.7k | 233.00 |
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| Eaton Corp SHS (ETN) | 0.6 | $844k | 3.5k | 240.82 |
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| Cooper Cos Com New | 0.6 | $819k | -11% | 2.2k | 378.44 |
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| Amphenol Corp Cl A (APH) | 0.6 | $818k | -12% | 8.3k | 99.13 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.6 | $815k | +101% | 14k | 60.43 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.6 | $792k | -22% | 37k | 21.18 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $778k | -15% | 8.0k | 96.85 |
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| Nike CL B (NKE) | 0.5 | $774k | -8% | 7.1k | 108.58 |
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| Visa Com Cl A (V) | 0.5 | $754k | +9% | 2.9k | 260.35 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $741k | 26k | 28.61 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $705k | -9% | 3.3k | 213.33 |
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| NVIDIA Corporation (NVDA) | 0.5 | $697k | +70% | 1.4k | 495.23 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $676k | -18% | 2.9k | 232.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $645k | +3% | 4.6k | 140.93 |
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| Constellation Brands Cl A (STZ) | 0.5 | $642k | -11% | 2.7k | 241.75 |
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| Meta Platforms Cl A (META) | 0.5 | $641k | +18% | 1.8k | 353.96 |
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| Aptiv SHS (APTV) | 0.4 | $584k | -4% | 6.5k | 89.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $558k | -2% | 1.2k | 475.47 |
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| Ishares Tr Core Msci Total (IXUS) | 0.4 | $540k | +2% | 8.3k | 64.93 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $533k | -4% | 15k | 35.41 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $529k | +3% | 5.0k | 104.92 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.4 | $529k | 3.6k | 145.01 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $495k | -5% | 12k | 41.10 |
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| UnitedHealth (UNH) | 0.3 | $491k | +20% | 933.00 | 526.47 |
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| Stericycle (SRCL) | 0.3 | $466k | -11% | 9.4k | 49.56 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $444k | -6% | 8.5k | 52.10 |
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| Ishares Tr Core Total Usd (IUSB) | 0.3 | $443k | 9.6k | 46.07 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $439k | -14% | 736.00 | 596.60 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.3 | $439k | -19% | 18k | 25.14 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $429k | NEW | 10k | 42.22 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $410k | -9% | 2.5k | 164.42 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $393k | 3.0k | 130.92 |
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| Illumina (ILMN) | 0.3 | $372k | -11% | 2.7k | 139.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $364k | +3% | 2.6k | 139.69 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $352k | 1.5k | 227.29 |
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| Ishares Tr Exponential Tech (XT) | 0.2 | $351k | -5% | 5.9k | 59.87 |
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| Simon Property (SPG) | 0.2 | $350k | -6% | 2.5k | 142.64 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $346k | 4.2k | 82.95 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $337k | NEW | 12k | 28.78 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $332k | 11k | 31.19 |
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| Prologis (PLD) | 0.2 | $327k | -19% | 2.5k | 133.30 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $316k | -16% | 14k | 22.74 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.2 | $315k | -7% | 12k | 25.79 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $314k | NEW | 5.4k | 58.33 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $312k | NEW | 2.2k | 143.64 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.2 | $312k | -7% | 12k | 25.66 |
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| Gartner (IT) | 0.2 | $311k | NEW | 689.00 | 451.11 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.2 | $301k | NEW | 11k | 26.40 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $299k | -9% | 4.4k | 67.82 |
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| McDonald's Corporation (MCD) | 0.2 | $297k | -5% | 1.0k | 296.51 |
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| Costco Wholesale Corporation (COST) | 0.2 | $293k | -3% | 444.00 | 660.08 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $291k | NEW | 2.8k | 105.23 |
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| Clorox Company (CLX) | 0.2 | $285k | 2.0k | 142.59 |
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| Welltower Inc Com reit (WELL) | 0.2 | $279k | -13% | 3.1k | 90.17 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.2 | $272k | NEW | 11k | 25.98 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $272k | -24% | 1.6k | 170.10 |
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| Abbvie (ABBV) | 0.2 | $272k | NEW | 1.8k | 154.97 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $263k | -35% | 9.7k | 27.05 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $262k | -13% | 7.7k | 34.01 |
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| Wal-Mart Stores (WMT) | 0.2 | $261k | -27% | 1.7k | 157.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $260k | NEW | 3.4k | 76.13 |
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| Ametek (AME) | 0.2 | $260k | -15% | 1.6k | 164.89 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $259k | NEW | 4.2k | 61.94 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $256k | NEW | 4.5k | 56.39 |
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| Verisk Analytics (VRSK) | 0.2 | $255k | +12% | 1.1k | 238.86 |
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| Caterpillar (CAT) | 0.2 | $255k | NEW | 861.00 | 295.67 |
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| Digital Realty Trust (DLR) | 0.2 | $253k | -14% | 1.9k | 134.58 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $252k | NEW | 2.8k | 89.80 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $251k | +3% | 3.3k | 75.10 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $249k | NEW | 5.2k | 47.49 |
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| Pool Corporation (POOL) | 0.2 | $240k | NEW | 603.00 | 398.71 |
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| Ross Stores (ROST) | 0.2 | $237k | -15% | 1.7k | 138.39 |
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| Netflix (NFLX) | 0.2 | $236k | NEW | 484.00 | 486.88 |
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| Broadridge Financial Solutions (BR) | 0.2 | $235k | -14% | 1.1k | 205.75 |
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| J.B. Hunt Transport Services (JBHT) | 0.2 | $233k | -6% | 1.2k | 199.74 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $232k | NEW | 8.1k | 28.56 |
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| Lam Research Corporation (LRCX) | 0.2 | $229k | -28% | 292.00 | 783.26 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $226k | NEW | 4.4k | 51.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $218k | NEW | 2.0k | 108.25 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $217k | NEW | 643.00 | 337.36 |
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| NiSource (NI) | 0.2 | $214k | NEW | 8.1k | 26.55 |
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| salesforce (CRM) | 0.1 | $213k | NEW | 808.00 | 263.14 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $213k | NEW | 4.2k | 50.58 |
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| Coca-Cola Company (KO) | 0.1 | $212k | -3% | 3.6k | 58.93 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $212k | -12% | 3.0k | 70.72 |
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| ConocoPhillips (COP) | 0.1 | $211k | NEW | 1.8k | 116.07 |
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| Realty Income (O) | 0.1 | $210k | -12% | 3.7k | 57.42 |
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| Equinix (EQIX) | 0.1 | $207k | NEW | 257.00 | 805.39 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $206k | -26% | 461.00 | 446.29 |
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| Mongodb Cl A (MDB) | 0.1 | $202k | NEW | 493.00 | 408.85 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $201k | NEW | 2.2k | 92.45 |
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| Cadence Design Systems (CDNS) | 0.1 | $201k | -29% | 738.00 | 272.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $200k | -41% | 562.00 | 356.66 |
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| Barings Bdc (BBDC) | 0.1 | $131k | -17% | 15k | 8.58 |
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| Meta Materials | 0.0 | $4.3k | 66k | 0.07 |
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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 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