Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group as of Sept. 30, 2025

Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 173 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.5 $22M 556k 38.57
American Centy Etf Tr Us Eqt Etf (AVUS) 7.9 $20M 186k 108.70
Pimco Etf Tr Multisector Bd (PYLD) 6.1 $16M 580k 26.84
Dimensional Etf Trust Us Core Equity 1 (DCOR) 5.7 $14M 200k 71.94
Pimco Etf Tr Active Bd Etf (BOND) 4.6 $12M 125k 93.35
Dimensional Etf Trust Intl Core Equity (DFIC) 4.6 $12M 353k 32.79
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.6 $6.6M 83k 78.90
Eli Lilly & Co. (LLY) 2.5 $6.4M 8.4k 763.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $6.4M 10k 612.35
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.4 $6.0M 59k 100.70
Ishares Tr TRS FLT RT BD (TFLO) 2.1 $5.3M 104k 50.59
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.7 $4.4M 138k 32.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $4.4M 166k 26.34
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.7 $4.3M 74k 57.52
Microsoft Corporation (MSFT) 1.6 $4.0M 7.7k 517.95
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.5 $3.8M 89k 42.76
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.4 $3.6M 48k 75.11
Apple (AAPL) 1.3 $3.3M 13k 254.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $3.1M 52k 59.92
NVIDIA Corporation (NVDA) 1.2 $3.0M 16k 186.59
Amazon (AMZN) 1.1 $2.9M 13k 219.57
Ishares Tr Core S&p500 Etf (IVV) 1.1 $2.7M 4.0k 669.30
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.6M 7.2k 355.47
Procter & Gamble Company (PG) 1.0 $2.5M 16k 153.65
Select Sector Spdr Tr Technology (XLK) 1.0 $2.5M 8.9k 281.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $2.3M 3.8k 600.39
American Centy Etf Tr Avantis All Eqt (AVGE) 0.9 $2.2M 27k 83.41
Meta Platforms Cl A (META) 0.7 $1.9M 2.6k 734.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.9M 16k 120.72
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.7 $1.8M 30k 59.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1.7M 8.8k 194.50
Mastercard Incorporated Cl A (MA) 0.7 $1.7M 3.0k 568.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.6M 2.4k 666.10
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.5M 7.2k 206.51
Ishares Tr Eafe Value Etf (EFV) 0.6 $1.4M 21k 67.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.3M 16k 82.96
Spdr Series Trust Portfolio S&p500 (SPYM) 0.5 $1.3M 17k 78.34
Amphenol Corp Cl A (APH) 0.5 $1.2M 10k 123.76
Ishares Tr Core Total Usd (IUSB) 0.5 $1.2M 26k 46.71
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M 4.8k 243.10
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 4.4k 243.55
Eaton Corp SHS (ETN) 0.4 $1.1M 2.9k 374.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.1M 12k 91.42
Ishares Core Msci Emkt (IEMG) 0.4 $1.1M 16k 65.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 3.2k 328.17
Visa Com Cl A (V) 0.4 $1.0M 3.1k 341.38
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $1.0M 22k 48.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.0M 19k 54.18
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $998k 4.0k 247.12
Vanguard Index Fds Value Etf (VTV) 0.4 $984k 5.3k 186.49
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $963k 15k 65.00
Charles Schwab Corporation (SCHW) 0.4 $963k 10k 95.47
Automatic Data Processing (ADP) 0.4 $939k 3.2k 293.50
TJX Companies (TJX) 0.3 $873k 6.0k 144.53
Broadcom (AVGO) 0.3 $850k 2.6k 329.88
Ishares Tr S&p 100 Etf (OEF) 0.3 $797k 2.4k 332.84
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $785k 6.9k 113.88
Etf Ser Solutions Distillate Us (DSTL) 0.3 $753k 13k 57.96
Ishares Tr Core Msci Total (IXUS) 0.3 $722k 8.7k 82.58
Cadence Design Systems (CDNS) 0.3 $667k 1.9k 351.26
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $663k 5.5k 120.50
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $658k 24k 27.31
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $650k 20k 31.84
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $624k 3.0k 209.34
Welltower Inc Com reit (WELL) 0.2 $614k 3.4k 178.14
Netflix (NFLX) 0.2 $608k 507.00 1198.92
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $588k 16k 37.77
Iqvia Holdings (IQV) 0.2 $583k 3.1k 189.94
Cooper Cos (COO) 0.2 $583k 8.5k 68.56
Blackstone Group Inc Com Cl A (BX) 0.2 $581k 3.4k 170.85
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $566k 1.9k 293.79
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.2 $558k 3.1k 178.16
JPMorgan Chase & Co. (JPM) 0.2 $545k 1.7k 315.36
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $521k 15k 34.16
Lam Research Corp Com New (LRCX) 0.2 $520k 3.9k 133.90
Motorola Solutions Com New (MSI) 0.2 $515k 1.1k 457.29
Vanguard Index Fds Small Cp Etf (VB) 0.2 $509k 2.0k 254.28
Costco Wholesale Corporation (COST) 0.2 $504k 544.00 926.13
American Tower Reit (AMT) 0.2 $490k 2.5k 192.32
Roper Industries (ROP) 0.2 $489k 980.00 498.69
Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $475k 13k 37.86
Abbvie (ABBV) 0.2 $465k 2.0k 231.49
Anthem (ELV) 0.2 $449k 1.4k 323.12
Labcorp Holdings Com Shs (LH) 0.2 $447k 1.6k 287.06
Emcor (EME) 0.2 $429k 661.00 649.54
Caterpillar (CAT) 0.2 $422k 884.00 477.15
Zoetis Cl A (ZTS) 0.2 $414k 2.8k 146.29
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $413k 4.0k 102.99
Cintas Corporation (CTAS) 0.2 $403k 2.0k 205.26
Digital Realty Trust (DLR) 0.2 $401k 2.3k 172.88
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $397k 2.7k 145.60
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $392k 8.4k 46.81
Fair Isaac Corporation (FICO) 0.2 $391k 261.00 1496.53
Crown Castle Intl (CCI) 0.2 $384k 4.0k 96.49
Ecolab (ECL) 0.2 $382k 1.4k 273.86
Kla Corp Com New (KLAC) 0.2 $382k 354.00 1078.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $374k 16k 23.28
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $368k 14k 26.30
Houlihan Lokey Cl A (HLI) 0.1 $367k 1.8k 205.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $363k 11k 31.91
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $359k 3.4k 104.51
Ishares Gold Tr Ishares New (IAU) 0.1 $359k 4.9k 72.77
NiSource (NI) 0.1 $349k 8.1k 43.30
Ishares Tr Mbs Etf (MBB) 0.1 $344k 3.6k 95.15
Heico Corp Cl A (HEI.A) 0.1 $341k 1.3k 254.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $334k 12k 27.30
Monolithic Power Systems (MPWR) 0.1 $333k 362.00 920.64
Abbott Laboratories (ABT) 0.1 $326k 2.4k 133.93
Arthur J. Gallagher & Co. (AJG) 0.1 $325k 1.0k 309.74
Prologis (PLD) 0.1 $324k 2.8k 114.52
American Centy Etf Tr Avantis All Int (AVNM) 0.1 $318k 4.5k 70.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $316k 6.4k 49.46
Teledyne Technologies Incorporated (TDY) 0.1 $315k 537.00 586.04
Simon Property (SPG) 0.1 $311k 1.7k 187.64
Ametek (AME) 0.1 $309k 1.6k 188.00
W.W. Grainger (GWW) 0.1 $306k 321.00 952.96
Jabil Circuit (JBL) 0.1 $305k 1.4k 217.17
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $305k 5.8k 52.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $302k 3.8k 78.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $298k 642.00 463.96
Oracle Corporation (ORCL) 0.1 $288k 1.0k 281.24
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $286k 1.1k 256.45
International Business Machines (IBM) 0.1 $286k 1.0k 282.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $283k 562.00 502.98
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $276k 2.7k 100.69
Ishares Tr U.s. Tech Etf (IYW) 0.1 $270k 1.4k 195.86
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $269k 964.00 279.29
3M Company (MMM) 0.1 $269k 1.7k 155.14
Intuit (INTU) 0.1 $262k 383.00 682.91
Equinix (EQIX) 0.1 $255k 326.00 783.24
Hershey Company (HSY) 0.1 $255k 1.4k 187.02
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $254k 3.5k 72.44
Verisk Analytics (VRSK) 0.1 $253k 1.0k 251.51
Wabtec Corporation (WAB) 0.1 $253k 1.3k 200.47
Ameriprise Financial (AMP) 0.1 $253k 514.00 491.25
Ishares Tr Core Intl Aggr (IAGG) 0.1 $252k 4.9k 51.23
Palo Alto Networks (PANW) 0.1 $251k 1.2k 203.62
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $251k 2.2k 113.86
Intuitive Surgical Com New (ISRG) 0.1 $250k 558.00 447.23
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $246k 4.3k 57.25
Adobe Systems Incorporated (ADBE) 0.1 $243k 690.00 352.75
Proshares Tr Ii Ultra Gold (UGL) 0.1 $243k 5.3k 46.06
Lockheed Martin Corporation (LMT) 0.1 $240k 481.00 498.89
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $240k 10k 23.85
Ishares Tr Future Exponenti (XT) 0.1 $238k 3.3k 71.94
Coca-Cola Company (KO) 0.1 $238k 3.6k 66.32
Equifax (EFX) 0.1 $237k 925.00 256.53
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $237k 4.1k 57.10
Pool Corporation (POOL) 0.1 $236k 760.00 310.07
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $231k 4.3k 53.24
Home Depot (HD) 0.1 $230k 567.00 405.03
Sterling Construction Company (STRL) 0.1 $230k 676.00 339.68
Pentair SHS (PNR) 0.1 $228k 2.1k 110.76
Roblox Corp Cl A (RBLX) 0.1 $225k 1.6k 138.52
Msci (MSCI) 0.1 $225k 396.00 567.41
OSI Systems (OSIS) 0.1 $221k 886.00 249.24
Ishares Tr Us Aer Def Etf (ITA) 0.1 $220k 1.0k 209.26
West Pharmaceutical Services (WST) 0.1 $219k 833.00 262.33
Domino's Pizza (DPZ) 0.1 $218k 506.00 431.71
Ensign (ENSG) 0.1 $217k 1.3k 172.77
Iron Mountain (IRM) 0.1 $217k 2.1k 101.94
Raytheon Technologies Corp (RTX) 0.1 $214k 1.3k 167.33
Royal Caribbean Cruises (RCL) 0.1 $214k 661.00 323.58
Zscaler Incorporated (ZS) 0.1 $210k 702.00 299.66
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $209k 1.7k 121.06
Acuity Brands (AYI) 0.1 $207k 602.00 344.39
Broadridge Financial Solutions (BR) 0.1 $206k 865.00 238.17
Curtiss-Wright (CW) 0.1 $206k 379.00 542.94
Primoris Services (PRIM) 0.1 $205k 1.5k 137.33
Monster Beverage Corp (MNST) 0.1 $204k 3.0k 67.31
Stride (LRN) 0.1 $203k 1.4k 148.94
At&t (T) 0.1 $200k 7.1k 28.24
Hudson Pacific Properties 0.0 $33k 12k 2.76