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 38.18% of Hutchens & Kramer Investment Management Group's stock portfolio.
- Added to shares of these 10 stocks: IVV, VOO, DCOR, PYLD, DYNF, IUSB, COO, DFGX, IVE, VEA.
- Started 31 new stock positions in FICO, IYW, HSY, WAB, DFGP, QCOM, HD, SCHF, TLT, HEFA.
- Reduced shares in these 10 stocks: PG, SCHX, LLY, Cooper Companies, ABT, BKLN, HYLB, DSTL, CDW, GLD.
- Sold out of its positions in CLX, KO, Cooper Companies, IJR, IEMG, FALN, MCD, Meta Materials, MDB, VTIP. WMT.
- Hutchens & Kramer Investment Management Group was a net buyer of stock by $11M.
- Hutchens & Kramer Investment Management Group has $169M in assets under management (AUM), dropping by 19.13%.
- 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 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 19.2 | $33M | -2% | 43k | 760.54 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 6.3 | $11M | +4% | 334k | 31.82 |
|
| Microsoft Corporation (MSFT) | 5.6 | $9.5M | 22k | 424.57 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 3.6 | $6.2M | +8% | 148k | 41.71 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 3.4 | $5.8M | +10% | 216k | 26.68 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.2 | $5.3M | +27% | 11k | 480.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $4.8M | +37% | 9.1k | 524.88 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.6 | $4.4M | -17% | 71k | 61.98 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 2.1 | $3.6M | +43% | 61k | 58.44 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.8 | $3.0M | -2% | 72k | 42.16 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $2.7M | +34% | 54k | 49.97 |
|
| Procter & Gamble Company (PG) | 1.6 | $2.6M | -27% | 17k | 160.58 |
|
| Amazon (AMZN) | 1.4 | $2.4M | +4% | 14k | 180.97 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 1.4 | $2.4M | 51k | 46.99 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.2 | $2.0M | -5% | 4.1k | 478.40 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $1.8M | +12% | 70k | 25.58 |
|
| Apple (AAPL) | 1.0 | $1.8M | 10k | 170.03 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.0 | $1.7M | +2% | 19k | 89.27 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.6M | +2% | 3.6k | 445.01 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.5M | -18% | 7.4k | 207.82 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.8 | $1.4M | +224% | 31k | 45.14 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.4M | -5% | 17k | 81.34 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $1.4M | +6% | 1.5k | 903.64 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $1.2M | +11% | 7.5k | 163.87 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $1.2M | -3% | 6.3k | 183.11 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $1.1M | +36% | 11k | 103.40 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.6 | $1.1M | NEW | 42k | 25.54 |
|
| Eaton Corp SHS (ETN) | 0.6 | $1.1M | -2% | 3.4k | 312.03 |
|
| American Tower Reit (AMT) | 0.6 | $1.1M | +3% | 5.5k | 193.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.1M | -2% | 6.5k | 162.23 |
|
| Iqvia Holdings (IQV) | 0.6 | $1.0M | -5% | 4.2k | 248.87 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $1.0M | -4% | 34k | 29.81 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.6 | $1.0M | NEW | 23k | 44.40 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.0M | +12% | 2.0k | 491.35 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $994k | -6% | 14k | 72.37 |
|
| TJX Companies (TJX) | 0.6 | $990k | -6% | 9.9k | 99.70 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.6 | $982k | -27% | 18k | 53.66 |
|
| Visa Com Cl A (V) | 0.6 | $947k | +17% | 3.4k | 278.28 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $940k | +232% | 11k | 84.57 |
|
| Cdw (CDW) | 0.6 | $938k | -28% | 3.7k | 253.06 |
|
| Cooper Cos (COO) | 0.5 | $919k | NEW | 9.3k | 99.24 |
|
| Automatic Data Processing (ADP) | 0.5 | $894k | -2% | 3.6k | 245.31 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.5 | $889k | +3% | 14k | 63.46 |
|
| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.5 | $866k | NEW | 16k | 52.83 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $837k | -11% | 7.3k | 114.05 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $769k | +7% | 4.9k | 156.50 |
|
| Constellation Brands Cl A (STZ) | 0.5 | $762k | +7% | 2.9k | 266.00 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $736k | 3.2k | 226.63 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $726k | NEW | 3.9k | 185.67 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $725k | +43% | 17k | 41.94 |
|
| Zoetis Cl A (ZTS) | 0.4 | $707k | -5% | 4.2k | 167.02 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.4 | $696k | -14% | 22k | 31.45 |
|
| Nike CL B (NKE) | 0.4 | $682k | +3% | 7.4k | 92.56 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $679k | -5% | 2.7k | 248.24 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $626k | +35% | 12k | 54.05 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.4 | $611k | +8% | 9.0k | 67.70 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $600k | +38% | 3.5k | 173.72 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $600k | -2% | 1.1k | 522.02 |
|
| Gartner (IT) | 0.3 | $551k | +67% | 1.2k | 477.44 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.3 | $548k | -2% | 3.5k | 154.52 |
|
| UnitedHealth (UNH) | 0.3 | $531k | +16% | 1.1k | 489.70 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.3 | $518k | -41% | 15k | 35.37 |
|
| Aptiv SHS (APTV) | 0.3 | $484k | -5% | 6.1k | 78.79 |
|
| Stericycle (SRCL) | 0.3 | $475k | -3% | 9.1k | 52.02 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $474k | +139% | 5.2k | 90.83 |
|
| Dimensional Etf Trust Global Cr Etf (DGCB) | 0.3 | $424k | NEW | 8.0k | 52.68 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $420k | NEW | 3.1k | 135.55 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $403k | 2.6k | 155.49 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $393k | 3.0k | 131.03 |
|
|
| Simon Property (SPG) | 0.2 | $391k | +3% | 2.5k | 153.48 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $389k | -28% | 11k | 36.30 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $387k | +4% | 770.00 | 502.09 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $385k | 4.1k | 92.80 |
|
|
| Caterpillar (CAT) | 0.2 | $384k | +22% | 1.1k | 363.74 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $360k | NEW | 287.00 | 1254.37 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $356k | +43% | 6.3k | 56.91 |
|
| Ishares Tr Exponential Tech (XT) | 0.2 | $349k | 5.9k | 59.66 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $348k | NEW | 3.8k | 91.57 |
|
| Netflix (NFLX) | 0.2 | $341k | +14% | 555.00 | 614.31 |
|
| Prologis (PLD) | 0.2 | $341k | +8% | 2.7k | 127.92 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $337k | +5% | 467.00 | 721.24 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $336k | +5% | 1.7k | 198.94 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $335k | 1.5k | 216.35 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $333k | 4.4k | 75.49 |
|
|
| Illumina (ILMN) | 0.2 | $333k | -6% | 2.5k | 132.72 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $331k | +16% | 3.6k | 91.99 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $330k | -2% | 2.1k | 155.92 |
|
| Abbvie (ABBV) | 0.2 | $330k | +4% | 1.8k | 180.76 |
|
| Lam Research Corporation (LRCX) | 0.2 | $329k | +14% | 335.00 | 981.79 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $318k | +25% | 805.00 | 394.87 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.2 | $314k | +18% | 13k | 25.17 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $313k | NEW | 5.4k | 57.42 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $312k | 2.7k | 115.02 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $306k | -47% | 2.7k | 114.74 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $306k | +8% | 4.6k | 67.18 |
|
| Ametek (AME) | 0.2 | $305k | +7% | 1.7k | 180.46 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $303k | NEW | 8.7k | 34.84 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $301k | -11% | 9.4k | 32.14 |
|
| W.W. Grainger (GWW) | 0.2 | $300k | NEW | 297.00 | 1009.64 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $293k | -5% | 5.1k | 57.78 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.2 | $292k | -11% | 11k | 27.09 |
|
| Verisk Analytics (VRSK) | 0.2 | $291k | +17% | 1.3k | 232.78 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $290k | 9.7k | 29.87 |
|
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.2 | $288k | -11% | 11k | 26.88 |
|
| Digital Realty Trust (DLR) | 0.2 | $287k | +7% | 2.0k | 141.91 |
|
| J.B. Hunt Transport Services (JBHT) | 0.2 | $282k | +23% | 1.4k | 196.48 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $281k | +6% | 4.8k | 58.21 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $280k | -8% | 13k | 21.97 |
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| Applied Materials (AMAT) | 0.2 | $280k | NEW | 1.3k | 208.69 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $278k | 3.5k | 80.14 |
|
|
| W.R. Berkley Corporation (WRB) | 0.2 | $277k | +5% | 3.2k | 87.49 |
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| Equinix (EQIX) | 0.2 | $268k | +30% | 335.00 | 800.05 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.2 | $268k | NEW | 12k | 23.23 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.2 | $267k | -38% | 11k | 25.00 |
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| Valero Energy Corporation (VLO) | 0.2 | $266k | NEW | 1.5k | 172.64 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $264k | -3% | 7.4k | 35.68 |
|
| Ross Stores (ROST) | 0.2 | $263k | +5% | 1.8k | 145.09 |
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| Cadence Design Systems (CDNS) | 0.2 | $259k | +12% | 830.00 | 312.13 |
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| Kla Corp Com New (KLAC) | 0.2 | $259k | NEW | 364.00 | 710.88 |
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| salesforce (CRM) | 0.2 | $259k | +5% | 856.00 | 302.26 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $258k | -23% | 9.0k | 28.75 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $258k | 2.8k | 92.99 |
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| Pool Corporation (POOL) | 0.2 | $257k | +6% | 640.00 | 401.30 |
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| ConocoPhillips (COP) | 0.1 | $247k | +5% | 1.9k | 128.68 |
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| Monster Beverage Corp (MNST) | 0.1 | $245k | NEW | 4.3k | 57.74 |
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| Realty Income (O) | 0.1 | $243k | +24% | 4.5k | 53.46 |
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| Broadridge Financial Solutions (BR) | 0.1 | $243k | +4% | 1.2k | 203.23 |
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| Wabtec Corporation (WAB) | 0.1 | $242k | NEW | 1.7k | 144.86 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $241k | +23% | 568.00 | 424.93 |
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| Qualcomm (QCOM) | 0.1 | $237k | NEW | 1.4k | 171.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $236k | 562.00 | 420.20 |
|
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| Proshares Tr Bitcoin Strate (BITO) | 0.1 | $236k | NEW | 7.7k | 30.64 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $236k | NEW | 1.8k | 127.55 |
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| Emcor (EME) | 0.1 | $235k | NEW | 661.00 | 354.87 |
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| Anthem (ELV) | 0.1 | $232k | NEW | 449.00 | 516.00 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $224k | -47% | 5.3k | 42.17 |
|
| NiSource (NI) | 0.1 | $222k | 8.1k | 27.48 |
|
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| Abbott Laboratories (ABT) | 0.1 | $221k | -77% | 2.0k | 112.09 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $220k | NEW | 2.4k | 92.55 |
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| Home Depot (HD) | 0.1 | $219k | NEW | 595.00 | 368.03 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $219k | -72% | 10k | 21.14 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 0.1 | $216k | NEW | 4.1k | 52.93 |
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| Hershey Company (HSY) | 0.1 | $214k | NEW | 1.1k | 198.20 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $211k | -6% | 7.6k | 27.93 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $208k | NEW | 1.6k | 128.80 |
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| West Pharmaceutical Services (WST) | 0.1 | $207k | NEW | 523.00 | 395.94 |
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| Iron Mountain (IRM) | 0.1 | $206k | NEW | 2.6k | 79.54 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $203k | NEW | 5.2k | 38.86 |
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| Barings Bdc (BBDC) | 0.1 | $131k | -7% | 14k | 9.23 |
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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 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
- Hutchens & Kramer Investment Management Group 2022 Q1 filed May 16, 2022