Latest Hutchens & Kramer Investment Management Group, LLC Stock Portfolio

Hutchens & Kramer Investment Management Group, LLC Performance:

2026 Q1: -1.64%YTD: -1.64%2025: 13.13%

Performance for 2026 Q1 is -1.64%, and YTD is -1.64%, and 2025 is 13.13%.

About Hutchens & Kramer Investment Management Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hutchens & Kramer Investment Management Group, LLC reported an equity portfolio of $316.5 Millions as of 31 Mar, 2026.

The top stock holdings of Hutchens & Kramer Investment Management Group, LLC are AEMB, DFAC, BOND. The fund has invested 10.5% of it's portfolio in AMERICAN CENTY ETF TR and 6.7% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (BAB), ISHARES TR (IJR) and COOPER COS INC (COO) stocks. They significantly reduced their stock positions in AUTOMATIC DATA PROCESSING IN (ADP), ABBVIE INC (ABBV) and KLA CORP (KLAC). Hutchens & Kramer Investment Management Group, LLC opened new stock positions in RBB FD INC (EERN), AMERICAN CENTY ETF TR (AEMB) and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to PIMCO ETF TR (BOND), SPDR SERIES TRUST (BIL) and FIRST TR EXCHANGE TRADED FD (AIRR).

Hutchens & Kramer Investment Management Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hutchens & Kramer Investment Management Group, LLC made a return of -1.64% in the last quarter. In trailing 12 months, it's portfolio return was 12.66%.

Performance
S&P 500

New Buys

Ticker	$ Bought
rbb fd inc	3,526,900
american centy etf tr	988,650
pimco etf tr	986,084
invesco actively managed exc	766,435
managed portfolio series	547,005
stryker corporation	443,596
ishares tr	417,488
ishares tr	414,711

New stocks bought by Hutchens & Kramer Investment Management Group, LLC

Additions

Ticker	% Inc.
pimco etf tr	821
spdr series trust	608
first tr exchange traded fd	584
vaneck etf trust	522
invesco exch traded fd tr ii	509
ark etf tr	501
first tr exchange-traded fd	331
invesco exch traded fd tr ii	226

Additions to existing portfolio by Hutchens & Kramer Investment Management Group, LLC

Reductions

Ticker	% Reduced
automatic data processing in	-66.03
abbvie inc	-51.25
kla corp	-42.57
lam research corp	-39.9
costco wholesale corporation	-39.32
ishares gold tr	-38.61
ishares tr	-37.9
iqvia hldgs inc	-24.76

Hutchens & Kramer Investment Management Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
cooper cos inc	-686,169
vanguard scottsdale fds	-676,930
proshares tr ii	-289,259
blackrock etf trust ii	-250,288
crown castle inc	-371,299
invesco exch traded fd tr ii	-1,030,650
bank america corp	-200,200
welltower inc	-611,399

Hutchens & Kramer Investment Management Group, LLC got rid off the above stocks

Sector Distribution

Hutchens & Kramer Investment Management Group, LLC has about 87.2% of it's holdings in Others sector.

Sector	%
Others	87.2
Technology	4.4
Healthcare	2.1
Financial Services	1.4
Consumer Cyclical	1.3
Communication Services	1.2

Market Cap. Distribution

Hutchens & Kramer Investment Management Group, LLC has about 12.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	87.1
MEGA-CAP	8.8
LARGE-CAP	3.9

Stocks belong to which Index?

About 12.5% of the stocks held by Hutchens & Kramer Investment Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	87.4
S&P 500	12.5

Top 5 Winners (%)		%
LRCX	lam research corp	19.9 %
EME	emcor group inc	18.4 %
KLAC	kla corp	16.7 %
MSI	motorola solutions inc	13.0 %
COST	costco wholesale corporation	12.6 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	0.4 M
GRID	first tr exchange-traded fd	0.3 M
AEMB	american centy etf tr	0.3 M
AIRR	first tr exchange traded fd	0.2 M
GLD	spdr gold tr	0.2 M

Top 5 Losers (%)		%
FICO	fair isaac corp	-36.9 %
BX	blackstone inc	-25.1 %
MSFT	microsoft corp	-22.4 %
	ishares bitcoin trust etf	-21.5 %
IQV	iqvia hldgs inc	-21.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.8 M
LLY	eli lilly & co	-0.7 M
DFAC	dimensional etf trust	-0.4 M
BOND	pimco etf tr	-0.4 M
VB	vanguard index fds	-0.3 M

Hutchens & Kramer Investment Management Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hutchens & Kramer Investment Management Group, LLC

Hutchens & Kramer Investment Management Group, LLC has 149 stocks in it's portfolio. About 50% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Hutchens & Kramer Investment Management Group, LLC last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.13	14,041	3,563,350	reduced	-0.9

AAXJ	ishares tr	0.42	18,015	1,339,420	reduced	-3.67

AAXJ	ishares tr	0.32	9,250	1,030,170	added	53.65

AAXJ	ishares tr	0.13	3,933	417,488	new

AAXJ	ishares tr	0.13	3,894	414,711	new

AAXJ	ishares tr	0.12	3,774	380,117	added	6.16

AAXJ	ishares tr	0.11	3,587	340,586	added	0.82

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.07	979	212,953	reduced	-51.25

ABC	cencora inc	0.07	746	234,348	new

ABNB	airbnb inc	0.00	0.00	0.00	sold off	-100

ABT	abbott laboratories	0.08	2,593	266,218	reduced	-6.39

ACIO	etf ser solutions	0.18	10,018	579,842	reduced	-21.4

ACWF	ishares tr	3.55	221,679	11,223,600	added	16.57

ACWF	ishares tr	0.35	23,974	1,107,360	added	1.98

ACWF	ishares tr	0.06	3,041	207,242	reduced	-3.83

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing in	0.07	1,065	216,387	reduced	-66.03

AEMB	american centy etf tr	10.53	299,681	33,318,500	added	8.58

AEMB	american centy etf tr	2.96	110,521	9,376,630	added	7.3