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Latest Hutchens & Kramer Investment Management Group, LLC Stock Portfolio

$334Million | No. of Holdings #156

Hutchens & Kramer Investment Management Group, LLC Performance

2026 Q3-1.46%
YTD+7.74%
2025+13.13%

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

On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hutchens & Kramer Investment Management Group, LLC reported an equity portfolio of $334.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Hutchens & Kramer Investment Management Group, LLC are AEMB, BOND, DFAC. The fund has invested 14.3% of it's portfolio in AMERICAN CENTY ETF TR and 6.8% of portfolio in PIMCO ETF TR. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), SPDR SERIES TRUST (BIL) and INVESCO ACTIVELY MANAGED EXC (GSY) stocks. They significantly reduced their stock positions in NETFLIX INC. (NFLX), VANGUARD INDEX FDS (VB) and ISHARES INC (EMGF). Hutchens & Kramer Investment Management Group, LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (BAB), 2023 ETF SERIES TRUST and ARISTA NETWORKS INC (ANET). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), MONSTER BEVERAGE CORP NEW (MNST) and MICRON TECHNOLOGY INC (MU).
Hutchens & Kramer Investment Management Group, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$334Million
  as of Oct 16, 2026

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 -1.46% in the last quarter. In trailing 12 months, it's portfolio return was 9.97%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii1,856,170
2023 etf series trust822,494
arista networks inc370,534
pimco etf tr354,017
advanced micro devices inc256,327
best buy inc238,424
marathon pete corp237,252
exxonmobil holdings corp227,660
New stocks bought by Hutchens & Kramer Investment Management Group, LLC

Additions

Ticker% Inc.
ishares tr251
monster beverage corp new135
micron technology inc122
amphenol corp95.75
texas instrs inc68.02
costco wholesale corporation66.99
automatic data processing in66.32
blackrock etf trust42.57
Additions to existing portfolio by Hutchens & Kramer Investment Management Group, LLC

Reductions

Ticker% Reduced
netflix inc.-38.98
vanguard index fds-35.69
ishares inc-34.34
charles schwab corp (the)-34.23
stryker corporation-31.69
ishares tr-26.7
eaton corp plc-17.64
blackrock etf trust-16.7
Hutchens & Kramer Investment Management Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-23,547,000
dimensional etf trust-15,887,600
spdr series trust-1,022,400
invesco actively managed exc-1,015,190
dimensional etf trust-793,538
dimensional etf trust-691,199
spdr series trust-1,171,800
vaneck etf trust-637,465
Hutchens & Kramer Investment Management Group, LLC got rid off the above stocks

Sector Distribution

Hutchens & Kramer Investment Management Group, LLC has about 84.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
Sector%
Others84.8
Technology5.9
Healthcare2.6
Communication Services1.7
Financial Services1.2
Consumer Cyclical1.2
Industrials1.1
Consumer Defensive1.1

Market Cap. Distribution

Hutchens & Kramer Investment Management Group, LLC has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED84.7
MEGA-CAP10.9
LARGE-CAP4.3

Stocks belong to which Index?

About 14.8% of the stocks held by Hutchens & Kramer Investment Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others85.1
S&P 50014.8
Top 5 Winners (%)%
fidelity wise origin bitcoin
42.3 %
ishares bitcoin trust etf
40.2 %
MSFT
microsoft corp
36.8 %
NTAP
netapp inc
34.7 %
META
meta platforms inc
28.7 %
Top 5 Winners ($)$
AAPL
apple inc
0.7 M
MSFT
microsoft corp
0.6 M
NVDA
nvidia corporation
0.5 M
META
meta platforms inc
0.3 M
ishares bitcoin trust etf
0.2 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-48.3 %
APH
amphenol corp
-45.2 %
KLAC
kla corp
-33.9 %
JBL
jabil inc
-24.1 %
LRCX
lam research corp
-23.6 %
Top 5 Losers ($)$
AIRR
first tr exchange traded fd
-1.1 M
BOND
pimco etf tr
-1.0 M
APH
amphenol corp
-0.8 M
GRID
first tr exchange-traded fd
-0.7 M
CGW
invesco exch traded fd tr ii
-0.7 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 156 stocks in it's portfolio. About 47.5% of the portfolio is in top 10 stocks. AIRR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Hutchens & Kramer Investment Management Group, LLC last quarter.

$334.71MTotal Value
175Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Hutchens & Kramer Investment Management Group, LLC, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.28%7,874
$943.5K
0.28%
decreased 11.58 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.22%9,918
$750.0K
0.22%
increased 251.95 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.2%8,539
$675.8K
0.2%
decreased 14.53 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.07%2,580
$237.8K
0.07%
increased 0.55 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Hutchens & Kramer Investment Management Group, LLC's holding in Etf Ser Solutions over time
0.18%9,251
$591.9K
0.18%
decreased 2.76 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
3.38%222,912
$11.29M
3.38%
decreased 0.1 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.46%34,856
$1.54M
0.46%
increased 21.51 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.08%3,041
$253.6K
0.08%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Hutchens & Kramer Investment Management Group, LLC's holding in American Centy Etf Tr over time
14.28%373,217
$47.81M
14.28%
increased 7.16 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Hutchens & Kramer Investment Management Group, LLC's holding in American Centy Etf Tr over time
3.72%138,199
$12.45M
3.72%
increased 9.67 percentadded