Latest Hutchens & Kramer Investment Management Group, LLC Stock Portfolio

Hutchens & Kramer Investment Management Group, LLC Performance:

2025 Q3: 1.84%YTD: 3.82%2024: 14.19%

Performance for 2025 Q3 is 1.84%, and YTD is 3.82%, and 2024 is 14.19%.

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

In it's latest 13F Holdings report, Hutchens & Kramer Investment Management Group, LLC reported an equity portfolio of $253.8 Millions as of 30 Sep, 2025.

The top stock holdings of Hutchens & Kramer Investment Management Group, LLC are DFAC, AEMB, BOND. The fund has invested 8.4% of it's portfolio in DIMENSIONAL ETF TRUST and 8% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), LPL FINL HLDGS INC (LPLA) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), AMERICAN TOWER CORP NEW (AMT) and TELEDYNE TECHNOLOGIES INC (TDY). Hutchens & Kramer Investment Management Group, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), CINTAS CORP (CTAS) and SPDR DOW JONES INDL AVERAGE (DIA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), ISHARES TR (DMXF) and ISHARES TR (IJR).

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 1.84% in the last quarter. In trailing 12 months, it's portfolio return was 3.82%.

New Buys

Ticker	$ Bought
blackrock etf trust	520,872
cintas corp	402,515
spdr dow jones indl average	297,865
oracle corp	287,990
taiwan semiconductor mfg ltd	269,236
intuit	261,555
ameriprise finl inc	252,502
proshares tr ii	243,381

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

Additions

Ticker	% Inc.
ishares tr	108
ishares tr	99.81
ishares tr	84.93
vanguard index fds	73.64
american centy etf tr	63.63
emcor group inc	49.21
pimco etf tr	47.13
vanguard index fds	44.15

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

Reductions

Ticker	% Reduced
ishares tr	-58.66
american tower corp new	-42.7
teledyne technologies inc	-37.34
ishares tr	-34.86
broadridge finl solutions in	-29.1
schwab strategic tr	-23.07
ishares tr	-21.67
dimensional etf trust	-19.00

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

Sold off

Ticker	$ Sold
sila realty trust inc	-258,006
vimeo inc	-42,440
dimensional etf trust	-372,600
spdr index shs fds	-219,508
flex ltd	-233,091
alliant energy corp	-213,778
berkley w r corp	-252,606
ss&c technologies hldgs inc	-225,631

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

Sector Distribution

Hutchens & Kramer Investment Management Group, LLC has about 77% of it's holdings in Others sector.

Sector	%
Others	77
Technology	7.2
Healthcare	3.9
Industrials	2.8
Financial Services	2.4
Communication Services	2
Consumer Cyclical	1.7
Consumer Defensive	1.5
Real Estate	1.2

Market Cap. Distribution

Hutchens & Kramer Investment Management Group, LLC has about 22.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	77
MEGA-CAP	13
LARGE-CAP	9.4

Stocks belong to which Index?

About 21.7% of the stocks held by Hutchens & Kramer Investment Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	77.9
S&P 500	21.7

Top 5 Winners (%)		%
GOOG	alphabet inc	38.2 %
LRCX	lam research corp	38.2 %
GOOG	alphabet inc	35.4 %
APH	amphenol corp new	27.1 %
AVGO	broadcom inc	22.9 %

Top 5 Winners ($)		$
AAPL	apple inc	0.6 M
NVDA	nvidia corporation	0.5 M
GLD	spdr gold tr	0.4 M
GOOG	alphabet inc	0.3 M
GOOG	alphabet inc	0.3 M

Top 5 Losers (%)		%
ELV	elevance health inc formerly	-18.1 %
FICO	fair isaac corp	-17.7 %
ISRG	intuitive surgical inc	-16.5 %
VRSK	verisk analytics inc	-15.6 %
AMT	american tower corp new	-13.8 %

Top 5 Losers ($)		$
AMT	american tower corp new	-0.1 M
PG	procter and gamble co	-0.1 M
ELV	elevance health inc formerly	-0.1 M
LLY	eli lilly & co	-0.1 M
FICO	fair isaac corp	-0.1 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 173 stocks in it's portfolio. About 47.4% of the portfolio is in top 10 stocks. AMT 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.

Last Reported on: 03 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.32	13,117	3,340,020	added	1.32

AAXJ	ishares tr	0.56	20,805	1,411,200	reduced	-15.21

AAXJ	ishares tr	0.31	6,892	784,861	reduced	-34.86

AAXJ	ishares tr	0.16	4,012	413,196	added	40.18

AAXJ	ishares tr	0.14	3,611	343,587	added	12.49

AAXJ	ishares tr	0.09	1,049	219,514	new

ABBV	abbvie inc	0.18	2,010	465,289	added	1.93

ABT	abbott labs	0.13	2,431	325,576	added	0.04

ACIO	etf ser solutions	0.30	12,990	752,900	reduced	-4.94

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	2.07	104,059	5,264,340	added	108

ACWF	ishares tr	0.47	25,460	1,189,240	reduced	-16.15

ACWF	ishares tr	0.09	3,314	238,411	reduced	-21.67

ADBE	adobe inc	0.10	690	243,398	added	2.37

ADP	automatic data processing in	0.37	3,199	938,897	reduced	-1.36

AEMB	american centy etf tr	7.95	185,534	20,167,500	added	34.73

AEMB	american centy etf tr	2.58	83,106	6,557,060	added	63.63

AEMB	american centy etf tr	1.42	48,111	3,613,630	added	30.46

AEMB	american centy etf tr	0.88	26,719	2,228,610	added	18.12

AEMB	american centy etf tr	0.12	4,510	318,406	added	17.6