Latest Hutchens & Kramer Investment Management Group, LLC Stock Portfolio

Hutchens & Kramer Investment Management Group, LLC Performance:

2025 Q2: 2.75%YTD: 2.11%2024: 14.15%

Performance for 2025 Q2 is 2.75%, and YTD is 2.11%, and 2024 is 14.15%.

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 $218.1 Millions as of 30 Jun, 2025.

The top stock holdings of Hutchens & Kramer Investment Management Group, LLC are DFAC, AEMB, DFAC. The fund has invested 9.3% of it's portfolio in DIMENSIONAL ETF TRUST and 6.4% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), GOLDMAN SACHS ETF TR (GBIL) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in PIMCO ETF TR (BOND), ISHARES TR (AAXJ) and BLACKROCK ETF TRUST II (HYMU). Hutchens & Kramer Investment Management Group, LLC opened new stock positions in ISHARES TR (DMXF), ISHARES TR (ACWF) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to ELEVANCE HEALTH INC (ELV), VANGUARD INDEX FDS (VB) and AMERICAN CENTY ETF TR (AEMB).

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 2.75% in the last quarter. In trailing 12 months, it's portfolio return was 2.66%.

New Buys

Ticker	$ Bought
ishares tr	2,982,800
ishares tr	2,513,150
select sector spdr tr	1,861,350
american centy etf tr	1,761,470
invesco exch traded fd tr ii	912,596
ishares bitcoin trust etf	644,836
vanguard scottsdale fds	595,521
blackrock etf trust	457,968

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

Additions

Ticker	% Inc.
elevance health inc	248
vanguard index fds	144
american centy etf tr	132
pimco etf tr	122
vanguard index fds	110
motorola solutions inc	104
american centy etf tr	103
american centy etf tr	80.46

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

Reductions

Ticker	% Reduced
pimco etf tr	-77.88
ishares tr	-46.13
blackrock etf trust ii	-45.55
dimensional etf trust	-36.15
berkley w r corp	-32.9
ishares tr	-29.47
home depot inc	-24.14
dimensional etf trust	-23.29

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

Sold off

Ticker	$ Sold
schwab strategic tr	-548,793
j p morgan exchange traded f	-828,104
barings bdc inc	-126,739
goldman sachs etf tr	-551,088
ishares inc	-532,390
dimensional etf trust	-220,908
dimensional etf trust	-232,989
ishares tr	-248,078

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

Sector Distribution

Hutchens & Kramer Investment Management Group, LLC has about 75.5% of it's holdings in Others sector.

Sector	%
Others	75.5
Technology	7.4
Healthcare	4.6
Financial Services	2.8
Industrials	2.1
Communication Services	2
Consumer Defensive	1.9
Consumer Cyclical	1.8
Real Estate	1.5

Market Cap. Distribution

Hutchens & Kramer Investment Management Group, LLC has about 24.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	75.5
MEGA-CAP	14.2
LARGE-CAP	10.1

Stocks belong to which Index?

About 23.6% of the stocks held by Hutchens & Kramer Investment Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	76.3
S&P 500	23.6

Top 5 Winners (%)		%
APH	amphenol corp new	48.4 %
AVGO	broadcom inc	47.7 %
NVDA	nvidia corporation	41.3 %
NFLX	netflix inc	37.4 %
LRCX	lam research corp	32.8 %

Top 5 Winners ($)		$
MSFT	microsoft corp	0.9 M
NVDA	nvidia corporation	0.7 M
AMZN	amazon com inc	0.4 M
META	meta platforms inc	0.4 M
APH	amphenol corp new	0.3 M

Top 5 Losers (%)		%
VMEO	vimeo inc	-23.2 %
COO	cooper cos inc	-13.6 %
ABBV	abbvie inc	-9.4 %
IQV	iqvia hldgs inc	-7.9 %
KMB	kimberly-clark corp	-7.4 %

Top 5 Losers ($)		$
LLY	eli lilly & co	-0.4 M
AAPL	apple inc	-0.2 M
PG	procter and gamble co	-0.2 M
COO	cooper cos inc	-0.1 M
IQV	iqvia hldgs inc	0.0 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 159 stocks in it's portfolio. About 46.1% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Hutchens & Kramer Investment Management Group, LLC last quarter.

Last Reported on: 05 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	DFAC	dimensional etf trust	9.30	562,836	20,284,600	reduced	-1.96
Historical Trend of DIMENSIONAL ETF TRUST Position Held By Hutchens & Kramer Investment Management Group, LLC What % of Portfolio is DFAC?: Number of DFAC shares held: Change in No. of Shares Held:
	AEMB	american centy etf tr	6.39	137,710	13,936,300	added	80.46

	DFAC	dimensional etf trust	6.26	203,353	13,653,100	reduced	-0.38

	DFAC	dimensional etf trust	5.13	360,380	11,193,400	reduced	-1.79

	BOND	pimco etf tr	4.77	393,959	10,396,600	added	55.86

	BOND	pimco etf tr	4.32	102,777	9,425,690	added	122

	LLY	eli lilly & co	3.05	8,579	6,656,280	reduced	-1.91

	VB	vanguard index fds	2.86	10,986	6,237,520	added	9.47

	FNDA	schwab strategic tr	2.08	185,379	4,534,370	reduced	-3.38

	DFAC	dimensional etf trust	1.93	99,795	4,217,350	reduced	-22.11

	DFAC	dimensional etf trust	1.91	140,055	4,168,050	reduced	-1.19

	AEMB	american centy etf tr	1.72	50,789	3,755,340	added	132

	MSFT	microsoft corp	1.67	7,393	3,637,970	reduced	-1.88

	CSD	invesco exchange traded fd t	1.62	68,298	3,536,480	added	1.47

	VEA	vanguard tax-managed fds	1.40	53,686	3,058,510	added	6.56

	DMXF	ishares tr	1.37	29,718	2,982,800	new

	AMZN	amazon com inc	1.32	13,111	2,890,440	reduced	-3.62

	AAPL	apple inc	1.23	12,946	2,690,450	added	3.19

	PG	procter and gamble co	1.21	16,402	2,644,330	reduced	-0.56

	IJR	ishares tr	1.18	4,137	2,567,710	reduced	-2.98