Latest Hutchens & Kramer Investment Management Group, LLC Stock Portfolio

Hutchens & Kramer Investment Management Group, LLC Performance:

2025 Q4: 0.49%YTD: 11.38%2024: 12.82%

Performance for 2025 Q4 is 0.49%, and YTD is 11.38%, and 2024 is 12.82%.

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 $289.5 Millions as of 31 Dec, 2025.

The top stock holdings of Hutchens & Kramer Investment Management Group, LLC are AEMB, DFAC, BOND. The fund has invested 10.7% of it's portfolio in AMERICAN CENTY ETF TR and 7.4% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), POOL CORP (POOL) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), ELI LILLY & CO (LLY) and ISHARES TR (AGT). Hutchens & Kramer Investment Management Group, LLC opened new stock positions in FIRST TR EXCHANGE TRADED FD (GRID), INVESCO EXCH TRADED FD TR II (CGW) and ARK ETF TR (ARKF). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), NETFLIX INC (NFLX) and SPDR SERIES TRUST (BIL).

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 0.49% in the last quarter. In trailing 12 months, it's portfolio return was 11.38%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchange traded fd	1,683,370
invesco exch traded fd tr ii	597,951
ark etf tr	563,439
vaneck etf trust	545,957
first tr exchange traded fd	495,140
spdr series trust	480,920
extra space storage inc	232,052
hamilton lane inc	223,089

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

Additions

Ticker	% Inc.
invesco exch traded fd tr ii	1,035
netflix inc	845
spdr series trust	287
select sector spdr tr	89.67
ishares tr	82.75
vanguard index fds	73.52
ishares tr	73.51
ishares tr	51.88

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

Reductions

Ticker	% Reduced
dimensional etf trust	-53.45
dimensional etf trust	-44.19
eli lilly & co	-44.03
ishares tr	-34.95
blackrock etf trust	-34.91
caterpillar inc	-27.6
ishares tr	-27.09
monolithic pwr sys inc	-24.86

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

Sold off

Ticker	$ Sold
hudson pac pptys inc	-33,385
dimensional etf trust	-239,805
at&t inc	-200,341
roblox corp	-225,095
primoris svcs corp	-205,446
stride inc	-203,005
broadridge finl solutions in	-206,017
pool corp	-235,653

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

Sector Distribution

Hutchens & Kramer Investment Management Group, LLC has about 80.4% of it's holdings in Others sector.

Sector	%
Others	80.4
Technology	6.2
Healthcare	3.2
Industrials	2.2
Financial Services	2.2
Consumer Cyclical	1.7
Communication Services	1.7
Consumer Defensive	1.2
Real Estate	1.1

Market Cap. Distribution

Hutchens & Kramer Investment Management Group, LLC has about 19.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	80.4
MEGA-CAP	11
LARGE-CAP	8.2

Stocks belong to which Index?

About 18.7% of the stocks held by Hutchens & Kramer Investment Management Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	81
S&P 500	18.7

Top 5 Winners (%)		%
LLY	eli lilly & co	31.9 %
GOOG	alphabet inc	28.2 %
LRCX	lam research corp	27.5 %
GOOG	alphabet inc	26.5 %
ISRG	intuitive surgical inc	26.4 %

Top 5 Winners ($)		$
LLY	eli lilly & co	2.1 M
AEMB	american centy etf tr	0.7 M
DFAC	dimensional etf trust	0.6 M
DFAC	dimensional etf trust	0.6 M
DFAC	dimensional etf trust	0.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
XLB	select sector spdr tr	-42.2 %
ORCL	oracle corp	-28.9 %
	ishares bitcoin trust etf	-23.3 %
IRM	iron mtn inc del	-17.6 %

Top 5 Losers ($)		$
NFLX	netflix inc	-2.9 M
XLB	select sector spdr tr	-1.8 M
MSFT	microsoft corp	-0.3 M
	ishares bitcoin trust etf	-0.2 M
META	meta platforms inc	-0.2 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 177 stocks in it's portfolio. About 51.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Hutchens & Kramer Investment Management Group, LLC last quarter.

Last Reported on: 08 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.33	14,168	3,851,750	added	8.01

AAXJ	ishares tr	0.46	18,701	1,335,440	reduced	-10.11

AAXJ	ishares tr	0.24	6,020	685,798	reduced	-12.65

AAXJ	ishares tr	0.12	3,555	361,437	reduced	-11.39

AAXJ	ishares tr	0.12	3,558	338,793	reduced	-1.47

AAXJ	ishares tr	0.07	976	209,537	reduced	-6.96

ABBV	abbvie inc	0.16	2,008	458,854	reduced	-0.1

ABNB	airbnb inc	0.07	1,526	207,109	new

ABT	abbott labs	0.12	2,770	347,060	added	13.94

ACIO	etf ser solutions	0.26	12,745	750,680	reduced	-1.89

ACWF	ishares tr	3.32	190,171	9,596,020	added	82.75

ACWF	ishares tr	0.38	23,508	1,094,060	reduced	-7.67

ACWF	ishares tr	0.08	3,162	220,518	reduced	-4.59

ADBE	adobe inc	0.08	674	235,893	reduced	-2.32

ADP	automatic data processing in	0.28	3,135	806,427	reduced	-2.00

AEMB	american centy etf tr	10.66	276,001	30,851,400	added	48.76

AEMB	american centy etf tr	2.93	103,004	8,479,310	added	23.94

AEMB	american centy etf tr	1.56	58,492	4,505,060	added	21.58

AEMB	american centy etf tr	0.84	28,459	2,444,910	added	6.51

AEMB	american centy etf tr	0.17	6,747	496,039	added	49.6