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Latest Hutchens & Kramer Investment Management Group, LLC Stock Portfolio

$373Million | No. of Holdings #160

Hutchens & Kramer Investment Management Group, LLC Performance

2026 Q2+11.16%
YTD+9.34%
2025+13.13%

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

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hutchens & Kramer Investment Management Group, LLC reported an equity portfolio of $373.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Hutchens & Kramer Investment Management Group, LLC are AEMB, DFAC, BOND. The fund has invested 11.9% of it's portfolio in AMERICAN CENTY ETF TR and 6.3% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off AMERICAN CENTY ETF TR (AEMB), PIMCO ETF TR (BOND) and MANAGED PORTFOLIO SERIES stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (AAXJ) and ELEVANCE HEALTH INC FORMERLY (ANTX). Hutchens & Kramer Investment Management Group, LLC opened new stock positions in SPDR SERIES TRUST (BIL), QUANTA SVCS INC (PWR) and VANECK ETF TRUST (BUZZ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), PIMCO ETF TR (BOND) and INTUITIVE SURGICAL INC (ISRG).
Hutchens & Kramer Investment Management Group, LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$373Million
  as of Jul 09, 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 11.16% in the last quarter. In trailing 12 months, it's portfolio return was 17.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust1,171,800
spdr series trust1,022,400
quanta svcs inc712,840
vaneck etf trust637,465
blackrock etf trust475,763
asml hldg nv328,258
palo alto networks inc306,577
jabil inc300,674
New stocks bought by Hutchens & Kramer Investment Management Group, LLC

Additions

Ticker% Inc.
vanguard index fds514
pimco etf tr327
intuitive surgical inc130
netflix inc.66.52
alphabet inc62.42
american centy etf tr56.31
ecolab inc52.15
motorola solutions inc42.5
Additions to existing portfolio by Hutchens & Kramer Investment Management Group, LLC

Reductions

Ticker% Reduced
ishares tr-47.68
ishares tr-44.54
elevance health inc formerly-42.35
microsoft corp-42.27
ishares inc-39.24
dimensional etf trust-35.63
blackrock etf trust-35.37
ishares tr-32.01
Hutchens & Kramer Investment Management Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
american centy etf tr-988,650
managed portfolio series-547,005
pimco etf tr-986,084
ishares tr-247,698
zoetis inc-405,420
ishares silver tr-205,306
iqvia hldgs inc-392,754
exxon mobil corp-209,390
Hutchens & Kramer Investment Management Group, LLC got rid off the above stocks

Sector Distribution

Hutchens & Kramer Investment Management Group, LLC has about 87% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Industrials
  • Financial Services
Sector%
Others87
Technology4.7
Healthcare2.3
Communication Services1.5
Industrials1.1
Financial Services1.1

Market Cap. Distribution

Hutchens & Kramer Investment Management Group, LLC has about 13% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.9
MEGA-CAP8.8
LARGE-CAP4.2

Stocks belong to which Index?

About 12.6% 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%
Others87.3
S&P 50012.6
Top 5 Winners (%)%
LRCX
lam research corp
99.7 %
KLAC
kla corp
90.6 %
FTNT
fortinet inc
87.9 %
AFK
vaneck etf trust
70.5 %
BECO
blackrock etf trust
54.1 %
Top 5 Winners ($)$
AEMB
american centy etf tr
5.5 M
CGW
invesco exch traded fd tr ii
3.2 M
DFAC
dimensional etf trust
3.0 M
AFK
vaneck etf trust
2.6 M
DFAC
dimensional etf trust
1.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-59.8 %
NFLX
netflix inc.
-21.7 %
GLD
spdr gold tr
-14.2 %
IAU
ishares gold tr
-14.2 %
ishares bitcoin trust etf
-11.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.3 M
GLD
spdr gold tr
-0.4 M
NFLX
netflix inc.
-0.2 M
ishares bitcoin trust etf
-0.1 M
ISRG
intuitive surgical inc
-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 160 stocks in it's portfolio. About 47.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Hutchens & Kramer Investment Management Group, LLC last quarter.

$373.26MTotal Value
172Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Hutchens & Kramer Investment Management Group, LLC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.3%8,905
$1.11M
0.3%
decreased 3.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.2%9,991
$764.8K
0.2%
decreased 44.54 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.1%3,468
$373.2K
0.1%
decreased 11.82 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.09%3,584
$338.8K
0.09%
decreased 0.08 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.09%3,163
$336.8K
0.09%
decreased 18.77 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.07%2,566
$257.5K
0.07%
decreased 32.01 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.06%2,818
$214.5K
0.06%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Hutchens & Kramer Investment Management Group, LLC's holding in Etf Ser Solutions over time
0.15%9,514
$569.9K
0.15%
decreased 5.03 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
3.03%223,131
$11.30M
3.03%
increased 0.66 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.36%28,685
$1.32M
0.36%
increased 19.65 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Hutchens & Kramer Investment Management Group, LLC's holding in Ishares Tr over time
0.07%3,041
$251.3K
0.07%
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
11.95%348,287
$44.61M
11.95%
increased 16.22 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
3.01%126,016
$11.24M
3.01%
increased 14.02 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
1.72%66,588
$6.43M
1.72%
increased 5.59 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
1.27%47,965
$4.75M
1.27%
increased 56.31 percentadded