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Hutchens & Kramer Investment Management Group, LLC Portfolio
$334.7M across 156 positions as of 2026-09-30, with 48% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.5%
-3.9% a year vs the S&P 500
3 years
+17.6%
-3.7% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
8 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.5% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AVUSAvantis U.S. Equity ETF | $47.8M | 14.3% | 373,217 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $22.8M | 6.8% | 897,357 |
| DIMENSIONAL ETF TRUST | $12.5M | 3.7% | 332,863 |
| AVDEAvantis International Equity ETF | $12.5M | 3.7% | 138,199 |
| SGOViShares 0-3 Month Treasury Bond ETF | $11.8M | 3.5% | 116,852 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $11.5M | 3.4% | 114,221 |
| TFLOiShares Treasury Floating Rate Bond ETF | $11.3M | 3.4% | 222,912 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $10.6M | 3.2% | 121,664 |
| SPMOInvesco S&P 500 Momentum ETF | $9.9M | 3.0% | 65,295 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $8.6M | 2.6% | 48,303 |
| VOOVanguard S&P 500 ETF | $8.1M | 2.4% | 11,502 |
| AVEMAvantis Emerging Markets Equity ETF | $6.7M | 2.0% | 71,675 |
| LLYEli Lilly and Co | $6.6M | 2.0% | 5,729 |
| SMHVanEck Semiconductor ETF | $5.5M | 1.7% | 9,082 |
| QQQInvesco QQQ Trust, Series 1 | $5.4M | 1.6% | 7,327 |
| AMERICAN CENTY ETF TR | $5.1M | 1.5% | 51,980 |
| DIMENSIONAL ETF TRUST | $5M | 1.5% | 126,812 |
| AAPLApple Inc | $4.9M | 1.5% | 14,835 |
| INVESCO EXCH TRADED FD TR II | $4.9M | 1.5% | 32,732 |
| SPDR SERIES TRUST | $4.7M | 1.4% | 42,190 |
| RBB FD INC | $4.3M | 1.3% | 140,460 |
| XLGInvesco S&P 500 Top 50 ETF | $4.1M | 1.2% | 65,226 |
| SCHXSchwab U.S. Large-Cap ETF | $4.1M | 1.2% | 137,106 |
| NVDANVIDIA Corp | $4M | 1.2% | 17,666 |
| VEAVanguard FTSE Developed Markets ETF | $4M | 1.2% | 56,263 |
| ARKQARK Autonomous Technology & Robotics ETF | $3.9M | 1.2% | 31,957 |
| XLKState Street Technology Select Sector SPDR ETF | $3.8M | 1.1% | 19,489 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $3.7M | 1.1% | 36,068 |
| IVViShares Core S&P 500 ETF | $2.7M | 0.8% | 3,553 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $2.5M | 0.8% | 28,336 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $2.5M | 0.7% | 20,121 |
| PGProcter & Gamble Co | $2.4M | 0.7% | 16,266 |
| GLDSPDR Gold Shares | $2.3M | 0.7% | 5,972 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.2M | 0.7% | 2,895 |
| AMZNAmazon.com Inc | $2.2M | 0.7% | 8,801 |
| MSFTMicrosoft Corp | $2.1M | 0.6% | 4,100 |
| VNQVanguard Real Estate ETF | $2.1M | 0.6% | 22,907 |
| GOOGLAlphabet Inc | $2M | 0.6% | 5,782 |
| QQQMInvesco NASDAQ 100 ETF | $1.9M | 0.6% | 6,093 |
| IVWiShares S&P 500 Growth ETF | $1.8M | 0.5% | 12,832 |
| DFCFDimensional Core Fixed Income ETF | $1.8M | 0.5% | 44,656 |
| GOOGAlphabet Inc | $1.7M | 0.5% | 5,067 |
| VTIVanguard Total Stock Market ETF | $1.6M | 0.5% | 4,381 |
| IUSBiShares Core Total USD Bond Market ETF | $1.5M | 0.5% | 34,856 |
| METAMeta Platforms Inc | $1.5M | 0.5% | 2,118 |
| IVEiShares S&P 500 Value ETF | $1.5M | 0.4% | 6,379 |
| SHYiShares 1-3 Year Treasury Bond ETF | $1.4M | 0.4% | 16,741 |
| MAMastercard Inc | $1.2M | 0.4% | 2,194 |
| VWOVanguard FTSE Emerging Markets ETF | $1.2M | 0.4% | 20,168 |
| VTVVanguard Value ETF | $1.2M | 0.3% | 5,368 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $1M | 0.3% | 15,132 |
| VVisa Inc | $1M | 0.3% | 2,829 |
| APHAmphenol Corp | $986.5K | 0.3% | 11,702 |
| EFGiShares MSCI EAFE Growth ETF | $943.5K | 0.3% | 7,874 |
| AVGOBroadcom Inc | $934.2K | 0.3% | 2,660 |
| SCHDSchwab US Dividend Equity ETF | $907.3K | 0.3% | 27,890 |
| EATON CORP PLC | $865K | 0.3% | 2,013 |
| 2023 ETF SERIES TRUST | $822.5K | 0.2% | 28,819 |
| IXUSiShares Core MSCI Total International Stock ETF | $793.2K | 0.2% | 8,350 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $750K | 0.2% | 9,918 |
| CDNSCadence Design Systems Inc | $728.7K | 0.2% | 2,207 |
| VXFVanguard Extended Market ETF | $704.6K | 0.2% | 3,042 |
| EFViShares MSCI EAFE Value ETF | $675.8K | 0.2% | 8,539 |
| BLACKROCK ETF TRUST | $673.7K | 0.2% | 18,533 |
| QUALiShares MSCI USA Quality Factor ETF | $670.7K | 0.2% | 3,018 |
| TJXTJX Companies Inc | $669.6K | 0.2% | 5,061 |
| LRCXLam Research Corp | $668.2K | 0.2% | 2,034 |
| CTASCintas Corp | $663.8K | 0.2% | 3,403 |
| MSIMotorola Solutions Inc | $660.5K | 0.2% | 1,481 |
| IBITiShares Bitcoin Trust ETF | $659.6K | 0.2% | 13,933 |
| SCHWCharles Schwab Corp | $656.3K | 0.2% | 6,715 |
| AMERICAN CENTY ETF TR | $637.8K | 0.2% | 7,680 |
| FTNTFortinet Inc | $630.1K | 0.2% | 3,525 |
| ETF SER SOLUTIONS | $591.9K | 0.2% | 9,251 |
| VBVanguard Small-Cap ETF | $584.6K | 0.2% | 2,055 |
| PWRQuanta Services Inc | $575.7K | 0.2% | 896 |
| VOVanguard Mid-Cap ETF | $552.8K | 0.2% | 7,049 |
| JPMJPMorgan Chase & Co | $549.3K | 0.2% | 1,660 |
| ECLEcolab Inc | $547.8K | 0.2% | 1,995 |
| IEMGiShares Core MSCI Emerging Markets ETF | $542.6K | 0.2% | 6,686 |
| BLACKROCK ETF TRUST | $529.5K | 0.2% | 10,814 |
| KLACKLA Corp | $516K | 0.2% | 2,647 |
| SPDR SERIES TRUST | $513.7K | 0.2% | 2,947 |
| LHLabcorp Holdings Inc | $476.6K | 0.1% | 1,547 |
| COSTCostco Wholesale Corp | $465.6K | 0.1% | 511 |
| BAIiShares A.I. Innovation and Tech Active ETF | $453.2K | 0.1% | 9,603 |
| ADPAutomatic Data Processing Inc | $451.1K | 0.1% | 1,748 |
| ISRGIntuitive Surgical Inc | $426.1K | 0.1% | 1,048 |
| MUMicron Technology Inc | $425K | 0.1% | 399 |
| GWWWW Grainger Inc | $418.6K | 0.1% | 336 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $413.3K | 0.1% | 906 |
| BXBlackstone Inc | $413.2K | 0.1% | 3,686 |
| NTAPNetApp Inc | $406.5K | 0.1% | 1,935 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $404.9K | 0.1% | 11,268 |
| FNDXSchwab Fundamental US Large Company Index ETF | $404.2K | 0.1% | 12,844 |
| EMEEMCOR Group Inc | $384K | 0.1% | 509 |
| TXNTexas Instruments Inc | $381.2K | 0.1% | 1,361 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $375.5K | 0.1% | 7,254 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $373K | 0.1% | 733 |
| ANETArista Networks Inc | $370.5K | 0.1% | 1,820 |
| ROPRoper Technologies Inc | $369.7K | 0.1% | 1,058 |
| PANWPalo Alto Networks Inc | $359.6K | 0.1% | 905 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $357.1K | 0.1% | 13,201 |
| PIMCO ETF TR | $354K | 0.1% | 6,432 |
| AVSCAvantis U.S Small Cap Equity ETF | $338.4K | 0.1% | 4,894 |
| THROiShares U.S. Thematic Rotation Active ETF | $331.4K | 0.1% | 7,536 |
| NFLXNetflix Inc | $323.5K | 0.1% | 4,650 |
| MPWRMonolithic Power Systems Inc | $322K | 0.1% | 239 |
| NINiSource Inc | $320.2K | 0.1% | 8,210 |
| GOVTiShares U.S. Treasury Bond ETF | $319.8K | 0.1% | 14,624 |
| ASML HLDG NV | $318.9K | 0.1% | 176 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $316.7K | 0.1% | 4,360 |
| ELVElevance Health Inc | $316.5K | 0.1% | 814 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $313.7K | 0.1% | 6,750 |
| HDHome Depot Inc | $311.5K | 0.1% | 1,095 |
| BRK.BBerkshire Hathaway Inc | $311.4K | 0.1% | 625 |
| SCHFSchwab International Equity ETF | $310.6K | 0.1% | 11,308 |
| SYKStryker Corp | $309.3K | 0.1% | 1,123 |
| BNDXVanguard Total International Bond ETF | $298.3K | 0.1% | 6,364 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $293.3K | 0.1% | 5,902 |
| KOCoca-Cola Co | $292.8K | 0.1% | 3,401 |
| ESGUiShares ESG Aware MSCI USA ETF | $292.7K | 0.1% | 1,755 |
| BSVVanguard Short-Term Bond ETF | $292.2K | 0.1% | 3,825 |
| BLACKROCK ETF TRUST | $276.8K | 0.1% | 9,269 |
| QCOMQualcomm Inc | $269.4K | 0.1% | 1,464 |
| JBLJabil Inc | $264.8K | 0.1% | 923 |
| ABBVAbbVie Inc | $263.8K | 0.1% | 1,008 |
| JEPIJPMorgan Equity Premium Income ETF | $262.5K | 0.1% | 4,670 |
| BLACKROCK ETF TRUST II | $259.2K | 0.1% | 5,173 |
| CLColgate-Palmolive Co | $257K | 0.1% | 3,012 |
| AMDAdvanced Micro Devices Inc | $256.3K | 0.1% | 419 |
| XTISHARES TR | $253.6K | 0.1% | 3,041 |
| VRSKVerisk Analytics Inc | $242K | 0.1% | 1,442 |
| BBYBest Buy Co Inc | $238.4K | 0.1% | 2,702 |
| TLHiShares 10-20 Year Treasury Bond ETF | $237.8K | 0.1% | 2,580 |
| MPCMarathon Petroleum Corp | $237.3K | 0.1% | 600 |
| VYMIVanguard International High Dividend Yield ETF | $236.6K | 0.1% | 2,339 |
| ABTAbbott Laboratories | $232.1K | 0.1% | 2,349 |
| XOMExxonmobil Holdings Corp | $227.7K | 0.1% | 1,399 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $219.6K | 0.1% | 5,933 |
| BLACKROCK ETF TRUST | $217.9K | 0.1% | 6,978 |
| CVXChevron Corp | $217.9K | 0.1% | 1,067 |
| EXPEExpedia Group Inc | $217.5K | 0.1% | 826 |
| DIMENSIONAL ETF TRUST | $217.1K | 0.1% | 2,615 |
| IYWiShares U.S. Technology ETF | $216.7K | 0.1% | 818 |
| DHRDanaher Corp | $215.3K | 0.1% | 972 |
| MNSTMonster Beverage Corp | $212.6K | 0.1% | 5,107 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $211.2K | 0.1% | 2,704 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $207.2K | 0.1% | 1,750 |
| ABNBAirbnb Inc | $207.1K | 0.1% | 1,289 |
| BACBank of America Corp | $207.1K | 0.1% | 3,804 |
| SPCXSpace Exploration Technologies Corp | $206.4K | 0.1% | 1,368 |
| GILDGilead Sciences, Inc | $204.9K | 0.1% | 1,375 |
| CORCencora Inc | $203.6K | 0.1% | 678 |
| ADBEAdobe Inc | $202K | 0.1% | 842 |
| TSLATesla Inc | $201.3K | 0.1% | 567 |
Quarter ending 2026-09-30.
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