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Portfolio (Quarterly) Guide ↗

Hutchens & Kramer Investment Management Group, LLC

· CIK 0001920117
13F Portfolio $373M AUM 160 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 55 Added 63 Reduced 12 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUS AMERICAN CENTY ETF TR 348,287.0 $44.6M 11.95% +49K +16.2% $128.08 +2.2%
2 PYLD PIMCO ETF TR 875,246.0 $23.2M 6.22% +103K +13.3% $26.52 -1.1%
3 TFLO ISHARES TR 223,131.0 $11.3M 3.03% +1K +0.7% $50.63 -0.0%
4 AVDE AMERICAN CENTY ETF TR 126,016.0 $11.2M 3.01% +15K +14.0% $89.20 +5.7%
5 MINT PIMCO ETF TR 107,009.0 $10.8M 2.89% +82K +327.6% $100.81 -0.0%
6 SPMO INVESCO EXCH TRADED FD TR II 65,767.0 $10.6M 2.85% +2K +2.4% $161.54 -8.0%
7 LLY ELI LILLY & CO Healthcare 5,658.0 $6.8M 1.82% +1K +24.4% $1199.46 -1.9%
8 AVEM AMERICAN CENTY ETF TR 66,588.0 $6.4M 1.72% +4K +5.6% $96.49 -1.3%
9 SPHB INVESCO EXCH TRADED FD TR II 32,356.0 $5.0M 1.35% +1K +3.9% $155.59 -3.9%
10 SPIT RBB FD INC 137,263.0 $4.8M 1.28% +4K +3.3% $34.92 -6.1%
11 AVGE AMERICAN CENTY ETF TR 47,965.0 $4.8M 1.27% +17K +56.3% $99.10 +2.6%
12 AIRR FIRST TR EXCHANGE TRADED FD 34,865.0 $4.6M 1.25% +405.0 +1.2% $133.25 -15.4%
13 FITE SPDR SERIES TRUST 41,097.0 $4.6M 1.24% +1K +2.9% $112.37 +1.6%
14 AAPL APPLE INC Technology 15,337.0 $4.4M 1.19% +1K +9.2% $289.35 +8.7%
15 ARKQ ARK ETF TR 31,049.0 $4.1M 1.10% +2K +5.1% $132.22 -6.1%
16 NVDA NVIDIA CORPORATION Technology 17,489.0 $3.5M 0.94% +2K +10.9% $200.09 +13.9%
17 XLK SELECT SECTOR SPDR TR 17,444.0 $3.3M 0.89% +786.0 +4.7% $190.52 -1.0%
18 IVV ISHARES TR 3,548.0 $2.7M 0.71% +1K +42.1% $748.89 +3.5%
19 SPYG SPDR SERIES TRUST 19,889.0 $2.4M 0.63% +519.0 +2.7% $118.99 +2.4%
20 VNQ VANGUARD INDEX FDS 21,624.0 $2.1M 0.56% +1K +5.6% $96.43 +1.3%
Page 1 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Financial Services 25.7%
Healthcare 15.5%
Industrials 7.9%
Communication Services 6.5%
Consumer Cyclical 6.4%
Consumer Defensive 6.2%
Basic Materials 1.0%
Utilities 0.7%