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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 5,654.0 $2.0M 0.54% +2K +62.4% $357.39 -4.7%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,688.0 $2.0M 0.54% +51.0 +1.9% $746.90 +3.2%
23 SPYM SPDR SERIES TRUST 21,750.0 $1.9M 0.51% +5K +28.8% $87.88 +3.3%
24 GOOG ALPHABET INC 4,879.0 $1.7M 0.46% +305.0 +6.7% $353.33
25 VTI VANGUARD INDEX FDS 4,188.0 $1.5M 0.41% +249.0 +6.3% $370.04 +2.9%
26 SHY ISHARES TR 17,560.0 $1.4M 0.39% +703.0 +4.2% $82.11 -0.1%
27 IUSB ISHARES TR 28,685.0 $1.3M 0.35% +5K +19.6% $46.15 -1.1%
28 META META PLATFORMS INC Communication Services 2,120.0 $1.2M 0.32% +50.0 +2.4% $563.16 +1.4%
29 VTV VANGUARD INDEX FDS 4,856.0 $1.1M 0.28% +201.0 +4.3% $217.95 +3.4%
30 GSY INVESCO ACTIVELY MANAGED EXC 20,243.0 $1.0M 0.27% +5K +32.4% $50.15 -0.0%
31 V VISA INC Financial Services 2,708.0 $929K 0.25% +144.0 +5.6% $343.09 +10.7%
32 VO VANGUARD INDEX FDS 10,961.0 $883K 0.24% +9K +514.8% $80.57 +3.1%
33 SCHD SCHWAB STRATEGIC TR 23,312.0 $739K 0.20% +6K +36.1% $31.71 +9.8%
34 MSI MOTOROLA SOLUTIONS INC Technology 1,673.0 $695K 0.19% +499.0 +42.5% $415.29 +17.2%
35 KLAC KLA CORP Technology 2,298.0 $693K 0.19% +2K +1066.5% $301.71 -39.1%
36 CTAS CINTAS CORP Industrials 3,920.0 $667K 0.18% +433.0 +12.4% $170.08 +20.0%
37 AVNM AMERICAN CENTY ETF TR 7,717.0 $636K 0.17% +150.0 +2.0% $82.38 +4.4%
38 ECL ECOLAB INC Basic Materials 2,127.0 $593K 0.16% +729.0 +52.1% $278.61 +2.6%
39 NFLX NETFLIX INC. Communication Services 7,620.0 $544K 0.15% +3K +66.5% $71.40 +11.8%
40 JPM JPMORGAN CHASE & CO Financial Services 1,590.0 $521K 0.14% +21.0 +1.3% $327.40 +8.2%
Page 2 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%