Portfolio (Quarterly)
Guide ↗
Hutchens & Kramer Investment Management Group, LLC
· CIK 0001920117| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | — | 4,075 | $1.0M | 0.36% | SOLD |
| 2 | OEF | ISHARES TR | — | 2,185 | $749K | 0.26% | SOLD |
| 3 | — | COOPER COS INC | — | 8,372 | $686K | 0.24% | SOLD |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | — | 5,560 | $677K | 0.23% | SOLD |
| 5 | WELL | WELLTOWER INC | Real Estate | 3,294 | $611K | 0.21% | SOLD |
| 6 | DLR | DIGITAL RLTY TR INC | Real Estate | 2,790 | $432K | 0.15% | SOLD |
| 7 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 2,207 | $387K | 0.13% | SOLD |
| 8 | CCI | CROWN CASTLE INC | Real Estate | 4,178 | $371K | 0.13% | SOLD |
| 9 | CAT | CATERPILLAR INC | Industrials | 640 | $367K | 0.13% | SOLD |
| 10 | AME | AMETEK INC | Industrials | 1,643 | $337K | 0.12% | SOLD |
| 11 | PLD | PROLOGIS INC. | Real Estate | 2,535 | $324K | 0.11% | SOLD |
| 12 | JBL | JABIL INC | Technology | 1,406 | $321K | 0.11% | SOLD |
| 13 | HLI | HOULIHAN LOKEY INC | Financial Services | 1,787 | $311K | 0.11% | SOLD |
| 14 | UGL | PROSHARES TR II | Financial Services | 5,210 | $289K | 0.10% | SOLD |
| 15 | EQIX | EQUINIX INC | Real Estate | 366 | $280K | 0.10% | SOLD |
| 16 | — | HEICO CORP NEW | — | 1,087 | $274K | 0.10% | SOLD |
| 17 | MMM | 3M CO | Industrials | 1,700 | $272K | 0.09% | SOLD |
| 18 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 532 | $272K | 0.09% | SOLD |
| 19 | WAB | WABTEC | Industrials | 1,263 | $270K | 0.09% | SOLD |
| 20 | INTU | INTUIT | Technology | 398 | $264K | 0.09% | SOLD |
Sector Allocation
Financial Services
28.3%
Technology
27.2%
Healthcare
13.0%
Consumer Cyclical
8.2%
Communication Services
7.8%
Industrials
6.9%
Consumer Defensive
6.3%
Energy
0.8%
Basic Materials
0.7%
Utilities
0.7%