Portfolio (Quarterly)
Guide ↗
Hutchens & Kramer Investment Management Group, LLC
· CIK 0001920117| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AVSF | AMERICAN CENTY ETF TR | — | 21,125 | $989K | 0.31% | SOLD |
| 2 | LDUR | PIMCO ETF TR | — | 10,291 | $986K | 0.31% | SOLD |
| 3 | LST | MANAGED PORTFOLIO SERIES | — | 13,523 | $547K | 0.17% | SOLD |
| 4 | ZTS | ZOETIS INC | Healthcare | 3,430 | $405K | 0.13% | SOLD |
| 5 | — | IQVIA HLDGS INC | — | 2,303 | $393K | 0.12% | SOLD |
| 6 | FICO | FAIR ISAAC CORP | Technology | 275 | $294K | 0.09% | SOLD |
| 7 | IAGG | ISHARES TR | — | 4,950 | $248K | 0.08% | SOLD |
| 8 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 1,096 | $237K | 0.07% | SOLD |
| 9 | RTX | RTX CORPORATION | Industrials | 1,147 | $221K | 0.07% | SOLD |
| 10 | CVX | CHEVRON CORPORATION | Energy | 1,018 | $211K | 0.07% | SOLD |
| 11 | XOM | EXXON MOBIL CORP | Energy | 1,234 | $209K | 0.07% | SOLD |
| 12 | SLV | ISHARES SILVER TR | Financial Services | 3,013 | $205K | 0.07% | SOLD |
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%