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Portfolio (Quarterly) Guide ↗

Hutchens & Kramer Investment Management Group, LLC

· CIK 0001920117
13F Portfolio $317M AUM 149 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 57 Added 51 Reduced 51 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPIT RBB FD INC 132,879.0 $3.5M 1.11% NEW $26.54 +23.4%
2 AVSF AMERICAN CENTY ETF TR 21,125.0 $989K 0.31% NEW $46.80 -0.5%
3 LDUR PIMCO ETF TR 10,291.0 $986K 0.31% NEW $95.82 -0.4%
4 GSY INVESCO ACTIVELY MANAGED EXC 15,292.0 $766K 0.24% NEW $50.12 -0.0%
5 LST MANAGED PORTFOLIO SERIES 13,523.0 $547K 0.17% NEW $40.45 +14.0%
6 SYK STRYKER CORPORATION Healthcare 1,350.0 $444K 0.14% NEW $328.59 -5.0%
7 MUB ISHARES TR 3,933.0 $417K 0.13% NEW $106.15 +0.4%
8 SUB ISHARES TR 3,894.0 $415K 0.13% NEW $106.50 -0.1%
9 HD HOME DEPOT INC Consumer Cyclical 1,091.0 $359K 0.11% NEW $328.96 -5.7%
10 GOVT ISHARES TR 13,703.0 $314K 0.10% NEW $22.91 -0.9%
11 FORTINET INC 3,457.0 $283K 0.09% NEW $81.72
12 BLACKROCK ETF TRUST 8,122.0 $266K 0.08% NEW $32.72
13 BLCR BLACKROCK ETF TRUST 6,386.0 $262K 0.08% NEW $41.06 +23.1%
14 CL COLGATE PALMOLIVE CO Consumer Defensive 2,952.0 $252K 0.08% NEW $85.23 +5.7%
15 QCOM QUALCOMM INC Technology 1,953.0 $252K 0.08% NEW $128.78 +94.1%
16 CENCORA INC 746.0 $234K 0.07% NEW $314.14
17 VYMI VANGUARD WHITEHALL FDS 2,303.0 $217K 0.07% NEW $94.26 +6.8%
18 CVX CHEVRON CORPORATION Energy 1,018.0 $211K 0.07% NEW $206.90 -9.5%
19 TPR TAPESTRY INC Consumer Cyclical 1,488.0 $210K 0.07% NEW $141.11 -0.3%
20 XOM EXXON MOBIL CORP Energy 1,234.0 $209K 0.07% NEW $169.68 -10.3%
Page 1 of 2  ·  23 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
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%