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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 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 179.0 $207K 0.06% NEW $1154.29 -19.0%
22 VYM VANGUARD WHITEHALL FDS 1,277.0 $202K 0.05% NEW $158.05 +4.0%
23 BAC BANK OF AMER CORP Financial Services 3,541.0 $202K 0.05% NEW $56.98 +7.4%
Page 2 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
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%