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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 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 15,663.0 $1.1M 0.28% -2K -9.8% $68.01 +2.5%
22 APH AMPHENOL CORP Technology 5,978.0 $1.1M 0.28% -2K -28.7% $176.31 -8.5%
23 ETN EATON CORP PLC Industrials 2,444.0 $1.0M 0.28% -418.0 -14.6% $426.12 -2.4%
24 AVGO BROADCOM INC Technology 2,518.0 $951K 0.26% -77.0 -3.0% $377.74 -1.6%
25 SCHW SCHWAB CHARLES CORP Financial Services 10,210.0 $942K 0.25% -393.0 -3.7% $92.27 +17.1%
26 LRCX LAM RESEARCH CORP Technology 2,148.0 $931K 0.25% -137.0 -6.0% $433.33 -26.5%
27 TJX TJX COS INC NEW Consumer Cyclical 5,941.0 $900K 0.24% -373.0 -5.9% $151.50 -11.4%
28 IEMG ISHARES INC 10,183.0 $844K 0.23% -7K -39.2% $82.84 -0.5%
29 CDNS CADENCE DESIGN SYSTEM INC Technology 2,061.0 $774K 0.21% -17.0 -0.8% $375.32 -7.4%
30 EFV ISHARES TR 9,991.0 $765K 0.20% -8K -44.5% $76.55 +6.8%
31 VXF VANGUARD INDEX FDS 3,056.0 $752K 0.20% -89.0 -2.8% $246.21 -0.2%
32 DFSV DIMENSIONAL ETF TRUST 17,819.0 $691K 0.18% -203.0 -1.1% $38.79 +3.3%
33 QUAL ISHARES TR 3,117.0 $684K 0.18% -3K -47.7% $219.43 +2.4%
34 VB VANGUARD INDEX FDS 2,061.0 $625K 0.17% -165.0 -7.4% $303.12 +0.4%
35 BAI BLACKROCK ETF TRUST 11,528.0 $608K 0.16% -3K -19.8% $52.72 -14.3%
36 DSTL ETF SER SOLUTIONS 9,514.0 $570K 0.15% -504.0 -5.0% $59.90 +16.8%
37 MTUM ISHARES TR 1,450.0 $497K 0.13% -219.0 -13.1% $342.83 -11.3%
38 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,995.0 $433K 0.12% -4K -25.7% $33.29 +36.0%
39 DIA STATE STR SPDR DOW JONES IND Financial Services 762.0 $398K 0.11% -4.0 -0.5% $522.65 +2.4%
40 SCHG SCHWAB STRATEGIC TR 11,264.0 $381K 0.10% -57.0 -0.5% $33.84 +6.0%
Page 2 of 4  ·  63 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%