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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPEM SPDR INDEX SHS FDS 7,269.0 $376K 0.10% -74.0 -1.0% $51.78 +2.1%
42 EME EMCOR GROUP INC Industrials 451.0 $374K 0.10% -37.0 -7.6% $829.88 -6.6%
43 MUB ISHARES TR 3,468.0 $373K 0.10% -465.0 -11.8% $107.62 -2.1%
44 SUB ISHARES TR 3,163.0 $337K 0.09% -731.0 -18.8% $106.47 -0.1%
45 THRO BLACKROCK ETF TRUST 7,593.0 $327K 0.09% -4K -35.4% $43.11 +1.9%
46 DFSD DIMENSIONAL ETF TRUST 6,760.0 $323K 0.09% -3K -31.4% $47.75 -0.8%
47 SCHF SCHWAB STRATEGIC TR 11,339.0 $314K 0.08% -2K -15.6% $27.70 +2.6%
48 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 806.0 $312K 0.08% -592.0 -42.4% $386.73 +3.2%
49 QCOM QUALCOMM INC Technology 1,682.0 $311K 0.08% -271.0 -13.9% $184.79 -10.8%
50 BNDX VANGUARD CHARLOTTE FDS 6,223.0 $301K 0.08% -82.0 -1.3% $48.43 -1.5%
51 BERKSHIRE HATHAWAY INC DEL 586.0 $293K 0.08% -12.0 -2.0% $500.62
52 BSV VANGUARD BD INDEX FDS 3,736.0 $291K 0.08% -236.0 -5.9% $77.91 -0.3%
53 VRSK VERISK ANALYTICS INC Industrials 1,616.0 $290K 0.08% -290.0 -15.2% $179.53 +6.4%
54 IYW ISHARES TR 1,116.0 $281K 0.07% -184.0 -14.2% $252.23 +0.6%
55 CL COLGATE PALMOLIVE CO Consumer Defensive 2,889.0 $265K 0.07% -63.0 -2.1% $91.68 -0.8%
56 TLH ISHARES TR 2,566.0 $257K 0.07% -1K -32.0% $100.35 -2.7%
57 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,051.0 $235K 0.06% -14.0 -1.3% $223.95 +27.1%
58 DFUS DIMENSIONAL ETF TRUST 2,848.0 $233K 0.06% -54.0 -1.9% $81.94 +2.8%
59 TPR TAPESTRY INC Consumer Cyclical 1,460.0 $214K 0.06% -28.0 -1.9% $146.38 -15.8%
60 BOXX EA SERIES TRUST 1,800.0 $211K 0.06% -200.0 -10.0% $117.09 +0.8%
Page 3 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%