Portfolio (Quarterly)
Guide ↗
Hutchens & Kramer Investment Management Group, LLC
· CIK 0001920117| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 12,700.0 | $2.9M | 1.01% | NEW | — | $230.82 | +14.2% |
| 22 | NVDA | NVIDIA CORPORATION | Technology | 15,020.0 | $2.8M | 0.97% | NEW | — | $186.51 | +14.3% |
| 23 | IVV | ISHARES TR | — | 4,021.0 | $2.8M | 0.95% | NEW | — | $684.94 | +9.9% |
| 24 | GLD | SPDR GOLD TR | Financial Services | 6,514.0 | $2.6M | 0.89% | NEW | — | $396.31 | +4.4% |
| 25 | AVGE | AMERICAN CENTY ETF TR | — | 28,459.0 | $2.4M | 0.84% | NEW | — | $85.91 | +15.1% |
| 26 | XLK | SELECT SECTOR SPDR TR | — | 16,928.0 | $2.4M | 0.84% | NEW | — | $143.97 | +27.9% |
| 27 | SPMO | INVESCO EXCH TRADED FD TR II | — | 19,646.0 | $2.3M | 0.81% | NEW | — | $119.32 | +24.7% |
| 28 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 16,232.0 | $2.3M | 0.80% | NEW | — | $143.31 | +0.2% |
| 29 | IVW | ISHARES TR | — | 15,123.0 | $1.9M | 0.64% | NEW | — | $123.26 | +11.8% |
| 30 | IVE | ISHARES TR | — | 8,727.0 | $1.9M | 0.64% | NEW | — | $212.07 | +7.5% |
| 31 | VNQ | VANGUARD INDEX FDS | — | 20,049.0 | $1.8M | 0.61% | NEW | — | $88.49 | +9.8% |
| 32 | SPY | SPDR S&P 500 ETF TR | Financial Services | 2,487.0 | $1.7M | 0.59% | NEW | — | $681.89 | +9.8% |
| 33 | MA | MASTERCARD INCORPORATED | Financial Services | 2,956.0 | $1.7M | 0.58% | NEW | — | $570.94 | -13.7% |
| 34 | GRID | FIRST TR EXCHANGE TRADED FD | — | 11,001.0 | $1.7M | 0.58% | NEW | — | $153.02 | +28.3% |
| 35 | GOOG | ALPHABET INC | Communication Services | 5,063.0 | $1.6M | 0.55% | NEW | — | $313.80 | +21.9% |
| 36 | META | META PLATFORMS INC | Communication Services | 2,305.0 | $1.5M | 0.53% | NEW | — | $660.23 | -8.0% |
| 37 | GOOGL | ALPHABET INC | Communication Services | 4,606.0 | $1.4M | 0.50% | NEW | — | $313.00 | +23.5% |
| 38 | SHY | ISHARES TR | — | 17,310.0 | $1.4M | 0.49% | NEW | — | $82.82 | -0.8% |
| 39 | SPYG | SPDR SERIES TRUST | — | 13,322.0 | $1.4M | 0.49% | NEW | — | $106.70 | +11.8% |
| 40 | EFV | ISHARES TR | — | 18,701.0 | $1.3M | 0.46% | NEW | — | $71.41 | +11.1% |
① 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
27.2%
Financial Services
24.1%
Healthcare
12.6%
Industrials
10.0%
Communication Services
7.7%
Consumer Cyclical
7.4%
Consumer Defensive
5.3%
Real Estate
4.7%
Basic Materials
0.6%
Utilities
0.5%