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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 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGE AMERICAN CENTY ETF TR 47,965.0 $4.8M 1.27% +17K +56.3% $99.10 +2.3%
22 AIRR FIRST TR EXCHANGE TRADED FD 34,865.0 $4.6M 1.25% +405.0 +1.2% $133.25 -17.8%
23 FITE SPDR SERIES TRUST 41,097.0 $4.6M 1.24% +1K +2.9% $112.37 -0.8%
24 AAPL APPLE INC Technology 15,337.0 $4.4M 1.19% +1K +9.2% $289.35 +10.5%
25 ARKQ ARK ETF TR 31,049.0 $4.1M 1.10% +2K +5.1% $132.22 -7.5%
26 SCHX SCHWAB STRATEGIC TR 138,750.0 $4.1M 1.09% -3K -2.3% $29.43 +3.1%
27 VEA VANGUARD TAX-MANAGED FDS 56,614.0 $4.0M 1.08% $71.25 +2.5%
28 XLG INVESCO EXCHANGE TRADED FD T 64,645.0 $4.0M 1.06% -4K -6.2% $61.23 +2.3%
29 NVDA NVIDIA CORPORATION Technology 17,489.0 $3.5M 0.94% +2K +10.9% $200.09 +8.7%
30 XLK SELECT SECTOR SPDR TR 17,444.0 $3.3M 0.89% +786.0 +4.7% $190.52 -2.5%
31 IVV ISHARES TR 3,548.0 $2.7M 0.71% +1K +42.1% $748.89 +3.2%
32 PG PROCTER & GAMBLE CO Consumer Defensive 16,232.0 $2.4M 0.64% $146.64 -2.0%
33 SPYG SPDR SERIES TRUST 19,889.0 $2.4M 0.63% +519.0 +2.7% $118.99 +1.9%
34 GLD SPDR GOLD TR Financial Services 6,083.0 $2.2M 0.60% -153.0 -2.5% $368.38 +11.0%
35 VNQ VANGUARD INDEX FDS 21,624.0 $2.1M 0.56% +1K +5.6% $96.43 +0.8%
36 IVW ISHARES TR 14,880.0 $2.0M 0.55% -298.0 -2.0% $137.53 +1.8%
37 GOOGL ALPHABET INC Communication Services 5,654.0 $2.0M 0.54% +2K +62.4% $357.39 -3.0%
38 AMZN AMAZON COM INC Consumer Cyclical 8,437.0 $2.0M 0.54% -4K -30.8% $238.34 +11.8%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,688.0 $2.0M 0.54% +51.0 +1.9% $746.90 +3.0%
40 SPYM SPDR SERIES TRUST 21,750.0 $1.9M 0.51% +5K +28.8% $87.88 +3.1%
Page 2 of 8  ·  160 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%