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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 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFCF DIMENSIONAL ETF TRUST 44,778.0 $1.9M 0.51% -25K -35.6% $42.21 -1.3%
42 GOOG ALPHABET INC 4,879.0 $1.7M 0.46% +305.0 +6.7% $353.33
43 IVE ISHARES TR 7,160.0 $1.6M 0.44% -1K -16.0% $227.06 +4.4%
44 VTI VANGUARD INDEX FDS 4,188.0 $1.5M 0.41% +249.0 +6.3% $370.04 +2.9%
45 MSFT MICROSOFT CORP Technology 3,987.0 $1.5M 0.40% -3K -42.3% $373.07 +35.4%
46 SHY ISHARES TR 17,560.0 $1.4M 0.39% +703.0 +4.2% $82.11 -0.1%
47 IUSB ISHARES TR 28,685.0 $1.3M 0.35% +5K +19.6% $46.15 -1.1%
48 VWO VANGUARD INTL EQUITY INDEX F 20,296.0 $1.2M 0.33% -172.0 -0.8% $59.69 +2.2%
49 META META PLATFORMS INC Communication Services 2,120.0 $1.2M 0.32% +50.0 +2.4% $563.16 +1.4%
50 BIL SPDR SERIES TRUST 12,787.0 $1.2M 0.31% NEW $91.64 -0.0%
51 MA MASTERCARD INCORPORATED Financial Services 2,257.0 $1.2M 0.31% -564.0 -20.0% $513.68 +15.2%
52 EFG ISHARES TR 8,905.0 $1.1M 0.30% -345.0 -3.7% $124.42 +1.0%
53 DYNF BLACKROCK ETF TRUST 15,663.0 $1.1M 0.28% -2K -9.8% $68.01 +2.5%
54 VTV VANGUARD INDEX FDS 4,856.0 $1.1M 0.28% +201.0 +4.3% $217.95 +3.4%
55 APH AMPHENOL CORP Technology 5,978.0 $1.1M 0.28% -2K -28.7% $176.31 -8.5%
56 ETN EATON CORP PLC Industrials 2,444.0 $1.0M 0.28% -418.0 -14.6% $426.12 -2.4%
57 FLRN SPDR SERIES TRUST 33,141.0 $1.0M 0.27% NEW $30.85 -0.1%
58 GSY INVESCO ACTIVELY MANAGED EXC 20,243.0 $1.0M 0.27% +5K +32.4% $50.15 -0.0%
59 AVGO BROADCOM INC Technology 2,518.0 $951K 0.26% -77.0 -3.0% $377.74 -1.6%
60 SCHW SCHWAB CHARLES CORP Financial Services 10,210.0 $942K 0.25% -393.0 -3.7% $92.27 +17.1%
Page 3 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%