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Portfolio (Quarterly) Guide ↗

Hutchens & Kramer Investment Management Group, LLC

· CIK 0001920117
13F Portfolio $290M AUM 177 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 177 New
Page 4 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IQVIA HLDGS INC 3,061.0 $690K 0.24% NEW $225.41
62 COOPER COS INC 8,372.0 $686K 0.24% NEW $81.96
63 EFG ISHARES TR 6,020.0 $686K 0.24% NEW $113.92 +7.7%
64 VONG VANGUARD SCOTTSDALE FDS 5,560.0 $677K 0.23% NEW $121.75 +6.1%
65 LRCX LAM RESEARCH CORP Technology 3,802.0 $651K 0.23% NEW $171.18 +85.4%
66 VXF VANGUARD INDEX FDS 3,085.0 $645K 0.22% NEW $209.12 +11.9%
67 WELL WELLTOWER INC Real Estate 3,294.0 $611K 0.21% NEW $185.61 +17.2%
68 CDNS CADENCE DESIGN SYSTEM INC Technology 1,944.0 $608K 0.21% NEW $312.58 +21.6%
69 SPHB INVESCO EXCH TRADED FD TR II 5,112.0 $598K 0.21% NEW $116.97 +24.4%
70 DFSV DIMENSIONAL ETF TRUST 17,913.0 $589K 0.20% NEW $32.89 +14.7%
71 ARKQ ARK ETF TR 4,914.0 $563K 0.20% NEW $114.66 +22.3%
72 DUHP DIMENSIONAL ETF TRUST 14,359.0 $546K 0.19% NEW $38.03 +7.6%
73 SMH VANECK ETF TRUST 1,516.0 $546K 0.19% NEW $360.13 +65.4%
74 JPM JPMORGAN CHASE & CO. Financial Services 1,632.0 $526K 0.18% NEW $322.15 -4.7%
75 LGLV SPDR SERIES TRUST 2,990.0 $525K 0.18% NEW $175.57 +2.4%
76 BX BLACKSTONE INC Financial Services 3,400.0 $524K 0.18% NEW $154.14 -23.3%
77 VO VANGUARD INDEX FDS 1,728.0 $502K 0.17% NEW $290.24 -72.9%
78 AVNM AMERICAN CENTY ETF TR 6,747.0 $496K 0.17% NEW $73.52 +15.2%
79 AIRR FIRST TR EXCHANGE TRADED FD 5,036.0 $495K 0.17% NEW $98.32 +30.0%
80 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,390.0 $487K 0.17% NEW $350.55 +10.3%
Page 4 of 9  ·  177 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 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%