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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 4 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 2,148.0 $931K 0.25% -137.0 -6.0% $433.33 -26.5%
62 V VISA INC Financial Services 2,708.0 $929K 0.25% +144.0 +5.6% $343.09 +10.7%
63 TJX TJX COS INC NEW Consumer Cyclical 5,941.0 $900K 0.24% -373.0 -5.9% $151.50 -11.4%
64 VO VANGUARD INDEX FDS 10,961.0 $883K 0.24% +9K +514.8% $80.57 +3.1%
65 IEMG ISHARES INC 10,183.0 $844K 0.23% -7K -39.2% $82.84 -0.5%
66 IXUS ISHARES TR 8,352.0 $797K 0.21% $95.44 +2.9%
67 DUHP DIMENSIONAL ETF TRUST 19,016.0 $794K 0.21% $41.73 +2.0%
68 CDNS CADENCE DESIGN SYSTEM INC Technology 2,061.0 $774K 0.21% -17.0 -0.8% $375.32 -7.4%
69 EFV ISHARES TR 9,991.0 $765K 0.20% -8K -44.5% $76.55 +6.8%
70 VXF VANGUARD INDEX FDS 3,056.0 $752K 0.20% -89.0 -2.8% $246.21 -0.2%
71 SCHD SCHWAB STRATEGIC TR 23,312.0 $739K 0.20% +6K +36.1% $31.71 +9.8%
72 PWR QUANTA SVCS INC Industrials 990.0 $713K 0.19% NEW $720.04 -13.6%
73 MSI MOTOROLA SOLUTIONS INC Technology 1,673.0 $695K 0.19% +499.0 +42.5% $415.29 +17.2%
74 KLAC KLA CORP Technology 2,298.0 $693K 0.19% +2K +1066.5% $301.71 -39.1%
75 DFSV DIMENSIONAL ETF TRUST 17,819.0 $691K 0.18% -203.0 -1.1% $38.79 +3.3%
76 QUAL ISHARES TR 3,117.0 $684K 0.18% -3K -47.7% $219.43 +2.4%
77 CTAS CINTAS CORP Industrials 3,920.0 $667K 0.18% +433.0 +12.4% $170.08 +20.0%
78 CLOI VANECK ETF TRUST 12,039.0 $637K 0.17% NEW $52.95 +0.0%
79 AVNM AMERICAN CENTY ETF TR 7,717.0 $636K 0.17% +150.0 +2.0% $82.38 +4.4%
80 VB VANGUARD INDEX FDS 2,061.0 $625K 0.17% -165.0 -7.4% $303.12 +0.4%
Page 4 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%