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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 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAI BLACKROCK ETF TRUST 11,528.0 $608K 0.16% -3K -19.8% $52.72 -14.3%
82 ECL ECOLAB INC Basic Materials 2,127.0 $593K 0.16% +729.0 +52.1% $278.61 +2.6%
83 DSTL ETF SER SOLUTIONS 9,514.0 $570K 0.15% -504.0 -5.0% $59.90 +16.8%
84 NFLX NETFLIX INC. Communication Services 7,620.0 $544K 0.15% +3K +66.5% $71.40 +11.8%
85 LGLV SPDR SERIES TRUST 2,971.0 $539K 0.14% $181.46 +3.3%
86 FORTINET INC 3,459.0 $531K 0.14% $153.62
87 JPM JPMORGAN CHASE & CO Financial Services 1,590.0 $521K 0.14% +21.0 +1.3% $327.40 +8.2%
88 SYK STRYKER CORPORATION Healthcare 1,644.0 $518K 0.14% +294.0 +21.8% $314.84 +2.3%
89 MTUM ISHARES TR 1,450.0 $497K 0.13% -219.0 -13.1% $342.83 -11.3%
90 BLACKROCK ETF TRUST 12,999.0 $476K 0.13% NEW $36.60
91 ISRG INTUITIVE SURGICAL INC Healthcare 1,155.0 $459K 0.12% +653.0 +130.1% $397.68 -7.7%
92 LH LABCORP HOLDINGS INC Healthcare 1,547.0 $433K 0.12% $280.00 +20.2%
93 BX BLACKSTONE INC Financial Services 3,679.0 $433K 0.12% +184.0 +5.3% $117.67 +22.0%
94 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,995.0 $433K 0.12% -4K -25.7% $33.29 +36.0%
95 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 905.0 $432K 0.12% +29.0 +3.3% $477.57 -10.5%
96 GWW WW GRAINGER INC Industrials 311.0 $423K 0.11% +12.0 +4.0% $1360.40 -2.9%
97 BLCR BLACKROCK ETF TRUST 8,079.0 $407K 0.11% +2K +26.5% $50.37 -1.5%
98 FNDX SCHWAB STRATEGIC TR 12,844.0 $399K 0.11% $31.10 +4.4%
99 DIA STATE STR SPDR DOW JONES IND Financial Services 762.0 $398K 0.11% -4.0 -0.5% $522.65 +2.4%
100 NI NISOURCE INC Utilities 8,265.0 $393K 0.10% +200.0 +2.5% $47.55 -13.9%
Page 5 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%