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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 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JBL JABIL INC Technology 780.0 $301K 0.08% NEW $385.48 -21.4%
122 MUNI PIMCO ETF TR 5,583.0 $294K 0.08% +684.0 +14.0% $52.60 -1.8%
123 BERKSHIRE HATHAWAY INC DEL 586.0 $293K 0.08% -12.0 -2.0% $500.62
124 BSV VANGUARD BD INDEX FDS 3,736.0 $291K 0.08% -236.0 -5.9% $77.91 -0.5%
125 VRSK VERISK ANALYTICS INC Industrials 1,616.0 $290K 0.08% -290.0 -15.2% $179.53 +6.9%
126 ESGU ISHARES TR 1,755.0 $287K 0.08% $163.67 +3.1%
127 NTAP NETAPP INC Technology 1,853.0 $287K 0.08% NEW $154.76 +20.8%
128 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 306.0 $287K 0.08% +2.0 +0.7% $936.70 +1.0%
129 IYW ISHARES TR 1,116.0 $281K 0.07% -184.0 -14.2% $252.23 -0.3%
130 IBM INTERNATIONAL BUSINESS MACHS Technology 991.0 $279K 0.07% $281.21 -16.3%
131 KO COCA COLA CO Consumer Defensive 3,359.0 $273K 0.07% $81.27 +10.3%
132 MPWR MONOLITHIC PWR SYS INC Technology 196.0 $271K 0.07% NEW $1382.36 -9.1%
133 IALT BLACKROCK ETF TRUST 9,484.0 $266K 0.07% NEW $28.05 +3.2%
134 CL COLGATE PALMOLIVE CO Consumer Defensive 2,889.0 $265K 0.07% -63.0 -2.1% $91.68 -1.0%
135 BLACKROCK ETF TRUST 8,127.0 $258K 0.07% $31.78
136 TLH ISHARES TR 2,566.0 $257K 0.07% -1K -32.0% $100.35 -3.1%
137 CMI CUMMINS INC Industrials 358.0 $255K 0.07% NEW $713.21 -20.6%
138 XT ISHARES TR 3,041.0 $251K 0.07% $82.63 +0.0%
139 ABBV ABBVIE INC Healthcare 985.0 $248K 0.07% +6.0 +0.6% $251.55 +1.7%
140 TXN TEXAS INSTRS INC Technology 810.0 $241K 0.07% NEW $298.07 -13.1%
Page 7 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%