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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 8 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,051.0 $235K 0.06% -14.0 -1.3% $223.95 +28.2%
142 DFUS DIMENSIONAL ETF TRUST 2,848.0 $233K 0.06% -54.0 -1.9% $81.94 +2.5%
143 VYMI VANGUARD WHITEHALL FDS 2,325.0 $228K 0.06% +22.0 +1.0% $98.22 +7.0%
144 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,360.0 $223K 0.06% NEW $51.05 +32.1%
145 DFAX DIMENSIONAL ETF TRUST 5,933.0 $219K 0.06% $36.84 +3.9%
146 LII LENNOX INTL INC Industrials 377.0 $216K 0.06% NEW $572.95 -31.2%
147 GGOV BLACKROCK ETF TRUST II 4,295.0 $216K 0.06% NEW $50.29 -0.2%
148 ACWX ISHARES TR 2,818.0 $214K 0.06% NEW $76.11 +2.0%
149 TPR TAPESTRY INC Consumer Cyclical 1,460.0 $214K 0.06% -28.0 -1.9% $146.38 -14.6%
150 EXPE EXPEDIA GROUP INC Consumer Cyclical 831.0 $213K 0.06% NEW $255.88 +28.4%
151 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,930.0 $212K 0.06% NEW $109.78 +0.2%
152 BOXX EA SERIES TRUST 1,800.0 $211K 0.06% -200.0 -10.0% $117.09 +0.8%
153 VTEB VANGUARD MUN BD FDS 4,126.0 $209K 0.06% $50.58 -2.4%
154 ABT ABBOTT LABORATORIES Healthcare 2,295.0 $208K 0.06% -298.0 -11.5% $90.73 +24.1%
155 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,165.0 $208K 0.06% NEW $96.12 -51.3%
156 MU MICRON TECHNOLOGY INC Technology 179.0 $207K 0.06% NEW $1154.29 -19.4%
157 IAU ISHARES GOLD TR Financial Services 2,706.0 $204K 0.06% -53.0 -1.9% $75.51 +11.1%
158 CENCORA INC 718.0 $203K 0.05% -28.0 -3.8% $282.98
159 VYM VANGUARD WHITEHALL FDS 1,277.0 $202K 0.05% NEW $158.05 +3.9%
160 BAC BANK OF AMER CORP Financial Services 3,541.0 $202K 0.05% NEW $56.98 +9.4%
Page 8 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%