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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 1 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUS AMERICAN CENTY ETF TR 348,287.0 $44.6M 11.95% +49K +16.2% $128.08 +2.2%
2 DFAC DIMENSIONAL ETF TRUST 530,816.0 $23.5M 6.31% -15K -2.8% $44.36 +3.2%
3 PYLD PIMCO ETF TR 875,246.0 $23.2M 6.22% +103K +13.3% $26.52 -1.1%
4 DCOR DIMENSIONAL ETF TRUST 193,799.0 $15.9M 4.26% -4K -2.3% $81.98 +3.5%
5 DFIC DIMENSIONAL ETF TRUST 336,621.0 $12.5M 3.36% -6K -1.8% $37.26 +5.8%
6 SGOV ISHARES TR 117,885.0 $11.9M 3.18% -4K -3.2% $100.67 -0.0%
7 BOND PIMCO ETF TR 125,252.0 $11.5M 3.09% -51K -29.1% $92.21 -1.4%
8 TFLO ISHARES TR 223,131.0 $11.3M 3.03% +1K +0.7% $50.63 -0.0%
9 AVDE AMERICAN CENTY ETF TR 126,016.0 $11.2M 3.01% +15K +14.0% $89.20 +5.7%
10 MINT PIMCO ETF TR 107,009.0 $10.8M 2.89% +82K +327.6% $100.81 -0.0%
11 SPMO INVESCO EXCH TRADED FD TR II 65,767.0 $10.6M 2.85% +2K +2.4% $161.54 -8.0%
12 GRID FIRST TR EXCHANGE-TRADED FD 47,039.0 $9.0M 2.42% -378.0 -0.8% $191.75 -5.2%
13 VOO VANGUARD INDEX FDS 11,563.0 $7.9M 2.13% -63.0 -0.5% $686.79 +3.2%
14 LLY ELI LILLY & CO Healthcare 5,658.0 $6.8M 1.82% +1K +24.4% $1199.46 -1.9%
15 AVEM AMERICAN CENTY ETF TR 66,588.0 $6.4M 1.72% +4K +5.6% $96.49 -1.3%
16 SMH VANECK ETF TRUST 9,295.0 $6.1M 1.63% -144.0 -1.5% $655.89 -12.6%
17 DFEM DIMENSIONAL ETF TRUST 128,595.0 $5.2M 1.40% -4K -2.8% $40.64 -0.4%
18 QQQ INVESCO QQQ TR Financial Services 7,080.0 $5.2M 1.40% $736.36 -2.1%
19 SPHB INVESCO EXCH TRADED FD TR II 32,356.0 $5.0M 1.35% +1K +3.9% $155.59 -3.9%
20 SPIT RBB FD INC 137,263.0 $4.8M 1.28% +4K +3.3% $34.92 -6.1%
Page 1 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%