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HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $373M
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
-0.71%
1 Year Est. Return
+23.42%
3 Year Est. Return
+84.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$182M
AUM Growth
-$2.53M
Cap. Flow
-$348K
Cap. Flow %
-0.19%
Top 10 Hldgs %
44.94%
Holding
180
New
21
Increased
40
Reduced
77
Closed
21

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$4.29M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.29M
3
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.23M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$826K
5
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$550K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$4.09M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$663K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$507K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$505K

Sector Composition

Rank Sector Weight
1 Technology 7.56%
2 Healthcare 6.16%
3 Financials 3.78%
4 Consumer Staples 2.63%
5 Real Estate 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLR icon
101
Digital Realty Trust
DLR
$70.6B
$307K 0.17%
2,145
+66
+3% +$10.7K
CAT icon
102
Caterpillar
CAT
$388B
$306K 0.17%
928
-45
-5% -$16K
BRK.B icon
103
Berkshire Hathaway Class B
BRK.B
$1.11T
$299K 0.16%
562
– –
BR icon
104
Broadridge
BR
$19.5B
$298K 0.16%
1,230
– –
IAU icon
105
iShares Gold Trust
IAU
$64.8B
$297K 0.16%
+5,030
New +$272K
XT icon
106
iShares Future Exponential Technologies ETF
XT
$3.97B
$291K 0.16%
5,057
-161
-3% -$9.84K
HD icon
107
Home Depot
HD
$353B
$287K 0.16%
783
-22
-3% -$8.57K
VNQ icon
108
Vanguard Real Estate ETF
VNQ
$38.3B
$287K 0.16%
+3,167
New +$287K
ISRG icon
109
Intuitive Surgical
ISRG
$142B
$282K 0.16%
569
+49
+9% +$27.1K
IT icon
110
Gartner
IT
$11.8B
$277K 0.15%
661
-28
-4% -$13.8K
ABT icon
111
Abbott
ABT
$190B
$277K 0.15%
2,091
+2
+0.1% +$255
AME icon
112
Ametek
AME
$58.8B
$276K 0.15%
1,605
+3
+0.2% +$545
CRM icon
113
Salesforce
CRM
$162B
$274K 0.15%
1,022
-16
-2% -$4.98K
MTUM icon
114
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$273K 0.15%
1,352
-149
-10% -$31.8K
GWW icon
115
W.W. Grainger
GWW
$61.3B
$270K 0.15%
273
– –
KLAC icon
116
KLA
KLAC
$262B
$267K 0.15%
3,930
-180
-4% -$13K
OEF icon
117
iShares S&P 100 ETF
OEF
$20.4B
$265K 0.15%
+980
New +$281K
KMB icon
118
Kimberly-Clark
KMB
$36.1B
$265K 0.15%
1,865
-11
-0.6% -$1.48K
MUNI icon
119
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$262K 0.14%
+5,075
New +$263K
UNH icon
120
UnitedHealth
UNH
$365B
$259K 0.14%
495
-18
-4% -$9.2K
DFAR icon
121
Dimensional US Real Estate ETF
DFAR
$1.74B
$258K 0.14%
10,873
-319
-3% -$7.52K
SCHF icon
122
Schwab International Equity ETF
SCHF
$68.5B
$256K 0.14%
12,942
– –
IBM icon
123
IBM
IBM
$225B
$256K 0.14%
1,029
– –
VTI icon
124
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$250K 0.14%
+909
New +$264K
MMM icon
125
3M
MMM
$94.4B
$250K 0.14%
1,700
– –
3 4
5
6 7

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Hutchens & Kramer Investment Management Group's Q1 2025 Portfolio in Review

As of Q1 2025, Hutchens & Kramer Investment Management Group held 180 positions worth $182M, down 1.4% from $184M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Hutchens & Kramer Investment Management Group's Q1 2025 filing shows 21 new, 40 increased, 77 reduced and 21 closed positions. Its largest new stake was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 12,203 shares worth $1.23M. The largest sale was Eli Lilly, an estimated $4.09M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, down from 8.5% a quarter earlier, followed by Healthcare and Financials.

  • Hutchens & Kramer Investment Management Group's largest Q1 2025 buy was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 12,203 shares worth $1.23M.
  • Hutchens & Kramer Investment Management Group added most to Avantis US Equity ETF in Q1 2025, an estimated $4.29M increase.
  • Hutchens & Kramer Investment Management Group's biggest Q1 2025 reduction was Eli Lilly, cutting an estimated $4.09M.
  • Hutchens & Kramer Investment Management Group fully exited Invesco NASDAQ 100 ETF in Q1 2025, selling an estimated $507K.
  • Hutchens & Kramer Investment Management Group's ten largest holdings make up 45% of its $182M portfolio in Q1 2025.
  • Hutchens & Kramer Investment Management Group opened 21 new positions and closed 21 in Q1 2025.
  • Hutchens & Kramer Investment Management Group's portfolio value fell 1.4% quarter-over-quarter to $182M.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2025, filed 25 Apr 2025.