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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
+8.62%
1 Year Est. Return
+23.42%
3 Year Est. Return
+84.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$218M
AUM Growth
+$36.4M
Cap. Flow
+$21.2M
Cap. Flow %
9.71%
Top 10 Hldgs %
46.1%
Holding
179
New
20
Increased
45
Reduced
88
Closed
20

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$5.75M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$5.14M
3
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$3.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.99M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.52M

Top Sells

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.18M
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$953K
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$828K
4
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$718K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$579K

Sector Composition

Rank Sector Weight
1 Technology 7.91%
2 Healthcare 4.76%
3 Financials 2.89%
4 Communication Services 1.97%
5 Consumer Staples 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
101
Abbott
ABT
$190B
$331K 0.15%
2,430
+339
+16% +$44.7K
SCHD icon
102
Schwab US Dividend Equity ETF
SCHD
$107B
$331K 0.15%
12,226
-1,467
-11% -$38.3K
NI icon
103
NiSource
NI
$19.9B
$323K 0.15%
8,062
– –
LPLA icon
104
LPL Financial
LPLA
$29.4B
$311K 0.14%
835
-125
-13% -$43.8K
PLD icon
105
Prologis
PLD
$132B
$310K 0.14%
2,912
+152
+6% +$15.9K
EQIX icon
106
Equinix
EQIX
$103B
$309K 0.14%
388
-41
-10% -$34.8K
SPG icon
107
Simon Property Group
SPG
$71.2B
$304K 0.14%
1,851
-137
-7% -$21.6K
BNDX icon
108
Vanguard Total International Bond ETF
BNDX
$82.9B
$304K 0.14%
6,138
+1,284
+26% +$63.2K
MTUM icon
109
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$303K 0.14%
1,281
-71
-5% -$15.5K
MBB icon
110
iShares MBS ETF
MBB
$39B
$300K 0.14%
3,210
-2,749
-46% -$255K
IBM icon
111
IBM
IBM
$227B
$300K 0.14%
1,029
– –
BR icon
112
Broadridge
BR
$19.8B
$299K 0.14%
1,220
-10
-0.8% -$2.38K
ISRG icon
113
Intuitive Surgical
ISRG
$141B
$292K 0.13%
542
-27
-5% -$14.1K
MUNI icon
114
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$291K 0.13%
5,687
+612
+12% +$31.2K
TLH icon
115
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$290K 0.13%
2,862
+507
+22% +$50.9K
JBL icon
116
Jabil
JBL
$36.8B
$288K 0.13%
+1,333
New +$216K
IAU icon
117
iShares Gold Trust
IAU
$65.1B
$288K 0.13%
4,576
-454
-9% -$28.1K
BSV icon
118
Vanguard Short-Term Bond ETF
BSV
$45.6B
$287K 0.13%
3,658
+888
+32% +$69.4K
HEI.A icon
119
HEICO Corp Class A
HEI.A
$37.4B
$282K 0.13%
1,116
-14
-1% -$3.06K
CRM icon
120
Salesforce
CRM
$163B
$278K 0.13%
1,023
+1
+0.1% +$267
GWW icon
121
W.W. Grainger
GWW
$61.4B
$277K 0.13%
263
-10
-4% -$10.4K
BRK.B icon
122
Berkshire Hathaway Class B
BRK.B
$1.12T
$275K 0.13%
562
– –
XT icon
123
iShares Future Exponential Technologies ETF
XT
$4B
$275K 0.13%
4,231
-826
-16% -$49.3K
HSY icon
124
Hershey
HSY
$36.6B
$272K 0.12%
1,548
+150
+11% +$24.7K
MINT icon
125
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$270K 0.12%
2,699
-9,504
-78% -$953K
3 4
5
6 7

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Hutchens & Kramer Investment Management Group's Q2 2025 Portfolio in Review

As of Q2 2025, Hutchens & Kramer Investment Management Group held 179 positions worth $218M, up 20% from $182M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Hutchens & Kramer Investment Management Group deployed $21.2M of net new capital in Q2 2025, opening 20 new positions and adding to 45 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 29,718 shares worth $2.98M.

By sector, the portfolio is most concentrated in Technology at 7.9% of assets, up from 7.6% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Dimensional Core Fixed Income ETF, an estimated $1.18M trimmed.

  • Hutchens & Kramer Investment Management Group's largest Q2 2025 buy was iShares 0-3 Month Treasury Bond ETF: 29,718 shares worth $2.98M.
  • Hutchens & Kramer Investment Management Group added most to Avantis US Equity ETF in Q2 2025, an estimated $5.75M increase.
  • Hutchens & Kramer Investment Management Group's biggest Q2 2025 reduction was Dimensional Core Fixed Income ETF, cutting an estimated $1.18M.
  • Hutchens & Kramer Investment Management Group fully exited JPMorgan Ultra-Short Income ETF in Q2 2025, selling an estimated $828K.
  • Hutchens & Kramer Investment Management Group's ten largest holdings make up 46% of its $218M portfolio in Q2 2025.
  • Hutchens & Kramer Investment Management Group opened 20 new positions and closed 20 in Q2 2025.
  • Hutchens & Kramer Investment Management Group's portfolio value rose 20% quarter-over-quarter to $218M.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.