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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
+2.55%
1 Year Est. Return
+23.42%
3 Year Est. Return
+84.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$290M
AUM Growth
+$35.7M
Cap. Flow
+$29.4M
Cap. Flow %
10.15%
Top 10 Hldgs %
51.29%
Holding
189
New
16
Increased
53
Reduced
96
Closed
12

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.96M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.39M
3
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$4.35M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$3.83M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$3.58M

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$3.55M
2
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$637K
3
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$555K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$542K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$514K

Sector Composition

Rank Sector Weight
1 Technology 6.56%
2 Healthcare 3.32%
3 Financials 2.28%
4 Industrials 1.91%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCI icon
101
Crown Castle
CCI
$31.3B
$371K 0.13%
4,178
+199
+5% +$18.3K
SCHG icon
102
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$370K 0.13%
11,354
-13
-0.1% -$423
ECL icon
103
Ecolab
ECL
$79.8B
$369K 0.13%
1,405
+10
+0.7% +$2.66K
DIA icon
104
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$367K 0.13%
764
+122
+19% +$57.7K
CAT icon
105
Caterpillar
CAT
$388B
$367K 0.13%
640
-244
-28% -$136K
IAU icon
106
iShares Gold Trust
IAU
$64.8B
$365K 0.13%
4,494
-434
-9% -$33.9K
TLH icon
107
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$361K 0.12%
3,555
-457
-11% -$47.1K
DFGR icon
108
Dimensional Global Real Estate ETF
DFGR
$3.78B
$355K 0.12%
13,445
-10,646
-44% -$287K
SPEM icon
109
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$355K 0.12%
7,583
-799
-10% -$37.6K
FNDX icon
110
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$349K 0.12%
12,844
-1,136
-8% -$30.4K
ABT icon
111
Abbott
ABT
$190B
$347K 0.12%
2,770
+339
+14% +$43.2K
MBB icon
112
iShares MBS ETF
MBB
$39B
$339K 0.12%
3,558
-53
-1% -$5.05K
AME icon
113
Ametek
AME
$58.8B
$337K 0.12%
1,643
– –
NI icon
114
NiSource
NI
$20.1B
$337K 0.12%
8,062
– –
PLD icon
115
Prologis
PLD
$133B
$324K 0.11%
2,535
-291
-10% -$36.3K
ZTS icon
116
Zoetis
ZTS
$31.1B
$323K 0.11%
2,570
-261
-9% -$34K
GWW icon
117
W.W. Grainger
GWW
$61.3B
$322K 0.11%
319
-2
-0.6% -$1.94K
JBL icon
118
Jabil
JBL
$37.4B
$321K 0.11%
1,406
– –
TSM icon
119
TSMC
TSM
$2.19T
$317K 0.11%
1,044
+80
+8% +$23.5K
HLI icon
120
Houlihan Lokey
HLI
$8.77B
$311K 0.11%
1,787
– –
ISRG icon
121
Intuitive Surgical
ISRG
$142B
$311K 0.11%
549
-9
-2% -$4.79K
BSV icon
122
Vanguard Short-Term Bond ETF
BSV
$45.6B
$307K 0.11%
3,897
+75
+2% +$5.92K
BNDX icon
123
Vanguard Total International Bond ETF
BNDX
$82.9B
$304K 0.1%
6,286
-108
-2% -$5.33K
IBM icon
124
IBM
IBM
$225B
$294K 0.1%
991
-21
-2% -$6.29K
UGL icon
125
ProShares Ultra Gold
UGL
$801M
$289K 0.1%
5,210
-74
-1% -$3.88K
3 4
5
6 7

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Hutchens & Kramer Investment Management Group's Q4 2025 Portfolio in Review

As of Q4 2025, Hutchens & Kramer Investment Management Group held 189 positions worth $290M, up 14% from $254M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Hutchens & Kramer Investment Management Group deployed $29.4M of net new capital in Q4 2025, opening 16 new positions and adding to 53 existing holdings. Its largest new stake was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 11,001 shares worth $1.68M.

By sector, the portfolio is most concentrated in Technology at 6.6% of assets, down from 7.7% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Eli Lilly, an estimated $3.55M trimmed.

  • Hutchens & Kramer Investment Management Group's largest Q4 2025 buy was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: 11,001 shares worth $1.68M.
  • Hutchens & Kramer Investment Management Group added most to Avantis US Equity ETF in Q4 2025, an estimated $9.96M increase.
  • Hutchens & Kramer Investment Management Group's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $3.55M.
  • Hutchens & Kramer Investment Management Group fully exited Dimensional US Real Estate ETF in Q4 2025, selling an estimated $240K.
  • Hutchens & Kramer Investment Management Group's ten largest holdings make up 51% of its $290M portfolio in Q4 2025.
  • Hutchens & Kramer Investment Management Group opened 16 new positions and closed 12 in Q4 2025.
  • Hutchens & Kramer Investment Management Group's portfolio value rose 14% quarter-over-quarter to $290M.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q4 2025, filed 8 Jan 2026.