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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
+6.29%
1 Year Est. Return
+23.42%
3 Year Est. Return
+84.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$254M
AUM Growth
+$35.7M
Cap. Flow
+$22.4M
Cap. Flow %
8.83%
Top 10 Hldgs %
47.35%
Holding
187
New
28
Increased
66
Reduced
71
Closed
14

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$5.02M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$4.93M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.98M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.74M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$2.46M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$495K
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$444K
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$411K
4
AMT icon
American Tower
AMT
+$395K
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$373K

Sector Composition

Rank Sector Weight
1 Technology 7.67%
2 Healthcare 4.09%
3 Financials 2.47%
4 Industrials 2.39%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
126
iShares US Technology ETF
IYW
$25.2B
$270K 0.11%
1,379
-1,957
-59% -$358K
TSM icon
127
TSMC
TSM
$2.19T
$269K 0.11%
+964
New +$236K
MMM icon
128
3M
MMM
$94.4B
$269K 0.11%
1,735
+40
+2% +$6.17K
INTU icon
129
Intuit
INTU
$92B
$262K 0.1%
+383
New +$276K
EQIX icon
130
Equinix
EQIX
$102B
$255K 0.1%
326
-62
-16% -$48.5K
HSY icon
131
Hershey
HSY
$36.6B
$255K 0.1%
1,364
-184
-12% -$33.4K
DFUS
132
Dimensional US Equity ETF
DFUS
$21.6B
$254K 0.1%
3,503
-37
-1% -$2.58K
VRSK icon
133
Verisk Analytics
VRSK
$23.6B
$253K 0.1%
1,007
+243
+32% +$66.7K
WAB icon
134
Wabtec
WAB
$50.3B
$253K 0.1%
1,263
+218
+21% +$43K
AMP icon
135
Ameriprise Financial
AMP
$49.7B
$253K 0.1%
+514
New +$263K
IAGG icon
136
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$252K 0.1%
4,923
+424
+9% +$21.7K
PANW icon
137
Palo Alto Networks
PANW
$313B
$251K 0.1%
1,234
+146
+13% +$27.9K
BOXX icon
138
Alpha Architect 1-3 Month Box ETF
BOXX
$13.5B
$251K 0.1%
2,206
-154
-7% -$17.4K
ISRG icon
139
Intuitive Surgical
ISRG
$142B
$250K 0.1%
558
+16
+3% +$7.68K
AVSC icon
140
Avantis US Small Cap Equity ETF
AVSC
$3.15B
$246K 0.1%
4,290
– –
ADBE icon
141
Adobe
ADBE
$105B
$243K 0.1%
690
+16
+2% +$5.74K
UGL icon
142
ProShares Ultra Gold
UGL
$801M
$243K 0.1%
+5,284
New +$199K
LMT icon
143
Lockheed Martin
LMT
$138B
$240K 0.09%
481
+12
+3% +$5.45K
DFAR icon
144
Dimensional US Real Estate ETF
DFAR
$1.74B
$240K 0.09%
10,055
-430
-4% -$10.1K
XT icon
145
iShares Future Exponential Technologies ETF
XT
$3.97B
$238K 0.09%
3,314
-917
-22% -$62.1K
KO icon
146
Coca-Cola
KO
$372B
$238K 0.09%
3,588
+224
+7% +$15.4K
EFX icon
147
Equifax
EFX
$21.4B
$237K 0.09%
925
+150
+19% +$37.7K
JEPI icon
148
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$237K 0.09%
+4,143
New +$235K
POOL icon
149
Pool Corp
POOL
$7.32B
$236K 0.09%
+760
New +$238K
BINC icon
150
BlackRock Flexible Income ETF
BINC
$16.3B
$230K 0.09%
4,329
+514
+13% +$27.2K
4 5
6
7 8

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Hutchens & Kramer Investment Management Group's Q3 2025 Portfolio in Review

As of Q3 2025, Hutchens & Kramer Investment Management Group held 187 positions worth $254M, up 16% from $218M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Hutchens & Kramer Investment Management Group deployed $22.4M of net new capital in Q3 2025, opening 28 new positions and adding to 66 existing holdings. Its largest new stake was iShares A.I. Innovation and Tech Active ETF: 15,248 shares worth $521K.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, down from 7.9% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $495K trimmed.

  • Hutchens & Kramer Investment Management Group's largest Q3 2025 buy was iShares A.I. Innovation and Tech Active ETF: 15,248 shares worth $521K.
  • Hutchens & Kramer Investment Management Group added most to Avantis US Equity ETF in Q3 2025, an estimated $5.02M increase.
  • Hutchens & Kramer Investment Management Group's biggest Q3 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $495K.
  • Hutchens & Kramer Investment Management Group fully exited Dimensional International Core Fixed Income ETF in Q3 2025, selling an estimated $373K.
  • Hutchens & Kramer Investment Management Group's ten largest holdings make up 47% of its $254M portfolio in Q3 2025.
  • Hutchens & Kramer Investment Management Group opened 28 new positions and closed 14 in Q3 2025.
  • Hutchens & Kramer Investment Management Group's portfolio value rose 16% quarter-over-quarter to $254M.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2025, filed 3 Nov 2025.