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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
BRK.B icon
126
Berkshire Hathaway Class B
BRK.B
$1.11T
$283K 0.1%
562
– –
EQIX icon
127
Equinix
EQIX
$102B
$280K 0.1%
366
+40
+12% +$31.4K
JEPI icon
128
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$280K 0.1%
4,892
+749
+18% +$42.8K
AJG icon
129
Arthur J. Gallagher & Co
AJG
$65B
$275K 0.1%
1,063
+14
+1% +$3.71K
MUNI icon
130
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$275K 0.09%
5,238
-598
-10% -$31.4K
HEI.A icon
131
HEICO Corp Class A
HEI.A
$37B
$274K 0.09%
1,087
-255
-19% -$63K
MINT icon
132
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$273K 0.09%
2,716
-22
-0.8% -$2.21K
MMM icon
133
3M
MMM
$94.4B
$272K 0.09%
1,700
-35
-2% -$5.72K
TDY icon
134
Teledyne Technologies
TDY
$31.6B
$272K 0.09%
532
-5
-0.9% -$2.63K
WAB icon
135
Wabtec
WAB
$50.3B
$270K 0.09%
1,263
– –
ESGU icon
136
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$264K 0.09%
1,772
-952
-35% -$141K
INTU icon
137
Intuit
INTU
$92B
$264K 0.09%
398
+15
+4% +$9.91K
IYW icon
138
iShares US Technology ETF
IYW
$25.2B
$260K 0.09%
1,303
-76
-6% -$15.2K
AVSC icon
139
Avantis US Small Cap Equity ETF
AVSC
$3.15B
$252K 0.09%
4,290
– –
AMP icon
140
Ameriprise Financial
AMP
$49.7B
$252K 0.09%
513
-1
-0.2% -$475
BINC icon
141
BlackRock Flexible Income ETF
BINC
$16.3B
$250K 0.09%
4,743
+414
+10% +$22K
MPWR icon
142
Monolithic Power Systems
MPWR
$68.9B
$247K 0.09%
272
-90
-25% -$86.6K
ORCL icon
143
Oracle
ORCL
$419B
$240K 0.08%
1,230
+206
+20% +$49K
IAGG icon
144
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$238K 0.08%
4,754
-169
-3% -$8.69K
SPG icon
145
Simon Property Group
SPG
$71.2B
$238K 0.08%
1,284
-373
-23% -$67.8K
ADBE icon
146
Adobe
ADBE
$105B
$236K 0.08%
674
-16
-2% -$5.44K
KO icon
147
Coca-Cola
KO
$372B
$235K 0.08%
3,359
-229
-6% -$16K
RTX icon
148
RTX Corp
RTX
$302B
$232K 0.08%
1,266
-13
-1% -$2.26K
EXR icon
149
Extra Space Storage
EXR
$31B
$232K 0.08%
+1,782
New +$243K
HSY icon
150
Hershey
HSY
$36.6B
$232K 0.08%
1,274
-90
-7% -$16.5K
4 5
6
7 8

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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.