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Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $373M
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
+14.58%
1 Year Est. Return
+23.42%
3 Year Est. Return
+84.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$373M
AUM Growth
+$56.7M
Cap. Flow
+$16M
Cap. Flow %
4.3%
Top 10 Hldgs %
47.3%
Holding
172
New
23
Increased
57
Reduced
70
Closed
12

Top Buys

Rank Stock Value
1
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.24M
2
AVUS icon
Avantis US Equity ETF
AVUS
+$5.99M
3
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$2.71M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.66M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.39M

Top Sells

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.72M
2
MSFT icon
Microsoft
MSFT
+$1.18M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.05M
4
AVSF icon
Avantis Short-Term Fixed Income ETF
AVSF
+$989K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$986K

Sector Composition

Rank Sector Weight
1 Technology 4.99%
2 Healthcare 2.46%
3 Communication Services 1.47%
4 Financials 1.2%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
151
Kimberly-Clark
KMB
$36.4B
$212K 0.06%
+1,930
New +$191K
BOXX icon
152
Alpha Architect 1-3 Month Box ETF
BOXX
$13B
$211K 0.06%
1,800
-200
-10% -$23.3K
VTEB icon
153
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$209K 0.06%
4,126
– –
ABT icon
154
Abbott
ABT
$180B
$208K 0.06%
2,295
-298
-11% -$27.2K
MNST icon
155
Monster Beverage
MNST
$91.4B
$208K 0.06%
+2,165
New +$182K
MU icon
156
Micron Technology
MU
$1.04T
$207K 0.06%
+179
New +$134K
IAU icon
157
iShares Gold Trust
IAU
$63B
$204K 0.05%
2,706
-53
-2% -$4.5K
COR icon
158
Cencora
COR
$60.3B
$203K 0.05%
718
-28
-4% -$8.07K
VYM icon
159
Vanguard High Dividend Yield ETF
VYM
$81.1B
$202K 0.05%
+1,277
New +$200K
BAC icon
160
Bank of America
BAC
$435B
$202K 0.05%
+3,541
New +$188K
AJG icon
161
Arthur J. Gallagher & Co
AJG
$63.7B
– –
-1,096
Closed -$237K
AVSF icon
162
Avantis Short-Term Fixed Income ETF
AVSF
$662M
– –
-21,125
Closed -$989K
CVX icon
163
Chevron
CVX
$388B
– –
-1,018
Closed -$211K
FICO icon
164
Fair Isaac
FICO
$28.7B
– –
-275
Closed -$294K
IAGG icon
165
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
– –
-4,950
Closed -$248K
IQV icon
166
IQVIA
IQV
$34.7B
– –
-2,303
Closed -$393K
LDUR icon
167
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
– –
-10,291
Closed -$986K
RTX icon
168
RTX Corp
RTX
$287B
– –
-1,147
Closed -$221K
SLV icon
169
iShares Silver Trust
SLV
$28.1B
– –
-3,013
Closed -$205K
XOM icon
170
ExxonMobil
XOM
$651B
– –
-1,234
Closed -$209K
ZTS icon
171
Zoetis
ZTS
$31.6B
– –
-3,430
Closed -$405K
LST
172
Leuthold Select Industries ETF
LST
$109M
– –
-13,523
Closed -$547K
3 4 5 6
7

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Hutchens & Kramer Investment Management Group's Q2 2026 Portfolio in Review

As of Q2 2026, Hutchens & Kramer Investment Management Group held 172 positions worth $373M, up 18% from $317M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Hutchens & Kramer Investment Management Group deployed $16M of net new capital in Q2 2026, opening 23 new positions and adding to 57 existing holdings. Its largest new stake was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 12,787 shares worth $1.17M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, up from 4.6% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was PIMCO Active Bond Exchange-Traded Fund, an estimated $4.72M trimmed.

  • Hutchens & Kramer Investment Management Group's largest Q2 2026 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 12,787 shares worth $1.17M.
  • Hutchens & Kramer Investment Management Group added most to PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2026, an estimated $8.24M increase.
  • Hutchens & Kramer Investment Management Group's biggest Q2 2026 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $4.72M.
  • Hutchens & Kramer Investment Management Group fully exited Avantis Short-Term Fixed Income ETF in Q2 2026, selling an estimated $989K.
  • Hutchens & Kramer Investment Management Group's ten largest holdings make up 47% of its $373M portfolio in Q2 2026.
  • Hutchens & Kramer Investment Management Group opened 23 new positions and closed 12 in Q2 2026.
  • Hutchens & Kramer Investment Management Group's portfolio value rose 18% quarter-over-quarter to $373M.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.