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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
LMT icon
151
Lockheed Martin
LMT
$138B
$219K 0.1%
469
-2
-0.4% -$936
PANW icon
152
Palo Alto Networks
PANW
$312B
$215K 0.1%
1,088
-85
-7% -$15.8K
LNT icon
153
Alliant Energy
LNT
$17.8B
$214K 0.1%
3,484
-69
-2% -$4.22K
MNST icon
154
Monster Beverage
MNST
$89.5B
$213K 0.1%
6,716
-1,002
-13% -$30.6K
EOG icon
155
EOG Resources
EOG
$75B
$207K 0.1%
1,710
+141
+9% +$16.1K
EFX icon
156
Equifax
EFX
$21.4B
$205K 0.09%
+775
New +$197K
BINC icon
157
BlackRock Flexible Income ETF
BINC
$16.3B
$201K 0.09%
3,815
-3,192
-46% -$166K
VMEO
158
DELISTED
Vimeo
VMEO
$42.4K 0.02%
10,505
-25
-0.2% -$116
HPP
159
Hudson Pacific Properties
HPP
$729M
$33.1K 0.02%
+1,728
New +$28K
AVUV icon
160
Avantis US Small Cap Value ETF
AVUV
$30.9B
– –
-2,363
Closed -$206K
BBDC icon
161
Barings BDC
BBDC
$973M
– –
-13,285
Closed -$127K
BRO icon
162
Brown & Brown
BRO
$24.1B
– –
-1,862
Closed -$232K
BSX icon
163
Boston Scientific
BSX
$74.3B
– –
-2,187
Closed -$221K
DIHP icon
164
Dimensional International High Profitability ETF
DIHP
$6.58B
– –
-8,200
Closed -$221K
DISV icon
165
Dimensional International Small Cap Value ETF
DISV
$5.12B
– –
-8,001
Closed -$233K
EMXC icon
166
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
– –
-9,664
Closed -$532K
EXR icon
167
Extra Space Storage
EXR
$31B
– –
-1,462
Closed -$217K
GSST icon
168
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.59B
– –
-10,904
Closed -$551K
HEFA icon
169
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.75B
– –
-6,836
Closed -$248K
JPST icon
170
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
– –
-16,356
Closed -$828K
POOL icon
171
Pool Corp
POOL
$7.32B
– –
-665
Closed -$212K
PSA icon
172
Public Storage
PSA
$60.8B
– –
-716
Closed -$214K
SCHZ icon
173
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
– –
-23,696
Closed -$549K
SHV icon
174
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
– –
-2,787
Closed -$308K
SPGI icon
175
S&P Global
SPGI
$120B
– –
-453
Closed -$230K
4 5 6
7
8

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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.