Hutchens & Kramer Investment Management Group, LLC
Sector Allocation
- Other76.9%$257.4M
- Financials8.6%$28.7M
- Technology8.1%$27.2M
- Healthcare2.7%$9.1M
- Consumer Discretionary1.5%$4.9M
- Consumer Staples1.1%$3.8M
- Industrials0.6%$1.8M
- Energy0.2%$682,804
- Materials0.2%$547,787
- Communication Services0.1%$323,547
AUM History
13fpro.ai/research/fund/hutchens-and-kramer-investment-management-group-llc-1920117
Conviction and streaks
Stable · top 10 = 47.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- AMERICAN$47.8M
- PIMCO$22.8M
- DIMENSIONAL$12.5M
- AMERICAN$12.5M
- ISHARES$11.8M
- PIMCO$11.5M
- ISHARES$11.3M
- PIMCO$10.6M
IVZ
$9.9M- FIRST$8.6M
- VANGUARD$8.1M
- AMERICAN$6.7M
LLY
$6.6M- VANECK$5.5M
QQQ
$5.4M- AMERICAN$5.1M
- DIMENSIONAL$5.0M
AAPL
$4.9MIVZ
$4.9M- SPDR$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hutchens-and-kramer-investment-management-group-llc-1920117
Hutchens & Kramer Investment Management Group, LLC 13F holdings — Q3 2026
$334.7M portfolio (-10.3% QoQ) · 156 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
- 1
AMERICAN CENTY ETF TR - US EQT ETF
$47.8M
14.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
PIMCO ETF TR - MULTISECTOR BD
$22.8M
6.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$12.5M
3.7% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - INTL EQT ETF
$12.5M
3.7% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - 0-3 MTH TREASURY
$11.8M
3.5% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
PIMCO ETF TR - ENHAN SHRT MA AC
$11.5M
3.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - TRS FLT RT BD
$11.3M
3.4% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
PIMCO ETF TR - ACTIVE BD ETF
$10.6M
3.2% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $9.9M
3.0% of stocks
-0.7%This quarter+1.2%Since filed11+ qtrsHeld- 10
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE
$8.6M
2.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR - US EQT ETF | $47.8M | 14.3% | +7% | — | — | — | — | |
| 2 | PIMCO ETF TR - MULTISECTOR BD | $22.8M | 6.8% | +3% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $12.5M | 3.7% | -1% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - INTL EQT ETF | $12.5M | 3.7% | +10% | — | — | — | — | |
| 5 | ISHARES TR - 0-3 MTH TREASURY | $11.8M | 3.5% | -0.9% | — | — | — | — | |
| 6 | PIMCO ETF TR - ENHAN SHRT MA AC | $11.5M | 3.4% | +7% | — | — | — | — | |
| 7 | ISHARES TR - TRS FLT RT BD | $11.3M | 3.4% | -0.1% | — | — | — | — | |
| 8 | PIMCO ETF TR - ACTIVE BD ETF | $10.6M | 3.2% | -3% | — | — | — | — | |
| 9 | $9.9M | 3.0% | -0.7% | +1.2% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $8.6M | 2.6% | +3% | — | — | — | — |
All holdings — Hutchens & Kramer Investment Management Group, LLC (Q3 2026)
156 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $8.1M | 2.4% | 12K | -0.5% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $6.7M | 2.0% | 72K | +8% | — | — | 13F |
| 13 | ELI LILLY & Co | Healthcare | $6.6M | 2.0% | 5,729 | +1% | 11+ qtrsAdded 2 qtrs in a row | 85.6 | 13F | |
| 14 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $5.5M | 1.6% | 9,082 | -2% | — | — | 13F |
| 15 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $5.4M | 1.6% | 7,327 | +3% | 11+ qtrs | — | 13F | |
| 16 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQTetf/fund | — | $5.1M | 1.5% | 52K | +8% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $5.0M | 1.5% | 127K | -1% | — | — | 13F |
| 18 | Apple Inc. | Technology | $4.9M | 1.5% | 15K | -3% | 11+ qtrs | 75.7 | 13F | |
| 19 | Invesco Ltd.etf/fund | Financials | $4.9M | 1.5% | 33K | +1% | 11+ qtrs | — | 13F | |
| 20 | — | SPDR SERIES TRUST - SP KENSHO FUTRetf/fund | — | $4.7M | 1.4% | 42K | +3% | — | — | 13F |
| 21 | — | RBB FD INC - F/M EMERALD SPL | — | $4.3M | 1.3% | 140K | +2% | — | — | 13F |
| 22 | Invesco Ltd. | Financials | $4.1M | 1.2% | 65K | +0.9% | 11+ qtrs | — | 13F | |
| 23 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $4.1M | 1.2% | 137K | -1% | — | — | 13F |
| 24 | NVIDIA CORP | Technology | $4.0M | 1.2% | 18K | +1% | 11+ qtrsAdded 3 qtrs in a row | 86.0 | 13F | |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $4.0M | 1.2% | 56K | -0.6% | — | — | 13F |
| 26 | — | ARK ETF TR - AUTNMUS TECHNLGY | — | $3.9M | 1.2% | 32K | +3% | |||
| 27 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.8M | 1.1% | 19K | +12% | |||
| 28 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $3.7M | 1.1% | 36K | +3% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $2.7M | 0.8% | 3,553 | +0.1% | |||
| 30 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $2.5M | 0.8% | 28K | +30% | |||
| 31 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $2.5M | 0.7% | 20K | +1% | |||
| 32 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.4M | 0.7% | 16K | +0.2% | |||
| 33 | $GLD | SPDR GOLD TRUST | Financials | $2.3M | 0.7% | 5,972 | -2% | |||
| 34 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.2M | 0.7% | 2,895 | +8% | |||
| 35 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.2M | 0.7% | 8,801 | +4% | |||
| 36 | $MSFT | MICROSOFT CORP | Technology | $2.1M | 0.6% | 4,100 | +3% | |||
| 37 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $2.1M | 0.6% | 23K | +6% | |||
| 38 | $GOOGL | Alphabet Inc. | Technology | $2.0M | 0.6% | 5,782 | +2% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.6% | 6,093 | New | |||
| 40 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.8M | 0.6% | 13K | -14% | |||
| 41 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $1.8M | 0.5% | 45K | -0.3% | |||
| 42 | $GOOG | Alphabet Inc. | Technology | $1.7M | 0.5% | 5,067 | +4% | |||
| 43 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.6M | 0.5% | 4,381 | +5% | |||
| 44 | — | ISHARES TR - CORE UNIVRSL USD | — | $1.5M | 0.5% | 35K | +22% | |||
| 45 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.5% | 2,118 | -0.1% | |||
| 46 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.5M | 0.4% | 6,379 | -11% | |||
| 47 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.4M | 0.4% | 17K | -5% | |||
| 48 | $MA | Mastercard Inc | Financials | $1.2M | 0.4% | 2,194 | -3% | |||
| 49 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.2M | 0.4% | 20K | -0.6% | |||
| 50 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.2M | 0.3% | 5,368 | +11% | |||
| 51 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $1.0M | 0.3% | 15K | -3% | |||
| 52 | $V | VISA INC. | Financials | $1.0M | 0.3% | 2,829 | +4% | |||
| 53 | $APH | AMPHENOL CORP /DE/ | Technology | $986K | 0.3% | 12K | +96% | |||
| 54 | — | ISHARES TR - EAFE GRWTH ETF | — | $943K | 0.3% | 7,874 | -12% | |||
| 55 | $AVGO | Broadcom Inc. | Technology | $934K | 0.3% | 2,660 | +6% | |||
| 56 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $907K | 0.3% | 28K | +20% | |||
| 57 | $ETN | Eaton Corp plc | Industrials | $865K | 0.3% | 2,013 | -18% | |||
| 58 | — | 2023 ETF SERIES TRUST - PICT ENHA US ETF | — | $822K | 0.3% | 29K | New | |||
| 59 | — | ISHARES TR - CORE MSCI TOTAL | — | $793K | 0.2% | 8,350 | -0.0% | |||
| 60 | — | ISHARES TR - MSCI ACWI EX US | — | $750K | 0.2% | 9,918 | +252% | |||
| 61 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $729K | 0.2% | 2,207 | +7% | |||
| 62 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $705K | 0.2% | 3,042 | -0.5% | |||
| 63 | — | ISHARES TR - EAFE VALUE ETF | — | $676K | 0.2% | 8,539 | -15% | |||
| 64 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $674K | 0.2% | 19K | +43% | |||
| 65 | — | ISHARES TR - MSCI USA QLT FCT | — | $671K | 0.2% | 3,018 | -3% | |||
| 66 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $670K | 0.2% | 5,061 | -15% | |||
| 67 | $LRCX | LAM RESEARCH CORP | Technology | $668K | 0.2% | 2,034 | -5% | |||
| 68 | $CTAS | CINTAS CORP | Consumer Discretionary | $664K | 0.2% | 3,403 | -13% | |||
| 69 | $MSI | Motorola Solutions, Inc. | Technology | $660K | 0.2% | 1,481 | -11% | |||
| 70 | $IBIT | iShares Bitcoin Trust ETF | Financials | $660K | 0.2% | 14K | +7% | |||
| 71 | $SCHW | SCHWAB CHARLES CORP | Financials | $656K | 0.2% | 6,715 | -34% | |||
| 72 | — | AMERICAN CENTY ETF TR - AVANTIS ALL INT | — | $638K | 0.2% | 7,680 | -0.5% | |||
| 73 | $FTNT | Fortinet, Inc. | Technology | $630K | 0.2% | 3,525 | +2% | |||
| 74 | — | ETF SER SOLUTIONS - DISTILLATE US | — | $592K | 0.2% | 9,251 | -3% | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $585K | 0.2% | 2,055 | -0.3% | |||
| 76 | $PWR | QUANTA SERVICES, INC. | Industrials | $576K | 0.2% | 896 | -9% | |||
| 77 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $553K | 0.2% | 7,049 | -36% | |||
| 78 | $JPM | JPMORGAN CHASE & CO | Financials | $549K | 0.2% | 1,660 | +4% | |||
| 79 | $ECL | ECOLAB INC. | Materials | $548K | 0.2% | 1,995 | -6% | |||
| 80 | — | ISHARES INC - CORE MSCI EMKT | — | $543K | 0.2% | 6,686 | -34% | |||
| 81 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $529K | 0.2% | 11K | +34% | |||
| 82 | $KLAC | KLA CORP | Technology | $516K | 0.1% | 2,647 | +15% | |||
| 83 | — | SPDR SERIES TRUST - ST STR R1K LOWV | — | $514K | 0.1% | 2,947 | -0.8% | |||
| 84 | $LH | LABCORP HOLDINGS INC. | Healthcare | $477K | 0.1% | 1,547 | — | |||
| 85 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $466K | 0.1% | 511 | +67% | |||
| 86 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $453K | 0.1% | 9,603 | -17% | |||
| 87 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $451K | 0.1% | 1,748 | +66% | |||
| 88 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $426K | 0.1% | 1,048 | -9% | |||
| 89 | $MU | MICRON TECHNOLOGY INC | Technology | $425K | 0.1% | 399 | +123% | |||
| 90 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $419K | 0.1% | 336 | +8% | |||
| 91 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $413K | 0.1% | 906 | +0.1% | |||
| 92 | $BX | Blackstone Inc. | Financials | $413K | 0.1% | 3,686 | +0.2% | |||
| 93 | $NTAP | NetApp, Inc. | Technology | $407K | 0.1% | 1,935 | +4% | |||
| 94 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $405K | 0.1% | 11K | +0.0% | |||
| 95 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $404K | 0.1% | 13K | — | |||
| 96 | $EME | EMCOR Group, Inc. | Industrials | $384K | 0.1% | 509 | +13% | |||
| 97 | $TXN | TEXAS INSTRUMENTS INC | Technology | $381K | 0.1% | 1,361 | +68% | |||
| 98 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $375K | 0.1% | 7,254 | -0.2% | |||
| 99 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $373K | 0.1% | 733 | -4% | |||
| 100 | $ANET | Arista Networks, Inc. | Technology | $371K | 0.1% | 1,820 | New | |||
| 101 | $ROP | ROPER TECHNOLOGIES INC | Technology | $370K | 0.1% | 1,058 | +0.6% | |||
| 102 | $PANW | Palo Alto Networks Inc | Technology | $360K | 0.1% | 905 | +0.7% | |||
| 103 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $357K | 0.1% | 13K | -0.9% | |||
| 104 | — | PIMCO ETF TR - US STK PLUS AC | — | $354K | 0.1% | 6,432 | New | |||
| 105 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $338K | 0.1% | 4,894 | +0.1% | |||
| 106 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $331K | 0.1% | 7,536 | -0.8% | |||
| 107 | $NFLX | NETFLIX INC | Communication Services | $324K | 0.1% | 4,650 | -39% | |||
| 108 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $322K | 0.1% | 239 | +22% | |||
| 109 | $NI | NISOURCE INC. | Utilities | $320K | 0.1% | 8,210 | -0.7% | |||
| 110 | — | ISHARES TR - US TREAS BD ETF | — | $320K | 0.1% | 15K | -0.2% | |||
| 111 | $ASML | ASML HOLDING NV | Technology | $319K | 0.1% | 176 | +7% | |||
| 112 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $317K | 0.1% | 4,360 | — | |||
| 113 | $ELV | Elevance Health, Inc. | Healthcare | $316K | 0.1% | 814 | +1.0% | |||
| 114 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $314K | 0.1% | 6,750 | -0.1% | |||
| 115 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $311K | 0.1% | 1,095 | -0.4% | |||
| 116 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $311K | 0.1% | 625 | +7% | |||
| 117 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $311K | 0.1% | 11K | -0.3% | |||
| 118 | $SYK | STRYKER CORP | Healthcare | $309K | 0.1% | 1,123 | -32% | |||
| 119 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $298K | 0.1% | 6,364 | +2% | |||
| 120 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $293K | 0.1% | 5,902 | +6% | |||
| 121 | $KO | COCA COLA CO | Consumer Staples | $293K | 0.1% | 3,401 | +1% | |||
| 122 | — | ISHARES TR - ESG AWR MSCI USA | — | $293K | 0.1% | 1,755 | — | |||
| 123 | $META | Meta Platforms, Inc. | Technology | $292K | 0.1% | 3,825 | +2% | |||
| 124 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $277K | 0.1% | 9,269 | -2% | |||
| 125 | $QCOM | QUALCOMM INC/DE | Technology | $269K | 0.1% | 1,464 | -13% | |||
| 126 | $JBL | JABIL INC | Technology | $265K | 0.1% | 923 | +18% | |||
| 127 | $ABBV | AbbVie Inc. | Healthcare | $264K | 0.1% | 1,008 | +2% | |||
| 128 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $263K | 0.1% | 4,670 | -13% | |||
| 129 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $259K | 0.1% | 5,173 | +20% | |||
| 130 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $257K | 0.1% | 3,012 | +4% | |||
| 131 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $256K | 0.1% | 419 | New | |||
| 132 | — | ISHARES TR - FUTU EXPO TE ETF | — | $254K | 0.1% | 3,041 | — | |||
| 133 | $VRSK | Verisk Analytics, Inc. | Technology | $242K | 0.1% | 1,442 | -11% | |||
| 134 | $BBY | BEST BUY CO INC | Consumer Discretionary | $238K | 0.1% | 2,702 | New | |||
| 135 | — | ISHARES TR - 10-20 YR TRS ETF | — | $238K | 0.1% | 2,580 | +0.5% | |||
| 136 | $MPC | Marathon Petroleum Corp | Energy | $237K | 0.1% | 600 | New | |||
| 137 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $237K | 0.1% | 2,339 | +0.6% | |||
| 138 | $ABT | ABBOTT LABORATORIES | Healthcare | $232K | 0.1% | 2,349 | +2% | |||
| 139 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $228K | 0.1% | 1,399 | New | |||
| 140 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $220K | 0.1% | 5,933 | — | |||
| 141 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | — | $218K | 0.1% | 6,978 | -14% | |||
| 142 | $CVX | CHEVRON CORP | Energy | $218K | 0.1% | 1,067 | New | |||
| 143 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $218K | 0.1% | 826 | -0.6% | |||
| 144 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $217K | 0.1% | 2,615 | -8% | |||
| 145 | — | ISHARES TR - U.S. TECH ETF | — | $217K | 0.1% | 818 | -27% | |||
| 146 | $DHR | DANAHER CORP /DE/ | Healthcare | $215K | 0.1% | 972 | New | |||
| 147 | $MNST | Monster Beverage Corp | Consumer Staples | $213K | 0.1% | 5,107 | +136% | |||
| 148 | $IAU | ISHARES GOLD TRUST | Financials | $211K | 0.1% | 2,704 | -0.1% | |||
| 149 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $207K | 0.1% | 1,750 | -3% | |||
| 150 | $ABNB | Airbnb, Inc. | Technology | $207K | 0.1% | 1,289 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 14 new, 72 added to, 63 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
- 2023 ETF SERIES TRUST - PICT ENHA US ETF$822K
first bought this quarter
$ANETArista Networks, Inc.$371K
first bought this quarter
- PIMCO ETF TR - US STK PLUS AC$354K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$256K
first bought this quarter
$BBYBEST BUY CO INC$238K
first bought this quarter
$MPCMarathon Petroleum Corp$237K
first bought this quarter
+8 more in the Excel export
Added to (72)
- AMERICAN CENTY ETF TR - US EQT ETF+7%
now $47.8M
- AMERICAN CENTY ETF TR - INTL EQT ETF+10%
now $12.5M
- PIMCO ETF TR - ENHAN SHRT MA AC+7%
now $11.5M
- SPDR SERIES TRUST - ST STR P500ETF+30%
now $2.5M
- PIMCO ETF TR - MULTISECTOR BD+3%
now $22.8M
- ISHARES TR - MSCI ACWI EX US+252%
now $750K
+66 more in the Excel export
Trimmed (63)
$SCHWSCHWAB CHARLES CORP-34%
now $656K · held 11+ qtrs, 2 trims in a row
- PIMCO ETF TR - ACTIVE BD ETF-3%
now $10.6M
- VANGUARD INDEX FDS - MRNGSTR MID CAP-36%
now $553K
- ISHARES TR - S&P 500 GRWT ETF-14%
now $1.8M
- ISHARES INC - CORE MSCI EMKT-34%
now $543K
$NFLXNETFLIX INC-39%
now $324K · held 11+ qtrs
+57 more in the Excel export
Sold out (18)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETFwas $23.5M
- DIMENSIONAL ETF TRUST - US COR EQU 1 ETFwas $15.9M
- SPDR SERIES TRUST - ST STR BLO 1 ETFwas $1.2M
- SPDR SERIES TRUST - ST STR RATE ETFwas $1.0M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $794K
- DIMENSIONAL ETF TRUST - US SMALL CAP ETFwas $691K
+12 more in the Excel export
Holdings by quarter
Every 13F Hutchens & Kramer Investment Management Group, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Hutchens & Kramer Investment Management Group's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 22% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Hutchens & Kramer Investment Management Group, LLC disclosed 156 positions worth $334.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 14 new positions and exited 18. The portfolio is most concentrated in Other (76.9% of disclosed assets). All figures are sourced directly from Hutchens & Kramer Investment Management Group, LLC’s Form 13F-HR filing with the SEC under CIK 1920117.
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AI-Powered Hedge Fund Analysis: Hutchens & Kramer Investment Management Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Hutchens & Kramer Investment Management Group, LLC (SEC CIK: 1920117), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Hutchens & Kramer Investment Management Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.