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Hutchens & Kramer Investment Management Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1920117
Institutional-grade research for retail investors

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
  • IVZIVZ
    $9.9M
  • FIRST
    $8.6M
  • VANGUARD
    $8.1M
  • AMERICAN
    $6.7M
  • LLYLLY
    $6.6M
  • VANECK
    $5.5M
  • QQQQQQ
    $5.4M
  • AMERICAN
    $5.1M
  • DIMENSIONAL
    $5.0M
  • AAPLAAPL
    $4.9M
  • IVZIVZ
    $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—Held
    AIQuality—Est. buy—
  • 2

    PIMCO ETF TR - MULTISECTOR BD

    $22.8M

    6.8% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    DIMENSIONAL ETF TRUST - INTL CORE EQUITY

    $12.5M

    3.7% of stocks

    -1%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    AMERICAN CENTY ETF TR - INTL EQT ETF

    $12.5M

    3.7% of stocks

    +10%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    ISHARES TR - 0-3 MTH TREASURY

    $11.8M

    3.5% of stocks

    -0.9%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    PIMCO ETF TR - ENHAN SHRT MA AC

    $11.5M

    3.4% of stocks

    +7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    ISHARES TR - TRS FLT RT BD

    $11.3M

    3.4% of stocks

    -0.1%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    PIMCO ETF TR - ACTIVE BD ETF

    $10.6M

    3.2% of stocks

    -3%This quarter—Since filed—Held
    AIQuality—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—Held
    AIQuality—Est. buy—

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
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$8.1M-0.5%
— AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund$6.7M+8%
LLY$LLYELI LILLY & Co$6.6M+1%
— VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund$5.5M-2%
QQQ$QQQINVESCO QQQ TRUST, SERIES 1etf/fund$5.4M+3%
— AMERICAN CENTY ETF TR - AVANTIS ALL EQTetf/fund$5.1M+8%
— DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund$5.0M-1%
AAPL$AAPLApple Inc.$4.9M-3%
IVZ$IVZInvesco Ltd.etf/fund$4.9M+1%
— SPDR SERIES TRUST - SP KENSHO FUTRetf/fund$4.7M+3%
— RBB FD INC - F/M EMERALD SPL$4.3M+2%
IVZ$IVZInvesco Ltd.$4.1M+0.9%
— SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund$4.1M-1%
NVDA$NVDANVIDIA CORP$4.0M+1%
— VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund$4.0M-0.6%

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

  • ANET$ANETArista Networks, Inc.$371K

    first bought this quarter

  • PIMCO ETF TR - US STK PLUS AC$354K

    first bought this quarter

  • AMD$AMDADVANCED MICRO DEVICES INC$256K

    first bought this quarter

  • BBY$BBYBEST BUY CO INC$238K

    first bought this quarter

  • MPC$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)

  • SCHW$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

  • NFLX$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

Firm AUM (Form ADV): $546.8M as of 2025-12-31 · SEC IAPD

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.