Hutchens & Kramer Investment Management Group

CARMEL, INfiles as Hutchens & Kramer Investment Management Group, LLC

$373m in 160 US stocks at the end of 30 June 2026. The top 10 are 47.3% of the money. It changed about 10.2% of the portfolio this quarter.

Value

$373m

Stocks

160

Top 10 share

47.3%

Turnover

10.2%

What changed this quarter

New

Bought for the first time this quarter.

Spdr Series TrustBIL
0.3% of the fund
Spdr Series TrustFLRN
0.3% of the fund
Quanta ServicesPWR
0.2% of the fund
Vaneck ETF TrustCLOI
0.2% of the fund
Blackrock ETF TrustCORO
0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
JabilJBL
<0.1% of the fund
NetAppNTAP
<0.1% of the fund
Monolithic Power SystemsMPWR
<0.1% of the fund
Blackrock ETF TrustIALT
<0.1% of the fund
CumminsCMI
<0.1% of the fund
Texas InstrumentsTXN
<0.1% of the fund
Fidelity Wise Origin BitcoinFBTC
<0.1% of the fund
Lennox InternationalLII
<0.1% of the fund
Blackrock ETF Trust IIGGOV
<0.1% of the fund
Ishares TRACWX
<0.1% of the fund
Expedia GroupEXPE
<0.1% of the fund
Kimberly-ClarkKMB
<0.1% of the fund
Monster BeverageMNST
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
Vanguard Whitehall FDSVYM
<0.1% of the fund
Bank of AmericaBAC
<0.1% of the fund

Added

Bought more of a stock they already held.

American Centy ETF TRAVUS
12.0% of the fund
+16%
Pimco ETF TRPYLD
6.2% of the fund
+13%
American Centy ETF TRAVDE
3.0% of the fund
+14%
Pimco ETF TRMINT
2.9% of the fund
+328%
Invesco Exch Traded FD TR IISPMO
2.8% of the fund
+2%
Eli LillyLLY
1.8% of the fund
+24%
American Centy ETF TRAVEM
1.7% of the fund
+6%
Invesco Exch Traded FD TR IISPHB
1.3% of the fund
+4%
RBB FDSPIT
1.3% of the fund
+3%
American Centy ETF TRAVGE
1.3% of the fund
+56%
Spdr Series TrustFITE
1.2% of the fund
+3%
AppleAAPL
1.2% of the fund
+9%
ARK ETF TRARKQ
1.1% of the fund
+5%
NvidiaNVDA
0.9% of the fund
+11%
Select Sector Spdr TRXLK
0.9% of the fund
+5%
Ishares TRIVV
0.7% of the fund
+42%
Spdr Series TrustSPYG
0.6% of the fund
+3%
Vanguard Index FDSVNQ
0.6% of the fund
+6%
AlphabetGOOGL
0.5% of the fund
+62%
Spdr Series TrustSPYM
0.5% of the fund
+29%
AlphabetGOOG
0.5% of the fund
+7%
Vanguard Index FDSVTI
0.4% of the fund
+6%
Ishares TRSHY
0.4% of the fund
+4%
Ishares TRIUSB
0.4% of the fund
+20%
Meta PlatformsMETA
0.3% of the fund
+2%

Cut

Sold some of their stake.

Dimensional ETF TrustDFAC
6.3% of the fund
-3%
Dimensional ETF TrustDCOR
4.3% of the fund
-2%
Ishares TRSGOV
3.2% of the fund
-3%
Pimco ETF TRBOND
3.1% of the fund
-29%
Dimensional ETF TrustDFEM
1.4% of the fund
-3%
Schwab Strategic TRSCHX
1.1% of the fund
-2%
Invesco Exchange Traded FD TXLG
1.1% of the fund
-6%
Spdr Gold TRGLD
0.6% of the fund
-2%
Amazon.comAMZN
0.5% of the fund
-31%
Dimensional ETF TrustDFCF
0.5% of the fund
-36%
Ishares TRIVE
0.4% of the fund
-16%
MicrosoftMSFT
0.4% of the fund
-42%
MastercardMA
0.3% of the fund
-20%
Ishares TREFG
0.3% of the fund
-4%
Blackrock ETF TrustDYNF
0.3% of the fund
-10%
AmphenolAPH
0.3% of the fund
-29%
EatonETN
0.3% of the fund
-15%
BroadcomAVGO
0.3% of the fund
-3%
Charles SchwabSCHW
0.3% of the fund
-4%
Lam ResearchLRCX
0.2% of the fund
-6%
TJX CompaniesTJX
0.2% of the fund
-6%
IsharesIEMG
0.2% of the fund
-39%
Ishares TREFV
0.2% of the fund
-45%
Vanguard Index FDSVXF
0.2% of the fund
-3%
Ishares TRQUAL
0.2% of the fund
-48%

Sold out

Sold their entire stake.

American Centy ETF TRAVSF
-100%
Pimco ETF TRLDUR
-100%
Managed Portfolio SERLST
-100%
ZoetisZTS
-100%
Iqvia HoldingsIQV
-100%
Fair IsaacFICO
-100%
Ishares TRIAGG
-100%
Arthur J. GallagherAJG
-100%
RTXRTX
-100%
ChevronCVX
-100%
ExxonMobil HoldingsXOM
-100%
Ishares Silver TRSLV
-100%

Holdings

American Centy ETF TRAVUS
Share
12.0%
Value
$45m
Shares
348,287
+16%
Dimensional ETF TrustDFAC
Share
6.3%
Value
$24m
Shares
530,816
-3%
Pimco ETF TRPYLD
Share
6.2%
Value
$23m
Shares
875,246
+13%
Dimensional ETF TrustDCOR
Share
4.3%
Value
$16m
Shares
193,799
-2%
Dimensional ETF TrustDFIC
Share
3.4%
Value
$13m
Shares
336,621
Held
Ishares TRSGOV
Share
3.2%
Value
$12m
Shares
117,885
-3%
Pimco ETF TRBOND
Share
3.1%
Value
$12m
Shares
125,252
-29%
Ishares TRTFLO
Share
3.0%
Value
$11m
Shares
223,131
Held
American Centy ETF TRAVDE
Share
3.0%
Value
$11m
Shares
126,016
+14%
Pimco ETF TRMINT
Share
2.9%
Value
$11m
Shares
107,009
+328%
Invesco Exch Traded FD TR IISPMO
Share
2.8%
Value
$11m
Shares
65,767
+2%
First TR Exchange-Traded FDGRID
Share
2.4%
Value
$9m
Shares
47,039
Held
Vanguard Index FDSVOO
Share
2.1%
Value
$8m
Shares
11,563
Held
Eli LillyLLY
Share
1.8%
Value
$7m
Shares
5,658
+24%
American Centy ETF TRAVEM
Share
1.7%
Value
$6m
Shares
66,588
+6%
Vaneck ETF TrustSMH
Share
1.6%
Value
$6m
Shares
9,295
Held
Dimensional ETF TrustDFEM
Share
1.4%
Value
$5m
Shares
128,595
-3%
Invesco QQQ TRQQQ
Share
1.4%
Value
$5m
Shares
7,080
Held
Invesco Exch Traded FD TR IISPHB
Share
1.3%
Value
$5m
Shares
32,356
+4%
RBB FDSPIT
Share
1.3%
Value
$5m
Shares
137,263
+3%
American Centy ETF TRAVGE
Share
1.3%
Value
$5m
Shares
47,965
+56%
First TR Exchange Traded FDAIRR
Share
1.2%
Value
$5m
Shares
34,865
Held
Spdr Series TrustFITE
Share
1.2%
Value
$5m
Shares
41,097
+3%
AppleAAPL
Share
1.2%
Value
$4m
Shares
15,337
+9%
ARK ETF TRARKQ
Share
1.1%
Value
$4m
Shares
31,049
+5%
Schwab Strategic TRSCHX
Share
1.1%
Value
$4m
Shares
138,750
-2%
Vanguard Tax-Managed FDSVEA
Share
1.1%
Value
$4m
Shares
56,614
Held
Invesco Exchange Traded FD TXLG
Share
1.1%
Value
$4m
Shares
64,645
-6%
NvidiaNVDA
Share
0.9%
Value
$3m
Shares
17,489
+11%
Select Sector Spdr TRXLK
Share
0.9%
Value
$3m
Shares
17,444
+5%
Ishares TRIVV
Share
0.7%
Value
$3m
Shares
3,548
+42%
Procter & GamblePG
Share
0.6%
Value
$2m
Shares
16,232
Held
Spdr Series TrustSPYG
Share
0.6%
Value
$2m
Shares
19,889
+3%
Spdr Gold TRGLD
Share
0.6%
Value
$2m
Shares
6,083
-2%
Vanguard Index FDSVNQ
Share
0.6%
Value
$2m
Shares
21,624
+6%
Ishares TRIVW
Share
0.5%
Value
$2m
Shares
14,880
Held
AlphabetGOOGL
Share
0.5%
Value
$2m
Shares
5,654
+62%
Amazon.comAMZN
Share
0.5%
Value
$2m
Shares
8,437
-31%
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$2m
Shares
2,688
Held
Spdr Series TrustSPYM
Share
0.5%
Value
$2m
Shares
21,750
+29%
Dimensional ETF TrustDFCF
Share
0.5%
Value
$2m
Shares
44,778
-36%
AlphabetGOOG
Share
0.5%
Value
$2m
Shares
4,879
+7%
Ishares TRIVE
Share
0.4%
Value
$2m
Shares
7,160
-16%
Vanguard Index FDSVTI
Share
0.4%
Value
$2m
Shares
4,188
+6%
MicrosoftMSFT
Share
0.4%
Value
$1m
Shares
3,987
-42%
Ishares TRSHY
Share
0.4%
Value
$1m
Shares
17,560
+4%
Ishares TRIUSB
Share
0.4%
Value
$1m
Shares
28,685
+20%
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$1m
Shares
20,296
Held
Meta PlatformsMETA
Share
0.3%
Value
$1m
Shares
2,120
+2%
Spdr Series TrustBIL
Share
0.3%
Value
$1m
Shares
12,787
New
MastercardMA
Share
0.3%
Value
$1m
Shares
2,257
-20%
Ishares TREFG
Share
0.3%
Value
$1m
Shares
8,905
-4%
Blackrock ETF TrustDYNF
Share
0.3%
Value
$1m
Shares
15,663
-10%
Vanguard Index FDSVTV
Share
0.3%
Value
$1m
Shares
4,856
+4%
AmphenolAPH
Share
0.3%
Value
$1m
Shares
5,978
-29%
EatonETN
Share
0.3%
Value
$1m
Shares
2,444
-15%
Spdr Series TrustFLRN
Share
0.3%
Value
$1m
Shares
33,141
New
Invesco Actively Managed EXCGSY
Share
0.3%
Value
$1m
Shares
20,243
+32%
BroadcomAVGO
Share
0.3%
Value
$951,158
Shares
2,518
-3%
Charles SchwabSCHW
Share
0.3%
Value
$942,079
Shares
10,210
-4%
Lam ResearchLRCX
Share
0.2%
Value
$930,793
Shares
2,148
-6%
VisaV
Share
0.2%
Value
$929,088
Shares
2,708
+6%
TJX CompaniesTJX
Share
0.2%
Value
$900,038
Shares
5,941
-6%
Vanguard Index FDSVO
Share
0.2%
Value
$883,126
Shares
10,961
+54%
IsharesIEMG
Share
0.2%
Value
$843,560
Shares
10,183
-39%
Ishares TRIXUS
Share
0.2%
Value
$797,115
Shares
8,352
Held
Dimensional ETF TrustDUHP
Share
0.2%
Value
$793,538
Shares
19,016
Held
Cadence Design SystemsCDNS
Share
0.2%
Value
$773,535
Shares
2,061
Held
Ishares TREFV
Share
0.2%
Value
$764,811
Shares
9,991
-45%
Vanguard Index FDSVXF
Share
0.2%
Value
$752,418
Shares
3,056
-3%
Schwab Strategic TRSCHD
Share
0.2%
Value
$739,235
Shares
23,312
+36%
Quanta ServicesPWR
Share
0.2%
Value
$712,840
Shares
990
New
Motorola SolutionsMSI
Share
0.2%
Value
$694,780
Shares
1,673
+43%
KLAKLAC
Share
0.2%
Value
$693,330
Shares
2,298
+17%
Dimensional ETF TrustDFSV
Share
0.2%
Value
$691,199
Shares
17,819
Held
Ishares TRQUAL
Share
0.2%
Value
$683,963
Shares
3,117
-48%
CintasCTAS
Share
0.2%
Value
$666,714
Shares
3,920
+12%
Vaneck ETF TrustCLOI
Share
0.2%
Value
$637,465
Shares
12,039
New
American Centy ETF TRAVNM
Share
0.2%
Value
$635,726
Shares
7,717
Held
Vanguard Index FDSVB
Share
0.2%
Value
$624,730
Shares
2,061
-7%
Blackrock ETF TrustBAI
Share
0.2%
Value
$607,756
Shares
11,528
-20%
EcolabECL
Share
0.2%
Value
$592,603
Shares
2,127
+52%
ETF SER SolutionsDSTL
Share
0.2%
Value
$569,889
Shares
9,514
-5%
NetflixNFLX
Share
0.1%
Value
$544,068
Shares
7,620
+67%
Spdr Series TrustLGLV
Share
0.1%
Value
$539,118
Shares
2,971
Held
FortinetFTNT
Share
0.1%
Value
$531,372
Shares
3,459
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$520,564
Shares
1,590
Held
StrykerSYK
Share
0.1%
Value
$517,597
Shares
1,644
+22%
Ishares TRMTUM
Share
0.1%
Value
$497,104
Shares
1,450
-13%
Blackrock ETF TrustCORO
Share
0.1%
Value
$475,763
Shares
12,999
New
Intuitive SurgicalISRG
Share
0.1%
Value
$459,320
Shares
1,155
+130%
Labcorp HoldingsLH
Share
0.1%
Value
$433,160
Shares
1,547
Held
BlackstoneBX
Share
0.1%
Value
$432,908
Shares
3,679
+5%
Ishares Bitcoin Trust ETFIBIT
Share
0.1%
Value
$432,604
Shares
12,995
-26%
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$432,201
Shares
905
+3%
W.W. GraingerGWW
Share
0.1%
Value
$423,084
Shares
311
+4%
Blackrock ETF TrustBLCR
Share
0.1%
Value
$406,939
Shares
8,079
+27%
Schwab Strategic TRFNDX
Share
0.1%
Value
$399,448
Shares
12,844
Held
State STR Spdr DOW Jones INDDIA
Share
0.1%
Value
$398,262
Shares
762
Held
NisourceNI
Share
0.1%
Value
$393,001
Shares
8,265
+2%

Company	Share of fund	Value	Shares	Change
American Centy ETF TRAVUS	12.0%	$45m	348,287	+16%
Dimensional ETF TrustDFAC	6.3%	$24m	530,816	-3%
Pimco ETF TRPYLD	6.2%	$23m	875,246	+13%
Dimensional ETF TrustDCOR	4.3%	$16m	193,799	-2%
Dimensional ETF TrustDFIC	3.4%	$13m	336,621	Held
Ishares TRSGOV	3.2%	$12m	117,885	-3%
Pimco ETF TRBOND	3.1%	$12m	125,252	-29%
Ishares TRTFLO	3.0%	$11m	223,131	Held
American Centy ETF TRAVDE	3.0%	$11m	126,016	+14%
Pimco ETF TRMINT	2.9%	$11m	107,009	+328%
Invesco Exch Traded FD TR IISPMO	2.8%	$11m	65,767	+2%
First TR Exchange-Traded FDGRID	2.4%	$9m	47,039	Held
Vanguard Index FDSVOO	2.1%	$8m	11,563	Held
Eli LillyLLY	1.8%	$7m	5,658	+24%
American Centy ETF TRAVEM	1.7%	$6m	66,588	+6%
Vaneck ETF TrustSMH	1.6%	$6m	9,295	Held
Dimensional ETF TrustDFEM	1.4%	$5m	128,595	-3%
Invesco QQQ TRQQQ	1.4%	$5m	7,080	Held
Invesco Exch Traded FD TR IISPHB	1.3%	$5m	32,356	+4%
RBB FDSPIT	1.3%	$5m	137,263	+3%
American Centy ETF TRAVGE	1.3%	$5m	47,965	+56%
First TR Exchange Traded FDAIRR	1.2%	$5m	34,865	Held
Spdr Series TrustFITE	1.2%	$5m	41,097	+3%
AppleAAPL	1.2%	$4m	15,337	+9%
ARK ETF TRARKQ	1.1%	$4m	31,049	+5%
Schwab Strategic TRSCHX	1.1%	$4m	138,750	-2%
Vanguard Tax-Managed FDSVEA	1.1%	$4m	56,614	Held
Invesco Exchange Traded FD TXLG	1.1%	$4m	64,645	-6%
NvidiaNVDA	0.9%	$3m	17,489	+11%
Select Sector Spdr TRXLK	0.9%	$3m	17,444	+5%
Ishares TRIVV	0.7%	$3m	3,548	+42%
Procter & GamblePG	0.6%	$2m	16,232	Held
Spdr Series TrustSPYG	0.6%	$2m	19,889	+3%
Spdr Gold TRGLD	0.6%	$2m	6,083	-2%
Vanguard Index FDSVNQ	0.6%	$2m	21,624	+6%
Ishares TRIVW	0.5%	$2m	14,880	Held
AlphabetGOOGL	0.5%	$2m	5,654	+62%
Amazon.comAMZN	0.5%	$2m	8,437	-31%
State STR Spdr S&P 500 ETF TSPY	0.5%	$2m	2,688	Held
Spdr Series TrustSPYM	0.5%	$2m	21,750	+29%
Dimensional ETF TrustDFCF	0.5%	$2m	44,778	-36%
AlphabetGOOG	0.5%	$2m	4,879	+7%
Ishares TRIVE	0.4%	$2m	7,160	-16%
Vanguard Index FDSVTI	0.4%	$2m	4,188	+6%
MicrosoftMSFT	0.4%	$1m	3,987	-42%
Ishares TRSHY	0.4%	$1m	17,560	+4%
Ishares TRIUSB	0.4%	$1m	28,685	+20%
Vanguard Intl Equity Index FVWO	0.3%	$1m	20,296	Held
Meta PlatformsMETA	0.3%	$1m	2,120	+2%
Spdr Series TrustBIL	0.3%	$1m	12,787	New
MastercardMA	0.3%	$1m	2,257	-20%
Ishares TREFG	0.3%	$1m	8,905	-4%
Blackrock ETF TrustDYNF	0.3%	$1m	15,663	-10%
Vanguard Index FDSVTV	0.3%	$1m	4,856	+4%
AmphenolAPH	0.3%	$1m	5,978	-29%
EatonETN	0.3%	$1m	2,444	-15%
Spdr Series TrustFLRN	0.3%	$1m	33,141	New
Invesco Actively Managed EXCGSY	0.3%	$1m	20,243	+32%
BroadcomAVGO	0.3%	$951,158	2,518	-3%
Charles SchwabSCHW	0.3%	$942,079	10,210	-4%
Lam ResearchLRCX	0.2%	$930,793	2,148	-6%
VisaV	0.2%	$929,088	2,708	+6%
TJX CompaniesTJX	0.2%	$900,038	5,941	-6%
Vanguard Index FDSVO	0.2%	$883,126	10,961	+54%
IsharesIEMG	0.2%	$843,560	10,183	-39%
Ishares TRIXUS	0.2%	$797,115	8,352	Held
Dimensional ETF TrustDUHP	0.2%	$793,538	19,016	Held
Cadence Design SystemsCDNS	0.2%	$773,535	2,061	Held
Ishares TREFV	0.2%	$764,811	9,991	-45%
Vanguard Index FDSVXF	0.2%	$752,418	3,056	-3%
Schwab Strategic TRSCHD	0.2%	$739,235	23,312	+36%
Quanta ServicesPWR	0.2%	$712,840	990	New
Motorola SolutionsMSI	0.2%	$694,780	1,673	+43%
KLAKLAC	0.2%	$693,330	2,298	+17%
Dimensional ETF TrustDFSV	0.2%	$691,199	17,819	Held
Ishares TRQUAL	0.2%	$683,963	3,117	-48%
CintasCTAS	0.2%	$666,714	3,920	+12%
Vaneck ETF TrustCLOI	0.2%	$637,465	12,039	New
American Centy ETF TRAVNM	0.2%	$635,726	7,717	Held
Vanguard Index FDSVB	0.2%	$624,730	2,061	-7%
Blackrock ETF TrustBAI	0.2%	$607,756	11,528	-20%
EcolabECL	0.2%	$592,603	2,127	+52%
ETF SER SolutionsDSTL	0.2%	$569,889	9,514	-5%
NetflixNFLX	0.1%	$544,068	7,620	+67%
Spdr Series TrustLGLV	0.1%	$539,118	2,971	Held
FortinetFTNT	0.1%	$531,372	3,459	Held
JPMorgan ChaseJPM	0.1%	$520,564	1,590	Held
StrykerSYK	0.1%	$517,597	1,644	+22%
Ishares TRMTUM	0.1%	$497,104	1,450	-13%
Blackrock ETF TrustCORO	0.1%	$475,763	12,999	New
Intuitive SurgicalISRG	0.1%	$459,320	1,155	+130%
Labcorp HoldingsLH	0.1%	$433,160	1,547	Held
BlackstoneBX	0.1%	$432,908	3,679	+5%
Ishares Bitcoin Trust ETFIBIT	0.1%	$432,604	12,995	-26%
Taiwan Semiconductor ManufacturingTSM	0.1%	$432,201	905	+3%
W.W. GraingerGWW	0.1%	$423,084	311	+4%
Blackrock ETF TrustBLCR	0.1%	$406,939	8,079	+27%
Schwab Strategic TRFNDX	0.1%	$399,448	12,844	Held
State STR Spdr DOW Jones INDDIA	0.1%	$398,262	762	Held
NisourceNI	0.1%	$393,001	8,265	+2%

Showing the largest 100 of 160.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 71.2% since 30 June 2025.

Where the money is

Technology4.8%

Health care2.5%

Media & telecom1.5%

Industrials1.2%

Financial services1.2%

Retail & consumer1.0%

Everyday goods1.0%

Materials0.2%

Utilities0.1%

Other86.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.