Hutchens & Kramer Investment Management Group, LLC

CIK

1920117

Location

CARMEL, IN

Portfolio Value

Micro $59,046,887

Diversification

Diversified

Filing Date

Global Rank

#5,342 / 6,964 ▲ 1393

Top Industry

Drug Manufacturers - General 14.6%

3Y Alpha vs SPY

+10.9%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+124.2%

SPY

+75.6%

Annualised alpha

+10.2%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.5%

−8.8 pts

Top 5

37.8%

−4.5 pts

Top 10

54.3%

−6.2 pts

HHI

422

Diversified−224

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$18,607,862	22
Unclassified	18.2%	$10,719,456	7
Healthcare	15.5%	$9,167,447	8
Financial Services	7.6%	$4,478,713	7
Industrials	6.7%	$3,979,799	8
Communication Services	6.4%	$3,758,811	3
Consumer Cyclical	6.3%	$3,724,880	5
Consumer Defensive	6.1%	$3,624,316	6
Basic Materials	1.0%	$592,603	1
Utilities	0.7%	$393,000	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+3,044	7,620	$544,068
KLAC	Kla Corp	+2,101	2,298	$693,329
NVDA	Nvidia Corp	+1,717	17,489	$3,499,374
AAPL	Apple Inc.	+1,296	15,337	$4,437,914
LLY	ELI LILLY & Co	+1,110	5,658	$6,786,375
ECL	Ecolab Inc.	+729	2,127	$592,603
ISRG	Intuitive Surgical Inc	+653	1,155	$459,320
MSI	Motorola Solutions, Inc.	+499	1,673	$694,780
CTAS	Cintas Corp	+433	3,920	$666,713
SYK	Stryker Corp	+294	1,644	$517,596
NI	Nisource Inc.	+200	8,265	$393,000
BX	Blackstone Inc.	+184	3,679	$432,907
V	Visa Inc.	+144	2,708	$929,087
SPY	Spdr S&P 500 ETF Trust	+51	2,688	$2,007,317
META	Meta Platforms, Inc.	+50	2,120	$1,194,174
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+29	905	$432,200
JPM	Jpmorgan Chase & Co	+21	1,590	$520,454
ROP	Roper Technologies Inc	+18	1,052	$355,986
GWW	W.W. Grainger, Inc.	+12	311	$423,084
HD	Home Depot, Inc.	+8	1,099	$387,595
ABBV	AbbVie Inc.	+6	985	$247,865
COST	Costco Wholesale Corp /New	+2	306	$286,253
FTNT	Fortinet, Inc.	+2	3,459	$531,371
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−4,497	12,995	$432,603
AMZN	Amazon Com Inc	−3,748	8,437	$2,010,874
MSFT	Microsoft Corp	−2,919	3,987	$1,487,230
APH	Amphenol Corp /De/	−2,404	5,978	$1,054,040
GOOGL	Alphabet Inc.	−2,401	5,654	$2,020,569
ELV	Elevance Health, Inc.	−592	806	$311,704
MA	Mastercard Inc	−564	2,257	$1,159,195
ETN	Eaton Corp plc	−418	2,444	$1,041,437
SCHW	Schwab Charles Corp	−393	10,210	$942,076
TJX	Tjx Companies Inc /De/	−373	5,941	$900,061
ABT	Abbott Laboratories	−298	2,295	$208,248
VRSK	Verisk Analytics, Inc.	−290	1,616	$290,120
QCOM	Qualcomm Inc/De	−271	1,682	$310,816
GLD	Spdr Gold Trust	−153	6,083	$2,240,855
LRCX	Lam Research Corp	−137	2,148	$930,792
AVGO	Broadcom Inc.	−77	2,518	$951,174
CL	Colgate Palmolive Co	−63	2,889	$264,863
IAU	Ishares Gold Trust	−53	2,706	$204,330
EME	EMCOR Group, Inc.	−37	451	$374,275
COR	Cencora, Inc.	−28	718	$203,179
TPR	Tapestry, Inc.	−28	1,460	$213,714
QQQ	Invesco Qqq Trust, Series 1	−25	7,080	$5,213,712
CDNS	Cadence Design Systems Inc	−17	2,061	$773,534
ADP	Automatic Data Processing Inc	−14	1,051	$235,371
BRK-B	Berkshire Hathaway Inc	−12	586	$293,228
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	990	$712,839
ASML	Asml Holding NV	165	$328,257
PANW	Palo Alto Networks Inc	899	$306,576
JBL	Jabil Inc	780	$300,674
NTAP	NetApp, Inc.	1,853	$286,770
MPWR	Monolithic Power Systems, Inc.	196	$270,942
CMI	Cummins Inc	358	$255,329
TXN	Texas Instruments Inc	810	$241,436
FBTC	Fidelity Wise Origin Bitcoin Fund	4,360	$222,578
LII	Lennox International Inc	377	$216,002
EXPE	Expedia Group, Inc.	831	$212,636
KMB	Kimberly Clark Corp	1,930	$211,856
MNST	Monster Beverage Corp	2,165	$208,099
MU	Micron Technology Inc	179	$206,617
BAC	Bank Of America Corp /De/	3,541	$201,766
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	198,297	$14,293,247
VEA	Vanguard FTSE Developed Markets ETF	56,706	$3,633,720
VXF	Vanguard Extended Market ETF	3,145	$647,241
VB	Vanguard Morningstar Small-Cap ETF	2,226	$583,033
BAI	iShares A.I. Innovation and Tech Active ETF	14,372	$473,557
ZTS	Zoetis Inc.	3,430	$405,460
IQV	Iqvia Holdings Inc.	2,303	$392,753
BNDX	Vanguard Total International Bond ETF	6,305	$302,955
FICO	Fair Isaac Corp	275	$293,573
AJG	Arthur J. Gallagher & Co.	1,096	$237,371
RTX	RTX Corp	1,147	$221,256
CVX	Chevron Corp	1,018	$210,624
XOM	ExxonMobil Holdings Corp	1,234	$209,360
SLV	iShares Silver Trust	3,013	$205,305
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $59,046,887 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Added	5,658	+1,110	$6,786,375	+62.2%	11.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,080	-25	$5,213,712	+27.1%	8.83%
AAPL	Apple Inc. Technology	Added	15,337	+1,296	$4,437,914	+24.5%	7.52%
NVDA	Nvidia Corp Technology	Added	17,489	+1,717	$3,499,374	+27.2%	5.93%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	16,232	0	$2,380,260	+1.5%	4.03%
GLD	Spdr Gold Trust	Reduced	6,083	-153	$2,240,855	−16.5%	3.80%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,654	-2,401	$2,020,569	−12.6%	3.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,437	-3,748	$2,010,874	−20.8%	3.41%
SPY	Spdr S&P 500 ETF Trust	Added	2,688	+51	$2,007,317	+17.0%	3.40%
MSFT	Microsoft Corp Technology	Reduced	3,987	-2,919	$1,487,230	−41.8%	2.52%
META	Meta Platforms, Inc. Communication Services	Added	2,120	+50	$1,194,174	+0.8%	2.02%
MA	Mastercard Inc Financial Services	Reduced	2,257	-564	$1,159,195	−17.8%	1.96%
APH	Amphenol Corp /De/ Technology	Reduced	5,978	-2,404	$1,054,040	—	1.79%
ETN	Eaton Corp plc Industrials	Reduced	2,444	-418	$1,041,437	+1.7%	1.76%
AVGO	Broadcom Inc. Technology	Reduced	2,518	-77	$951,174	+18.4%	1.61%
SCHW	Schwab Charles Corp Financial Services	Reduced	10,210	-393	$942,076	−5.5%	1.60%
LRCX	Lam Research Corp Technology	Reduced	2,148	-137	$930,792	+90.7%	1.58%
V	Visa Inc. Financial Services	Added	2,708	+144	$929,087	+19.9%	1.57%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	5,941	-373	$900,061	−10.7%	1.52%
CDNS	Cadence Design Systems Inc Technology	Reduced	2,061	-17	$773,534	+34.0%	1.31%
PWR	Quanta Services, Inc. Industrials	NEW	990	NEW	$712,839	NEW	1.21%
MSI	Motorola Solutions, Inc. Technology	Added	1,673	+499	$694,780	+36.4%	1.18%
KLAC	Kla Corp Technology	Added	2,298	+2,101	$693,329	+139.0%	1.17%
CTAS	Cintas Corp Industrials	Added	3,920	+433	$666,713	+13.0%	1.13%
ECL	Ecolab Inc. Basic Materials	Added	2,127	+729	$592,603	+59.3%	1.00%
NFLX	Netflix Inc Communication Services	Added	7,620	+3,044	$544,068	+23.7%	0.92%
FTNT	Fortinet, Inc. Technology	Added	3,459	+2	$531,371	+88.1%	0.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,590	+21	$520,454	+12.8%	0.88%
SYK	Stryker Corp Healthcare	Added	1,644	+294	$517,596	+16.7%	0.88%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,155	+653	$459,320	+98.5%	0.78%
LH	Labcorp Holdings Inc. Healthcare	Held	1,547	0	$433,160	+4.9%	0.73%
BX	Blackstone Inc. Financial Services	Added	3,679	+184	$432,907	+7.7%	0.73%
IBIT	iShares Bitcoin Trust ETF	Reduced	12,995	-4,497	$432,603	−35.6%	0.73%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	905	+29	$432,200	+46.0%	0.73%
GWW	W.W. Grainger, Inc. Industrials	Added	311	+12	$423,084	+29.7%	0.72%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	762	-4	$398,061	+12.2%	0.67%
NI	Nisource Inc. Utilities	Added	8,265	+200	$393,000	+4.4%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,099	+8	$387,595	+8.0%	0.66%
EME	EMCOR Group, Inc. Industrials	Reduced	451	-37	$374,275	+3.9%	0.63%
ROP	Roper Technologies Inc Technology	Added	1,052	+18	$355,986	−2.7%	0.60%
ASML	Asml Holding NV Technology	NEW	165	NEW	$328,257	NEW	0.56%
ELV	Elevance Health, Inc. Healthcare	Reduced	806	-592	$311,704	−23.8%	0.53%
QCOM	Qualcomm Inc/De Technology	Reduced	1,682	-271	$310,816	+23.6%	0.53%
PANW	Palo Alto Networks Inc Technology	NEW	899	NEW	$306,576	NEW	0.52%
JBL	Jabil Inc Technology	NEW	780	NEW	$300,674	NEW	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	586	-12	$293,228	+2.3%	0.50%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	1,616	-290	$290,120	−19.8%	0.49%
NTAP	NetApp, Inc. Technology	NEW	1,853	NEW	$286,770	NEW	0.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	306	+2	$286,253	−5.5%	0.48%
IBM	International Business Machines Corp Technology	Held	991	0	$278,679	+16.0%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.