Hutchens & Kramer Investment Management Group, LLC

CIK

1920117

Location

CARMEL, IN

Portfolio Value

Micro $50,224,366

Diversification

Diversified

Filing Date

Global Rank

#6,468 / 8,232 ▼ 88

Top Industry

Drug Manufacturers - General 10.9%

3Y Alpha vs SPY

-1.0%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.0%

SPY

+76.3%

Annualised alpha

-1.0%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

+0.5 pts

Top 5

34.4%

+5.4 pts

Top 10

55.4%

+9.4 pts

HHI

390

Diversified+105

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$14,544,023	16
Unclassified	19.9%	$9,974,480	7
Healthcare	14.3%	$7,191,850	10
Financial Services	9.1%	$4,568,311	7
Consumer Cyclical	8.2%	$4,114,903	4
Consumer Defensive	6.3%	$3,154,513	4
Industrials	5.7%	$2,882,808	6
Communication Services	5.2%	$2,625,287	3
Energy	0.8%	$419,984	2
Utilities	0.7%	$376,312	1
Basic Materials	0.7%	$371,895	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+2,211	17,492	$672,042
QQQ	Invesco Qqq Trust, Series 1	+1,600	7,105	$4,100,863
CTAS	Cintas Corp	+1,030	3,487	$589,791
VRSK	Verisk Analytics, Inc.	+1,000	1,906	$361,663
ZTS	Zoetis Inc.	+860	3,430	$405,460
NVDA	Nvidia Corp	+752	15,772	$2,750,636
SPY	Spdr S&P 500 ETF Trust	+150	2,637	$1,714,946
CDNS	Cadence Design Systems Inc	+134	2,078	$577,413
BX	Blackstone Inc.	+95	3,495	$401,890
AVGO	Broadcom Inc.	+69	2,595	$803,178
BRK-B	Berkshire Hathaway Inc	+36	598	$286,561
AJG	Arthur J. Gallagher & Co.	+33	1,096	$237,371
ROP	Roper Technologies Inc	+31	1,034	$365,891
MSI	Motorola Solutions, Inc.	+27	1,174	$509,480
ELV	Elevance Health, Inc.	+8	1,398	$409,264
NI	Nisource Inc.	+3	8,065	$376,312
DIA	Spdr Dow Jones Industrial Average ETF Trust	+2	766	$354,803
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ADP	Automatic Data Processing Inc	−2,070	1,065	$216,386
IAU	Ishares Gold Trust	−1,735	2,759	$243,233
LRCX	Lam Research Corp	−1,517	2,285	$488,213
APH	Amphenol Corp /De/	−1,427	8,382	$1,059,065
GOOGL	Alphabet Inc.	−1,125	3,481	$1,000,996
ABBV	AbbVie Inc.	−1,029	979	$212,922
TJX	Tjx Companies Inc /De/	−761	6,314	$1,008,345
IQV	Iqvia Holdings Inc.	−758	2,303	$392,753
MSFT	Microsoft Corp	−682	6,906	$2,556,394
AMZN	Amazon Com Inc	−515	12,185	$2,537,769
V	Visa Inc.	−387	2,564	$774,943
GLD	Spdr Gold Trust	−278	6,236	$2,683,288
META	Meta Platforms, Inc.	−235	2,070	$1,184,309
NFLX	Netflix Inc	−218	4,576	$439,982
COST	Costco Wholesale Corp /New	−197	304	$302,914
ABT	Abbott Laboratories	−177	2,593	$266,223
LLY	ELI LILLY & Co	−174	4,548	$4,183,113
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−168	876	$296,044
KLAC	Kla Corp	−146	197	$290,064
EME	EMCOR Group, Inc.	−139	488	$360,295
MA	Mastercard Inc	−135	2,821	$1,409,540
AAPL	Apple Inc.	−127	14,041	$3,563,465
RTX	RTX Corp	−119	1,147	$221,256
SCHW	Schwab Charles Corp	−94	10,603	$996,469
ETN	Eaton Corp plc	−90	2,862	$1,023,651
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
SYK	Stryker Corp	1,350	$443,596
HD	Home Depot, Inc.	1,091	$358,818
FTNT	Fortinet, Inc.	3,457	$282,506
CL	Colgate Palmolive Co	2,952	$251,598
QCOM	Qualcomm Inc/De	1,953	$251,507
COR	Cencora, Inc.	746	$234,348
CVX	Chevron Corp	1,018	$210,624
TPR	Tapestry, Inc.	1,488	$209,971
XOM	Exxon Mobil Corp	1,234	$209,360
SLV	iShares Silver Trust	3,013	$205,305
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
COO	Cooper Companies, Inc.	8,372	$686,169
WELL	Welltower Inc.	3,294	$611,399
DLR	Digital Realty Trust, Inc.	2,790	$431,640
AMT	American Tower Corp /Ma/	2,207	$387,482
CCI	Crown Castle Inc.	4,178	$371,298
CAT	Caterpillar Inc	640	$366,636
AME	Ametek Inc/	1,643	$337,324
PLD	Prologis, Inc.	2,535	$323,618
JBL	Jabil Inc	1,406	$320,596
HLI	Houlihan Lokey, Inc.	1,787	$311,277
EQIX	Equinix Inc	366	$280,414
MMM	3M Co	1,700	$272,170
TDY	Teledyne Technologies Inc	532	$271,708
WAB	Westinghouse Air Brake Technologies Corp	1,263	$269,587
INTU	Intuit Inc.	398	$263,643
AMP	Ameriprise Financial Inc	513	$251,544
MPWR	Monolithic Power Systems Inc	272	$246,529
ORCL	Oracle Corp	1,230	$239,739
SPG	Simon Property Group Inc.	1,284	$237,681
ADBE	Adobe Inc.	674	$235,893
EXR	Extra Space Storage Inc.	1,782	$232,052
HSY	Hershey Co	1,274	$231,842
LMT	Lockheed Martin Corp	478	$231,194
WST	West Pharmaceutical Services Inc	833	$229,191
PANW	Palo Alto Networks Inc	1,224	$225,460
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $50,224,366 total · as of Mar 31, 2026

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

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	4,548	-174	$4,183,113	−17.6%	8.33%
QQQ	Invesco Qqq Trust, Series 1	Added	7,105	+1,600	$4,100,863	+21.3%	8.17%
AAPL	Apple Inc. Technology	Reduced	14,041	-127	$3,563,465	−7.5%	7.10%
NVDA	Nvidia Corp Technology	Added	15,772	+752	$2,750,636	−1.8%	5.48%
GLD	Spdr Gold Trust	Reduced	6,236	-278	$2,683,288	+3.9%	5.34%
MSFT	Microsoft Corp Technology	Reduced	6,906	-682	$2,556,394	−30.3%	5.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,185	-515	$2,537,769	−13.4%	5.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	16,232	0	$2,344,550	+0.8%	4.67%
SPY	Spdr S&P 500 ETF Trust	Added	2,637	+150	$1,714,946	+1.1%	3.41%
MA	Mastercard Inc Financial Services	Reduced	2,821	-135	$1,409,540	−16.5%	2.81%
META	Meta Platforms, Inc. Communication Services	Reduced	2,070	-235	$1,184,309	−22.2%	2.36%
APH	Amphenol Corp /De/ Technology	Reduced	8,382	-1,427	$1,059,065	−20.1%	2.11%
ETN	Eaton Corp plc Industrials	Reduced	2,862	-90	$1,023,651	+8.9%	2.04%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	6,314	-761	$1,008,345	−7.2%	2.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,481	-1,125	$1,000,996	−30.6%	1.99%
SCHW	Schwab Charles Corp Financial Services	Reduced	10,603	-94	$996,469	−6.8%	1.98%
AVGO	Broadcom Inc. Technology	Added	2,595	+69	$803,178	−8.1%	1.60%
V	Visa Inc. Financial Services	Reduced	2,564	-387	$774,943	−25.1%	1.54%
IBIT	iShares Bitcoin Trust ETF	Added	17,492	+2,211	$672,042	−11.4%	1.34%
CTAS	Cintas Corp Industrials	Added	3,487	+1,030	$589,791	+27.6%	1.17%
CDNS	Cadence Design Systems Inc Technology	Added	2,078	+134	$577,413	−5.0%	1.15%
MSI	Motorola Solutions, Inc. Technology	Added	1,174	+27	$509,480	+15.9%	1.01%
LRCX	Lam Research Corp Technology	Reduced	2,285	-1,517	$488,213	−25.0%	0.97%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,569	-63	$461,537	−12.2%	0.92%
SYK	Stryker Corp Healthcare	NEW	1,350	NEW	$443,596	NEW	0.88%
NFLX	Netflix Inc Communication Services	Reduced	4,576	-218	$439,982	−2.1%	0.88%
LH	Labcorp Holdings Inc. Healthcare	Held	1,547	0	$412,755	+6.3%	0.82%
ELV	Elevance Health, Inc. Healthcare	Added	1,398	+8	$409,264	−16.0%	0.81%
ZTS	Zoetis Inc. Healthcare	Added	3,430	+860	$405,460	+25.4%	0.81%
BX	Blackstone Inc. Financial Services	Added	3,495	+95	$401,890	−23.3%	0.80%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	2,303	-758	$392,753	−43.1%	0.78%
NI	Nisource Inc. Utilities	Added	8,065	+3	$376,312	+11.8%	0.75%
ECL	Ecolab Inc. Basic Materials	Reduced	1,398	-7	$371,895	+0.8%	0.74%
ROP	Roper Technologies Inc Technology	Added	1,034	+31	$365,891	−18.0%	0.73%
VRSK	Verisk Analytics, Inc. Industrials	Added	1,906	+1,000	$361,663	+78.5%	0.72%
EME	EMCOR Group, Inc. Industrials	Reduced	488	-139	$360,295	−6.1%	0.72%
HD	Home Depot, Inc. Consumer Cyclical	NEW	1,091	NEW	$358,818	NEW	0.71%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	766	+2	$354,803	−3.4%	0.71%
GWW	W.W. Grainger, Inc. Industrials	Reduced	299	-20	$326,152	+1.3%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	304	-197	$302,914	−29.9%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	876	-168	$296,044	−6.7%	0.59%
FICO	Fair Isaac Corp Technology	Held	275	0	$293,573	−36.9%	0.58%
KLAC	Kla Corp Technology	Reduced	197	-146	$290,064	−30.4%	0.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	598	+36	$286,561	+1.4%	0.57%
FTNT	Fortinet, Inc. Technology	NEW	3,457	NEW	$282,506	NEW	0.56%
ABT	Abbott Laboratories Healthcare	Reduced	2,593	-177	$266,223	−23.3%	0.53%
KO	Coca Cola Co Consumer Defensive	Held	3,359	0	$255,451	+8.8%	0.51%
CL	Colgate Palmolive Co Consumer Defensive	NEW	2,952	NEW	$251,598	NEW	0.50%
QCOM	Qualcomm Inc/De Technology	NEW	1,953	NEW	$251,507	NEW	0.50%
IAU	Ishares Gold Trust	Reduced	2,759	-1,735	$243,233	−33.3%	0.48%