Hutchens & Kramer Investment Management Group, LLC

CIK

1920117

Location

CARMEL, IN

Portfolio Value

Small $265,859,245

Diversification

Diversified

Filing Date

Global Rank

#4,760 / 8,807 ▼ 49 · as of Jun 2026

Top Industry

Drug Manufacturers - General 13.5%

Period ended 21 days ago

Filed Oct 16, 2026 · 5d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.1% of the book (60%+)

Turnover

Low turnover

22.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 81.2%; sector active share 70.7% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

156 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

27.5%

+7.2 pts

Top 5

60.0%

−0.7 pts

Top 10

70.8%

−0.2 pts

HHI

1,187

Diversified+167

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.2%	$213,095,981	84
Technology	7.9%	$21,012,193	24
Healthcare	3.5%	$9,277,157	10
Communication Services	2.1%	$5,575,477	4
Financial Services	1.6%	$4,363,402	10
Consumer Cyclical	1.5%	$4,038,118	7
Consumer Defensive	1.4%	$3,590,601	5
Industrials	1.3%	$3,355,508	7
Energy	0.3%	$682,831	3
Basic Materials	0.2%	$547,787	1
Utilities	0.1%	$320,190	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVUS	Avantis U.S. Equity ETF	+24,930	373,217	$47,805,365
PYLD		+22,111	897,357	$22,783,894
AVDE	Avantis International Equity ETF	+12,183	138,199	$12,453,111
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+7,212	114,221	$11,484,921
ACWX	iShares MSCI ACWI ex U.S. ETF	+7,100	9,918	$0
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+6,586	28,336	$2,543,439
IUSB	iShares Core Universal USD Bond ETF	+6,171	34,856	$0
APH	Amphenol Corp /De/	+5,724	11,702	$986,478
CORO		+5,534	18,533	$673,674
AVEM	Avantis Emerging Markets Equity ETF	+5,087	71,675	$6,738,883
SCHD	Schwab U.S. Dividend Equity ETF	+4,578	27,890	$907,261
AVGE	Avantis All Equity Markets ETF	+4,015	51,980	$5,111,713
SPIT	F/m Emerald Special Situations ETF	+3,197	140,460	$4,304,115
MNST	Monster Beverage Corp	+2,942	5,107	$212,553
BLCR		+2,735	10,814	$529,453
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+2,045	19,489	$3,814,971
VNQ	VANGUARD REAL ESTATE INDEX FUND	+1,283	22,907	$2,053,154
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	+1,264	48,303	$8,554,944
AIRR	First Trust Exchange-Traded Fund VI	+1,203	36,068	$3,723,660
—		+1,093	42,190	$0
IBIT	iShares Bitcoin Trust ETF	+938	13,933	$659,588
—		+908	31,957	$0
GGOV		+878	5,173	$259,167
ADP	Automatic Data Processing Inc	+697	1,748	$451,088
XLG	Victory Portfolios II	+581	65,226	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	−3,912	7,049	$552,782
DFIC	Dimensional International Core Equity 2 ETF	−3,758	332,863	$12,518,977
BOND	PIMCO Active Bond Exchange-Traded Fund	−3,588	121,664	$10,583,551
IEMG	iShares Trust	−3,497	6,686	$0
SCHW	Schwab Charles Corp	−3,495	6,715	$656,324
NFLX	Netflix Inc	−2,970	4,650	$323,547
IVW	iShares S&P 500 Growth ETF	−2,048	12,832	$0
BAI	BlackRock ETF Trust	−1,925	9,603	$453,165
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−1,783	126,812	$5,036,972
SCHX	Schwab U.S. Large-Cap ETF	−1,644	137,106	$4,113,180
EFV	iShares MSCI EAFE Value ETF	−1,452	8,539	$0
IDEF		−1,149	6,978	$217,902
SGOV	iShares 0-3 Month Treasury Bond ETF	−1,033	116,852	$0
EFG	iShares MSCI EAFE Growth ETF	−1,031	7,874	$0
TJX	Tjx Companies Inc /De/	−880	5,061	$669,620
SHY	iShares 1-3 Year Treasury Bond ETF	−819	16,741	$0
IVE	iShares S&P 500 Value ETF	−781	6,379	$0
JEPI	JPMorgan Equity Premium Income ETF	−684	4,670	$262,547
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−531	15,132	$1,048,042
SYK	Stryker Corp	−521	1,123	$309,262
CTAS	Cintas Corp	−517	3,403	$663,789
AAPL	Apple Inc.	−502	14,835	$4,940,351
SPMO	Invesco Ltd.	−472	65,295	$0
ETN	Eaton Corp plc	−431	2,013	$865,006
VEA	Vanguard FTSE Developed Markets ETF	−351	56,263	$3,972,730
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
PQUS	Pictet AI Enhanced US Equity ETF	28,819	$822,494
ANET	Arista Networks, Inc.	1,820	$370,533
SPLS		6,432	$354,017
AMD	Advanced Micro Devices Inc	419	$256,327
BBY	Best Buy Co Inc	2,702	$238,424
MPC	Marathon Petroleum Corp	600	$237,252
XOM	ExxonMobil Holdings Corp	1,399	$227,687
CVX	Chevron Corp	1,067	$217,892
DHR	Danaher Corp /De/	972	$215,346
ABNB	Airbnb, Inc.	1,289	$207,077
SPCX	Space Exploration Technologies Corp	1,368	$206,376
GILD	Gilead Sciences, Inc.	1,375	$204,943
ADBE	Adobe Inc.	842	$202,029
TSLA	Tesla, Inc.	567	$201,177
QQQM	Invesco Ltd.	6,093	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	530,816	$23,546,997
DCOR	Dimensional ETF Trust	193,799	$15,887,642
—		12,787	$1,171,800
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	33,141	$1,022,399
GSY	Invesco Ultra Short Duration ETF	20,243	$1,015,186
DUHP	Dimensional US High Profitability ETF	19,016	$793,537
DFSV	Dimensional US Small Cap Value ETF	17,819	$691,199
CLOI	VanEck CLO ETF	12,039	$637,465
IBM	International Business Machines Corp	991	$278,679
CMI	Cummins Inc	358	$255,329
LII	Lennox International Inc	377	$216,002
TPR	Tapestry, Inc.	1,460	$213,714
KMB	Kimberly Clark Corp	1,930	$211,856
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	4,126	$208,693
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	1,277	$201,804
MUB	iShares National Muni Bond ETF	3,468	$0
MBB	iShares MBS ETF	3,584	$0
SUB	iShares Short-Term National Muni Bond ETF	3,163	$0
MTUM	iShares MSCI USA Momentum Factor ETF	1,450	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

156 tracked positions · $265,859,245 total · filing declares 156 positions · $334,712,037 · as of Sep 30, 2026

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

Showing 1–50 of 156 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVUS	Avantis U.S. Equity ETF	Added	373,217	+24,930	$47,805,365	+7.2%	17.98%
PYLD		Added	897,357	+22,111	$22,783,894	−1.8%	8.57%
DFIC	Dimensional International Core Equity 2 ETF	Reduced	332,863	-3,758	$12,518,977	−0.2%	4.71%
AVDE	Avantis International Equity ETF	Added	138,199	+12,183	$12,453,111	+10.8%	4.68%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	114,221	+7,212	$11,484,921	+6.5%	4.32%
BOND	PIMCO Active Bond Exchange-Traded Fund	Reduced	121,664	-3,588	$10,583,551	−8.4%	3.98%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Added	48,303	+1,264	$8,554,944	−5.2%	3.22%
VOO	VANGUARD 500 INDEX FUND	Reduced	11,502	-61	$8,061,291	+1.5%	3.03%
AVEM	Avantis Emerging Markets Equity ETF	Added	71,675	+5,087	$6,738,883	+4.9%	2.53%
LLY	ELI LILLY & Co Healthcare	Added	5,729	+71	$6,628,911	−2.3%	2.49%
SMH	VanEck Semiconductor ETF	Reduced	9,082	-213	$5,530,938	−9.3%	2.08%
QQQ	Invesco Qqq Trust, Series 1	Added	7,327	+247	$5,420,294	+4.0%	2.04%
AVGE	Avantis All Equity Markets ETF	Added	51,980	+4,015	$5,111,713	+7.5%	1.92%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	126,812	-1,783	$5,036,972	−3.6%	1.89%
AAPL	Apple Inc. Technology	Reduced	14,835	-502	$4,940,351	+11.3%	1.86%
SPIT	F/m Emerald Special Situations ETF	Added	140,460	+3,197	$4,304,115	−10.2%	1.62%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	137,106	-1,644	$4,113,180	+0.7%	1.55%
NVDA	Nvidia Corp Technology	Added	17,666	+177	$4,034,561	+15.3%	1.52%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	56,263	-351	$3,972,730	−1.5%	1.49%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	19,489	+2,045	$3,814,971	+14.8%	1.43%
AIRR	First Trust Exchange-Traded Fund VI	Added	36,068	+1,203	$3,723,660	−19.8%	1.40%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	28,336	+6,586	$2,543,439	+33.1%	0.96%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	20,121	+232	$2,476,492	+4.6%	0.93%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,266	+34	$2,363,124	−0.7%	0.89%
GLD	Spdr Gold Trust	Reduced	5,972	-111	$2,274,376	+1.5%	0.86%
SPY	Spdr S&P 500 ETF Trust	Added	2,895	+207	$2,207,813	+10.0%	0.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,801	+364	$2,192,769	+9.0%	0.82%
MSFT	Microsoft Corp Technology	Added	4,100	+113	$2,102,890	+41.4%	0.79%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	22,907	+1,283	$2,053,154	−1.5%	0.77%
GOOGL	Alphabet Inc. Communication Services	Added	5,782	+128	$1,989,470	−1.5%	0.75%
DFCF	Dimensional Core Fixed Income ETF	Reduced	44,656	-122	$1,791,598	−5.2%	0.67%
GOOG	Alphabet Inc. Communication Services	Added	5,067	+188	$1,726,529	+0.2%	0.65%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	4,381	+193	$1,639,545	+5.8%	0.62%
META	Meta Platforms, Inc. Communication Services	Reduced	2,118	-2	$1,535,931	+28.6%	0.58%
MA	Mastercard Inc Financial Services	Reduced	2,194	-63	$1,209,925	+4.4%	0.46%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	20,168	-128	$1,196,164	−1.3%	0.45%
VTV	VANGUARD VALUE INDEX FUND	Added	5,368	+512	$1,159,917	+9.6%	0.44%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	15,132	-531	$1,048,042	−1.6%	0.39%
V	Visa Inc. Financial Services	Added	2,829	+121	$1,016,544	+9.4%	0.38%
APH	Amphenol Corp /De/ Technology	Added	11,702	+5,724	$986,478	−53.2%	0.37%
AVGO	Broadcom Inc. Technology	Added	2,660	+142	$934,165	−1.8%	0.35%
SCHD	Schwab U.S. Dividend Equity ETF	Added	27,890	+4,578	$907,261	+22.7%	0.34%
ETN	Eaton Corp plc Industrials	Reduced	2,013	-431	$865,006	−16.9%	0.33%
PQUS	Pictet AI Enhanced US Equity ETF	NEW	28,819	NEW	$822,494	NEW	0.31%
CDNS	Cadence Design Systems Inc Technology	Added	2,207	+146	$728,718	−5.8%	0.27%
CORO		Added	18,533	+5,534	$673,674	+41.6%	0.25%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	5,061	-880	$669,620	−25.6%	0.25%
LRCX	Lam Research Corp Technology	Reduced	2,034	-114	$668,189	−28.2%	0.25%
CTAS	Cintas Corp Industrials	Reduced	3,403	-517	$663,789	−0.4%	0.25%
MSI	Motorola Solutions, Inc. Technology	Reduced	1,481	-192	$660,481	−4.9%	0.25%

Showing the top 50 of 156 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.