Hutchens & Kramer Investment Management Group, LLC

CIK

1920117

Location

CARMEL, IN

Portfolio Value

Micro $59,046,887

Diversification

Diversified

Filing Date

Global Rank

#382 / 567 ▲ 6454

Top Industry

Drug Manufacturers - General 14.6%

3Y Alpha vs SPY

-0.6%

Period ended 12 days ago

Filed Jul 9, 2026 · 3d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+74.1%

SPY

+75.2%

Annualised alpha

-0.3%

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

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

Top Position

11.5%

+3.1 pts

Top 5

37.8%

+3.2 pts

Top 10

54.3%

−1.4 pts

HHI

422

Diversified+28

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

24 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+3,044	7,620	$544,068
GOOGL	Alphabet Inc.	+2,173	5,654	$2,020,569
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
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
DIA	Spdr Dow Jones Industrial Average ETF Trust	−4	762	$398,061
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

8 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	3,430	$405,460
IQV	Iqvia Holdings Inc.	2,303	$392,753
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 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	Added	5,654	+2,173	$2,020,569	+101.9%	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	−0.5%	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	+2290.3%	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%