Hutchens--Kramer-Investment-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "T",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  null,
  "AVEM",
  "BRO",
  null,
  "BBDC",
  "WRB",
  "BSX",
  "CCI",
  null,
  null,
  "EOG",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  "HEI-A",
  null,
  "EMXC",
  "HLI",
  "META",
  null,
  "HEFA",
  "IVW",
  null,
  "IQV",
  null,
  "LRCX",
  null,
  "SILA",
  "MA",
  "MSFT",
  "EQIX",
  "FICO",
  "NI",
  "BX",
  "HSY",
  "EFG",
  "KLAC",
  null,
  null,
  null,
  "PANW",
  "IEMG",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "LMT",
  "PG",
  null,
  null,
  "LPLA",
  "FNDX",
  "SPGI",
  "SCHX",
  null,
  "SPG",
  "ROP",
  "SPDW",
  "GLD",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "SSNC",
  "TJX",
  "VNQ",
  "VO",
  "VXF",
  "SCHW",
  "MNST",
  null,
  "VWO",
  null,
  null,
  null,
  "IT",
  "VRSK",
  "APH",
  "AJG",
  null,
  "AMZN",
  "MSI",
  null,
  "IVE",
  null,
  "VEA",
  "BNDX",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VMEO",
  "WELL",
  null,
  "LNT",
  null,
  "SCHD",
  "SCHG",
  "SCHF",
  "LH",
  "CRM",
  "TDY",
  "SUI",
  "IXUS",
  "MTUM",
  null,
  "EXR",
  "GWW",
  "ESGU",
  "PSA",
  "AME",
  "KMB",
  "ADP",
  "BRK-B",
  null,
  "BR",
  "CDNS",
  "KO",
  "STZ",
  "COO",
  "COST",
  "DFAC",
  "DLR",
  "QQQ",
  "ELV",
  "ETN",
  "GOOG",
  "LLY",
  "PLD",
  "NFLX",
  null,
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 159
Total Value: 181679873
Accession Number: 0001951757-25-000455
Form Type: 13F-HR
CIK: hutchens--kramer-investment-management-group
Manager Name: Hutchens--Kramer-Investment-Management-Group

Data Enrichment

75% identified

120 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

159 positions • $181.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V864

Shares:41.7K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$181.7M)

46432F339

QUAL|46432F339

Shares:10.9K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$181.7M)

464287309

IVW|464287309

Shares:19.7K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$181.7M)

Mastercard Inc

MA|57636Q104

Shares:3.2K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$181.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.5K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$181.7M)

NVIDIA CORP

NVDA|67066G104

Shares:14.6K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$181.7M)

Meta Platforms, Inc.

META|30303M102

Shares:2.7K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$181.7M)

09290C103

Shares:31.2K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$181.7M)

025072703

AVDE|025072703

Shares:21.8K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$181.7M)

78464A854

SPLG|78464A854

Shares:21.6K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$181.7M)

464287408

IVE|464287408

Shares:7.0K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$181.7M)

464287457

Shares:16.1K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$181.7M)

72201R833

Shares:12.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$181.7M)

VISA INC.

V|92826C839

Shares:3.4K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$181.7M)

464288885

EFG|464288885

Shares:11.8K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$181.7M)

464288877

Shares:19.9K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$181.7M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:5.4K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$181.7M)

025072604

AVEM|025072604

Shares:18.2K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$181.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:3.3K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$181.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.7K

Value:$957.0K

% of Portfolio:0.5% ($957.0K/$181.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V864)✕	41.7K	QoQ -3.97% (-1.7K) YoY -18.78% (-9.6K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$181.7M)	QoQ -2.66% (-$54.2K) YoY -17.87% (-$431.1K)
(QUALcusip46432F339)	10.9K	QoQ +0.51% (-56) YoY +43.97% (+3.3K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$181.7M)	QoQ -3.54% (-$68.2K) YoY +50.13% (+$620.2K)
(IVWcusip464287309)	19.7K	QoQ -7.94% (-1.7K) YoY +76.92% (+8.5K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$181.7M)	QoQ -15.83% (-$343.4K) YoY +94.20% (+$885.4K)
Mastercard Inc(MAcusip57636Q104)	3.2K	QoQ -4.59% (-153) YoY -22.80% (-939)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$181.7M)	QoQ -0.68% (-$12.1K) YoY -11.55% (-$227.6K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.5K	QoQ -1.69% (-61) YoY -1.88% (-68)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$181.7M)	QoQ -9.82% (-$181.1K) YoY +3.37% (-$54.3K)
NVIDIA CORP(NVDAcusip67066G104)	14.6K	QoQ +16.74% (-2.1K) YoY +873.90% (+13.1K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$181.7M)	QoQ -5.78% (-$97.3K) YoY +16.80% (+$228.1K)
Meta Platforms, Inc.(METAcusip30303M102)	2.7K	QoQ -3.00% (-83) YoY +31.77% (+647)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$181.7M)	QoQ -4.51% (-$73.2K) YoY +54.60% (+$546.3K)
(cusip09290C103)✕	31.2K	QoQ -6.97% (-2.3K) YoY +37.27% (+8.5K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$181.7M)	QoQ -11.49% (-$197.5K) YoY +50.75% (+$512.1K)
(AVDEcusip025072703)	21.8K	QoQ +28.56% (+4.8K) YoY +55.78% (+7.8K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$181.7M)	QoQ +38.83% (+$404.4K) YoY +62.68% (+$557.0K)
(SPLGcusip78464A854)	21.6K	QoQ -3.58% (-801) YoY NEW(+21.6K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$181.7M)	QoQ -8.02% (-$123.8K) YoY NEW(+$1.4M)
(IVEcusip464287408)	7.0K	QoQ +25.25% (+1.4K) YoY +78.59% (+3.1K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$181.7M)	QoQ +25.05% (+$266.7K) YoY +83.31% (+$604.9K)
(cusip464287457)✕	16.1K	QoQ -1.15% (-188) YoY -6.86% (-1.2K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$181.7M)	QoQ -0.25% (-$3.3K) YoY -5.27% (-$74.1K)
(cusip72201R833)✕	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$181.7M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
VISA INC.(Vcusip92826C839)	3.4K	QoQ -3.83% (-136) YoY +0.23% (+8)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$181.7M)	QoQ +6.63% (-$74.4K) YoY +26.23% (+$248.4K)
(EFGcusip464288885)	11.8K	QoQ -35.50% (-6.5K) YoY +7.76% (+852)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$181.7M)	QoQ -33.39% (-$592.6K) YoY +4.22% (+$47.9K)
(cusip464288877)✕	19.9K	QoQ -22.94% (-5.9K) YoY +71.96% (+8.3K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$181.7M)	QoQ -13.44% (-$182.4K) YoY +87.52% (+$548.0K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	5.4K	QoQ +2.20% (+116) YoY -2.00% (-110)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$181.7M)	QoQ +21.25% (+$205.5K) YoY +10.48% (-$111.3K)
(AVEMcusip025072604)	18.2K	QoQ +67.62% (+7.3K) YoY +275.49% (+13.3K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$181.7M)	QoQ +71.55% (+$455.6K) YoY +288.13% (+$810.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.3K	QoQ -3.86% (-132) YoY -9.79% (-357)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$181.7M)	QoQ +0.34% (-$3.4K) YoY +12.34% (-$110.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.7K	QoQ +44.26% (+525) YoY +48.91% (+562)	All Managers (Combined)	$957.0K	0.5% ($957.0K/$181.7M)	QoQ +37.70% (+$262.1K) YoY +59.55% (+$357.2K)