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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922908744

VTV|922908744

Shares:5.2K

Value:$904.6K

% of Portfolio:0.5% ($904.6K/$181.7M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:10.7K

Value:$835.3K

% of Portfolio:0.5% ($835.3K/$181.7M)

46641Q837

Shares:16.4K

Value:$828.1K

% of Portfolio:0.5% ($828.1K/$181.7M)

922042858

VWO|922042858

Shares:17.9K

Value:$810.5K

% of Portfolio:0.4% ($810.5K/$181.7M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:6.6K

Value:$805.6K

% of Portfolio:0.4% ($805.6K/$181.7M)

COOPER COMPANIES, INC.

COO|216648501

Shares:9.0K

Value:$757.0K

% of Portfolio:0.4% ($757.0K/$181.7M)

Eaton Corp plc

ETN|G29183103

Shares:2.8K

Value:$750.3K

% of Portfolio:0.4% ($750.3K/$181.7M)

25434V815

Shares:25.0K

Value:$702.7K

% of Portfolio:0.4% ($702.7K/$181.7M)

25434V658

Shares:26.4K

Value:$693.4K

% of Portfolio:0.4% ($693.4K/$181.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.5K

Value:$691.0K

% of Portfolio:0.4% ($691.0K/$181.7M)

Alphabet Inc.

GOOG|02079K107

Shares:4.4K

Value:$683.8K

% of Portfolio:0.4% ($683.8K/$181.7M)

25434V831

Shares:20.3K

Value:$672.4K

% of Portfolio:0.4% ($672.4K/$181.7M)

922908629

VO|922908629

Shares:2.6K

Value:$668.0K

% of Portfolio:0.4% ($668.0K/$181.7M)

AMPHENOL CORP /DE/

APH|032095101

Shares:10.1K

Value:$663.9K

% of Portfolio:0.4% ($663.9K/$181.7M)

26922A321

Shares:11.6K

Value:$629.2K

% of Portfolio:0.3% ($629.2K/$181.7M)

46432F834

IXUS|46432F834

Shares:9.0K

Value:$626.7K

% of Portfolio:0.3% ($626.7K/$181.7M)

Zoetis Inc.

ZTS|98978V103

Shares:3.7K

Value:$606.2K

% of Portfolio:0.3% ($606.2K/$181.7M)

78468R804

Shares:3.4K

Value:$588.4K

% of Portfolio:0.3% ($588.4K/$181.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:613

Value:$580.1K

% of Portfolio:0.3% ($580.1K/$181.7M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:3.2K

Value:$565.6K

% of Portfolio:0.3% ($565.6K/$181.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	5.2K	QoQ +0.88% (+46) YoY -19.77% (-1.3K)	All Managers (Combined)	$904.6K	0.5% ($904.6K/$181.7M)	QoQ +2.93% (+$25.8K) YoY -14.57% (-$154.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	10.7K	QoQ -4.21% (-470) YoY -22.32% (-3.1K)	All Managers (Combined)	$835.3K	0.5% ($835.3K/$181.7M)	QoQ +1.30% (-$10.8K) YoY -15.98% (-$158.9K)
(cusip46641Q837)✕	16.4K	QoQ NEW(+16.4K) YoY NEW(+16.4K)	All Managers (Combined)	$828.1K	0.5% ($828.1K/$181.7M)	QoQ NEW(+$828.1K) YoY NEW(+$828.1K)
(VWOcusip922042858)	17.9K	QoQ +6.32% (+1.1K) YoY +3.53% (+612)	All Managers (Combined)	$810.5K	0.4% ($810.5K/$181.7M)	QoQ +9.27% (+$68.8K) YoY +11.73% (+$85.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	6.6K	QoQ -5.56% (-390) YoY -33.38% (-3.3K)	All Managers (Combined)	$805.6K	0.4% ($805.6K/$181.7M)	QoQ -4.79% (-$40.6K) YoY -18.61% (-$184.2K)
COOPER COMPANIES, INC.(COOcusip216648501)	9.0K	QoQ -2.22% (-204) YoY -3.11% (-289)	All Managers (Combined)	$757.0K	0.4% ($757.0K/$181.7M)	QoQ -10.28% (-$86.8K) YoY -17.65% (-$162.3K)
Eaton Corp plc(ETNcusipG29183103)	2.8K	QoQ -1.25% (-35) YoY -18.94% (-645)	All Managers (Combined)	$750.3K	0.4% ($750.3K/$181.7M)	QoQ -19.11% (-$177.3K) YoY -29.38% (-$312.2K)
(cusip25434V815)✕	25.0K	QoQ -5.89% (-1.6K) YoY -27.10% (-9.3K)	All Managers (Combined)	$702.7K	0.4% ($702.7K/$181.7M)	QoQ -13.93% (-$113.8K) YoY -31.16% (-$318.1K)
(cusip25434V658)✕	26.4K	QoQ -0.74% (-197) YoY +111.87% (+13.9K)	All Managers (Combined)	$693.4K	0.4% ($693.4K/$181.7M)	QoQ +2.05% (-$14.0K) YoY +121.05% (+$379.7K)
Alphabet Inc.(GOOGLcusip02079K305)	4.5K	QoQ +0.78% (-35) YoY +72.54% (+1.9K)	All Managers (Combined)	$691.0K	0.4% ($691.0K/$181.7M)	QoQ -17.67% (-$148.3K) YoY +71.59% (+$288.3K)
Alphabet Inc.(GOOGcusip02079K107)	4.4K	QoQ -2.53% (-114) YoY -10.94% (-538)	All Managers (Combined)	$683.8K	0.4% ($683.8K/$181.7M)	QoQ -20.04% (-$171.4K) YoY -11.09% (-$85.4K)
(cusip25434V831)✕	20.3K	QoQ -9.88% (-2.2K) YoY -8.34% (-1.8K)	All Managers (Combined)	$672.4K	0.4% ($672.4K/$181.7M)	QoQ -11.62% (-$88.4K) YoY -3.41% (-$23.8K)
(VOcusip922908629)	2.6K	QoQ -6.81% (-189) YoY -5.52% (-151)	All Managers (Combined)	$668.0K	0.4% ($668.0K/$181.7M)	QoQ -8.77% (-$64.3K) YoY -1.57% (-$10.7K)
AMPHENOL CORP /DE/(APHcusip032095101)	10.1K	QoQ -5.33% (-570) YoY +37.93% (-2.8K)	All Managers (Combined)	$663.9K	0.4% ($663.9K/$181.7M)	QoQ -10.59% (-$78.7K) YoY -20.67% (-$173.0K)
(cusip26922A321)✕	11.6K	QoQ +0.35% (-41) YoY -36.60% (-6.7K)	All Managers (Combined)	$629.2K	0.3% ($629.2K/$181.7M)	QoQ -0.89% (-$5.7K) YoY -35.92% (-$352.7K)
(IXUScusip46432F834)	9.0K	QoQ -1.45% (-133) YoY -0.53% (-48)	All Managers (Combined)	$626.7K	0.3% ($626.7K/$181.7M)	QoQ +4.00% (-$24.1K) YoY +2.56% (-$15.7K)
Zoetis Inc.(ZTScusip98978V103)	3.7K	QoQ -4.95% (-192) YoY -13.05% (-553)	All Managers (Combined)	$606.2K	0.3% ($606.2K/$181.7M)	QoQ -3.95% (-$24.9K) YoY -14.29% (-$101.1K)
(cusip78468R804)✕	3.4K	QoQ -2.00% (-69) YoY -4.62% (-164)	All Managers (Combined)	$588.4K	0.3% ($588.4K/$181.7M)	QoQ +3.23% (-$18.5K) YoY +7.42% (-$40.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	613	QoQ -5.98% (-39) YoY +31.26% (+146)	All Managers (Combined)	$580.1K	0.3% ($580.1K/$181.7M)	QoQ -2.94% (-$17.6K) YoY +72.21% (+$243.2K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	3.2K	QoQ -4.80% (-162) YoY -23.29% (-974)	All Managers (Combined)	$565.6K	0.3% ($565.6K/$181.7M)	QoQ -14.59% (-$96.7K) YoY -45.65% (-$475.2K)