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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Monster Beverage Corp

MNST|61174X109

Shares:3.9K

Value:$225.8K

% of Portfolio:0.1% ($225.8K/$181.7M)

78463X889

SPDW|78463X889

Shares:6.2K

Value:$225.4K

% of Portfolio:0.1% ($225.4K/$181.7M)

25434V765

Shares:8.2K

Value:$220.9K

% of Portfolio:0.1% ($220.9K/$181.7M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.2K

Value:$220.6K

% of Portfolio:0.1% ($220.6K/$181.7M)

Motorola Solutions, Inc.

MSI|620076307

Shares:503

Value:$220.2K

% of Portfolio:0.1% ($220.2K/$181.7M)

Extra Space Storage Inc.

EXR|30225T102

Shares:1.5K

Value:$217.1K

% of Portfolio:0.1% ($217.1K/$181.7M)

921937827

BSV|921937827

Shares:2.8K

Value:$216.8K

% of Portfolio:0.1% ($216.8K/$181.7M)

Public Storage

PSA|74460D109

Shares:716

Value:$214.3K

% of Portfolio:0.1% ($214.3K/$181.7M)

ADOBE INC.

ADBE|00724F101

Shares:553

Value:$212.1K

% of Portfolio:0.1% ($212.1K/$181.7M)

POOL CORP

POOL|73278L105

Shares:665

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$181.7M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:471

Value:$210.4K

% of Portfolio:0.1% ($210.4K/$181.7M)

Elevance Health, Inc.

ELV|036752103

Shares:479

Value:$208.3K

% of Portfolio:0.1% ($208.3K/$181.7M)

025072877

Shares:2.4K

Value:$206.0K

% of Portfolio:0.1% ($206.0K/$181.7M)

SUN COMMUNITIES INC

SUI|866674104

Shares:1.6K

Value:$204.4K

% of Portfolio:0.1% ($204.4K/$181.7M)

EOG RESOURCES INC

EOG|26875P101

Shares:1.6K

Value:$201.2K

% of Portfolio:0.1% ($201.2K/$181.7M)

09789C812

Shares:4.3K

Value:$200.7K

% of Portfolio:0.1% ($200.7K/$181.7M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.2K

Value:$200.2K

% of Portfolio:0.1% ($200.2K/$181.7M)

Barings BDC, Inc.

BBDC|06759L103

Shares:13.3K

Value:$126.7K

% of Portfolio:0.1% ($126.7K/$181.7M)

Vimeo, Inc.

VMEO|92719V100

Shares:10.5K

Value:$55.4K

% of Portfolio:0.0% ($55.4K/$181.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Monster Beverage Corp(MNSTcusip61174X109)	3.9K	QoQ -3.64% (-146) YoY -9.20% (-391)	All Managers (Combined)	$225.8K	0.1% ($225.8K/$181.7M)	QoQ +7.28% (-$15.3K) YoY -7.97% (-$19.6K)
(SPDWcusip78463X889)	6.2K	QoQ -10.35% (-715) YoY -16.37% (-1.2K)	All Managers (Combined)	$225.4K	0.1% ($225.4K/$181.7M)	QoQ -4.36% (-$10.3K) YoY -14.66% (-$38.7K)
(cusip25434V765)✕	8.2K	QoQ -9.57% (-868) YoY -23.35% (-2.5K)	All Managers (Combined)	$220.9K	0.1% ($220.9K/$181.7M)	QoQ -3.44% (-$7.9K) YoY -23.17% (-$66.7K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.2K	QoQ -4.49% (-103) YoY NEW(+2.2K)	All Managers (Combined)	$220.6K	0.1% ($220.6K/$181.7M)	QoQ +7.86% (-$16.1K) YoY NEW(+$220.6K)
Motorola Solutions, Inc.(MSIcusip620076307)	503	QoQ -3.82% (-20) YoY NEW(+503)	All Managers (Combined)	$220.2K	0.1% ($220.2K/$181.7M)	QoQ -8.90% (-$21.5K) YoY NEW(+$220.2K)
Extra Space Storage Inc.(EXRcusip30225T102)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$217.1K	0.1% ($217.1K/$181.7M)	QoQ NEW(+$217.1K) YoY NEW(+$217.1K)
(BSVcusip921937827)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$216.8K	0.1% ($216.8K/$181.7M)	QoQ NEW(+$216.8K) YoY NEW(+$216.8K)
Public Storage(PSAcusip74460D109)	716	QoQ 0.00% (-0) YoY NEW(+716)	All Managers (Combined)	$214.3K	0.1% ($214.3K/$181.7M)	QoQ -0.04% (-$107) YoY NEW(+$214.3K)
ADOBE INC.(ADBEcusip00724F101)	553	QoQ -0.71% (-4) YoY -28.18% (-217)	All Managers (Combined)	$212.1K	0.1% ($212.1K/$181.7M)	QoQ -14.37% (-$35.6K) YoY -45.14% (-$174.5K)
POOL CORP(POOLcusip73278L105)	665	QoQ 0.00% (-0) YoY +3.90% (-25)	All Managers (Combined)	$211.7K	0.1% ($211.7K/$181.7M)	QoQ -6.62% (-$15.0K) YoY -17.57% (-$45.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	471	QoQ 0.00% (-0) YoY NEW(+471)	All Managers (Combined)	$210.4K	0.1% ($210.4K/$181.7M)	QoQ -8.09% (-$18.5K) YoY NEW(+$210.4K)
Elevance Health, Inc.(ELVcusip036752103)	479	QoQ NEW(+479) YoY +6.68% (-30)	All Managers (Combined)	$208.3K	0.1% ($208.3K/$181.7M)	QoQ NEW(+$208.3K) YoY -10.07% (-$23.3K)
(cusip025072877)✕	2.4K	QoQ +3.05% (-70) YoY -14.66% (-406)	All Managers (Combined)	$206.0K	0.1% ($206.0K/$181.7M)	QoQ -6.93% (-$15.4K) YoY -20.00% (-$51.5K)
SUN COMMUNITIES INC(SUIcusip866674104)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$204.4K	0.1% ($204.4K/$181.7M)	QoQ NEW(+$204.4K) YoY NEW(+$204.4K)
EOG RESOURCES INC(EOGcusip26875P101)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$201.2K	0.1% ($201.2K/$181.7M)	QoQ NEW(+$201.2K) YoY NEW(+$201.2K)
(cusip09789C812)✕	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$200.7K	0.1% ($200.7K/$181.7M)	QoQ NEW(+$200.7K) YoY NEW(+$200.7K)
Palo Alto Networks Inc(PANWcusip697435105)	1.2K	QoQ +0.08% (-1) YoY NEW(+1.2K)	All Managers (Combined)	$200.2K	0.1% ($200.2K/$181.7M)	QoQ -6.14% (-$13.1K) YoY NEW(+$200.2K)
Barings BDC, Inc.(BBDCcusip06759L103)	13.3K	QoQ 0.00% (-0) YoY -6.38% (-906)	All Managers (Combined)	$126.7K	0.1% ($126.7K/$181.7M)	QoQ -0.31% (-$398) YoY -3.24% (-$4.2K)
Vimeo, Inc.(VMEOcusip92719V100)	10.5K	QoQ 0.00% (-0) YoY NEW(+10.5K)	All Managers (Combined)	$55.4K	0.0% ($55.4K/$181.7M)	QoQ -17.81% (-$12.0K) YoY NEW(+$55.4K)