Hutchens & Kramer Investment Management Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001920117

Type: FundHoldings: 159Value: $181.7MLatest: 2025Q1

Hutchens & Kramer Investment Management Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 159 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 8

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25434V708

DFAC|25434V708

Shares:574.1K

Value:$18.9M

% of Portfolio:10.4% ($18.9M/$181.7M)

25434V625

Shares:204.1K

Value:$12.5M

% of Portfolio:6.9% ($12.5M/$181.7M)

25434V799

Shares:366.9K

Value:$10.2M

% of Portfolio:5.6% ($10.2M/$181.7M)

ELI LILLY & Co

LLY|532457108

Shares:8.7K

Value:$7.2M

% of Portfolio:4.0% ($7.2M/$181.7M)

025072885

Shares:76.3K

Value:$7.0M

% of Portfolio:3.9% ($7.0M/$181.7M)

72201R585

Shares:252.8K

Value:$6.7M

% of Portfolio:3.7% ($6.7M/$181.7M)

25434V872

Shares:128.1K

Value:$5.4M

% of Portfolio:3.0% ($5.4M/$181.7M)

922908363

VOO|922908363

Shares:10.0K

Value:$5.2M

% of Portfolio:2.8% ($5.2M/$181.7M)

72201R775

Shares:46.3K

Value:$4.3M

% of Portfolio:2.4% ($4.3M/$181.7M)

808524201

SCHX|808524201

Shares:191.9K

Value:$4.2M

% of Portfolio:2.3% ($4.2M/$181.7M)

25434V732

Shares:141.7K

Value:$3.8M

% of Portfolio:2.1% ($3.8M/$181.7M)

46137V233

Shares:67.3K

Value:$3.1M

% of Portfolio:1.7% ($3.1M/$181.7M)

MICROSOFT CORP

MSFT|594918104

Shares:7.5K

Value:$2.8M

% of Portfolio:1.6% ($2.8M/$181.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:16.5K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$181.7M)

Apple Inc.

AAPL|037833100

Shares:12.5K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$181.7M)

AMAZON COM INC

AMZN|023135106

Shares:13.6K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$181.7M)

921943858

VEA|921943858

Shares:50.4K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$181.7M)

464287200

IVV|464287200

Shares:4.3K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$181.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:7.9K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$181.7M)

46434V613

Shares:43.0K

Value:$2.0M

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

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	574.1K	QoQ -1.01% (-5.9K) YoY +72.16% (+240.6K)	All Managers (Combined)	$18.9M	10.4% ($18.9M/$181.7M)	QoQ -5.58% (-$1.1M) YoY +78.49% (+$8.3M)
(cusip25434V625)✕	204.1K	QoQ +0.75% (-1.5K) YoY +232.69% (+142.8K)	All Managers (Combined)	$12.5M	6.9% ($12.5M/$181.7M)	QoQ -3.68% (-$479.0K) YoY +249.14% (+$8.9M)
(cusip25434V799)✕	366.9K	QoQ -0.72% (-2.7K) YoY +69.72% (+150.7K)	All Managers (Combined)	$10.2M	5.6% ($10.2M/$181.7M)	QoQ +6.66% (-$636.6K) YoY +76.65% (+$4.4M)
ELI LILLY & Co(LLYcusip532457108)	8.7K	QoQ -35.96% (-4.9K) YoY -79.52% (-34.0K)	All Managers (Combined)	$7.2M	4.0% ($7.2M/$181.7M)	QoQ -31.49% (-$3.3M) YoY -77.76% (-$25.3M)
(cusip025072885)✕	76.3K	QoQ +136.04% (+44.0K) YoY +302.12% (+57.3K)	All Managers (Combined)	$7.0M	3.9% ($7.0M/$181.7M)	QoQ +124.96% (+$3.9M) YoY +316.13% (+$5.4M)
(cusip72201R585)✕	252.8K	QoQ +24.31% (+49.4K) YoY +502.08% (+210.8K)	All Managers (Combined)	$6.7M	3.7% ($6.7M/$181.7M)	QoQ +26.37% (+$1.4M) YoY +521.18% (+$5.6M)
(cusip25434V872)✕	128.1K	QoQ -3.32% (-4.4K) YoY -13.14% (-19.4K)	All Managers (Combined)	$5.4M	3.0% ($5.4M/$181.7M)	QoQ -1.47% (-$80.6K) YoY -12.41% (-$763.7K)
(VOOcusip922908363)	10.0K	QoQ +2.10% (-207) YoY -9.60% (-1.1K)	All Managers (Combined)	$5.2M	2.8% ($5.2M/$181.7M)	QoQ -2.61% (-$138.4K) YoY -3.23% (-$172.2K)
(cusip72201R775)✕	46.3K	QoQ +10.42% (+4.4K) YoY +786.98% (+41.1K)	All Managers (Combined)	$4.3M	2.4% ($4.3M/$181.7M)	QoQ +12.93% (+$490.0K) YoY +803.00% (+$3.8M)
(SCHXcusip808524201)	191.9K	QoQ -2.31% (-4.5K) YoY +172.24% (-121.4K)	All Managers (Combined)	$4.2M	2.3% ($4.2M/$181.7M)	QoQ -6.94% (-$316.3K) YoY -3.01% (-$131.7K)
(cusip25434V732)✕	141.7K	QoQ +1.39% (+2.0K) YoY +102.83% (+71.9K)	All Managers (Combined)	$3.8M	2.1% ($3.8M/$181.7M)	QoQ +2.44% (+$89.5K) YoY +109.81% (+$2.0M)
(cusip46137V233)✕	67.3K	QoQ +0.89% (-596) YoY -6.88% (-5.0K)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$181.7M)	QoQ -7.06% (-$235.4K) YoY +1.63% (-$49.9K)
MICROSOFT CORP(MSFTcusip594918104)	7.5K	QoQ -2.32% (-179) YoY -66.37% (-14.9K)	All Managers (Combined)	$2.8M	1.6% ($2.8M/$181.7M)	QoQ -13.01% (-$423.1K) YoY -70.27% (-$6.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	16.5K	QoQ -0.04% (-7) YoY -0.04% (-7)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$181.7M)	QoQ +1.60% (-$44.5K) YoY +6.08% (-$161.2K)
Apple Inc.(AAPLcusip037833100)	12.5K	QoQ -0.69% (-88) YoY +20.68% (+2.1K)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$181.7M)	QoQ -11.91% (-$376.9K) YoY +57.65% (+$1.0M)
AMAZON COM INC(AMZNcusip023135106)	13.6K	QoQ -3.31% (-467) YoY +1.06% (+144)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$181.7M)	QoQ -16.15% (-$498.6K) YoY +6.25% (+$152.4K)
(VEAcusip921943858)	50.4K	QoQ +1.12% (+561) YoY -5.81% (-3.1K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$181.7M)	QoQ +7.49% (+$178.5K) YoY -4.19% (-$112.2K)
(IVVcusip464287200)	4.3K	QoQ -37.00% (-2.5K) YoY -53.14% (-4.8K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$181.7M)	QoQ -39.87% (-$1.6M) YoY -49.84% (-$2.4M)
SPDR GOLD TRUST(GLDcusip78463V107)	7.9K	QoQ +11.54% (+816) YoY +6.15% (+457)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$181.7M)	QoQ +32.74% (+$560.2K) YoY +47.18% (+$728.1K)
(cusip46434V613)✕	43.0K	QoQ -12.91% (-6.4K) YoY +37.81% (+11.8K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$181.7M)	QoQ -11.21% (-$250.7K) YoY +40.68% (+$573.6K)