13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001920117
Total reported value
$373.3M
$373.3M
149 檔
17.3%
In Q1 2024, Hutchens & Kramer Investment Management Group, LLC's U.S. equity holdings reached a combined market value of $373.3M, distributed across 149 disclosed stock positions.
During Q1 2024, Hutchens & Kramer Investment Management Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 19.22% | +0.50% | -2.74% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.28% | -0.40% | +4.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.63% | -0.41% | +0.25% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.64% | -0.42% | +8.36% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.41% | -0.49% | +10.08% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.15% | -0.06% | +27.20% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | +0.19% | +37.15% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.58% | -0.06% | -17.70% | |
| 9 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.12% | -0.26% | +43.88% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.80% | -0.13% | -2.20% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.58% | -0.07% | +34.48% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.57% | -0.10% | -27.63% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.26% | +4.44% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.43% | -0.06% | -1.54% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.14% | -5.03% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.06% | -0.04% | +12.91% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.06% | -1.85% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.00% | +1.42% | +2.67% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | +0.10% | +2.91% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | -0.25% | -18.81% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.83% | — | +224.53% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.83% | -0.05% | -5.30% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.07% | +6.75% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.73% | -0.18% | +11.08% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.69% | — | -3.25% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.67% | -0.03% | +36.62% | |
| 27 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.63% | -0.18% | — | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | -0.04% | -2.80% | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 0.63% | — | +3.85% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | -0.01% | -2.51% | |
| 31 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.62% | -0.12% | EXIT | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.60% | -0.01% | -4.04% | |
| 33 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.60% | -0.03% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.05% | +12.49% | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.59% | -0.06% | -6.25% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.08% | -6.20% | |
| 37 | DSTL | Distillate US Fundamental St | ETF-Other | 0.58% | -0.03% | -27.46% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.01% | +17.43% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.01% | +232.63% | |
| 40 | CDW | Cdw Corp/de | Stock-Tech | 0.56% | — | -28.24% | |
| 41 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.54% | — | — | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.53% | -0.01% | -2.31% | |
| 43 | AVDE | Avantis International Equity | ETF-Other | 0.53% | +0.05% | +3.82% | |
| 44 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.51% | — | — | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.50% | -0.05% | -11.11% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.05% | +7.36% | |
| 47 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.45% | — | +7.91% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | -0.01% | -1.73% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.13% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.03% | +43.76% |
According to official SEC Form 13F filings, Hutchens & Kramer Investment Management Group, LLC reported a total U.S. public equity portfolio value of $373.3M across 149 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAC, MSFT) accounted for 17.3% of total reported equity market value during Q1 2024.
During Q1 2024, Hutchens & Kramer Investment Management Group, LLC's top holdings by market value included LLY (19.2%)、DFAC (6.3%)、MSFT (5.6%). The largest single position, LLY, represented 19.2% of total portfolio value.
In Q1 2024, Hutchens & Kramer Investment Management Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.