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CIK: 0001920117
Total reported value
$373.3M
$373.3M
147 檔
19.4%
As reported in its official Q2 2024 Form 13F filing, Hutchens & Kramer Investment Management Group, LLC's tracked investment portfolio stood at $373.3M with 147 total positions.
During Q2 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 | 21.54% | +0.50% | -0.09% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.16% | -0.40% | +3.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.41% | -1.23% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.44% | -0.42% | +2.18% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.25% | -0.49% | +3.57% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.03% | -0.06% | -1.51% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.49% | -0.06% | -0.49% | |
| 8 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.28% | -0.26% | +13.19% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.89% | +0.19% | -31.52% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.82% | -0.13% | -1.03% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.48% | -0.10% | +0.05% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | -0.26% | -0.76% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.43% | -0.07% | -2.02% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.40% | -0.06% | +5.24% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.06% | -1.44% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.14% | -0.18% | +93.25% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.09% | -0.04% | +5.11% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.07% | +876.70% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.14% | -0.90% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.10% | -0.55% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.94% | +1.42% | -0.18% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +0.01% | +62.13% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.91% | — | +17.51% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.84% | -0.03% | +35.90% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.05% | +6.26% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | -0.25% | -7.49% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.78% | -0.18% | +9.76% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.66% | -0.03% | +11.08% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.05% | +12.18% | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 0.60% | — | +1.42% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | -0.04% | +0.03% | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.58% | — | — | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | — | — | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.58% | +2.09% | — | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.56% | -0.06% | +0.09% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | -0.01% | -5.87% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.54% | -0.05% | +96.50% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.54% | -0.08% | -11.47% | |
| 39 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.53% | — | +18.92% | |
| 40 | DSTL | Distillate US Fundamental St | ETF-Other | 0.52% | -0.03% | +0.16% | |
| 41 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.50% | -0.01% | -7.85% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | -0.35% | |
| 43 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.49% | -0.12% | EXIT | |
| 44 | AVDE | Avantis International Equity | ETF-Other | 0.48% | +0.05% | -0.24% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.05% | -5.43% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.47% | -0.01% | -0.22% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.44% | -0.13% | EXIT | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.03% | +2.38% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.13% | +9.64% | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.43% | — | +5.06% |
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 147 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAC, MSFT) accounted for 19.4% of total reported equity market value during Q2 2024.
During Q2 2024, Hutchens & Kramer Investment Management Group, LLC's top holdings by market value included LLY (21.5%)、DFAC (6.2%)、MSFT (5.6%). The largest single position, LLY, represented 21.5% of total portfolio value.
In Q2 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.
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