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CIK: 0001920117
Total reported value
$373.3M
$373.3M
158 檔
15.5%
At the close of Q3 2024, Hutchens & Kramer Investment Management Group, LLC disclosed equity holdings valued at approximately $373.3M, spread across 158 reported holdings.
In Q3 2024, Hutchens & Kramer Investment Management Group, LLC displayed an active expansion posture, initiating 11 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.45% | -0.40% | +59.74% | |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 6.38% | -0.26% | +164.08% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.10% | +0.50% | -70.86% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 5.46% | -0.49% | +56.99% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.67% | -0.42% | +1.37% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | -0.06% | -12.23% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | +0.19% | +33.49% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.52% | -0.06% | -3.84% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.07% | -0.04% | +79.18% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.86% | -0.18% | +55.80% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.41% | -64.80% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.81% | +1.42% | +82.79% | |
| 13 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.80% | -0.13% | -3.18% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.58% | -0.10% | -0.05% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.06% | +19.52% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.49% | — | +54.97% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | -0.26% | +6.90% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.32% | -0.07% | -13.35% | |
| 19 | DFSD | Dimensional Short Duration | ETF-Other | 1.23% | -0.06% | -14.29% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.14% | +0.01% | +21.01% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | -0.18% | +26.64% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.03% | -0.03% | +16.17% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -0.25% | +7.28% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.14% | -11.40% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | +0.10% | +2.39% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.07% | -2.16% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.89% | -0.03% | +29.62% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.84% | -0.05% | -0.64% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.05% | +8.71% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.77% | -0.22% | +226.79% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.73% | -2.06% | +147.46% | |
| 32 | AMT | American Tower CORP | Stock-Real Estate | 0.68% | — | -5.88% | |
| 33 | AVDE | Avantis International Equity | ETF-Other | 0.66% | +0.05% | +28.59% | |
| 34 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.60% | — | -8.66% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.13% | +25.87% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.55% | -0.04% | -11.80% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.10% | +178.09% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | -0.01% | -8.36% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.01% | -1.89% | |
| 40 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.50% | -0.01% | -5.05% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.50% | -0.08% | -11.37% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.01% | -17.17% | |
| 43 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.48% | -0.12% | EXIT | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.46% | -0.13% | EXIT | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.45% | -0.01% | +8.00% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.05% | +1.66% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.44% | -0.05% | -14.09% | |
| 48 | DSTL | Distillate US Fundamental St | ETF-Other | 0.43% | -0.03% | -24.35% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.43% | -0.06% | -12.08% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.03% | -15.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +4.3% | +59.74% | Add |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | +4.1% | +164.08% | Add |
| 3 | DFIC | Dimensional International Co | +2.2% | +56.99% | Add |
| 4 | DFEM | Dimensional Emrg Mrkt Core | +1% | +79.18% | Add |
| 5 | AVUS | Avantis U.s. Equity ETF | +0.9% | +82.79% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.8% | +33.49% | Add |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.7% | +55.80% | Add |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.6% | +54.97% | Add |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.6% | +226.79% | Add |
| 10 | BOND | Pimco Active Bond Exchange-t | +0.5% | +147.46% | Add |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +178.09% | Add |
| 12 | AAPL | Apple Inc | +0.3% | +19.52% | Add |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | +0.3% | NEW | New buy |
| 14 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +26.64% | Add |
| 15 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | NEW | New buy |
| 16 | ILCG | Ishares Morningstar Growth E | +0.2% | NEW | New buy |
| 17 | VONG | Vanguard Russell 1000 Growth | +0.2% | NEW | New buy |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +29.62% | Add |
| 19 | DFCF | Dimensional Core Fixed Inc | +0.2% | +1.37% | Add |
| 20 | DFGR | Dim Global Real Estate ETF | +0.2% | +86.94% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +21.01% | Add |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | NEW | New buy |
| 23 | SILA | Sila Realty Trust Inc | +0.2% | NEW | New buy |
| 24 | AVEM | Avantis Emerging Markets Eq | +0.2% | +101.44% | Add |
| 25 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +16.17% | Add |
| 26 | GLD | Spdr Gold Shares | +0.2% | +7.28% | Add |
| 27 | AVDE | Avantis International Equity | +0.2% | +28.59% | Add |
| 28 | MBB | Ishares Mbs ETF | +0.2% | +67.26% | Add |
| 29 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 30 | IVE | Ishares S&p 500 Value ETF | +0.2% | +25.87% | Add |
| 31 | LMT | Lockheed Martin CORP | +0.2% | NEW | New buy |
| 32 | META | Meta Platforms Inc-class A | +0.2% | +8.71% | Add |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +65.43% | Add |
| 34 | POOL | Pool CORP | +0.1% | NEW | New buy |
| 35 | PSA | Public Storage | +0.1% | NEW | New buy |
| 36 | CDNS | Cadence Design Sys Inc | +0.1% | +155.99% | Add |
| 37 | HLI | Houlihan Lokey Inc | +0.1% | NEW | New buy |
| 38 | SCHW | Schwab (charles) CORP | -0.1% | -12.08% | Trim |
| 39 | VGSH | Vanguard Short-term Treasury | -0.2% | EXIT | Sold out |
| 40 | DFSD | Dimensional Short Duration | -0.2% | -14.29% | Trim |
| 41 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 42 | DFGP | Dimensional Glbl Core Pl Fix | -0.2% | EXIT | Sold out |
| 43 | BKLN | Invesco Senior Loan ETF | -0.2% | EXIT | Sold out |
| 44 | APTV | Aptiv PLC | -0.2% | EXIT | Sold out |
| 45 | VOO | Vanguard S&p 500 ETF | -0.3% | -12.23% | Trim |
| 46 | PULS | Pgim Ultra Short Bond ETF | -0.6% | EXIT | Sold out |
| 47 | JPST | Jpmorgan Ultra-short Income | -0.6% | EXIT | Sold out |
| 48 | MINT | Pimco Enhanced Short Maturit | -0.6% | EXIT | Sold out |
| 49 | MSFT | Microsoft CORP | -3.8% | -64.80% | Trim |
| 50 | LLY | Eli Lilly & Co | -15.4% | -70.86% | Trim |
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 158 disclosed positions in Q3 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 DFAC, DCOR, LLY) accounted for 15.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
SCHZ
市值: $509.7K
Top Position Liquidated / Trimmed
PULS
前期市值: $1.1M
During Q3 2024, Hutchens & Kramer Investment Management Group, LLC's top holdings by market value included DFAC (10.4%)、DCOR (6.4%)、LLY (6.1%). The largest single position, DFAC, represented 10.4% of total portfolio value.
In Q3 2024, Hutchens & Kramer Investment Management Group, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 26 positions, trimming 5 holdings, and fully liquidating 8 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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