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CIK: 0001920117
Total reported value
$373.3M
$373.3M
159 檔
15.7%
As reported in its official Q4 2024 Form 13F filing, Hutchens & Kramer Investment Management Group, LLC's tracked investment portfolio stood at $373.3M with 159 total positions.
Hutchens & Kramer Investment Management Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 16 new positions while fully exiting 15 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.89% | -0.40% | +4.71% | |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 7.06% | -0.26% | +10.46% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.72% | +0.50% | +9.85% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 5.19% | -0.49% | +5.15% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.97% | -0.42% | -13.26% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.87% | -0.06% | +2.42% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.86% | -0.18% | +60.86% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.47% | -0.06% | +191.22% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +0.19% | -18.63% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.06% | -2.06% | +201.38% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.99% | -0.04% | +6.21% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.81% | -0.13% | -3.70% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.41% | -1.00% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.06% | +3.17% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.70% | +1.42% | -6.63% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.26% | -1.46% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.50% | -0.10% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.29% | -0.07% | +9.70% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.21% | — | -13.10% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.18% | +0.01% | -2.03% | |
| 21 | DFSD | Dimensional Short Duration | ETF-Other | 1.10% | -0.06% | -6.24% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.05% | -0.18% | +3.04% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.10% | -1.98% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.96% | -0.03% | +5.83% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | -0.14% | -7.86% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.93% | -0.03% | +2.49% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.93% | -0.25% | -4.11% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.07% | -12.70% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.05% | +11.40% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.10% | +55.30% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.74% | -0.22% | +5.78% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.05% | -10.76% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.01% | +6.61% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.13% | +3.32% | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.57% | +0.05% | -5.54% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.54% | -0.01% | +2.61% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.52% | — | +0.46% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.50% | -0.04% | -6.96% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.01% | +1.98% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.05% | -4.95% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | -0.08% | -10.09% | |
| 42 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.46% | — | -8.79% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.22% | +38.22% | |
| 44 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.45% | -0.06% | -7.84% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.44% | -0.01% | -11.47% | |
| 46 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.41% | -0.01% | -5.54% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.40% | -0.05% | -13.69% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.03% | +11.92% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | +0.08% | +3.86% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | — | +5.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BOND | Pimco Active Bond Exchange-t | +1.3% | +201.38% | Add |
| 2 | PYLD | Pimco Multisector Bond Actv | +1% | +60.86% | Add |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | +0.7% | +10.46% | Add |
| 4 | DFAC | Dimensional US Core Equity 2 | +0.4% | +4.71% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +55.30% | Add |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.2% | -1.46% | Trim |
| 8 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.2% | +3.17% | Add |
| 10 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +38.22% | Add |
| 12 | MSI | Motorola Solutions Inc | +0.1% | NEW | New buy |
| 13 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 14 | AJG | Arthur J Gallagher & Co | +0.1% | NEW | New buy |
| 15 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 16 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 18 | GDDY | Godaddy Inc - Class A | +0.1% | NEW | New buy |
| 19 | MMM | 3m Co | +0.1% | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 21 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 23 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | NEW | New buy |
| 24 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 25 | V | Visa Inc-class A Shares | +0.1% | +6.61% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.42% | Add |
| 27 | BRO | Brown & Brown Inc | -0.1% | EXIT | Sold out |
| 28 | SHW | Sherwin-williams Co/the | -0.1% | EXIT | Sold out |
| 29 | MPWR | Monolithic Power Systems Inc | -0.1% | EXIT | Sold out |
| 30 | NVR | Nvr Inc | -0.1% | EXIT | Sold out |
| 31 | BBY | Best Buy Co Inc | -0.1% | EXIT | Sold out |
| 32 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 33 | ZTS | Zoetis Inc | -0.1% | -9.32% | Trim |
| 34 | COP | Conocophillips | -0.1% | EXIT | Sold out |
| 35 | IT | Gartner Inc | -0.1% | -38.32% | Trim |
| 36 | QCOM | Qualcomm Inc | -0.1% | EXIT | Sold out |
| 37 | IRM | Iron Mountain Inc | -0.1% | EXIT | Sold out |
| 38 | VLO | Valero Energy CORP | -0.1% | EXIT | Sold out |
| 39 | COO | Cooper Cos Inc/the | -0.1% | -8.79% | Trim |
| 40 | SPHY | Ss Spdr P High Yield ETF | -0.1% | EXIT | Sold out |
| 41 | AMAT | Applied Materials Inc | -0.2% | EXIT | Sold out |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | -0.2% | EXIT | Sold out |
| 43 | AMT | American Tower CORP | -0.2% | +0.46% | Add |
| 44 | DFUS | Dimensional US Eq Mkt ETF | -0.2% | EXIT | Sold out |
| 45 | DFIC | Dimensional International Co | -0.3% | +5.15% | Add |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -13.10% | Trim |
| 47 | CDW | Cdw Corp/de | -0.4% | EXIT | Sold out |
| 48 | LLY | Eli Lilly & Co | -0.4% | +9.85% | Add |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.5% | -18.63% | Trim |
| 50 | DFCF | Dimensional Core Fixed Inc | -0.7% | -13.26% | 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 159 disclosed positions in Q4 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 15.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BIL
市值: $419.4K
Top Position Liquidated / Trimmed
CDW
前期市值: $662.4K
During Q4 2024, Hutchens & Kramer Investment Management Group, LLC's top holdings by market value included DFAC (10.9%)、DCOR (7.1%)、LLY (5.7%). The largest single position, DFAC, represented 10.9% of total portfolio value.
In Q4 2024, Hutchens & Kramer Investment Management Group, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 12 positions, trimming 7 holdings, and fully liquidating 15 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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