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CIK: 0001920117
Total reported value
$373.3M
$373.3M
159 檔
15.0%
According to the latest 13F quarterly dataset, Hutchens & Kramer Investment Management Group, LLC managed an equity portfolio of $373.3M at the end of Q1 2025, spanning 159 distinct U.S. exchange-listed positions.
Hutchens & Kramer Investment Management Group, LLC executed strategic sector rebalancing during Q1 2025, establishing 15 new positions while fully exiting 14 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.42% | -0.40% | -1.01% | |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 6.89% | -0.26% | +0.76% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 5.61% | -0.49% | -0.73% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.98% | +0.50% | -35.96% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.88% | +1.42% | +136.04% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.67% | -0.18% | +24.32% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.97% | -0.42% | -3.32% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | -0.06% | +2.11% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.36% | -2.06% | +10.43% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.33% | -0.06% | -2.31% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.06% | -0.04% | +1.40% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.70% | -0.13% | +0.89% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.41% | -2.32% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.55% | -0.10% | -0.04% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.06% | -0.70% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | -0.26% | -3.32% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.41% | -0.07% | +1.13% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +0.19% | -37.01% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.25% | -0.25% | +11.55% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.09% | — | -12.91% | |
| 21 | DFSD | Dimensional Short Duration | ETF-Other | 1.09% | -0.06% | -3.98% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | -0.18% | +0.52% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | +0.01% | -7.95% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.96% | -0.14% | -4.59% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | +0.10% | -1.69% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.07% | +16.74% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.05% | -3.00% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.84% | -0.03% | -6.97% | |
| 29 | AVDE | Avantis International Equity | ETF-Other | 0.80% | +0.05% | +28.57% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.10% | -3.58% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.73% | -0.13% | +25.26% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.73% | -0.05% | -1.16% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.68% | +2.09% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.01% | -3.84% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | -0.03% | -35.51% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.65% | -0.22% | -22.95% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | — | +2.20% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | +0.11% | +67.62% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | -0.01% | -3.86% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | — | +44.27% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | -0.01% | +0.89% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | -0.06% | -4.22% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.46% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.03% | +6.33% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.44% | -0.08% | -5.57% | |
| 46 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.42% | — | -2.22% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | -0.04% | -1.25% | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.39% | -0.01% | -5.89% | |
| 49 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.38% | -0.01% | -0.74% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.22% | +0.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +2.2% | +136.04% | Add |
| 2 | PYLD | Pimco Multisector Bond Actv | +0.8% | +24.32% | Add |
| 3 | MINT | Pimco Enhanced Short Maturit | +0.7% | NEW | New buy |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.5% | NEW | New buy |
| 5 | DFIC | Dimensional International Co | +0.4% | -0.73% | Trim |
| 6 | GLD | Spdr Gold Shares | +0.3% | +11.55% | Add |
| 7 | GSST | Goldman Sachs Ultra Short Bo | +0.3% | NEW | New buy |
| 8 | BOND | Pimco Active Bond Exchange-t | +0.3% | +10.43% | Add |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.3% | +67.62% | Add |
| 10 | AVDE | Avantis International Equity | +0.2% | +28.57% | Add |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | +0.2% | NEW | New buy |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | NEW | New buy |
| 13 | IAU | Ishares Gold Trust | +0.2% | NEW | New buy |
| 14 | VNQ | Vanguard Real Estate ETF | +0.2% | NEW | New buy |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.2% | +25.26% | Add |
| 16 | OEF | Ishares S&p 100 ETF | +0.2% | NEW | New buy |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +44.27% | Add |
| 18 | MUNI | Pimco Intermediate Municipal | +0.1% | NEW | New buy |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | NEW | New buy |
| 21 | TLH | Ishares 10-20 Year Treasury | +0.1% | NEW | New buy |
| 22 | BRO | Brown & Brown Inc | +0.1% | NEW | New buy |
| 23 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 24 | T | At&t Inc | +0.1% | NEW | New buy |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | +0.89% | Add |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -12.91% | Trim |
| 27 | GDDY | Godaddy Inc - Class A | -0.1% | EXIT | Sold out |
| 28 | LII | Lennox International Inc | -0.1% | EXIT | Sold out |
| 29 | ANET | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 30 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 31 | SCHX | Schwab US Large-cap ETF | -0.1% | -2.31% | Trim |
| 32 | HYLB | Xtrackers Usd High Yield Cor | -0.1% | EXIT | Sold out |
| 33 | WAB | Wabtec CORP | -0.1% | EXIT | Sold out |
| 34 | PFF | Ishares Preferred & Income S | -0.2% | EXIT | Sold out |
| 35 | DGCB | Dimensional Global Credit | -0.2% | EXIT | Sold out |
| 36 | DCOR | Dimensional US Core Eq 1 ETF | -0.2% | +0.76% | Add |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | EXIT | Sold out |
| 38 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -7.95% | Trim |
| 39 | AAPL | Apple Inc | -0.2% | -0.70% | Trim |
| 40 | ILMN | Illumina Inc | -0.2% | EXIT | Sold out |
| 41 | MSFT | Microsoft CORP | -0.2% | -2.32% | Trim |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | EXIT | Sold out |
| 43 | AMZN | Amazon.com Inc | -0.3% | -3.32% | Trim |
| 44 | ILCG | Ishares Morningstar Growth E | -0.3% | EXIT | Sold out |
| 45 | VONG | Vanguard Russell 1000 Growth | -0.3% | EXIT | Sold out |
| 46 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | EXIT | Sold out |
| 47 | EFG | Ishares Msci Eafe Growth ETF | -0.3% | -35.51% | Trim |
| 48 | DFAC | Dimensional US Core Equity 2 | -0.5% | -1.01% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.8% | -37.01% | Trim |
| 50 | LLY | Eli Lilly & Co | -1.7% | -35.96% | 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 Q1 2025.
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, DFIC) accounted for 15.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MINT
市值: $1.2M
Top Position Liquidated / Trimmed
QQQM
前期市值: $507.2K
During Q1 2025, Hutchens & Kramer Investment Management Group, LLC's top holdings by market value included DFAC (10.4%)、DCOR (6.9%)、DFIC (5.6%). The largest single position, DFAC, represented 10.4% of total portfolio value.
In Q1 2025, Hutchens & Kramer Investment Management Group, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 10 positions, trimming 11 holdings, and fully liquidating 14 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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