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CIK: 0001920117
Total reported value
$373.3M
$373.3M
159 檔
18.6%
The Q2 2025 SEC filing reveals that Hutchens & Kramer Investment Management Group, LLC held a total portfolio value of $373.3M, covering 159 public equity positions.
Hutchens & Kramer Investment Management Group, LLC executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 8 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.30% | -0.40% | -1.96% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.39% | +1.42% | +80.46% | |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 6.26% | -0.26% | -0.38% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 5.13% | -0.49% | -1.79% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.77% | -0.18% | +55.86% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.32% | -2.06% | +122.06% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.05% | +0.50% | -1.91% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.86% | -0.06% | +9.47% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.08% | -0.06% | -3.38% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.93% | -0.42% | -22.11% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.91% | -0.04% | -1.19% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 1.72% | +0.05% | +132.82% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.41% | -1.88% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.62% | -0.13% | +1.47% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.40% | -0.07% | +6.56% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.37% | -0.69% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.26% | -3.62% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.06% | +3.19% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.10% | -0.56% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.19% | -2.98% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.16% | +0.11% | +103.12% | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.15% | -0.52% | — | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.11% | -0.25% | -0.46% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.07% | +0.73% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.10% | +9.68% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | +0.19% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.05% | -6.52% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.83% | -0.18% | -9.62% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.82% | +0.01% | -16.57% | |
| 30 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.81% | +0.42% | — | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.14% | -4.78% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.73% | -0.03% | -5.84% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.72% | -0.22% | +23.18% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.13% | +6.83% | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.64% | — | -29.47% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.59% | -0.05% | -3.49% | |
| 37 | DFSD | Dimensional Short Duration | ETF-Other | 0.59% | -0.06% | -36.15% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.10% | -21.51% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | — | +12.97% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.54% | -0.03% | -10.49% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.01% | -7.07% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.46% | -0.01% | -1.34% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.46% | — | -17.54% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | -0.04% | +1.34% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.45% | -0.05% | +0.26% | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.45% | -0.06% | -0.10% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.03% | +8.31% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.01% | +2.41% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | -0.14% | +67.28% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.42% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +2.5% | +80.46% | Add |
| 2 | BOND | Pimco Active Bond Exchange-t | +2% | +122.06% | Add |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +1.4% | NEW | New buy |
| 4 | TFLO | Ishares Treasury Floating Ra | +1.2% | NEW | New buy |
| 5 | PYLD | Pimco Multisector Bond Actv | +1.1% | +55.86% | Add |
| 6 | AVDE | Avantis International Equity | +0.9% | +132.82% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.9% | NEW | New buy |
| 8 | AVGE | Avantis All Eqty Mrkts ETF | +0.8% | NEW | New buy |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.6% | +103.12% | Add |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | NEW | New buy |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 12 | VONG | Vanguard Russell 1000 Growth | +0.3% | NEW | New buy |
| 13 | THRO | Ishares U.s. Thematic Rotati | +0.2% | NEW | New buy |
| 14 | ELV | Elevance Health Inc | +0.2% | +248.43% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | +0.73% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +144.66% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | +0.2% | +67.28% | Add |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | NEW | New buy |
| 19 | JBL | Jabil Inc | +0.1% | NEW | New buy |
| 20 | AVGO | Broadcom Inc | +0.1% | +29.34% | Add |
| 21 | MSFT | Microsoft CORP | +0.1% | -1.88% | Trim |
| 22 | VNQ | Vanguard Real Estate ETF | +0.1% | +110.10% | Add |
| 23 | AVNM | Avantis All Intl Mkts Eq ETF | +0.1% | NEW | New buy |
| 24 | APH | Amphenol Corp-cl A | +0.1% | +0.26% | Add |
| 25 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +23.18% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.68% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +9.47% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | +6.56% | Add |
| 29 | META | Meta Platforms Inc-class A | 0% | -6.52% | Trim |
| 30 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | +1.47% | Add |
| 31 | AMZN | Amazon.com Inc | -0.1% | -3.62% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 33 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | EXIT | Sold out |
| 34 | DFEM | Dimensional Emrg Mrkt Core | -0.2% | -1.19% | Trim |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | EXIT | Sold out |
| 36 | MBB | Ishares Mbs ETF | -0.2% | -46.13% | Trim |
| 37 | STZ | Constellation Brands Inc-a | -0.2% | EXIT | Sold out |
| 38 | SCHX | Schwab US Large-cap ETF | -0.3% | -3.38% | Trim |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | EXIT | Sold out |
| 40 | GSST | Goldman Sachs Ultra Short Bo | -0.3% | EXIT | Sold out |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | -0.3% | EXIT | Sold out |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.5% | -29.47% | Trim |
| 43 | JPST | Jpmorgan Ultra-short Income | -0.5% | EXIT | Sold out |
| 44 | DFIC | Dimensional International Co | -0.5% | -1.79% | Trim |
| 45 | DFSD | Dimensional Short Duration | -0.5% | -36.15% | Trim |
| 46 | MINT | Pimco Enhanced Short Maturit | -0.6% | -77.88% | Trim |
| 47 | DCOR | Dimensional US Core Eq 1 ETF | -0.6% | -0.38% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.9% | -1.91% | Trim |
| 49 | DFCF | Dimensional Core Fixed Inc | -1% | -22.11% | Trim |
| 50 | DFAC | Dimensional US Core Equity 2 | -1.1% | -1.96% | 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 Q2 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, AVUS, DCOR) accounted for 18.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
SGOV
市值: $3.0M
Top Position Liquidated / Trimmed
JPST
前期市值: $828.1K
During Q2 2025, Hutchens & Kramer Investment Management Group, LLC's top holdings by market value included DFAC (9.3%)、AVUS (6.4%)、DCOR (6.3%). The largest single position, DFAC, represented 9.3% of total portfolio value.
In Q2 2025, Hutchens & Kramer Investment Management Group, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 17 positions, trimming 14 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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