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CIK: 0001920117
Total reported value
$373.3M
$373.3M
149 檔
28.2%
During the Q1 2026 filing period, Hutchens & Kramer Investment Management Group, LLC (CIK: 0001920117) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $373.3M across 149 reported positions.
In Q1 2026, Hutchens & Kramer Investment Management Group, LLC adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 51 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.53% | +1.42% | +8.58% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.71% | -0.40% | +0.60% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 6.40% | -0.18% | +8.33% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 5.15% | -2.06% | +6.23% | |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 4.52% | -0.26% | -0.71% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.87% | -0.69% | +18.23% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.85% | -0.49% | -0.00% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.55% | -0.52% | +16.57% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 2.96% | +0.05% | +7.30% | |
| 10 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.45% | -0.03% | +331.02% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.28% | +0.57% | +226.99% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | -0.06% | +8.54% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.61% | +0.11% | +7.82% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.44% | -0.04% | -1.52% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.50% | -3.68% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | +0.10% | +29.06% | |
| 17 | AIRR | First Trust Rba American Ind | ETF-Other | 1.21% | +0.03% | +584.27% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.19% | -0.13% | -0.24% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.15% | -0.06% | -8.77% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.15% | -0.07% | +5.94% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.14% | +0.49% | +522.63% | |
| 22 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 1.14% | +0.21% | +509.47% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.06% | -0.90% | |
| 24 | SPIT | F/m Emerald Spec Sit ETF | ETF-Other | 1.11% | +0.17% | — | |
| 25 | FITE | Ss Spdr S&p Kensho Fs ETF | ETF-Other | 1.08% | +0.16% | +608.84% | |
| 26 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 1.05% | +0.05% | +501.24% | |
| 27 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.93% | -0.42% | -9.28% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.07% | +5.01% | |
| 29 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.85% | +0.42% | +7.83% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.85% | -0.25% | -4.27% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.41% | -8.99% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.26% | -4.06% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.80% | +2.09% | +821.39% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.10% | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.19% | -1.59% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.03% | +45.40% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | -0.01% | +2.13% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.13% | -2.37% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +0.36% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | +6.03% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.19% | -37.90% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.14% | -4.57% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.44% | -0.05% | -2.62% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.42% | -0.22% | -3.67% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.05% | -9.66% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.10% | +2.32% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.02% | +14.11% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.05% | -10.20% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.37% | -0.14% | -7.04% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | -0.18% | -6.70% |
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 149 disclosed positions in Q1 2026.
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 AVUS, DFAC, PYLD) accounted for 28.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPIT
市值: $3.5M
Top Position Liquidated / Trimmed
QQQM
前期市值: $1.0M
During Q1 2026, Hutchens & Kramer Investment Management Group, LLC's top holdings by market value included AVUS (10.5%)、DFAC (6.7%)、PYLD (6.4%). The largest single position, AVUS, represented 10.5% of total portfolio value.
In Q1 2026, Hutchens & Kramer Investment Management Group, LLC made 193 total portfolio adjustments, initiating 23 new buys, adding to 61 positions, trimming 58 holdings, and fully liquidating 51 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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