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Hutchens & Kramer Investment Management Group, LLC

Hutchens & Kramer Investment Management Group, LLC is an institution, managing $253.3M across 172 long positions as of Q3 2025 with 75% ETF concentration.

Portfolio Value
$253.3M
Positions
172
Top Holding
DFAC at 8.47%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Hutchens & Kramer Investment Management Group, LLC's portfolio (47.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$21.5M
8.47%
-$258.4K
Sold
556.1K shares
ETF
ETF
$20.2M
7.96%
+$5.2M
Bought
185.5K shares
ETF
ETF
$15.6M
6.14%
+$5.0M
Bought
579.7K shares
ETF
ETF
$14.4M
5.67%
-$259.4K
Sold
199.7K shares
ETF
ETF
$11.7M
4.62%
+$2.1M
Bought
125.3K shares
ETF
ETF
$11.6M
4.57%
-$229.9K
Sold
353.4K shares
ETF
ETF
$6.6M
2.59%
+$2.5M
Bought
83.1K shares
Drug Manufacturers - General
Healthcare
$6.4M
2.54%
-$108.3K
Sold
0.00%
8.4K shares
ETF
ETF
$6.4M
2.52%
-$351.5K
Sold
10.4K shares
ETF
ETF
$6.0M
2.36%
+$3.0M
Bought
59.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hutchens & Kramer Investment Management Group, LLC's latest filing

See all changes
Market Value
$253.3M
Prior: $218.1M
Q/Q Change
+16.14%
+$35.2M
Net Flows % of MV
+8.27%
Turnover Ratio
8.42%
New Purchases
20 stocks
$4.7M
Added To
66 stocks
+$26.2M
Sold Out Of
14 stocks
$3.4M
Reduced Holdings
71 stocks
-$6.7M

Increased Positions

PositionShares Δ
1
Cintas logo
Cintas
CTAS
New
New
3
Oracle logo
Oracle
ORCL
New
4
Intuit logo
Intuit
INTU
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Hutchens & Kramer Investment Management Group, LLC

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Sector Allocation

ETF: 75.10%ETFTechnology: 7.20%Healthcare: 4.10%Industrials: 3.00%Financial Services: 2.50%Communication Services: 2.00%Consumer Cyclical: 1.70%Consumer Defensive: 1.50%Real Estate: 1.20%Basic Materials: 0.20%Utilities: 0.10%
ETF
75.10%
Technology
7.20%
Healthcare
4.10%
Industrials
3.00%
Financial Services
2.50%
Communication Services
2.00%
Consumer Cyclical
1.70%
Consumer Defensive
1.50%
Real Estate
1.20%
Basic Materials
0.20%
Utilities
0.10%

Market Cap Distribution

Mega Cap (> $200B): 13.60%Mega Cap (> $200B)Large Cap ($10B - $200B): 9.42%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.33%Small Cap ($300M - $2B): 0.01%N/A (ETF or Unknown): 76.64%N/A (ETF or Unknown)
Mega Cap (> $200B)
13.60%
Large Cap ($10B - $200B)
9.42%
Mid Cap ($2B - $10B)
0.33%
Small Cap ($300M - $2B)
0.01%
N/A (ETF or Unknown)
76.64%

Portfolio Concentration

Top 10 Holdings %
47.45%
Top 20 Holdings %
62.91%
Top 50 Holdings %
81.78%
Top 100 Holdings %
92.69%

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