# Hutchens & Kramer Investment Management Group, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1920117. Source: https://holderbook.com/funds/1920117-hutchens-kramer-investment-management-group-llc/

- Reported value: $373.3M
- Positions: 160
- Weight of the ten largest: 47.3%
- Filed: 2026-07-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $44.6M | 348,287 | 12.0% | 12 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $23.5M | 530,816 | 6.3% | 15 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $23.2M | 875,246 | 6.2% | 10 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $15.9M | 193,799 | 4.3% | 11 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $12.5M | 336,621 | 3.4% | 15 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $11.9M | 117,885 | 3.2% | 5 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $11.5M | 125,252 | 3.1% | 11 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $11.3M | 223,131 | 3.0% | 5 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $11.2M | 126,016 | 3.0% | 12 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $10.8M | 107,009 | 2.9% | 6 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $10.6M | 65,767 | 2.8% | 4 |
| FIRST TR EXCHANGE TRADED FD | [GRID](https://holderbook.com/stocks/GRID/) | $9.0M | 47,039 | 2.4% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $7.9M | 11,563 | 2.1% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $6.8M | 5,658 | 1.8% | 19 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $6.4M | 66,588 | 1.7% | 11 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $6.1M | 9,295 | 1.6% | 3 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $5.2M | 128,595 | 1.4% | 14 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.2M | 7,080 | 1.4% | 19 |
| INVESCO EXCH TRADED FD TR II | [SPHB](https://holderbook.com/stocks/SPHB/) | $5.0M | 32,356 | 1.3% | 3 |
| RBB FD INC | [SPIT](https://holderbook.com/stocks/SPIT/) | $4.8M | 137,263 | 1.3% | 2 |
| AMERICAN CENTY ETF TR | [AVGE](https://holderbook.com/stocks/AVGE/) | $4.8M | 47,965 | 1.3% | 5 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $4.6M | 34,865 | 1.2% | 3 |
| SPDR SERIES TRUST | [FITE](https://holderbook.com/stocks/FITE/) | $4.6M | 41,097 | 1.2% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $4.4M | 15,337 | 1.2% | 19 |
| ARK ETF TR | [ARKQ](https://holderbook.com/stocks/ARKQ/) | $4.1M | 31,049 | 1.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $4.1M | 138,750 | 1.1% | 19 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $4.0M | 56,614 | 1.1% | 19 |
| INVESCO EXCHANGE TRADED FD T | [XLG](https://holderbook.com/stocks/XLG/) | $4.0M | 64,645 | 1.1% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.5M | 17,489 | 0.9% | 19 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $3.3M | 17,444 | 0.9% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.7M | 3,548 | 0.7% | 19 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.4M | 16,232 | 0.6% | 19 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $2.4M | 19,889 | 0.6% | 5 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.2M | 6,083 | 0.6% | 19 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $2.1M | 21,624 | 0.6% | 6 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $2.0M | 14,880 | 0.5% | 12 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.0M | 5,654 | 0.5% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.0M | 8,437 | 0.5% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.0M | 2,688 | 0.5% | 19 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $1.9M | 21,750 | 0.5% | 9 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $1.9M | 44,778 | 0.5% | 15 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.7M | 4,879 | 0.5% | 19 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $1.6M | 7,160 | 0.4% | 10 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.5M | 4,188 | 0.4% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.5M | 3,987 | 0.4% | 19 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.4M | 17,560 | 0.4% | 19 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $1.3M | 28,685 | 0.4% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.2M | 20,296 | 0.3% | 16 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.2M | 2,120 | 0.3% | 19 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $1.2M | 12,787 | 0.3% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.2M | 2,257 | 0.3% | 19 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $1.1M | 8,905 | 0.3% | 19 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $1.1M | 15,663 | 0.3% | 10 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.1M | 4,856 | 0.3% | 19 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.1M | 5,978 | 0.3% | 19 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.0M | 2,444 | 0.3% | 17 |
| SPDR SERIES TRUST | [FLRN](https://holderbook.com/stocks/FLRN/) | $1.0M | 33,141 | 0.3% | 1 |
| INVESCO ACTIVELY MANAGED EXC | [GSY](https://holderbook.com/stocks/GSY/) | $1.0M | 20,243 | 0.3% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $951.2K | 2,518 | 0.3% | 8 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $942.1K | 10,210 | 0.3% | 19 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $930.8K | 2,148 | 0.2% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $929.1K | 2,708 | 0.2% | 19 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $900.0K | 5,941 | 0.2% | 19 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $883.1K | 10,961 | 0.2% | 19 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $843.6K | 10,183 | 0.2% | 9 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $797.1K | 8,352 | 0.2% | 19 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $793.5K | 19,016 | 0.2% | 15 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $773.5K | 2,061 | 0.2% | 14 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $764.8K | 9,991 | 0.2% | 13 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $752.4K | 3,056 | 0.2% | 16 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $739.2K | 23,312 | 0.2% | 11 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $712.8K | 990 | 0.2% | 1 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $694.8K | 1,673 | 0.2% | 7 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $693.3K | 2,298 | 0.2% | 10 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $691.2K | 17,819 | 0.2% | 15 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $684.0K | 3,117 | 0.2% | 19 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $666.7K | 3,920 | 0.2% | 4 |
| VANECK ETF TRUST | [CLOI](https://holderbook.com/stocks/CLOI/) | $637.5K | 12,039 | 0.2% | 1 |
| AMERICAN CENTY ETF TR | [AVNM](https://holderbook.com/stocks/AVNM/) | $635.7K | 7,717 | 0.2% | 5 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $624.7K | 2,061 | 0.2% | 19 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $607.8K | 11,528 | 0.2% | 4 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $592.6K | 2,127 | 0.2% | 9 |
| ETF SER SOLUTIONS | [DSTL](https://holderbook.com/stocks/DSTL/) | $569.9K | 9,514 | 0.2% | 15 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $544.1K | 7,620 | 0.1% | 11 |
| SPDR SERIES TRUST | [LGLV](https://holderbook.com/stocks/LGLV/) | $539.1K | 2,971 | 0.1% | 19 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $531.4K | 3,459 | 0.1% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $520.6K | 1,590 | 0.1% | 15 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $517.6K | 1,644 | 0.1% | 2 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $497.1K | 1,450 | 0.1% | 7 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $475.8K | 12,999 | 0.1% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $459.3K | 1,155 | 0.1% | 11 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $433.2K | 1,547 | 0.1% | 9 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $432.9K | 3,679 | 0.1% | 18 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $432.6K | 12,995 | 0.1% | 5 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $432.2K | 905 | 0.1% | 4 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $423.1K | 311 | 0.1% | 10 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $406.9K | 8,079 | 0.1% | 2 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $399.4K | 12,844 | 0.1% | 11 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $398.3K | 762 | 0.1% | 4 |
| NISOURCE INC | [NI](https://holderbook.com/stocks/NI/) | $393.0K | 8,265 | 0.1% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.5% | +14.8% | -2.3% | 100% |
| Q1 2026 | -2.0% | -4.6% | +2.6% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.0% | 100% |
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |
| Q2 2025 | +7.5% | +10.5% | -2.9% | 100% |
| Q1 2025 | -1.6% | -4.6% | +3.0% | 100% |
| Q4 2024 | -1.6% | +2.1% | -3.8% | 101% |
| Q3 2024 | +3.5% | +5.4% | -2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $373.3M | 160 |
| Q1 2026 | $316.5M | 149 |
| Q4 2025 | $289.5M | 177 |
| Q3 2025 | $253.8M | 173 |
| Q2 2025 | $218.1M | 159 |
| Q1 2025 | $181.7M | 159 |
| Q4 2024 | $184.2M | 159 |
| Q3 2024 | $180.3M | 158 |
| Q2 2024 | $181.1M | 147 |
| Q1 2024 | $169.0M | 149 |
| Q4 2023 | $141.9M | 129 |
| Q3 2023 | $125.8M | 114 |