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The Analysis of Hutchens & Kramer Investment Management Group, LLC's Holdings & P&L

Currently, Hutchens & Kramer Investment Management Group, LLC holds 149 types of securities in its portfolio with a total value $316.5M. In the most recent quarter, they have increased their positions in GRID (+36.4K shares, valued at $6.0M), SPMO (+44.6K shares, valued at $5.0M), N/A (+132.9K shares, valued at $3.5M); decreased their positions in IVV (-1.5K shares, valued at $995.5K), ADP (-2.1K shares, valued at $420.6K), SCHX (-13.6K shares, valued at $349.9K); initiated new positions in N/A (+132.9K shares, valued at $3.5M), AVSF (+21.1K shares, valued at $988.6K), LDUR (+10.3K shares, valued at $986.1K).

1M P&L

+11.6M+3.66%

3M P&L

+13.9M+4.43%

HY P&L

+31.6M+10.69%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A260.1M

87.8%

2Drug Manufacturers - General4.4M

1.5%

3Consumer Electronics3.6M

1.2%

Top Industries by Stock Count

1N/A90 stocks

65.7%

2Software - Application4 stocks

2.9%

3Semiconductors3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR299.7K shares8.58%2026-03-312026-04-15

DFAC DIMENSIONAL ETF TRUST546.2K shares0.60%2026-03-312026-04-15

PYLD PIMCO ETF TR772.7K shares8.33%2026-03-312026-04-15

BOND PIMCO ETF TR176.5K shares6.23%2026-03-312026-04-15

DCOR DIMENSIONAL ETF TRUST198.3K shares-0.71%2026-03-312026-04-15

SGOV ISHARES TR121.8K shares18.23%2026-03-312026-04-15

DFIC DIMENSIONAL ETF TRUST342.7K shares-0.00%2026-03-312026-04-15

TFLO ISHARES TR221.7K shares16.57%2026-03-312026-04-15

Sponsored

AVDE AMERICAN CENTY ETF TR110.5K shares7.30%2026-03-312026-04-15

GRID FIRST TR EXCHANGE-TRADED FD47.4K shares331.02%2026-03-312026-04-15

SPMO INVESCO EXCH TRADED FD TR II64.2K shares226.99%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS11.6K shares8.54%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR63.1K shares7.82%2026-03-312026-04-15

DFEM DIMENSIONAL ETF TRUST132.3K shares-1.52%2026-03-312026-04-15

LLY ELI LILLY & CO4.5K shares-3.68%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR7.1K shares29.06%2026-03-312026-04-15

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD34.5K shares584.27%2026-03-312026-04-15

XLG INVESCO EXCHANGE TRADED FD T68.9K shares-0.24%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR142.0K shares-8.77%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS56.7K shares5.94%2026-03-312026-04-15

SMH VANECK ETF TRUST9.4K shares522.63%2026-03-312026-04-15

SPHB INVESCO EXCH TRADED FD TR II31.2K shares509.47%2026-03-312026-04-15

AAPL APPLE INC14.0K shares-0.90%2026-03-312026-04-15

RBB FD INC RBB FD INC132.9K sharesnew addition2026-03-312026-04-15

Sponsored

FITE SPDR SERIES TRUST40.0K shares608.84%2026-03-312026-04-15

ARKQ ARK ETF TR29.5K shares501.24%2026-03-312026-04-15

DFCF DIMENSIONAL ETF TRUST69.6K shares-9.28%2026-03-312026-04-15

NVDA NVIDIA CORPORATION15.8K shares5.01%2026-03-312026-04-15

AVGE AMERICAN CENTY ETF TR30.7K shares7.83%2026-03-312026-04-15

GLD SPDR GOLD TR6.2K shares-4.27%2026-03-312026-04-15

MSFT MICROSOFT CORP6.9K shares-8.99%2026-03-312026-04-15

AMZN AMAZON COM INC12.2K shares-4.06%2026-03-312026-04-15

Sponsored

MINT PIMCO ETF TR25.0K shares821.39%2026-03-312026-04-15

PG PROCTER & GAMBLE CO16.2K shares0.00%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR16.7K shares-1.59%2026-03-312026-04-15

SPYG SPDR SERIES TRUST19.4K shares45.40%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS20.5K shares2.13%2026-03-312026-04-15

IVE ISHARES TR8.5K shares-2.37%2026-03-312026-04-15

IVW ISHARES TR15.2K shares0.36%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T2.6K shares6.03%2026-03-312026-04-15

Sponsored

IVV ISHARES TR2.5K shares-37.90%2026-03-312026-04-15

MA MASTERCARD INCORPORATED2.8K shares-4.57%2026-03-312026-04-15

SHY ISHARES TR16.9K shares-2.62%2026-03-312026-04-15

EFV ISHARES TR18.0K shares-3.67%2026-03-312026-04-15

ALPHABET INC ALPHABET INC4.6K shares-9.66%2026-03-312026-04-15

SPYM SPDR SERIES TRUST16.9K shares2.32%2026-03-312026-04-15

VTI VANGUARD INDEX FDS3.9K shares14.11%2026-03-312026-04-15

META META PLATFORMS INC2.1K shares-10.20%2026-03-312026-04-15

Sponsored

IEMG ISHARES INC16.8K shares-7.04%2026-03-312026-04-15

QUAL ISHARES TR6.0K shares-6.70%2026-03-312026-04-15

IUSB ISHARES TR24.0K shares1.98%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F20.5K shares7.62%2026-03-312026-04-15

APH AMPHENOL CORP8.4K shares-14.55%2026-03-312026-04-15

EFG ISHARES TR9.3K shares53.65%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC2.9K shares-3.05%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST17.4K shares-12.08%2026-03-312026-04-15

Sponsored

TJX TJX COS INC NEW6.3K shares-10.76%2026-03-312026-04-15

ALPHABET INC ALPHABET INC3.5K shares-24.42%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP10.6K shares-0.88%2026-03-312026-04-15

AVSF AMERICAN CENTY ETF TR21.1K sharesnew addition2026-03-312026-04-15

LDUR PIMCO ETF TR10.3K sharesnew addition2026-03-312026-04-15

VTV VANGUARD INDEX FDS4.7K shares-0.02%2026-03-312026-04-15

BROADCOM INC BROADCOM INC2.6K shares2.73%2026-03-312026-04-15

V VISA INC2.6K shares-13.11%2026-03-312026-04-15

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC15.3K sharesnew addition2026-03-312026-04-15

IXUS ISHARES TR8.4K shares0.88%2026-03-312026-04-15

DUHP DIMENSIONAL ETF TRUST19.0K shares32.43%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF17.5K shares14.47%2026-03-312026-04-15

VXF VANGUARD INDEX FDS3.1K shares1.94%2026-03-312026-04-15

DFSV DIMENSIONAL ETF TRUST18.0K shares0.61%2026-03-312026-04-15

CTAS CINTAS CORP3.5K shares41.92%2026-03-312026-04-15

VB VANGUARD INDEX FDS2.2K shares26.33%2026-03-312026-04-15

Sponsored

DSTL ETF SER SOLUTIONS10.0K shares-21.40%2026-03-312026-04-15

CDNS CADENCE DESIGN SYSTEM INC2.1K shares6.89%2026-03-312026-04-15

AVNM AMERICAN CENTY ETF TR7.6K shares12.15%2026-03-312026-04-15

LST MANAGED PORTFOLIO SERIES13.5K sharesnew addition2026-03-312026-04-15

LGLV SPDR SERIES TRUST3.0K shares-0.33%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR17.1K shares7.53%2026-03-312026-04-15

VO VANGUARD INDEX FDS1.8K shares3.18%2026-03-312026-04-15

MSI MOTOROLA SOLUTIONS INC1.2K shares2.35%2026-03-312026-04-15

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.3K shares-39.90%2026-03-312026-04-15

BAI BLACKROCK ETF TRUST14.4K shares0.54%2026-03-312026-04-15

DFSD DIMENSIONAL ETF TRUST9.9K shares-1.80%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO1.6K shares-3.86%2026-03-312026-04-15

SYK STRYKER CORPORATION1.4K sharesnew addition2026-03-312026-04-15

NFLX NETFLIX INC.4.6K shares-4.55%2026-03-312026-04-15

THRO BLACKROCK ETF TRUST11.7K shares1.83%2026-03-312026-04-15

MUB ISHARES TR3.9K sharesnew addition2026-03-312026-04-15

Sponsored

SUB ISHARES TR3.9K sharesnew addition2026-03-312026-04-15

LH LABCORP HOLDINGS INC1.5K shares0.00%2026-03-312026-04-15

ELV ELEVANCE HEALTH INC FORMERLY1.4K shares0.58%2026-03-312026-04-15

ZTS ZOETIS INC3.4K shares33.46%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC3.5K shares2.79%2026-03-312026-04-15

MTUM ISHARES TR1.7K shares-1.53%2026-03-312026-04-15

IQV IQVIA HLDGS INC2.3K shares-24.76%2026-03-312026-04-15

TLH ISHARES TR3.8K shares6.16%2026-03-312026-04-15

Sponsored

NI NISOURCE INC8.1K shares0.04%2026-03-312026-04-15

ECL ECOLAB INC1.4K shares-0.50%2026-03-312026-04-15

ROP ROPER TECHNOLOGIES INC1.0K shares3.09%2026-03-312026-04-15

VRSK VERISK ANALYTICS INC1.9K shares110.38%2026-03-312026-04-15

EME EMCOR GROUP INC488 shares-22.17%2026-03-312026-04-15

HD HOME DEPOT INC1.1K sharesnew addition2026-03-312026-04-15

FNDX SCHWAB STRATEGIC TR12.8K shares0.00%2026-03-312026-04-15

DIA STATE STR SPDR DOW JONES IND766 shares0.26%2026-03-312026-04-15

Sponsored

DFGR DIMENSIONAL ETF TRUST13.3K shares-0.87%2026-03-312026-04-15

SPEM SPDR INDEX SHS FDS7.3K shares-3.16%2026-03-312026-04-15

MBB ISHARES TR3.6K shares0.82%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR13.4K shares-16.39%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR11.3K shares-0.29%2026-03-312026-04-15

GWW WW GRAINGER INC299 shares-6.27%2026-03-312026-04-15

GOVT ISHARES TR13.7K sharesnew addition2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS4.0K shares1.92%2026-03-312026-04-15

Sponsored

AVSC AMERICAN CENTY ETF TR4.9K shares14.01%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION304 shares-39.32%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS6.3K shares0.30%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F5.3K shares8.89%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC876 shares-16.09%2026-03-312026-04-15

FICO FAIR ISAAC CORP275 shares0.00%2026-03-312026-04-15

KLAC KLA CORP197 shares-42.57%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL598 shares6.41%2026-03-312026-04-15

Sponsored

FTNT FORTINET INC3.5K sharesnew addition2026-03-312026-04-15

ABT ABBOTT LABORATORIES2.6K shares-6.39%2026-03-312026-04-15

IDEF BLACKROCK ETF TRUST8.1K sharesnew addition2026-03-312026-04-15

BLCR BLACKROCK ETF TRUST6.4K sharesnew addition2026-03-312026-04-15

MUNI PIMCO ETF TR4.9K shares-6.47%2026-03-312026-04-15

KO COCA COLA CO3.4K shares0.00%2026-03-312026-04-15

CL COLGATE PALMOLIVE CO3.0K sharesnew addition2026-03-312026-04-15

QCOM QUALCOMM INC2.0K sharesnew addition2026-03-312026-04-15

Sponsored

ESGU ISHARES TR1.8K shares-0.73%2026-03-312026-04-15

IAGG ISHARES TR5.0K shares4.12%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR2.8K shares-38.61%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS991 shares0.00%2026-03-312026-04-15

AJG GALLAGHER ARTHUR J & CO1.1K shares3.10%2026-03-312026-04-15

IYW ISHARES TR1.3K shares-0.23%2026-03-312026-04-15

CENCORA INC CENCORA INC746 sharesnew addition2026-03-312026-04-15

BOXX EA SERIES TRUST2.0K shares0.00%2026-03-312026-04-15

Sponsored

ISRG INTUITIVE SURGICAL INC502 shares-8.56%2026-03-312026-04-15

RTX RTX CORPORATION1.1K shares-9.40%2026-03-312026-04-15

VYMI VANGUARD WHITEHALL FDS2.3K sharesnew addition2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-66.03%2026-03-312026-04-15

ABBV ABBVIE INC979 shares-51.25%2026-03-312026-04-15

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-04-15

TPR TAPESTRY INC1.5K sharesnew addition2026-03-312026-04-15

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-15

Sponsored

XT ISHARES TR3.0K shares-3.83%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS4.1K sharesnew addition2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST2.9K shares-4.91%2026-03-312026-04-15

SLV ISHARES SILVER TR3.0K sharesnew addition2026-03-312026-04-15

DFAX DIMENSIONAL ETF TRUST5.9K sharesnew addition2026-03-312026-04-15

AVUS

AMERICAN CENTY ETF TR

8.58%

Shares299.7K

Event2026-03-31

Filed2026-04-15

DFAC

DIMENSIONAL ETF TRUST

0.60%

Shares546.2K

Event2026-03-31

Filed2026-04-15

PYLD

PIMCO ETF TR

8.33%

Shares772.7K

Event2026-03-31

Filed2026-04-15

BOND

PIMCO ETF TR

6.23%

Shares176.5K

Event2026-03-31

Filed2026-04-15

DCOR

DIMENSIONAL ETF TRUST

-0.71%

Shares198.3K

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

18.23%

Shares121.8K

Event2026-03-31

Filed2026-04-15

DFIC

DIMENSIONAL ETF TRUST

-0.00%

Shares342.7K

Event2026-03-31

Filed2026-04-15

TFLO

ISHARES TR

16.57%

Shares221.7K

Event2026-03-31

Filed2026-04-15

AVDE

AMERICAN CENTY ETF TR

7.30%

Shares110.5K

Event2026-03-31

Filed2026-04-15

GRID

FIRST TR EXCHANGE-TRADED FD

331.02%

Shares47.4K

Event2026-03-31

Filed2026-04-15

SPMO

INVESCO EXCH TRADED FD TR II

226.99%

Shares64.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

8.54%

Shares11.6K

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

7.82%

Shares63.1K

Event2026-03-31

Filed2026-04-15

DFEM

DIMENSIONAL ETF TRUST

-1.52%

Shares132.3K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

-3.68%

Shares4.5K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

29.06%

Shares7.1K

Event2026-03-31

Filed2026-04-15

AIRR

FIRST TR EXCHANGE TRADED FD

584.27%

Shares34.5K

Event2026-03-31

Filed2026-04-15

XLG

INVESCO EXCHANGE TRADED FD T

-0.24%

Shares68.9K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

-8.77%

Shares142.0K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

5.94%

Shares56.7K

Event2026-03-31

Filed2026-04-15

SMH

VANECK ETF TRUST

522.63%

Shares9.4K

Event2026-03-31

Filed2026-04-15

SPHB

INVESCO EXCH TRADED FD TR II

509.47%

Shares31.2K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-0.90%

Shares14.0K

Event2026-03-31

Filed2026-04-15

RBB FD INC

New

Shares132.9K

Event2026-03-31

Filed2026-04-15

FITE

SPDR SERIES TRUST

608.84%

Shares40.0K

Event2026-03-31

Filed2026-04-15

ARKQ

ARK ETF TR

501.24%

Shares29.5K

Event2026-03-31

Filed2026-04-15

DFCF

DIMENSIONAL ETF TRUST

-9.28%

Shares69.6K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

5.01%

Shares15.8K

Event2026-03-31

Filed2026-04-15

AVGE

AMERICAN CENTY ETF TR

7.83%

Shares30.7K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-4.27%

Shares6.2K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-8.99%

Shares6.9K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-4.06%

Shares12.2K

Event2026-03-31

Filed2026-04-15

MINT

PIMCO ETF TR

821.39%

Shares25.0K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

-1.59%

Shares16.7K

Event2026-03-31

Filed2026-04-15

SPYG

SPDR SERIES TRUST

45.40%

Shares19.4K

Event2026-03-31

Filed2026-04-15

VNQ

VANGUARD INDEX FDS

2.13%

Shares20.5K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

-2.37%

Shares8.5K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

0.36%

Shares15.2K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

6.03%

Shares2.6K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-37.90%

Shares2.5K

Event2026-03-31

Filed2026-04-15

MASTERCARD INCORPORATED

-4.57%

Shares2.8K

Event2026-03-31

Filed2026-04-15

SHY

ISHARES TR

-2.62%

Shares16.9K

Event2026-03-31

Filed2026-04-15

EFV

ISHARES TR

-3.67%

Shares18.0K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-9.66%

Shares4.6K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

2.32%

Shares16.9K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

14.11%

Shares3.9K

Event2026-03-31

Filed2026-04-15