Portfolio (Quarterly)
Guide ↗
Hutchens & Kramer Investment Management Group, LLC
· CIK 0001920117| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AMP | AMERIPRISE FINL INC | Financial Services | 513 | $252K | 0.09% | SOLD |
| 22 | BINC | BLACKROCK ETF TRUST II | — | 4,743 | $250K | 0.09% | SOLD |
| 23 | MPWR | MONOLITHIC PWR SYS INC | Technology | 272 | $247K | 0.09% | SOLD |
| 24 | ORCL | ORACLE CORP | Technology | 1,230 | $240K | 0.08% | SOLD |
| 25 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 1,284 | $238K | 0.08% | SOLD |
| 26 | ADBE | ADOBE INC | Technology | 674 | $236K | 0.08% | SOLD |
| 27 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 1,782 | $232K | 0.08% | SOLD |
| 28 | HSY | HERSHEY CO | Consumer Defensive | 1,274 | $232K | 0.08% | SOLD |
| 29 | LMT | LOCKHEED MARTIN CORP | Industrials | 478 | $231K | 0.08% | SOLD |
| 30 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 833 | $229K | 0.08% | SOLD |
| 31 | PANW | PALO ALTO NETWORKS INC | Technology | 1,224 | $225K | 0.08% | SOLD |
| 32 | OSIS | OSI SYSTEMS INC | Technology | 877 | $224K | 0.08% | SOLD |
| 33 | HLNE | HAMILTON LANE INC | Financial Services | 1,661 | $223K | 0.08% | SOLD |
| 34 | MSCI | MSCI INC | Financial Services | 385 | $221K | 0.08% | SOLD |
| 35 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 2,804 | $215K | 0.07% | SOLD |
| 36 | PNR | PENTAIR PLC | Industrials | 2,062 | $215K | 0.07% | SOLD |
| 37 | AYI | ACUITY INC | Industrials | 596 | $215K | 0.07% | SOLD |
| 38 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 504 | $210K | 0.07% | SOLD |
| 39 | ITA | ISHARES TR | — | 976 | $210K | 0.07% | SOLD |
| 40 | ENSG | ENSIGN GROUP INC | Healthcare | 1,201 | $209K | 0.07% | SOLD |
Sector Allocation
Financial Services
28.3%
Technology
27.2%
Healthcare
13.0%
Consumer Cyclical
8.2%
Communication Services
7.8%
Industrials
6.9%
Consumer Defensive
6.3%
Energy
0.8%
Basic Materials
0.7%
Utilities
0.7%