Portfolio (Quarterly)
Guide ↗
Hutchens & Kramer Investment Management Group, LLC
· CIK 0001920117| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | APH | AMPHENOL CORP NEW | Technology | 9,809.0 | $1.3M | 0.46% | NEW | — | $135.13 | +2.1% |
| 42 | SPYM | SPDR SERIES TRUST | — | 16,500.0 | $1.3M | 0.46% | NEW | — | $80.22 | +10.2% |
| 43 | QUAL | ISHARES TR | — | 6,385.0 | $1.3M | 0.44% | NEW | — | $198.62 | +8.4% |
| 44 | IEMG | ISHARES INC | — | 18,030.0 | $1.2M | 0.42% | NEW | — | $67.22 | +23.8% |
| 45 | DYNF | BLACKROCK ETF TRUST | — | 19,759.0 | $1.2M | 0.41% | NEW | — | $60.81 | +10.6% |
| 46 | VTI | VANGUARD INDEX FDS | — | 3,452.0 | $1.2M | 0.40% | NEW | — | $335.26 | +10.3% |
| 47 | IUSB | ISHARES TR | — | 23,508.0 | $1.1M | 0.38% | NEW | — | $46.54 | -1.1% |
| 48 | TJX | TJX COS INC NEW | Consumer Cyclical | 7,075.0 | $1.1M | 0.38% | NEW | — | $153.60 | +3.3% |
| 49 | SCHW | SCHWAB CHARLES CORP | Financial Services | 10,697.0 | $1.1M | 0.37% | NEW | — | $99.91 | -10.0% |
| 50 | V | VISA INC | Financial Services | 2,951.0 | $1.0M | 0.36% | NEW | — | $350.71 | -7.1% |
| 51 | QQQM | INVESCO EXCH TRADED FD TR II | — | 4,075.0 | $1.0M | 0.36% | NEW | — | $252.92 | +18.6% |
| 52 | VWO | VANGUARD INTL EQUITY INDEX F | — | 19,019.0 | $1.0M | 0.35% | NEW | — | $53.76 | +11.9% |
| 53 | ETN | EATON CORP PLC | Industrials | 2,952.0 | $940K | 0.33% | NEW | — | $318.51 | +26.7% |
| 54 | VTV | VANGUARD INDEX FDS | — | 4,656.0 | $889K | 0.31% | NEW | — | $191.01 | +11.1% |
| 55 | AVGO | BROADCOM INC | Technology | 2,526.0 | $874K | 0.30% | NEW | — | $346.08 | +23.7% |
| 56 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 3,135.0 | $806K | 0.28% | NEW | — | $257.23 | -14.5% |
| 57 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 15,281.0 | $759K | 0.26% | NEW | — | $49.65 | -11.9% |
| 58 | DSTL | ETF SER SOLUTIONS | — | 12,745.0 | $751K | 0.26% | NEW | — | $58.90 | +1.0% |
| 59 | OEF | ISHARES TR | — | 2,185.0 | $749K | 0.26% | NEW | — | $342.97 | +8.8% |
| 60 | IXUS | ISHARES TR | — | 8,282.0 | $701K | 0.24% | NEW | — | $84.64 | +14.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
27.2%
Financial Services
24.1%
Healthcare
12.6%
Industrials
10.0%
Communication Services
7.7%
Consumer Cyclical
7.4%
Consumer Defensive
5.3%
Real Estate
4.7%
Basic Materials
0.6%
Utilities
0.5%