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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 549.0 | $311K | 0.11% | NEW | — | $566.36 | -22.5% |
| 122 | BSV | VANGUARD BD INDEX FDS | — | 3,897.0 | $307K | 0.11% | NEW | — | $78.81 | -1.1% |
| 123 | BNDX | VANGUARD CHARLOTTE FDS | — | 6,286.0 | $304K | 0.10% | NEW | — | $48.32 | -0.2% |
| 124 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 991.0 | $294K | 0.10% | NEW | — | $296.21 | -15.5% |
| 125 | UGL | PROSHARES TR II | Financial Services | 5,210.0 | $289K | 0.10% | NEW | — | $55.52 | -0.0% |
| 126 | — | BERKSHIRE HATHAWAY INC DEL | — | 562.0 | $283K | 0.10% | NEW | — | $502.89 | — |
| 127 | EQIX | EQUINIX INC | Real Estate | 366.0 | $280K | 0.10% | NEW | — | $766.16 | +41.3% |
| 128 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 4,892.0 | $280K | 0.10% | NEW | — | $57.24 | -1.7% |
| 129 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 1,063.0 | $275K | 0.10% | NEW | — | $258.79 | -21.6% |
| 130 | MUNI | PIMCO ETF TR | — | 5,238.0 | $275K | 0.10% | NEW | — | $52.41 | -0.3% |
| 131 | — | HEICO CORP NEW | — | 1,087.0 | $274K | 0.10% | NEW | — | $252.43 | — |
| 132 | MINT | PIMCO ETF TR | — | 2,716.0 | $273K | 0.09% | NEW | — | $100.34 | +0.3% |
| 133 | MMM | 3M CO | Industrials | 1,700.0 | $272K | 0.09% | NEW | — | $160.11 | -4.0% |
| 134 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 532.0 | $272K | 0.09% | NEW | — | $510.73 | +22.7% |
| 135 | WAB | WABTEC | Industrials | 1,263.0 | $270K | 0.09% | NEW | — | $213.45 | +22.5% |
| 136 | ESGU | ISHARES TR | — | 1,772.0 | $264K | 0.09% | NEW | — | $148.98 | +9.8% |
| 137 | INTU | INTUIT | Technology | 398.0 | $264K | 0.09% | NEW | — | $662.42 | -54.1% |
| 138 | IYW | ISHARES TR | — | 1,303.0 | $260K | 0.09% | NEW | — | $199.68 | +23.7% |
| 139 | AVSC | AMERICAN CENTY ETF TR | — | 4,290.0 | $252K | 0.09% | NEW | — | $58.74 | +17.3% |
| 140 | AMP | AMERIPRISE FINL INC | Financial Services | 513.0 | $252K | 0.09% | NEW | — | $490.34 | -7.7% |
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%