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Portfolio (Quarterly) Guide ↗

Hutchens & Kramer Investment Management Group, LLC

· CIK 0001920117
13F Portfolio $317M AUM 149 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 57 Added 51 Reduced 51 Exited
Page 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EME EMCOR GROUP INC Industrials 488.0 $360K 0.11% -139.0 -22.2% $738.31 +16.7%
102 HD HOME DEPOT INC Consumer Cyclical 1,091.0 $359K 0.11% NEW $328.96 -5.6%
103 FNDX SCHWAB STRATEGIC TR 12,844.0 $358K 0.11% $27.85 +11.0%
104 DIA STATE STR SPDR DOW JONES IND Financial Services 766.0 $355K 0.11% $462.89 +9.2%
105 DFGR DIMENSIONAL ETF TRUST 13,328.0 $354K 0.11% -117.0 -0.9% $26.58 +9.5%
106 SPEM SPDR INDEX SHS FDS 7,343.0 $344K 0.11% -240.0 -3.2% $46.91 +11.9%
107 MBB ISHARES TR 3,587.0 $341K 0.11% +29.0 +0.8% $94.95 -0.7%
108 SCHF SCHWAB STRATEGIC TR 13,429.0 $332K 0.10% -3K -16.4% $24.75 +12.2%
109 SCHG SCHWAB STRATEGIC TR 11,321.0 $330K 0.10% $29.13 +18.7%
110 GWW WW GRAINGER INC Industrials 299.0 $326K 0.10% -20.0 -6.3% $1090.81 +14.5%
111 GOVT ISHARES TR 13,703.0 $314K 0.10% NEW $22.91 -0.9%
112 BSV VANGUARD BD INDEX FDS 3,972.0 $311K 0.10% +75.0 +1.9% $78.41 -0.5%
113 AVSC AMERICAN CENTY ETF TR 4,891.0 $305K 0.10% +601.0 +14.0% $62.30 +10.9%
114 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 304.0 $303K 0.10% -197.0 -39.3% $997.70 +0.5%
115 BNDX VANGUARD CHARLOTTE FDS 6,305.0 $303K 0.10% $48.05 +0.4%
116 JEPI J P MORGAN EXCHANGE TRADED F 5,327.0 $302K 0.10% +435.0 +8.9% $56.68 -0.8%
117 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 876.0 $296K 0.09% -168.0 -16.1% $337.95 +22.0%
118 FICO FAIR ISAAC CORP Technology 275.0 $294K 0.09% $1067.54 +18.0%
119 KLAC KLA CORP Technology 197.0 $290K 0.09% -146.0 -42.6% $1472.41 +36.6%
120 BERKSHIRE HATHAWAY INC DEL 598.0 $287K 0.09% +36.0 +6.4% $479.42
Page 6 of 8  ·  149 positions

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
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%