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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FORTINET INC 3,457.0 $283K 0.09% NEW $81.72
122 ABT ABBOTT LABORATORIES Healthcare 2,593.0 $266K 0.08% -177.0 -6.4% $102.67 -15.6%
123 BLACKROCK ETF TRUST 8,122.0 $266K 0.08% NEW $32.72
124 BLCR BLACKROCK ETF TRUST 6,386.0 $262K 0.08% NEW $41.06 +23.1%
125 MUNI PIMCO ETF TR 4,899.0 $256K 0.08% -339.0 -6.5% $52.19 +0.1%
126 KO COCA COLA CO Consumer Defensive 3,359.0 $255K 0.08% $76.05 +5.8%
127 CL COLGATE PALMOLIVE CO Consumer Defensive 2,952.0 $252K 0.08% NEW $85.23 +5.4%
128 QCOM QUALCOMM INC Technology 1,953.0 $252K 0.08% NEW $128.78 +93.2%
129 ESGU ISHARES TR 1,759.0 $249K 0.08% -13.0 -0.7% $141.42 +15.8%
130 IAGG ISHARES TR 4,950.0 $248K 0.08% +196.0 +4.1% $50.04 +0.3%
131 IAU ISHARES GOLD TR Financial Services 2,759.0 $243K 0.08% -2K -38.6% $88.16 -3.8%
132 IBM INTERNATIONAL BUSINESS MACHS Technology 991.0 $240K 0.08% $242.39 +3.4%
133 AJG GALLAGHER ARTHUR J & CO Financial Services 1,096.0 $237K 0.07% +33.0 +3.1% $216.58 -5.8%
134 IYW ISHARES TR 1,300.0 $236K 0.07% $181.42 +36.4%
135 CENCORA INC 746.0 $234K 0.07% NEW $314.14
136 BOXX EA SERIES TRUST 2,000.0 $233K 0.07% $116.29 +0.5%
137 ISRG INTUITIVE SURGICAL INC Healthcare 502.0 $231K 0.07% -47.0 -8.6% $460.99 -5.3%
138 RTX RTX CORPORATION Industrials 1,147.0 $221K 0.07% -119.0 -9.4% $192.90 -7.2%
139 VYMI VANGUARD WHITEHALL FDS 2,303.0 $217K 0.07% NEW $94.26 +6.8%
140 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,065.0 $216K 0.07% -2K -66.0% $203.18 +7.5%
Page 7 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%