Top 50 Hutchens & Kramer Investment Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 11.95% | 348.3K | $44.6M | +16.22%(+48.61K) | $103.75(+27.60%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.31% | 530.8K | $23.5M | -2.82%(-15.40K) | $29.17(+57.85%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 6.22% | 875.2K | $23.2M | +13.28%(+102.57K) | $26.41(-0.85%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 4.26% | 193.8K | $15.9M | -2.27%(-4.50K) | $58.86(+45.59%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.36% | 336.6K | $12.5M | -1.76%(-6.03K) | $25.09(+56.70%) | 2026-06-30 | |
| SGOV | ISHARES TR | 3.18% | 117.9K | $11.9M | -3.22%(-3.92K) | $100.61(-0.04%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 3.09% | 125.3K | $11.5M | -29.05%(-51.28K) | $92.62(-2.20%) | 2026-06-30 | |
| TFLO | ISHARES TR | 3.03% | 223.1K | $11.3M | +0.66%(+1.45K) | $50.58(+0.00%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.01% | 126.0K | $11.2M | +14.02%(+15.49K) | $74.47(+26.66%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 2.89% | 107.0K | $10.8M | +327.61%(+81.98K) | $100.63(+0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.32% | +74.20% | โ | โ | +67.09% |
| Top 20 Holdings Unweighted | +17.33% | +61.54% | โ | โ | +44.43% |
Hutchens & Kramer Investment Management Group, LLC reports $373.26M in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (11.9%), DFAC (6.3%) and PYLD (6.2%). The top 20 holdings account for 65.3% of reported assets. Its disclosed equity book has returned +74.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hutchens & Kramer Investment Management Group, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1920117). View Hutchens & Kramer Investment Management Group, LLCโs 13F filings on SEC