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Hutchens & Kramer Investment Management Group 13F Portfolio

Portfolio Manager
Hutchens & Kramer Investment Management Group, LLC
Performance
+11.35% (2026 Q2)
AUM (13F)
$373.26M
# of Holdings
160
Performance Rank
Allocation (Top 20)
65.3%
Latest filing
Q2 2026

Hutchens & Kramer Investment Management Group, LLC Holdings Map

Top 50 Hutchens & Kramer Investment Management Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUS
AMERICAN CENTY ETF TR
11.95%348.3K$44.6M
+16.22%(+48.61K)
2025-Q2: 137.7K shares2025-Q3: 185.5K shares2025-Q4: 276.0K shares2026-Q1: 299.7K shares2026-Q2: 348.3K shares
$103.75(+27.60%)
2026-06-30
DFAC
DIMENSIONAL ETF TRUST
6.31%530.8K$23.5M
-2.82%(-15.40K)
2025-Q2: 562.8K shares2025-Q3: 556.1K shares2025-Q4: 543.0K shares2026-Q1: 546.2K shares2026-Q2: 530.8K shares
$29.17(+57.85%)
2026-06-30
PYLD
PIMCO ETF TR
6.22%875.2K$23.2M
+13.28%(+102.57K)
2025-Q2: 394.0K shares2025-Q3: 579.7K shares2025-Q4: 713.2K shares2026-Q1: 772.7K shares2026-Q2: 875.2K shares
$26.41(-0.85%)
2026-06-30
DCOR
DIMENSIONAL ETF TRUST
4.26%193.8K$15.9M
-2.27%(-4.50K)
2025-Q2: 203.4K shares2025-Q3: 199.7K shares2025-Q4: 199.7K shares2026-Q1: 198.3K shares2026-Q2: 193.8K shares
$58.86(+45.59%)
2026-06-30
DFIC
DIMENSIONAL ETF TRUST
3.36%336.6K$12.5M
-1.76%(-6.03K)
2025-Q2: 360.4K shares2025-Q3: 353.4K shares2025-Q4: 342.7K shares2026-Q1: 342.7K shares2026-Q2: 336.6K shares
$25.09(+56.70%)
2026-06-30
SGOV
ISHARES TR
3.18%117.9K$11.9M
-3.22%(-3.92K)
2025-Q2: 29.7K shares2025-Q3: 59.4K shares2025-Q4: 103.0K shares2026-Q1: 121.8K shares2026-Q2: 117.9K shares
$100.61(-0.04%)
2026-06-30
BOND
PIMCO ETF TR
3.09%125.3K$11.5M
-29.05%(-51.28K)
2025-Q2: 102.8K shares2025-Q3: 125.3K shares2025-Q4: 166.2K shares2026-Q1: 176.5K shares2026-Q2: 125.3K shares
$92.62(-2.20%)
2026-06-30
TFLO
ISHARES TR
3.03%223.1K$11.3M
+0.66%(+1.45K)
2025-Q2: 49.8K shares2025-Q3: 104.1K shares2025-Q4: 190.2K shares2026-Q1: 221.7K shares2026-Q2: 223.1K shares
$50.58(+0.00%)
2026-06-30
AVDE
AMERICAN CENTY ETF TR
3.01%126.0K$11.2M
+14.02%(+15.49K)
2025-Q2: 50.8K shares2025-Q3: 83.1K shares2025-Q4: 103.0K shares2026-Q1: 110.5K shares2026-Q2: 126.0K shares
$74.47(+26.66%)
2026-06-30
MINT
PIMCO ETF TR
2.89%107.0K$10.8M
+327.61%(+81.98K)
2025-Q2: 2.7K shares2025-Q3: 2.7K shares2025-Q4: 2.7K shares2026-Q1: 25.0K shares2026-Q2: 107.0K shares
$100.63(+0.03%)
2026-06-30

About Hutchens & Kramer Investment Management Group, LLCโ€™s portfolio

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 concentration

Portfolio concentration
AVUS โ€” 13.9% ($44.61M)DFAC โ€” 7.3% ($23.55M)PYLD โ€” 7.2% ($23.21M)DCOR โ€” 4.9% ($15.89M)DFIC โ€” 3.9% ($12.54M)SGOV โ€” 3.7% ($11.87M)BOND โ€” 3.6% ($11.55M)TFLO โ€” 3.5% ($11.30M)AVDE โ€” 3.5% ($11.24M)MINT โ€” 3.4% ($10.79M)Other โ€” 45.1% ($144.97M)
55%in top 10
  • AVUS13.9%
  • DFAC7.3%
  • PYLD7.2%
  • DCOR4.9%
  • DFIC3.9%
  • SGOV3.7%
  • BOND3.6%
  • TFLO3.5%
  • AVDE3.5%
  • MINT3.4%
  • Other45.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
BILSPDR SERIES TRUST0.3%
Added to
28
MINTPIMCO ETF TR+327.6%
AVUSAMERICAN CENTY ETF TR+16.2%
PYLDPIMCO ETF TR+13.3%
AVGEAMERICAN CENTY ETF TR+56.3%
+24 more
Trimmed
20
BONDPIMCO ETF TR-29.0%
MSFTMICROSOFT CORP-42.3%
DFCFDIMENSIONAL ETF TRUST-35.6%
AMZNAMAZON COM INC-30.8%
+16 more

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Source filings

Holdings on this page are parsed from Hutchens & Kramer Investment Management Group, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1920117). View Hutchens & Kramer Investment Management Group, LLCโ€™s 13F filings on SEC

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