Top 50 Hutchens & Kramer Investment Management Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 14.28% | 373.2K | $47.8M | +7.16%(+24.93K) | $105.38(+22.35%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 6.81% | 897.4K | $22.8M | +2.53%(+22.11K) | $26.40(-3.78%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.74% | 332.9K | $12.5M | -1.12%(-3.76K) | $25.09(+49.56%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.72% | 138.2K | $12.5M | +9.67%(+12.18K) | $75.81(+18.06%) | 2026-09-30 | |
| SGOV | ISHARES TR | 3.51% | 116.9K | $11.8M | -0.88%(-1.03K) | $100.61(-0.02%) | 2026-09-30 | |
| MINT | PIMCO ETF TR | 3.43% | 114.2K | $11.5M | +6.74%(+7.21K) | $100.64(-0.12%) | 2026-09-30 | |
| TFLO | ISHARES TR | 3.37% | 222.9K | $11.3M | -0.10%(-219) | $50.58(+0.08%) | 2026-09-30 | |
| BOND | PIMCO ETF TR | 3.16% | 121.7K | $10.6M | -2.86%(-3.59K) | $92.62(-5.42%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.96% | 65.3K | $9.9M | -0.72%(-472) | $117.40(+20.94%) | 2026-09-30 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 2.56% | 48.3K | $8.6M | +2.69%(+1.26K) | $157.57(+7.13%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.72% | +67.34% | โ | โ | +64.27% |
| Top 20 Holdings Unweighted | +16.50% | +58.13% | โ | โ | +40.88% |
Hutchens & Kramer Investment Management Group LLC reports $334.71M in US-listed equity holdings across 156 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (14.3%), PYLD (6.8%) and DFIC (3.7%). The top 20 holdings account for 64.59% of reported assets. Its disclosed equity book has returned +67.34% on a three-year cumulative basis. Figures reflect the Q3 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