Hutchens & Kramer Investment Management Group, LLC Portfolio Holdings

Hutchens & Kramer Investment Management Group, LLC

  • $162 Million
  • Q3 2024

Hutchens & Kramer Investment Management Group, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $19M, Eli Lilly & CO with a value of $11M, Dimensional ETF Tr Dimensional with a value of $9.89M, Dimensional ETF Tr Core Fxd In with a value of $6.6M, and Vanguard Index Fds S&P 500 ETF with a value of $5.06M.

Examining the 13F form we can see an decrease of $9.53M in the current position value, from $171M to 162M.

Hutchens & Kramer Investment Management Group, LLC is based out at Carmel, IN

Below you can find more details about Hutchens & Kramer Investment Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $104 Million
Healthcare: $14.5 Million
Technology: $14 Million
Financial Services: $5.69 Million
Industrials: $5.42 Million
Consumer Defensive: $4.99 Million
Consumer Cyclical: $4.49 Million
Real Estate: $4.02 Million
Other: $4.76 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Million 11.74% of portfolio
553,835
Q3 2024 Added 59.74%
$760B
$11 Million 6.81% of portfolio
12,433
Q3 2024 Reduced 70.86%
$0
$9.89 Million 6.12% of portfolio
351,542
Q3 2024 Added 56.99%
$0
$6.6 Million 4.08% of portfolio
152,796
Q3 2024 Added 1.37%
$0
$5.06 Million 3.13% of portfolio
9,597
Q3 2024 Reduced 12.23%
$0
$4.8 Million 2.97% of portfolio
8,319
Q3 2024 Added 33.49%
$0
$4.58 Million 2.83% of portfolio
67,445
Q3 2024 Reduced 3.84%
$0
$3.7 Million 2.29% of portfolio
131,614
Q3 2024 Added 79.18%
$3.21T
$3.35 Million 2.07% of portfolio
7,792
Q3 2024 Reduced 64.8%
$0
$3.29 Million 2.04% of portfolio
69,274
Q3 2024 Reduced 3.18%
$0
$3.29 Million 2.04% of portfolio
34,624
Q3 2024 Added 82.79%
$426B
$2.86 Million 1.77% of portfolio
16,502
Q3 2024 Reduced 0.05%
$3.85T
$2.85 Million 1.76% of portfolio
12,246
Q3 2024 Added 19.52%
$0
$2.68 Million 1.66% of portfolio
56,880
Q3 2024 Added 54.97%
$2.15T
$2.66 Million 1.64% of portfolio
14,280
Q3 2024 Added 6.9%
$0
$2.4 Million 1.48% of portfolio
45,415
Q3 2024 Reduced 13.35%
$0
$2.09 Million 1.29% of portfolio
21,802
Q3 2024 Added 21.01%
$0
$1.88 Million 1.16% of portfolio
10,492
Q3 2024 Added 26.64%
$0
$1.86 Million 1.15% of portfolio
17,317
Q3 2024 Added 16.17%
$84B
$1.79 Million 1.11% of portfolio
7,369
Q3 2024 Added 7.28%
$0
$1.8 Million 1.11% of portfolio
3,678
Q3 2024 Added 2.39%
$507B
$1.79 Million 1.1% of portfolio
3,615
Q3 2024 Reduced 11.4%
$345B
$1.74 Million 1.08% of portfolio
14,353
Q3 2024 Reduced 2.16%
$0
$1.62 Million 1.0% of portfolio
32,718
Q3 2024 Added 29.62%
$0
$1.52 Million 0.94% of portfolio
18,236
Q3 2024 Reduced 0.64%
$1.29T
$1.42 Million 0.88% of portfolio
2,483
Q3 2024 Added 8.71%
$0
$1.41 Million 0.87% of portfolio
24,441
Q3 2024 Added 226.8%
$0
$1.32 Million 0.81% of portfolio
13,907
Q3 2024 Added 147.46%
$96.5B
$1.22 Million 0.75% of portfolio
5,248
Q3 2024 Reduced 5.88%
$0
$1.2 Million 0.74% of portfolio
17,963
Q3 2024 Added 28.59%
$0
$1.06 Million 0.66% of portfolio
5,396
Q3 2024 Added 25.87%
$148B
$995,000 0.62% of portfolio
3,004
Q3 2024 Reduced 11.8%
$0
$972,000 0.6% of portfolio
14,405
Q3 2024 Added 178.09%
$147B
$915,000 0.57% of portfolio
7,790
Q3 2024 Reduced 11.37%
$127B
$922,000 0.57% of portfolio
3,332
Q3 2024 Reduced 8.36%
$0
$922,000 0.57% of portfolio
29,963
Q3 2024 Reduced 5.05%
$518B
$914,000 0.57% of portfolio
3,326
Q3 2024 Reduced 1.89%
$0
$888,000 0.55% of portfolio
5,090
Q3 2024 Reduced 17.17%
$37.5B
$876,000 0.54% of portfolio
3,701
Q3 2024 Reduced 13.08%
$82.8B
$834,000 0.52% of portfolio
4,272
Q3 2024 Reduced 7.75%
$0
$812,000 0.5% of portfolio
23,836
Q3 2024 Added 8.0%
$43.5B
$807,000 0.5% of portfolio
12,388
Q3 2024 Reduced 14.09%
$0
$786,000 0.49% of portfolio
13,866
Q3 2024 Reduced 24.35%
$1.05T
$789,000 0.49% of portfolio
4,725
Q3 2024 Added 1.66%
$148B
$783,000 0.48% of portfolio
12,089
Q3 2024 Reduced 12.08%
$0
$720,000 0.45% of portfolio
15,048
Q3 2024 Reduced 15.02%
$0
$704,000 0.44% of portfolio
2,669
Q3 2024 Reduced 1.22%
$0
$712,000 0.44% of portfolio
7,433
Q3 2024 Added 67.26%
$24.4B
$688,000 0.43% of portfolio
3,041
Q3 2024 Reduced 12.31%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $162 Million
  • Prior Value $171 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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