Hutchens & Kramer Investment Management Group, LLC Portfolio Holdings by Sector
Hutchens & Kramer Investment Management Group, LLC
- $216 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC AVUS BOND DFIC AVDE VOO SGOV TFLO 69 stocks |
$157,095
72.85% of portfolio
|
30
|
36
|
5
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$6,902
3.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW ADBE ZS 5 stocks |
$4,986
2.31% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MPWR TSM 4 stocks |
$4,403
2.04% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$4,133
1.92% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,339
1.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,871
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$2,730
1.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
$2,518
1.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Specialty Industrial Machinery | Industrials
ETN ROP AME PNR 4 stocks |
$2,092
0.97% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH JBL OSIS 3 stocks |
$1,764
0.82% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT DLR CCI EQIX IRM 5 stocks |
$1,743
0.81% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW HLI 2 stocks |
$1,328
0.62% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CDNS FICO INTU 3 stocks |
$1,318
0.61% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,052
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$938
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$872
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME STRL PRIM 3 stocks |
$863
0.4% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX AMP 2 stocks |
$832
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX CW 3 stocks |
$659
0.31% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$614
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$607
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$582
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$544
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW POOL 2 stocks |
$540
0.25% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI 1 stocks |
$514
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$503
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR 2 stocks |
$491
0.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK EFX 2 stocks |
$490
0.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG WST 2 stocks |
$467
0.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$449
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO MNST 2 stocks |
$440
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$421
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$414
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$402
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$382
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$381
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$349
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$325
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$324
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$323
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$314
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$310
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$282
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$269
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$255
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$253
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$229
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$225
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI 1 stocks |
$224
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DPZ 1 stocks |
$218
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ENSG 1 stocks |
$217
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$213
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI 1 stocks |
$207
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LRN 1 stocks |
$203
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$200
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
HPP 1 stocks |
$33
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|