Hutchens & Kramer Investment Management Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Hutchens & Kramer Investment Management Group, LLC reported 160 stock positions worth $373.3 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 12.0% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 6.3%) and PIMCO Multisector Bond Actv (PYLD, 6.2%). Compared with Q1 2026, it opened 23 new positions, sold out of 12, added to 57 and reduced 70. The biggest buy was PIMCO Enhanced Short Maturit (MINT, shares +328%) and the biggest sale PIMCO Active Bond Exchange-T (BOND, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001920117
- Portfolio Value
- $373.3M (Q2 2026)
- SEC Filing
- 0001951757-26-000937 ↗ filed Jul 9, 2026
Holdings Value
Holdings 160 stocks · $373.3M
| AVUS Avantis U.S. Equity ETF | 11.95% | 348,287 | $44.6M | Add +16.2% |
| DFAC Dimensional US Core Equity 2 | 6.31% | 530,816 | $23.5M | Reduce -2.8% |
| PYLD PIMCO Multisector Bond Actv | 6.22% | 875,246 | $23.2M | Add +13.3% |
| DCOR Dimensional US Core Eq 1 ETF | 4.26% | 193,799 | $15.9M | Reduce -2.3% |
| DFIC Dimensional International Co. | 3.36% | 336,621 | $12.5M | Reduce -1.8% |
| SGOV iShares 0-3 Month Treasury B | 3.18% | 117,885 | $11.9M | Reduce -3.2% |
| BOND PIMCO Active Bond Exchange-T | 3.09% | 125,252 | $11.5M | Reduce -29.1% |
| TFLO iShares Treasury Floating Ra | 3.03% | 223,131 | $11.3M | Add +0.7% |
| AVDE Avantis International Equity | 3.01% | 126,016 | $11.2M | Add +14.0% |
| MINT PIMCO Enhanced Short Maturit | 2.89% | 107,009 | $10.8M | Add +327.6% |
| SPMO Invesco S&P 500 Momentum ETF | 2.85% | 65,767 | $10.6M | Add +2.4% |
| GRID First TRST Nasd Class Edg Sgiif | 2.42% | 47,039 | $9.0M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 2.13% | 11,563 | $7.9M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.82% | 5,658 | $6.8M | Add +24.4% |
| AVEM Avantis Emerging Markets Eq | 1.72% | 66,588 | $6.4M | Add +5.6% |
| SMH Vaneck Semiconductor ETF | 1.63% | 9,295 | $6.1M | Reduce -1.5% |
| DFEM Dimensional Emrg MRKT Core | 1.40% | 128,595 | $5.2M | Reduce -2.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.40% | 7,080 | $5.2M | Reduce -0.3% |
| SPHB Invesco S&P 500 High Beta Et | 1.35% | 32,356 | $5.0M | Add +3.9% |
| SPIT F/M Emerald Spec Sit ETF | 1.28% | 137,263 | $4.8M | Add +3.3% |
| AVGE Avantis All Eqty Mrkts ETF | 1.27% | 47,965 | $4.8M | Add +56.3% |
| AIRR First Trust Rba American Ind | 1.24% | 34,865 | $4.6M | Add +1.2% |
| FITE SS SPDR S&P Kensho FS ETF | 1.24% | 41,097 | $4.6M | Add +2.9% |
| AAPL Apple Inc. | 1.19% | 15,337 | $4.4M | Add +9.2% |
| ARKQ ARK Autonomous Tech & Robot | 1.10% | 31,049 | $4.1M | Add +5.1% |
| SCHX Schwab US Large-Cap ETF | 1.09% | 138,750 | $4.1M | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 1.08% | 56,614 | $4.0M | Reduce -0.2% |
| XLG Invesco S&P 500 Top 50 ETF | 1.06% | 64,645 | $4.0M | Reduce -6.2% |
| NVDA Nvidia Corp. | 0.94% | 17,489 | $3.5M | Add +10.9% |
| XLK SS Technology Select Sector | 0.89% | 17,444 | $3.3M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 0.71% | 3,548 | $2.7M | Add +42.1% |
| PG The Procter & Gamble Co. | 0.64% | 16,232 | $2.4M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.63% | 19,889 | $2.4M | Add +2.7% |
| GLD SPDR Gold Shares | 0.60% | 6,083 | $2.2M | Reduce -2.5% |
| VNQ Vanguard Real Estate ETF | 0.56% | 21,624 | $2.1M | Add +5.6% |
| IVW iShares S&P 500 Growth ETF | 0.55% | 14,880 | $2.0M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.54% | 5,654 | $2.0M | Add +62.4% |
| AMZN Amazon.com Inc. | 0.54% | 8,437 | $2.0M | Reduce -30.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 2,688 | $2.0M | Add +1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.51% | 21,750 | $1.9M | Add +28.8% |
| DFCF Dimensional Core Fixed Inc. | 0.51% | 44,778 | $1.9M | Reduce -35.6% |
| GOOG Alphabet Inc. Class C | 0.46% | 4,879 | $1.7M | Add +6.7% |
| IVE iShares S&P 500 Value ETF | 0.44% | 7,160 | $1.6M | Reduce -16.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 4,188 | $1.5M | Add +6.3% |
| MSFT Microsoft Corp. | 0.40% | 3,987 | $1.5M | Reduce -42.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 17,560 | $1.4M | Add +4.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.35% | 28,685 | $1.3M | Add +19.6% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 20,296 | $1.2M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.32% | 2,120 | $1.2M | Add +2.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.31% | 12,787 | $1.2M | New |
| MA Mastercard Inc. Class A | 0.31% | 2,257 | $1.2M | Reduce -20.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.30% | 8,905 | $1.1M | Reduce -3.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.29% | 15,663 | $1.1M | Reduce -9.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 4,856 | $1.1M | Add +4.3% |
| APH Amphenol Corp. Class A | 0.28% | 5,978 | $1.1M | Reduce -28.7% |
| ETN Eaton Corp. PLC | 0.28% | 2,444 | $1.0M | Reduce -14.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.27% | 33,141 | $1.0M | New |
| GSY Invesco Ultra Short Duration | 0.27% | 20,243 | $1.0M | Add +32.4% |
| AVGO Broadcom Inc. | 0.25% | 2,518 | $951K | Reduce -3.0% |
| SCHW Schwab (charles) Corp. | 0.25% | 10,210 | $942K | Reduce -3.7% |
| LRCX Lam Research Corp. | 0.25% | 2,148 | $931K | Reduce -6.0% |
| V Visa Inc. Class A | 0.25% | 2,708 | $929K | Add +5.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 5,941 | $900K | Reduce -5.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 10,961 | $883K | Add +53.7% |
| IEMG iShares Core MSCI Emerging | 0.23% | 10,183 | $844K | Reduce -39.2% |
| IXUS iShares Core Intl Stock ETF | 0.21% | 8,352 | $797K | Reduce -0.0% |
| DUHP Dimensional US High Profi Et | 0.21% | 19,016 | $794K | No change |
| CDNS Cadence Design SYS Inc. | 0.21% | 2,061 | $774K | Reduce -0.8% |
| EFV iShares MSCI Eafe Value ETF | 0.20% | 9,991 | $765K | Reduce -44.5% |
| VXF Vanguard Extended Market ETF | 0.20% | 3,056 | $752K | Reduce -2.8% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 23,312 | $739K | Add +36.1% |
| PWR Quanta Services Inc. | 0.19% | 990 | $713K | New |
| MSI Motorola Solutions Inc. | 0.19% | 1,673 | $695K | Add +42.5% |
| KLAC KLA Corp. | 0.19% | 2,298 | $693K | Add +16.6% |
| DFSV Dimensional US Small Cap Val | 0.19% | 17,819 | $691K | Reduce -1.1% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 3,117 | $684K | Reduce -47.7% |
| CTAS Cintas Corp. | 0.18% | 3,920 | $667K | Add +12.4% |
| CLOI Vaneck Clo ETF | 0.17% | 12,039 | $637K | New |
| AVNM Avantis All Intl MKTS Eq ETF | 0.17% | 7,717 | $636K | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 2,061 | $625K | Reduce -7.4% |
| BAI Ishrs AI in and Tech Act ETF | 0.16% | 11,528 | $608K | Reduce -19.8% |
| ECL Ecolab Inc. | 0.16% | 2,127 | $593K | Add +52.1% |
| DSTL Distillate US Fundamental St | 0.15% | 9,514 | $570K | Reduce -5.0% |
| NFLX Netflix Inc. | 0.15% | 7,620 | $544K | Add +66.5% |
| LGLV SPDR US LC Low Vol Idx | 0.14% | 2,971 | $539K | Reduce -0.3% |
| FTNT Fortinet Inc. | 0.14% | 3,459 | $531K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.14% | 1,590 | $521K | Add +1.3% |
| SYK Stryker Corp. | 0.14% | 1,644 | $518K | Add +21.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.13% | 1,450 | $497K | Reduce -13.1% |
| CORO Ish Intl CTRY Rot Act ETF | 0.13% | 12,999 | $476K | New |
| ISRG Intuitive Surgical Inc. | 0.12% | 1,155 | $459K | Add +130.1% |
| LH Labcorp Holdings Inc. | 0.12% | 1,547 | $433K | No change |
| BX Blackstone Inc. | 0.12% | 3,679 | $433K | Add +5.3% |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 12,995 | $433K | Reduce -25.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 905 | $432K | Add +3.3% |
| GWW WW Grainger Inc. | 0.11% | 311 | $423K | Add +4.0% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.11% | 8,079 | $407K | Add +26.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.11% | 12,844 | $399K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.11% | 762 | $398K | Reduce -0.5% |
| NI Nisource Inc. | 0.11% | 8,265 | $393K | Add +2.5% |
Portfolio Sells Q1 2026 → Q2 2026
| BOND PIMCO Active Bond Exchange-T | Reduce -29.1% | 3.09% | −2.05 |
| SGOV iShares 0-3 Month Treasury B | Reduce -3.2% | 3.18% | −0.69 |
| DFIC Dimensional International Co. | Reduce -1.8% | 3.36% | −0.49 |
| DFCF Dimensional Core Fixed Inc. | Reduce -35.6% | 0.51% | −0.42 |
| MSFT Microsoft Corp. | Reduce -42.3% | 0.40% | −0.41 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.8% | 6.31% | −0.40 |
| AVSF Avantis Short-Term Fixed Inc. | Sold out | 0.00% | −0.31 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -30.8% | 0.54% | −0.26 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -2.3% | 4.26% | −0.26 |
| GLD SPDR Gold Shares | Reduce -2.5% | 0.60% | −0.25 |
| EFV iShares MSCI Eafe Value ETF | Reduce -44.5% | 0.20% | −0.22 |
| QUAL iShares MSCI USA Quality Fac | Reduce -47.7% | 0.18% | −0.18 |
| LST Leuthold Sel Ind | Sold out | 0.00% | −0.17 |
| IEMG iShares Core MSCI Emerging | Reduce -39.2% | 0.23% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -20.0% | 0.31% | −0.13 |
| IVE iShares S&P 500 Value ETF | Reduce -16.0% | 0.44% | −0.13 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.13 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -6.2% | 1.06% | −0.13 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.12 |
| IBIT iShares Bitcoin Trust ETF | Reduce -25.7% | 0.12% | −0.10 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.09 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.08 |
| TJX TJX Companies Inc. | Reduce -5.9% | 0.24% | −0.08 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.07 |
| RTX RTX Corp. | Sold out | 0.00% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 1.08% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 2.13% | −0.07 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.07 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.07 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.06 |
| DFSD Dimensional Short Duration | Reduce -31.4% | 0.09% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -3.7% | 0.25% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.3% | 1.09% | −0.06 |
| APH Amphenol Corp. Class A | Reduce -28.7% | 0.28% | −0.05 |
| TLH iShares 10-20 Year Treasury | Reduce -32.0% | 0.07% | −0.05 |
| THRO iShares U.S. Thematic Rotati | Reduce -35.4% | 0.09% | −0.05 |
| ELV Elevance Health Inc. | Reduce -42.4% | 0.08% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -14.6% | 0.28% | −0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.8% | 1.40% | −0.04 |
| SUB iShares Short-Term National | Reduce -18.8% | 0.09% | −0.04 |
| VRSK Verisk Analytics Inc. | Reduce -15.2% | 0.08% | −0.04 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -0.8% | 2.42% | −0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -9.8% | 0.29% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -11.8% | 0.10% | −0.03 |
| DSTL Distillate US Fundamental St | Reduce -5.0% | 0.15% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -3.7% | 0.30% | −0.03 |
| ABT Abbott Laboratories | Reduce -11.5% | 0.06% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.32% | −0.03 |
| LGLV SPDR US LC Low Vol Idx | Reduce -0.3% | 0.14% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| MINT PIMCO Enhanced Short Maturit | Add +327.6% | 2.89% | +2.10 |
| AVUS Avantis U.S. Equity ETF | Add +16.2% | 11.95% | +1.42 |
| SPMO Invesco S&P 500 Momentum ETF | Add +2.4% | 2.85% | +0.57 |
| LLY Eli Lilly & Co. | Add +24.4% | 1.82% | +0.50 |
| AVGE Avantis All Eqty Mrkts ETF | Add +56.3% | 1.27% | +0.42 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.31% | +0.31 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.27% | +0.27 |
| GOOGL Alphabet Inc. Class A | Add +62.4% | 0.54% | +0.23 |
| SPHB Invesco S&P 500 High Beta Et | Add +3.9% | 1.35% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +42.1% | 0.71% | +0.20 |
| PWR Quanta Services Inc. | New | 0.19% | +0.19 |
| XLK SS Technology Select Sector | Add +4.7% | 0.89% | +0.19 |
| CLOI Vaneck Clo ETF | New | 0.17% | +0.17 |
| SPIT F/M Emerald Spec Sit ETF | Add +3.3% | 1.28% | +0.17 |
| FITE SS SPDR S&P Kensho FS ETF | Add +2.9% | 1.24% | +0.16 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.13% | +0.13 |
| AVEM Avantis Emerging Markets Eq | Add +5.6% | 1.72% | +0.12 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +28.8% | 0.51% | +0.10 |
| KLAC KLA Corp. | Add +16.6% | 0.19% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.09% | +0.09 |
| PANW Palo Alto Networks Inc. | New | 0.08% | +0.08 |
| JBL Jabil Inc. | New | 0.08% | +0.08 |
| NTAP Netapp Inc. | New | 0.08% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +53.7% | 0.24% | +0.07 |
| MPWR Monolithic Power Systems Inc. | New | 0.07% | +0.07 |
| IALT Ishrs SYS Alt Act ETF | New | 0.07% | +0.07 |
| CMI Cummins Inc. | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +10.9% | 0.94% | +0.07 |
| TXN Texas Instruments Inc. | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +9.2% | 1.19% | +0.06 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.06% | +0.06 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.06% | +0.06 |
| LII Lennox International Inc. | New | 0.06% | +0.06 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.06% | +0.06 |
| EXPE Expedia Group Inc. | New | 0.06% | +0.06 |
| KMB Kimberly-Clark Corp. | New | 0.06% | +0.06 |
| MNST Monster Beverage Corp. | New | 0.06% | +0.06 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| BAC Bank of America Corp. | New | 0.05% | +0.05 |
| VYM Vanguard High DVD Yield ETF | New | 0.05% | +0.05 |
| FTNT Fortinet Inc. | Add +0.1% | 0.14% | +0.05 |
| ARKQ ARK Autonomous Tech & Robot | Add +5.1% | 1.10% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +130.1% | 0.12% | +0.05 |
| AVDE Avantis International Equity | Add +14.0% | 3.01% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +6.7% | 0.46% | +0.05 |
| ECL Ecolab Inc. | Add +52.1% | 0.16% | +0.04 |
| AIRR First Trust Rba American Ind | Add +1.2% | 1.24% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.7% | 0.63% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +36.1% | 0.20% | +0.03 |
| GSY Invesco Ultra Short Duration | Add +32.4% | 0.27% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $373.3M | AVUS, DFAC, PYLD, DCOR, DFIC |
| Q1 2026 | 149 | $316.5M | AVUS, DFAC, PYLD, BOND, DCOR |
| Q4 2025 | 177 | $289.5M | AVUS, DFAC, PYLD, BOND, DCOR |
| Q3 2025 | 173 | $253.8M | DFAC, AVUS, PYLD, DCOR, BOND |
| Q2 2025 | 159 | $218.1M | DFAC, AVUS, DCOR, DFIC, PYLD |
| Q1 2025 | 159 | $181.7M | DFAC, DCOR, DFIC, LLY, AVUS |
| Q4 2024 | 159 | $184.2M | DFAC, DCOR, LLY, DFIC, DFCF |
| Q3 2024 | 158 | $180.3M | DFAC, DCOR, LLY, DFIC, DFCF |
| Q2 2024 | 147 | $181.1M | LLY, DFAC, MSFT, DFCF, DFIC |
| Q1 2024 | 149 | $169.0M | LLY, DFAC, MSFT, DFCF, DFIC |