Hutchens & Kramer Investment Management Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Hutchens & Kramer Investment Management Group, LLC reported 149 stock positions worth $169.0 million. Its top holding was Eli Lilly (LLY) at 19.2% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 6.3%) and Microsoft (MSFT, 5.6%). Compared with Q4 2023, it opened 30 new positions, sold out of 10, added to 63 and reduced 51. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001920117
- Portfolio Value
- $169.0M (Q1 2024)
- SEC Filing
- 0001951757-24-000407 ↗ filed Apr 29, 2024
Holdings Value
Holdings 149 stocks · $169.0M
| LLY Eli Lilly & Co. | 19.22% | 42,709 | $32.5M | Reduce -2.7% |
| DFAC Dimensional US Core Equity 2 | 6.28% | 333,454 | $10.6M | Add +4.3% |
| MSFT Microsoft Corp. | 5.63% | 22,412 | $9.5M | Add +0.3% |
| DFCF Dimensional Core Fixed Inc. | 3.64% | 147,515 | $6.2M | Add +8.4% |
| DFIC Dimensional International Co. | 3.41% | 216,204 | $5.8M | Add +10.1% |
| VOO Vanguard S&P 500 ETF | 3.15% | 11,102 | $5.3M | Add +27.2% |
| IVV iShares Core S&P 500 ETF | 2.83% | 9,101 | $4.8M | Add +37.1% |
| SCHX Schwab US Large-Cap ETF | 2.58% | 70,477 | $4.4M | Reduce -17.7% |
| DCOR Dimensional US Core Eq 1 ETF | 2.12% | 61,358 | $3.6M | Add +43.9% |
| XLG Invesco S&P 500 Top 50 ETF | 1.80% | 72,289 | $3.0M | Reduce -2.2% |
| VEA Vanguard Ftse Developed ETF | 1.58% | 53,493 | $2.7M | Add +34.5% |
| PG The Procter & Gamble Co. | 1.57% | 16,502 | $2.6M | Reduce -27.6% |
| AMZN Amazon.com Inc. | 1.44% | 13,460 | $2.4M | Add +4.4% |
| DFSD Dimensional Short Duration | 1.43% | 51,334 | $2.4M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 1.17% | 4,117 | $2.0M | Reduce -5.0% |
| DFEM Dimensional Emrg MRKT Core | 1.06% | 69,881 | $1.8M | Add +12.9% |
| AAPL Apple Inc. | 1.05% | 10,396 | $1.8M | Reduce -1.9% |
| AVUS Avantis U.S. Equity ETF | 1.00% | 18,977 | $1.7M | Add +2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 3,612 | $1.6M | Add +2.9% |
| GLD SPDR Gold Shares | 0.91% | 7,425 | $1.5M | Reduce -18.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.83% | 31,236 | $1.4M | Add +224.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.83% | 17,272 | $1.4M | Reduce -5.3% |
| NVDA Nvidia Corp. | 0.80% | 1,502 | $1.4M | Add +6.8% |
| QUAL iShares MSCI USA Quality Fac | 0.73% | 7,548 | $1.2M | Add +11.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.69% | 6,334 | $1.2M | Reduce -3.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.67% | 10,968 | $1.1M | Add +36.6% |
| PYLD PIMCO Multisector Bond Actv | 0.63% | 41,980 | $1.1M | New |
| ETN Eaton Corp. PLC | 0.63% | 3,405 | $1.1M | Reduce -2.8% |
| AMT American Tower Corp. | 0.63% | 5,498 | $1.1M | Add +3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.63% | 6,528 | $1.1M | Reduce -2.5% |
| IQV Iqvia Holdings Inc. | 0.62% | 4,182 | $1.0M | Reduce -5.8% |
| DFSV Dimensional US Small Cap Val | 0.60% | 34,244 | $1.0M | Reduce -4.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.60% | 22,724 | $1.0M | New |
| META Meta Platforms Inc. Class A | 0.59% | 2,036 | $1.0M | Add +12.5% |
| SCHW Schwab (charles) Corp. | 0.59% | 13,738 | $994K | Reduce -6.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 9,928 | $990K | Reduce -6.2% |
| DSTL Distillate US Fundamental St | 0.58% | 18,299 | $982K | Reduce -27.5% |
| V Visa Inc. Class A | 0.56% | 3,402 | $947K | Add +17.4% |
| IVW iShares S&P 500 Growth ETF | 0.56% | 11,113 | $940K | Add +232.6% |
| CDW CDW Corp. | 0.56% | 3,708 | $938K | Reduce -28.2% |
| COO The Cooper Cos Inc. | 0.54% | 9,263 | $919K | Add +7.0% |
| ADP Automatic Data Processing | 0.53% | 3,644 | $894K | Reduce -2.3% |
| AVDE Avantis International Equity | 0.53% | 14,003 | $889K | Add +3.8% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.51% | 16,398 | $866K | New |
| APH Amphenol Corp. Class A | 0.50% | 7,338 | $837K | Reduce -11.1% |
| GOOG Alphabet Inc. Class C | 0.46% | 4,915 | $769K | Add +7.4% |
| STZ Constellation Brands Inc. Class A | 0.45% | 2,864 | $762K | Add +7.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 3,247 | $736K | Reduce -1.7% |
| IVE iShares S&P 500 Value ETF | 0.43% | 3,910 | $726K | New |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 17,296 | $725K | Add +43.8% |
| ZTS Zoetis Inc. | 0.42% | 4,235 | $707K | Reduce -5.5% |
| DUHP Dimensional US High Profi Et | 0.41% | 22,136 | $696K | Reduce -14.6% |
| NKE Nike Inc. Class B | 0.40% | 7,364 | $682K | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 2,734 | $679K | Reduce -5.9% |
| EFV iShares MSCI Eafe Value ETF | 0.37% | 11,584 | $626K | Add +35.8% |
| IXUS iShares Core Intl Stock ETF | 0.36% | 9,025 | $611K | Add +8.5% |
| VXF Vanguard Extended Market ETF | 0.35% | 3,453 | $600K | Add +38.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 1,149 | $600K | Reduce -2.1% |
| IT Gartner Inc. | 0.33% | 1,154 | $551K | Add +67.5% |
| LGLV SPDR US LC Low Vol Idx | 0.32% | 3,545 | $548K | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.31% | 1,085 | $531K | Add +16.3% |
| HYLB Xtrackers Usd High Yield Cor | 0.31% | 14,647 | $518K | Reduce -41.9% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.29% | 6,136 | $483K | Reduce -5.8% |
| SRCL Stericycle Inc. | 0.28% | 9,122 | $475K | Reduce -3.0% |
| BOND PIMCO Active Bond Exchange-T | 0.28% | 5,218 | $474K | Add +139.8% |
| DGCB Dimensional Global Credit | 0.25% | 8,045 | $424K | New |
| IYW iShares Ustechnology ETF | 0.25% | 3,098 | $420K | New |
| GOOGL Alphabet Inc. Class A | 0.24% | 2,590 | $403K | Reduce -0.6% |
| BX Blackstone Inc. | 0.23% | 3,000 | $393K | No change |
| SPG Simon Property Group Inc. | 0.23% | 2,545 | $391K | Add +3.9% |
| SPEM State Street SP PTF Em ETF | 0.23% | 10,705 | $389K | Reduce -28.9% |
| ADBE Adobe Inc. | 0.23% | 770 | $387K | Add +4.6% |
| SCHG Schwab US Large-Cap Growth | 0.23% | 4,145 | $385K | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.23% | 1,055 | $384K | Add +22.5% |
| FICO Fair Isaac Corp. | 0.21% | 287 | $360K | New |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 6,263 | $356K | Add +43.7% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.21% | 5,856 | $349K | Reduce -0.1% |
| MBB iShares MBS ETF | 0.21% | 3,803 | $348K | New |
| NFLX Netflix Inc. | 0.20% | 555 | $341K | Add +14.7% |
| PLD Prologis Inc. | 0.20% | 2,663 | $341K | Add +8.5% |
| COST Costco Wholesale Corp. | 0.20% | 467 | $337K | Add +5.2% |
| JPM JPMorgan Chase & Co. | 0.20% | 1,690 | $336K | Add +5.7% |
| LH Laboratory CRP of Amer Hldgs | 0.20% | 1,547 | $335K | No change |
| ILCG iShares Morningstar Growth E | 0.20% | 4,411 | $333K | Add +0.1% |
| ILMN Illumina Inc. | 0.20% | 2,508 | $333K | Reduce -6.2% |
| WELL Welltower Inc. | 0.20% | 3,602 | $331K | Add +16.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.20% | 2,118 | $330K | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.20% | 1,825 | $330K | Add +4.2% |
| LRCX Lam Research Corp. | 0.19% | 335 | $329K | Add +14.7% |
| ISRG Intuitive Surgical Inc. | 0.19% | 805 | $318K | Add +25.2% |
| DFGR Dim Global Real Estate ETF | 0.19% | 12,463 | $314K | Add +18.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.18% | 5,444 | $313K | New |
| ITOT iShares Core S&P Total U.S. | 0.18% | 2,714 | $312K | Reduce -1.9% |
| ESGU iShares ESG Aware MSCI USA | 0.18% | 2,669 | $306K | Reduce -47.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.18% | 4,551 | $306K | Add +9.0% |
| AME Ametek Inc. | 0.18% | 1,689 | $305K | Add +7.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.18% | 8,692 | $303K | New |
| PFF iShares Preferred & Income S | 0.18% | 9,362 | $301K | Reduce -11.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.18% | 297 | $300K | New |
| VGSH Vanguard Short-Term Treasury | 0.17% | 5,077 | $293K | Reduce -5.8% |
Portfolio Sells Q4 2023 → Q1 2024
| SCHX Schwab US Large-Cap ETF | Reduce -17.7% | 2.58% | −0.82 |
| PG The Procter & Gamble Co. | Reduce -27.6% | 1.57% | −0.79 |
| ABT Abbott Laboratories | Reduce -77.8% | 0.13% | −0.56 |
| BKLN Invesco Senior Loan ETF | Reduce -72.4% | 0.13% | −0.43 |
| AAPL Apple Inc. | Reduce -1.9% | 1.05% | −0.39 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -41.9% | 0.31% | −0.33 |
| GLD SPDR Gold Shares | Reduce -18.8% | 0.91% | −0.32 |
| DFSD Dimensional Short Duration | Reduce -1.5% | 1.43% | −0.30 |
| DSTL Distillate US Fundamental St | Reduce -27.5% | 0.58% | −0.30 |
| CDW CDW Corp. | Reduce -28.2% | 0.56% | −0.27 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.3% | 0.83% | −0.22 |
| FALN iShares Fallen Angels ETF | Sold out | 0.00% | −0.21 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.21 |
| ZTS Zoetis Inc. | Reduce -5.5% | 0.42% | −0.21 |
| CLX Clorox Company | Sold out | 0.00% | −0.20 |
| ESGU iShares ESG Aware MSCI USA | Reduce -47.1% | 0.18% | −0.19 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.18 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.18 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -47.7% | 0.13% | −0.17 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -2.2% | 1.80% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.15 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -38.9% | 0.16% | −0.15 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.15 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.15 |
| SPEM State Street SP PTF Em ETF | Reduce -28.9% | 0.23% | −0.15 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 1.17% | −0.14 |
| DFSV Dimensional US Small Cap Val | Reduce -4.0% | 0.60% | −0.13 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -5.8% | 0.29% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -6.3% | 0.59% | −0.12 |
| TJX TJX Companies Inc. | Reduce -6.2% | 0.59% | −0.11 |
| DUHP Dimensional US High Profi Et | Reduce -14.6% | 0.41% | −0.11 |
| IQV Iqvia Holdings Inc. | Reduce -5.8% | 0.62% | −0.11 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.3% | 0.69% | −0.09 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -23.3% | 0.15% | −0.08 |
| ADP Automatic Data Processing | Reduce -2.3% | 0.53% | −0.08 |
| APH Amphenol Corp. Class A | Reduce -11.1% | 0.50% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.5% | 0.63% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.9% | 0.40% | −0.07 |
| ILMN Illumina Inc. | Reduce -6.2% | 0.20% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.7% | 0.44% | −0.06 |
| DFAR Dimensional US Real Est ETF | Reduce -8.3% | 0.17% | −0.06 |
| PFF iShares Preferred & Income S | Reduce -11.9% | 0.18% | −0.06 |
| DIHP Dimensional International Hi | Reduce -12.0% | 0.17% | −0.05 |
| DISV Dimensional International SM | Reduce -11.8% | 0.17% | −0.05 |
| LGLV SPDR US LC Low Vol Idx | Reduce -2.8% | 0.32% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -5.8% | 0.17% | −0.05 |
| SRCL Stericycle Inc. | Reduce -3.0% | 0.28% | −0.05 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -0.1% | 0.21% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 0.35% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| PYLD PIMCO Multisector Bond Actv | New | 0.63% | +0.63 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.60% | +0.60 |
| IVV iShares Core S&P 500 ETF | Add +37.1% | 2.83% | +0.59 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +224.5% | 0.83% | +0.52 |
| DCOR Dimensional US Core Eq 1 ETF | Add +43.9% | 2.12% | +0.51 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 0.51% | +0.51 |
| VOO Vanguard S&P 500 ETF | Add +27.2% | 3.15% | +0.47 |
| IVE iShares S&P 500 Value ETF | New | 0.43% | +0.43 |
| IVW iShares S&P 500 Growth ETF | Add +232.6% | 0.56% | +0.38 |
| NVDA Nvidia Corp. | Add +6.8% | 0.80% | +0.31 |
| DGCB Dimensional Global Credit | New | 0.25% | +0.25 |
| IYW iShares Ustechnology ETF | New | 0.25% | +0.25 |
| VEA Vanguard Ftse Developed ETF | Add +34.5% | 1.58% | +0.24 |
| FICO Fair Isaac Corp. | New | 0.21% | +0.21 |
| MBB iShares MBS ETF | New | 0.21% | +0.21 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.18% | +0.18 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.18% | +0.18 |
| GWW WW Grainger Inc. | New | 0.18% | +0.18 |
| AMAT Applied Materials Inc. | New | 0.17% | +0.17 |
| SPHY SS SPDR P High Yield ETF | New | 0.16% | +0.16 |
| VLO Valero Energy Corp. | New | 0.16% | +0.16 |
| KLAC KLA Corp. | New | 0.15% | +0.15 |
| MNST Monster Beverage Corp. | New | 0.15% | +0.15 |
| WAB Wabtec Corp. | New | 0.14% | +0.14 |
| META Meta Platforms Inc. Class A | Add +12.5% | 0.59% | +0.14 |
| QCOM Qualcomm Inc. | New | 0.14% | +0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.14% | +0.14 |
| BITO Proshares Bitcoin ETF-Usd | New | 0.14% | +0.14 |
| EME Emcor Group Inc. | New | 0.14% | +0.14 |
| BOND PIMCO Active Bond Exchange-T | Add +139.8% | 0.28% | +0.14 |
| ELV Elevance Health Inc. | New | 0.14% | +0.14 |
| TLT iShares 20+ Year Treasury BD | New | 0.13% | +0.13 |
| HD Home Depot Inc. | New | 0.13% | +0.13 |
| DFGP Dimensional GLBL Core PL Fix | New | 0.13% | +0.13 |
| HSY The Hershey Co. | New | 0.13% | +0.13 |
| EFG iShares MSCI Eafe Growth ETF | Add +36.6% | 0.67% | +0.12 |
| KMB Kimberly-Clark Corp. | New | 0.12% | +0.12 |
| WST West Pharmaceutical Services | New | 0.12% | +0.12 |
| IRM Iron Mountain Inc. | New | 0.12% | +0.12 |
| SCHF Schwab Intl Equity ETF | New | 0.12% | +0.12 |
| IT Gartner Inc. | Add +67.5% | 0.33% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +43.8% | 0.43% | +0.08 |
| VXF Vanguard Extended Market ETF | Add +38.6% | 0.35% | +0.07 |
| AMZN Amazon.com Inc. | Add +4.4% | 1.44% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +35.8% | 0.37% | +0.06 |
| DFUS Dimensional US Eq MKT ETF | Add +43.7% | 0.21% | +0.05 |
| CAT Caterpillar Inc. | Add +22.5% | 0.23% | +0.05 |
| NFLX Netflix Inc. | Add +14.7% | 0.20% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +25.2% | 0.19% | +0.04 |
| LRCX Lam Research Corp. | Add +14.7% | 0.19% | +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 |