Hutchens & Kramer Investment Management Group, LLC

Name: Hutchens & Kramer Investment Management Group, LLC 13F holdings, Q1 2024
Creator: Hutchens & Kramer Investment Management Group, LLC
Published: 2024-04-29

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

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%
DISV Dimensional International SM	0.17%	10,767	$292K	Reduce -11.8%
VRSK Verisk Analytics Inc.	0.17%	1,252	$291K	Add +17.4%
DFLV Dim US Large Cap Value ETF	0.17%	9,707	$290K	No change
DIHP Dimensional International Hi	0.17%	10,698	$288K	Reduce -12.0%
DLR Digital Realty Trust Inc.	0.17%	2,023	$287K	Add +7.8%
JBHT Hunt (jb) Transprt SVCS Inc.	0.17%	1,437	$282K	Add +23.2%
AVEM Avantis Emerging Markets Eq	0.17%	4,835	$281K	Add +6.6%
DFAR Dimensional US Real Est ETF	0.17%	12,748	$280K	Reduce -8.3%
AMAT Applied Materials Inc.	0.17%	1,342	$280K	New
SCHD Schwab US DVD Equity ETF	0.16%	3,468	$278K	Add +1.4%
WRB WR Berkley Corp. filed as BERKLEY W R CORP	0.16%	3,166	$277K	Add +5.8%
EQIX Equinix Inc.	0.16%	335	$268K	Add +30.4%
SPHY SS SPDR P High Yield ETF	0.16%	11,537	$268K	New
SJNK SS SPDR BB St Hi Yield ETF	0.16%	10,679	$267K	Reduce -38.9%
VLO Valero Energy Corp.	0.16%	1,539	$266K	New
SPDW Ste STR SPDR PT DW Eu ETF	0.16%	7,402	$264K	Reduce -3.7%
ROST Ross Stores Inc.	0.16%	1,815	$263K	Add +6.0%
CDNS Cadence Design SYS Inc.	0.15%	830	$259K	Add +12.5%
KLAC KLA Corp.	0.15%	364	$259K	New
CRM Salesforce Inc.	0.15%	856	$259K	Add +5.9%
ANGL Vaneck Fallen Angel High YLD	0.15%	8,982	$258K	Reduce -23.3%
AVUV Avantis US Small Cap Value	0.15%	2,769	$257K	Reduce -1.4%
POOL Pool Corp.	0.15%	640	$257K	Add +6.1%
COP Conocophillips	0.15%	1,919	$247K	Add +5.6%
MNST Monster Beverage Corp.	0.15%	4,250	$245K	New
O Realty Income Corp.	0.14%	4,548	$243K	Add +24.3%
BR Broadridge Financial Solutio	0.14%	1,193	$242K	Add +4.5%
WAB Wabtec Corp.	0.14%	1,667	$241K	New
TDY Teledyne Technologies Inc.	0.14%	568	$241K	Add +23.2%
QCOM Qualcomm Inc.	0.14%	1,382	$237K	New
BRK.B Berkshire Hathaway Inc. Class B	0.14%	562	$236K	No change
BITO Proshares Bitcoin ETF-Usd	0.14%	7,693	$236K	New
NVO Novo-Nordisk A/S-Spons ADR	0.14%	1,848	$236K	New
EME Emcor Group Inc.	0.14%	661	$235K	New
ELV Elevance Health Inc.	0.14%	449	$232K	New
SHYG iShares 0-5 YR HY Corp. Bond	0.13%	5,306	$224K	Reduce -47.7%
NI Nisource Inc.	0.13%	8,062	$222K	No change
ABT Abbott Laboratories	0.13%	1,973	$221K	Reduce -77.8%
TLT iShares 20+ Year Treasury BD	0.13%	2,376	$220K	New
HD Home Depot Inc.	0.13%	595	$219K	New
BKLN Invesco Senior Loan ETF	0.13%	10,336	$219K	Reduce -72.4%
DFGP Dimensional GLBL Core PL Fix	0.13%	4,084	$216K	New
HSY The Hershey Co.	0.13%	1,077	$213K	New
SPTI SS SPDR P Int Term TSY ETF	0.13%	7,567	$211K	Reduce -6.8%
KMB Kimberly-Clark Corp.	0.12%	1,614	$208K	New
WST West Pharmaceutical Services	0.12%	523	$207K	New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL	0.12%	2,595	$206K	New
SCHF Schwab Intl Equity ETF	0.12%	5,230	$203K	New
BBDC Barings BDC Inc.	0.08%	14,191	$131K	Reduce -7.2%

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