Hutchens & Kramer Investment Management Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Hutchens & Kramer Investment Management Group, LLC reported 147 stock positions worth $181.1 million. Its top holding was Eli Lilly (LLY) at 21.5% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 6.2%) and Microsoft (MSFT, 5.6%). Compared with Q1 2024, it opened 12 new positions, sold out of 14, added to 61 and reduced 65. The biggest buy was a new position in Pgim Ultra Short Bond ETF (PULS) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001920117
- Portfolio Value
- $181.1M (Q2 2024)
- SEC Filing
- 0001951757-24-000503 ↗ filed Jul 12, 2024
Holdings Value
Holdings 147 stocks · $181.1M
| LLY Eli Lilly & Co. | 21.54% | 42,669 | $39.0M | Reduce -0.1% |
| DFAC Dimensional US Core Equity 2 | 6.16% | 346,701 | $11.2M | Add +4.0% |
| MSFT Microsoft Corp. | 5.58% | 22,136 | $10.1M | Reduce -1.2% |
| DFCF Dimensional Core Fixed Inc. | 3.44% | 150,729 | $6.2M | Add +2.2% |
| DFIC Dimensional International Co. | 3.25% | 223,920 | $5.9M | Add +3.6% |
| VOO Vanguard S&P 500 ETF | 3.03% | 10,934 | $5.5M | Reduce -1.5% |
| SCHX Schwab US Large-Cap ETF | 2.49% | 70,135 | $4.5M | Reduce -0.5% |
| DCOR Dimensional US Core Eq 1 ETF | 2.28% | 69,454 | $4.1M | Add +13.2% |
| IVV iShares Core S&P 500 ETF | 1.89% | 6,232 | $3.4M | Reduce -31.5% |
| XLG Invesco S&P 500 Top 50 ETF | 1.82% | 71,547 | $3.3M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 1.48% | 16,510 | $2.7M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.45% | 13,358 | $2.6M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 1.43% | 52,414 | $2.6M | Reduce -2.0% |
| DFSD Dimensional Short Duration | 1.40% | 54,026 | $2.5M | Add +5.2% |
| AAPL Apple Inc. | 1.23% | 10,246 | $2.2M | Reduce -1.4% |
| PYLD PIMCO Multisector Bond Actv | 1.14% | 81,126 | $2.1M | Add +93.3% |
| DFEM Dimensional Emrg MRKT Core | 1.09% | 73,454 | $2.0M | Add +5.1% |
| NVDA Nvidia Corp. | 1.01% | 14,670 | $1.8M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 0.99% | 4,080 | $1.8M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.96% | 3,592 | $1.7M | Reduce -0.6% |
| AVUS Avantis U.S. Equity ETF | 0.94% | 18,942 | $1.7M | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.93% | 18,017 | $1.7M | Add +62.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.91% | 36,705 | $1.6M | Add +17.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.84% | 14,906 | $1.5M | Add +35.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.82% | 18,354 | $1.5M | Add +6.3% |
| GLD SPDR Gold Shares | 0.82% | 6,869 | $1.5M | Reduce -7.5% |
| QUAL iShares MSCI USA Quality Fac | 0.78% | 8,285 | $1.4M | Add +9.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.66% | 25,241 | $1.2M | Add +11.1% |
| META Meta Platforms Inc. Class A | 0.64% | 2,284 | $1.2M | Add +12.2% |
| AMT American Tower Corp. | 0.60% | 5,576 | $1.1M | Add +1.4% |
| ETN Eaton Corp. PLC | 0.59% | 3,406 | $1.1M | Add +0.0% |
| PULS Pgim Ultra Short Bond ETF | 0.58% | 21,277 | $1.1M | New |
| JPST JPMorgan Ultra-Short Income | 0.58% | 20,926 | $1.1M | New |
| MINT PIMCO Enhanced Short Maturit | 0.58% | 10,442 | $1.0M | New |
| SCHW Schwab (charles) Corp. | 0.56% | 13,750 | $1.0M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.54% | 6,145 | $982K | Reduce -5.9% |
| APH Amphenol Corp. Class A | 0.54% | 14,419 | $974K | Reduce -1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.54% | 8,789 | $972K | Reduce -11.5% |
| COO The Cooper Cos Inc. | 0.53% | 11,016 | $952K | Add +18.9% |
| DSTL Distillate US Fundamental St | 0.52% | 18,328 | $933K | Add +0.2% |
| DFSV Dimensional US Small Cap Val | 0.50% | 31,557 | $899K | Reduce -7.8% |
| V Visa Inc. Class A | 0.49% | 3,390 | $892K | Reduce -0.3% |
| IQV Iqvia Holdings Inc. | 0.49% | 4,258 | $888K | Add +1.8% |
| AVDE Avantis International Equity | 0.48% | 13,969 | $872K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.47% | 4,648 | $858K | Reduce -5.4% |
| ADP Automatic Data Processing | 0.47% | 3,636 | $857K | Reduce -0.2% |
| ZTS Zoetis Inc. | 0.44% | 4,631 | $799K | Add +9.3% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 17,708 | $777K | Add +2.4% |
| IVE iShares S&P 500 Value ETF | 0.43% | 4,287 | $776K | Add +9.6% |
| STZ Constellation Brands Inc. Class A | 0.43% | 3,009 | $771K | Add +5.1% |
| CDW CDW Corp. | 0.42% | 3,468 | $760K | Reduce -6.5% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.41% | 14,016 | $734K | Reduce -14.5% |
| DUHP Dimensional US High Profi Et | 0.39% | 22,071 | $705K | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 3,221 | $697K | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 2,702 | $649K | Reduce -1.2% |
| IXUS iShares Core Intl Stock ETF | 0.34% | 9,043 | $611K | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 1,115 | $608K | Reduce -3.0% |
| VXF Vanguard Extended Market ETF | 0.31% | 3,392 | $569K | Reduce -1.8% |
| IYW iShares Ustechnology ETF | 0.30% | 3,563 | $542K | Add +15.0% |
| LGLV SPDR US LC Low Vol Idx | 0.30% | 3,545 | $538K | No change |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,919 | $534K | Add +12.7% |
| IT Gartner Inc. | 0.29% | 1,192 | $526K | Add +3.3% |
| BOND PIMCO Active Bond Exchange-T | 0.28% | 5,620 | $506K | Add +7.7% |
| HYLB Xtrackers Usd High Yield Cor | 0.24% | 12,579 | $444K | Reduce -14.1% |
| ECL Ecolab Inc. | 0.24% | 1,853 | $436K | New |
| IEMG iShares Core MSCI Emerging | 0.24% | 8,106 | $435K | New |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.23% | 6,117 | $419K | Reduce -0.3% |
| NFLX Netflix Inc. | 0.23% | 615 | $414K | Add +10.8% |
| SCHG Schwab US Large-Cap Growth | 0.23% | 4,062 | $413K | Reduce -2.0% |
| SPHY SS SPDR P High Yield ETF | 0.23% | 17,890 | $412K | Add +55.1% |
| SPEM State Street SP PTF Em ETF | 0.22% | 10,731 | $405K | Add +0.2% |
| MBB iShares MBS ETF | 0.22% | 4,444 | $404K | Add +16.9% |
| EFV iShares MSCI Eafe Value ETF | 0.22% | 7,479 | $399K | Reduce -35.4% |
| ROP Roper Technologies Inc. | 0.22% | 703 | $396K | New |
| DGCB Dimensional Global Credit | 0.21% | 7,418 | $389K | Reduce -7.8% |
| COST Costco Wholesale Corp. | 0.21% | 453 | $383K | Reduce -3.0% |
| WELL Welltower Inc. | 0.21% | 3,651 | $380K | Add +1.4% |
| PLD Prologis Inc. | 0.21% | 3,391 | $380K | Add +27.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.21% | 6,341 | $375K | Add +16.5% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 6,352 | $375K | Add +1.4% |
| ADBE Adobe Inc. | 0.21% | 666 | $373K | Reduce -13.5% |
| BKLN Invesco Senior Loan ETF | 0.20% | 17,445 | $367K | Add +68.8% |
| BX Blackstone Inc. | 0.20% | 3,000 | $367K | No change |
| FICO Fair Isaac Corp. | 0.20% | 237 | $355K | Reduce -17.4% |
| SPG Simon Property Group Inc. | 0.19% | 2,378 | $348K | Reduce -6.6% |
| JPM JPMorgan Chase & Co. | 0.19% | 1,693 | $348K | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 0.19% | 791 | $345K | Reduce -1.7% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.19% | 5,856 | $344K | No change |
| VRSK Verisk Analytics Inc. | 0.18% | 1,250 | $335K | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.18% | 1,011 | $333K | Reduce -4.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 5,180 | $332K | New |
| DFGR Dim Global Real Estate ETF | 0.18% | 13,360 | $331K | Add +7.2% |
| DFGP Dimensional GLBL Core PL Fix | 0.18% | 6,276 | $330K | Add +53.7% |
| UNH Unitedhealth Group Inc. | 0.18% | 654 | $324K | Reduce -39.7% |
| LRCX Lam Research Corp. | 0.17% | 298 | $316K | Reduce -11.0% |
| DLR Digital Realty Trust Inc. | 0.17% | 2,077 | $316K | Add +2.7% |
| TDY Teledyne Technologies Inc. | 0.17% | 825 | $316K | Add +45.3% |
| LH Labcorp Holdings Inc. | 0.17% | 1,547 | $314K | No change |
| ABBV Abbvie Inc. | 0.17% | 1,823 | $311K | Reduce -0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.17% | 4,551 | $304K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Reduce -31.5% | 1.89% | −0.94 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.69 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.40 |
| SRCL Stericycle Inc. | Sold out | 0.00% | −0.28 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −0.20 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.20 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.99% | −0.18 |
| DFLV Dim US Large Cap Value ETF | Sold out | 0.00% | −0.17 |
| ANGL Vaneck Fallen Angel High YLD | Sold out | 0.00% | −0.15 |
| POOL Pool Corp. | Sold out | 0.00% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 1.43% | −0.15 |
| EFV iShares MSCI Eafe Value ETF | Reduce -35.4% | 0.22% | −0.15 |
| O Realty Income Corp. | Sold out | 0.00% | −0.14 |
| BITO Proshares Bitcoin ETF-Usd | Sold out | 0.00% | −0.14 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -39.7% | 0.18% | −0.14 |
| CDW CDW Corp. | Reduce -6.5% | 0.42% | −0.14 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 3.03% | −0.13 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.13 |
| DFSV Dimensional US Small Cap Val | Reduce -7.8% | 0.50% | −0.11 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -14.5% | 0.41% | −0.11 |
| GLD SPDR Gold Shares | Reduce -7.5% | 0.82% | −0.10 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.5% | 2.49% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.9% | 0.54% | −0.08 |
| V Visa Inc. Class A | Reduce -0.3% | 0.49% | −0.07 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -14.1% | 0.24% | −0.06 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.2% | 0.94% | −0.06 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.47% | −0.06 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -0.3% | 0.23% | −0.05 |
| ILMN Illumina Inc. | Reduce -1.9% | 0.14% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 0.38% | −0.05 |
| TJX TJX Companies Inc. | Reduce -11.5% | 0.54% | −0.05 |
| MSFT Microsoft Corp. | Reduce -1.2% | 5.58% | −0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -23.7% | 0.13% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -31.3% | 0.12% | −0.04 |
| AVDE Avantis International Equity | Reduce -0.2% | 0.48% | −0.04 |
| CAT Caterpillar Inc. | Reduce -4.2% | 0.18% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.36% | −0.04 |
| VXF Vanguard Extended Market ETF | Reduce -1.8% | 0.31% | −0.04 |
| SPG Simon Property Group Inc. | Reduce -6.6% | 0.19% | −0.04 |
| CDNS Cadence Design SYS Inc. | Reduce -19.5% | 0.11% | −0.04 |
| DGCB Dimensional Global Credit | Reduce -7.8% | 0.21% | −0.04 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -15.5% | 0.12% | −0.03 |
| COP Conocophillips | Reduce -1.3% | 0.12% | −0.03 |
| DIHP Dimensional International Hi | Reduce -7.1% | 0.14% | −0.03 |
| DISV Dimensional International SM | Reduce -7.6% | 0.15% | −0.02 |
| VLO Valero Energy Corp. | Reduce -0.8% | 0.13% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.17% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| PULS Pgim Ultra Short Bond ETF | New | 0.58% | +0.58 |
| JPST JPMorgan Ultra-Short Income | New | 0.58% | +0.58 |
| MINT PIMCO Enhanced Short Maturit | New | 0.58% | +0.58 |
| PYLD PIMCO Multisector Bond Actv | Add +93.3% | 1.14% | +0.51 |
| IVW iShares S&P 500 Growth ETF | Add +62.1% | 0.93% | +0.37 |
| ECL Ecolab Inc. | New | 0.24% | +0.24 |
| IEMG iShares Core MSCI Emerging | New | 0.24% | +0.24 |
| ROP Roper Technologies Inc. | New | 0.22% | +0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.18% | +0.18 |
| EFG iShares MSCI Eafe Growth ETF | Add +35.9% | 0.84% | +0.17 |
| DCOR Dimensional US Core Eq 1 ETF | Add +13.2% | 2.28% | +0.16 |
| LPLA LPL Financial Holdings Inc. | New | 0.14% | +0.14 |
| CCI Crown Castle Inc. | New | 0.13% | +0.13 |
| BSX Boston Scientific Corp. | New | 0.12% | +0.12 |
| ACN Accenture PLC Class A | New | 0.11% | +0.11 |
| LII Lennox International Inc. | New | 0.11% | +0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +17.5% | 0.91% | +0.07 |
| BKLN Invesco Senior Loan ETF | Add +68.8% | 0.20% | +0.07 |
| SPHY SS SPDR P High Yield ETF | Add +55.1% | 0.23% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +11.1% | 0.66% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +12.7% | 0.29% | +0.06 |
| DFGP Dimensional GLBL Core PL Fix | Add +53.7% | 0.18% | +0.05 |
| IYW iShares Ustechnology ETF | Add +15.0% | 0.30% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +9.8% | 0.78% | +0.05 |
| META Meta Platforms Inc. Class A | Add +12.2% | 0.64% | +0.04 |
| TDY Teledyne Technologies Inc. | Add +45.3% | 0.17% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +5.1% | 1.09% | +0.03 |
| NFLX Netflix Inc. | Add +10.8% | 0.23% | +0.03 |
| ZTS Zoetis Inc. | Add +9.3% | 0.44% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +16.5% | 0.21% | +0.02 |
| HD Home Depot Inc. | Add +36.6% | 0.15% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +25.5% | 0.15% | +0.02 |
| MBB iShares MBS ETF | Add +16.9% | 0.22% | +0.02 |
| WELL Welltower Inc. | Add +1.4% | 0.21% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +20.0% | 0.13% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +7.4% | 0.13% | +0.01 |
| PLD Prologis Inc. | Add +27.3% | 0.21% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +2.7% | 0.17% | +0.00 |
| WAB Wabtec Corp. | Add +1.6% | 0.15% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.4% | 0.43% | −0.00 |
| IVE iShares S&P 500 Value ETF | Add +9.6% | 0.43% | −0.00 |
| BOND PIMCO Active Bond Exchange-T | Add +7.7% | 0.28% | −0.00 |
| DFGR Dim Global Real Estate ETF | Add +7.2% | 0.18% | −0.00 |
| AVEM Avantis Emerging Markets Eq | Add +0.4% | 0.16% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Add +1.4% | 0.21% | −0.00 |
| WST West Pharmaceutical Services | Add +26.0% | 0.12% | −0.00 |
| SPEM State Street SP PTF Em ETF | Add +0.2% | 0.22% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +4.3% | 0.15% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.19% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +6.3% | 0.82% | −0.01 |
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 |