Hutchens & Kramer Investment Management Group, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Hutchens & Kramer Investment Management Group, LLC reported 158 stock positions worth $180.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 10.4% of the portfolio, followed by Dimensional US Core Eq 1 ETF (DCOR, 6.4%) and Eli Lilly (LLY, 6.1%). Compared with Q2 2024, it opened 25 new positions, sold out of 14, added to 69 and reduced 61. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +60%) and the biggest sale Eli Lilly (LLY, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001920117
- Portfolio Value
- $180.3M (Q3 2024)
- SEC Filing
- 0001951757-24-001036 ↗ filed Oct 15, 2024
Holdings Value
Holdings 158 stocks · $180.3M
| DFAC Dimensional US Core Equity 2 | 10.45% | 553,835 | $18.8M | Add +59.7% |
| DCOR Dimensional US Core Eq 1 ETF | 6.38% | 183,416 | $11.5M | Add +164.1% |
| LLY Eli Lilly & Co. | 6.10% | 12,433 | $11.0M | Reduce -70.9% |
| DFIC Dimensional International Co. | 5.46% | 351,542 | $9.8M | Add +57.0% |
| DFCF Dimensional Core Fixed Inc. | 3.67% | 152,796 | $6.6M | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 2.78% | 9,597 | $5.0M | Reduce -12.2% |
| IVV iShares Core S&P 500 ETF | 2.64% | 8,319 | $4.8M | Add +33.5% |
| SCHX Schwab US Large-Cap ETF | 2.52% | 67,445 | $4.5M | Reduce -3.8% |
| DFEM Dimensional Emrg MRKT Core | 2.07% | 131,614 | $3.7M | Add +79.2% |
| PYLD PIMCO Multisector Bond Actv | 1.86% | 126,392 | $3.4M | Add +55.8% |
| MSFT Microsoft Corp. | 1.82% | 7,792 | $3.3M | Reduce -64.8% |
| AVUS Avantis U.S. Equity ETF | 1.81% | 34,624 | $3.3M | Add +82.8% |
| XLG Invesco S&P 500 Top 50 ETF | 1.80% | 69,274 | $3.3M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 1.58% | 16,502 | $2.9M | Reduce -0.1% |
| AAPL Apple Inc. | 1.54% | 12,246 | $2.8M | Add +19.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.49% | 56,880 | $2.7M | Add +55.0% |
| AMZN Amazon.com Inc. | 1.47% | 14,280 | $2.6M | Add +6.9% |
| VEA Vanguard Ftse Developed ETF | 1.32% | 45,415 | $2.4M | Reduce -13.3% |
| DFSD Dimensional Short Duration | 1.23% | 46,303 | $2.2M | Reduce -14.3% |
| IVW iShares S&P 500 Growth ETF | 1.14% | 21,802 | $2.1M | Add +21.0% |
| QUAL iShares MSCI USA Quality Fac | 1.04% | 10,492 | $1.9M | Add +26.6% |
| EFG iShares MSCI Eafe Growth ETF | 1.03% | 17,317 | $1.9M | Add +16.2% |
| GLD SPDR Gold Shares | 1.00% | 7,369 | $1.8M | Add +7.3% |
| MA Mastercard Inc. Class A | 1.00% | 3,615 | $1.8M | Reduce -11.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.98% | 3,678 | $1.8M | Add +2.4% |
| NVDA Nvidia Corp. | 0.93% | 14,353 | $1.7M | Reduce -2.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.89% | 32,718 | $1.6M | Add +29.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.84% | 18,236 | $1.5M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.79% | 2,483 | $1.4M | Add +8.7% |
| EFV iShares MSCI Eafe Value ETF | 0.77% | 24,441 | $1.4M | Add +226.8% |
| BOND PIMCO Active Bond Exchange-T | 0.73% | 13,907 | $1.3M | Add +147.5% |
| AMT American Tower Corp. | 0.68% | 5,248 | $1.2M | Reduce -5.9% |
| AVDE Avantis International Equity | 0.66% | 17,963 | $1.2M | Add +28.6% |
| COO The Cooper Cos Inc. | 0.60% | 10,062 | $1.1M | Reduce -8.7% |
| IVE iShares S&P 500 Value ETF | 0.59% | 5,396 | $1.1M | Add +25.9% |
| ETN Eaton Corp. PLC | 0.55% | 3,004 | $984K | Reduce -11.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.53% | 14,405 | $963K | Add +178.1% |
| ADP Automatic Data Processing | 0.52% | 3,332 | $933K | Reduce -8.4% |
| V Visa Inc. Class A | 0.51% | 3,326 | $923K | Reduce -1.9% |
| DFSV Dimensional US Small Cap Val | 0.51% | 29,963 | $910K | Reduce -5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 7,790 | $909K | Reduce -11.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 5,090 | $886K | Reduce -17.2% |
| IQV Iqvia Holdings Inc. | 0.47% | 3,701 | $856K | Reduce -13.1% |
| ZTS Zoetis Inc. | 0.46% | 4,272 | $831K | Reduce -7.8% |
| DUHP Dimensional US High Profi Et | 0.45% | 23,836 | $807K | Add +8.0% |
| GOOG Alphabet Inc. Class C | 0.44% | 4,725 | $796K | Add +1.7% |
| APH Amphenol Corp. Class A | 0.44% | 12,388 | $788K | Reduce -14.1% |
| DSTL Distillate US Fundamental St | 0.43% | 13,866 | $783K | Reduce -24.4% |
| SCHW Schwab (charles) Corp. | 0.43% | 12,089 | $773K | Reduce -12.1% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 15,048 | $725K | Reduce -15.0% |
| DFGR Dim Global Real Estate ETF | 0.40% | 24,975 | $716K | Add +86.9% |
| MBB iShares MBS ETF | 0.40% | 7,433 | $712K | Add +67.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 2,669 | $700K | Reduce -1.2% |
| STZ Constellation Brands Inc. Class A | 0.38% | 2,641 | $681K | Reduce -12.2% |
| CDW CDW Corp. | 0.37% | 3,041 | $662K | Reduce -12.3% |
| IYW iShares Ustechnology ETF | 0.36% | 4,442 | $658K | Add +24.7% |
| IXUS iShares Core Intl Stock ETF | 0.36% | 9,033 | $654K | Reduce -0.1% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.36% | 11,889 | $646K | Reduce -15.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 2,737 | $643K | Reduce -15.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.35% | 10,490 | $637K | Add +65.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 1,119 | $636K | Add +0.4% |
| AVEM Avantis Emerging Markets Eq | 0.35% | 9,780 | $635K | Add +101.4% |
| LGLV SPDR US LC Low Vol Idx | 0.33% | 3,524 | $598K | Reduce -0.6% |
| IT Gartner Inc. | 0.31% | 1,117 | $560K | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 0.30% | 3,208 | $536K | Add +9.9% |
| ROP Roper Technologies Inc. | 0.29% | 957 | $525K | Add +36.1% |
| BX Blackstone Inc. | 0.29% | 3,400 | $516K | Add +13.3% |
| VXF Vanguard Extended Market ETF | 0.28% | 2,851 | $513K | Reduce -15.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.28% | 10,724 | $510K | New |
| WELL Welltower Inc. | 0.25% | 3,575 | $456K | Reduce -2.1% |
| CDNS Cadence Design SYS Inc. | 0.25% | 1,710 | $450K | Add +156.0% |
| NFLX Netflix Inc. | 0.25% | 635 | $448K | Add +3.3% |
| SPEM State Street SP PTF Em ETF | 0.24% | 10,542 | $439K | Reduce -1.8% |
| CAT Caterpillar Inc. | 0.24% | 1,115 | $438K | Add +10.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.24% | 2,176 | $431K | New |
| ILCG iShares Morningstar Growth E | 0.24% | 5,164 | $428K | New |
| VONG Vanguard Russell 1000 Growth | 0.23% | 4,432 | $422K | New |
| SPG Simon Property Group Inc. | 0.23% | 2,473 | $419K | Add +4.0% |
| COST Costco Wholesale Corp. | 0.23% | 462 | $406K | Add +2.0% |
| ILMN Illumina Inc. | 0.22% | 3,135 | $404K | Add +27.5% |
| ECL Ecolab Inc. | 0.22% | 1,588 | $403K | Reduce -14.3% |
| DFUS Dimensional US Eq MKT ETF | 0.22% | 6,396 | $394K | Add +0.7% |
| FICO Fair Isaac Corp. | 0.22% | 205 | $393K | Reduce -13.5% |
| TDY Teledyne Technologies Inc. | 0.22% | 888 | $390K | Add +7.6% |
| ABBV Abbvie Inc. | 0.21% | 1,949 | $384K | Add +6.9% |
| DGCB Dimensional Global Credit | 0.21% | 6,888 | $379K | Reduce -7.1% |
| SCHG Schwab US Large-Cap Growth | 0.21% | 3,653 | $375K | Reduce -10.1% |
| VRSK Verisk Analytics Inc. | 0.21% | 1,387 | $373K | Add +11.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.20% | 6,945 | $369K | New |
| EQIX Equinix Inc. | 0.20% | 414 | $366K | Add +16.3% |
| DLR Digital Realty Trust Inc. | 0.20% | 2,258 | $362K | Add +8.7% |
| IEMG iShares Core MSCI Emerging | 0.20% | 6,210 | $359K | Reduce -23.4% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 4,210 | $356K | Add +21.4% |
| PLD Prologis Inc. | 0.20% | 2,846 | $355K | Reduce -16.1% |
| JPM JPMorgan Chase & Co. | 0.19% | 1,682 | $348K | Reduce -0.7% |
| SILA Sila Realty Trust Inc. | 0.19% | 13,637 | $348K | New |
| LH Labcorp Holdings Inc. | 0.19% | 1,547 | $339K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.19% | 5,589 | $336K | Reduce -4.6% |
| TLT iShares 20+ Year Treasury BD | 0.19% | 3,404 | $335K | Add +14.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.18% | 4,660 | $333K | Add +2.4% |
Portfolio Sells Q2 2024 → Q3 2024
| LLY Eli Lilly & Co. | Reduce -70.9% | 6.10% | −15.44 |
| MSFT Microsoft Corp. | Reduce -64.8% | 1.82% | −3.76 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.58 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.58 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.58 |
| VOO Vanguard S&P 500 ETF | Reduce -12.2% | 2.78% | −0.24 |
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −0.23 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.20 |
| DFGP Dimensional GLBL Core PL Fix | Sold out | 0.00% | −0.18 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.17 |
| DFSD Dimensional Short Duration | Reduce -14.3% | 1.23% | −0.17 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.16 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -12.1% | 0.43% | −0.13 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.12 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.12 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.12 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.3% | 1.32% | −0.11 |
| APH Amphenol Corp. Class A | Reduce -14.1% | 0.44% | −0.10 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -40.8% | 0.15% | −0.09 |
| SPHY SS SPDR P High Yield ETF | Reduce -42.9% | 0.14% | −0.09 |
| DSTL Distillate US Fundamental St | Reduce -24.4% | 0.43% | −0.08 |
| NVDA Nvidia Corp. | Reduce -2.2% | 0.93% | −0.08 |
| ADBE Adobe Inc. | Reduce -24.0% | 0.14% | −0.06 |
| CDW CDW Corp. | Reduce -12.3% | 0.37% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -17.2% | 0.49% | −0.05 |
| STZ Constellation Brands Inc. Class A | Reduce -12.2% | 0.38% | −0.05 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -15.2% | 0.36% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -31.0% | 0.15% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -11.8% | 0.55% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -23.4% | 0.20% | −0.04 |
| TJX TJX Companies Inc. | Reduce -11.4% | 0.50% | −0.03 |
| VXF Vanguard Extended Market ETF | Reduce -15.9% | 0.28% | −0.03 |
| HD Home Depot Inc. | Reduce -33.8% | 0.12% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -15.0% | 0.36% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.0% | 0.40% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.4% | 0.13% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -10.1% | 0.21% | −0.02 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -3.2% | 1.80% | −0.02 |
| ECL Ecolab Inc. | Reduce -14.3% | 0.22% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -13.1% | 0.47% | −0.02 |
| PLD Prologis Inc. | Reduce -16.1% | 0.20% | −0.01 |
| BBDC Barings BDC Inc. | Reduce -6.4% | 0.07% | −0.00 |
| DGCB Dimensional Global Credit | Reduce -7.1% | 0.21% | −0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -4.6% | 0.19% | −0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -8.2% | 0.15% | −0.00 |
| WAB Wabtec Corp. | Reduce -14.8% | 0.15% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -8.8% | 0.12% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| DFAC Dimensional US Core Equity 2 | Add +59.7% | 10.45% | +4.29 |
| DCOR Dimensional US Core Eq 1 ETF | Add +164.1% | 6.38% | +4.10 |
| DFIC Dimensional International Co. | Add +57.0% | 5.46% | +2.21 |
| DFEM Dimensional Emrg MRKT Core | Add +79.2% | 2.07% | +0.98 |
| AVUS Avantis U.S. Equity ETF | Add +82.8% | 1.81% | +0.87 |
| IVV iShares Core S&P 500 ETF | Add +33.5% | 2.64% | +0.75 |
| PYLD PIMCO Multisector Bond Actv | Add +55.8% | 1.86% | +0.72 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +55.0% | 1.49% | +0.58 |
| EFV iShares MSCI Eafe Value ETF | Add +226.8% | 0.77% | +0.55 |
| BOND PIMCO Active Bond Exchange-T | Add +147.5% | 0.73% | +0.45 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +178.1% | 0.53% | +0.35 |
| AAPL Apple Inc. | Add +19.5% | 1.54% | +0.31 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.28% | +0.28 |
| QUAL iShares MSCI USA Quality Fac | Add +26.6% | 1.04% | +0.26 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.24% | +0.24 |
| ILCG iShares Morningstar Growth E | New | 0.24% | +0.24 |
| VONG Vanguard Russell 1000 Growth | New | 0.23% | +0.23 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +29.6% | 0.89% | +0.23 |
| DFCF Dimensional Core Fixed Inc. | Add +1.4% | 3.67% | +0.23 |
| IVW iShares S&P 500 Growth ETF | Add +21.0% | 1.14% | +0.21 |
| DFGR Dim Global Real Estate ETF | Add +86.9% | 0.40% | +0.21 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.20% | +0.20 |
| SILA Sila Realty Trust Inc. | New | 0.19% | +0.19 |
| AVEM Avantis Emerging Markets Eq | Add +101.4% | 0.35% | +0.19 |
| GLD SPDR Gold Shares | Add +7.3% | 1.00% | +0.19 |
| EFG iShares MSCI Eafe Growth ETF | Add +16.2% | 1.03% | +0.19 |
| AVDE Avantis International Equity | Add +28.6% | 0.66% | +0.18 |
| MBB iShares MBS ETF | Add +67.3% | 0.40% | +0.17 |
| KO The Coca-Cola Co. | New | 0.17% | +0.17 |
| IVE iShares S&P 500 Value ETF | Add +25.9% | 0.59% | +0.16 |
| META Meta Platforms Inc. Class A | Add +8.7% | 0.79% | +0.16 |
| LMT Lockheed Martin Corp. | New | 0.16% | +0.16 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +65.4% | 0.35% | +0.15 |
| POOL Pool Corp. | New | 0.14% | +0.14 |
| PSA Public Storage | New | 0.14% | +0.14 |
| CDNS Cadence Design SYS Inc. | Add +156.0% | 0.25% | +0.14 |
| HLI Houlihan Lokey Inc. | New | 0.13% | +0.13 |
| HSY The Hershey Co. | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | New | 0.13% | +0.13 |
| HEI.A Heico Corp. Class A | New | 0.13% | +0.13 |
| EFX Equifax Inc. | New | 0.13% | +0.13 |
| NVR NVR Inc. | New | 0.12% | +0.12 |
| AVSC Avantis US Small Cap Equity | New | 0.12% | +0.12 |
| LNT Alliant Energy Corp. | New | 0.12% | +0.12 |
| BBY Best Buy Co. Inc. | New | 0.12% | +0.12 |
| ANET Arista Networks Inc. | New | 0.12% | +0.12 |
| BRO Brown & Brown Inc. | New | 0.11% | +0.11 |
| SSNC Ss&c Technologies Holdings | New | 0.11% | +0.11 |
| SHW The Sherwin-Williams Co. | New | 0.11% | +0.11 |
| MPWR Monolithic Power Systems Inc. | New | 0.11% | +0.11 |
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 |