Hutchens & Kramer Investment Management Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Hutchens & Kramer Investment Management Group, LLC reported 159 stock positions worth $184.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 10.9% of the portfolio, followed by Dimensional US Core Eq 1 ETF (DCOR, 7.1%) and Eli Lilly (LLY, 5.7%). Compared with Q3 2024, it opened 15 new positions, sold out of 14, added to 56 and reduced 75. The biggest buy was PIMCO Active Bond Exchange-T (BOND, shares +201%) and the biggest sale Dimensional Core Fixed (DFCF, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001920117
- Portfolio Value
- $184.2M (Q4 2024)
- SEC Filing
- 0001951757-25-000104 ↗ filed Jan 22, 2025
Holdings Value
Holdings 159 stocks · $184.2M
| DFAC Dimensional US Core Equity 2 | 10.89% | 579,947 | $20.1M | Add +4.7% |
| DCOR Dimensional US Core Eq 1 ETF | 7.06% | 202,595 | $13.0M | Add +10.5% |
| LLY Eli Lilly & Co. | 5.72% | 13,658 | $10.5M | Add +9.8% |
| DFIC Dimensional International Co. | 5.19% | 369,643 | $9.6M | Add +5.2% |
| DFCF Dimensional Core Fixed Inc. | 2.97% | 132,537 | $5.5M | Reduce -13.3% |
| VOO Vanguard S&P 500 ETF | 2.87% | 9,829 | $5.3M | Add +2.4% |
| PYLD PIMCO Multisector Bond Actv | 2.86% | 203,319 | $5.3M | Add +60.9% |
| SCHX Schwab US Large-Cap ETF | 2.47% | 196,410 | $4.6M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 2.16% | 6,769 | $4.0M | Reduce -18.6% |
| BOND PIMCO Active Bond Exchange-T | 2.06% | 41,913 | $3.8M | Add +201.4% |
| DFEM Dimensional Emrg MRKT Core | 1.99% | 139,787 | $3.7M | Add +6.2% |
| XLG Invesco S&P 500 Top 50 ETF | 1.81% | 66,714 | $3.3M | Reduce -3.7% |
| MSFT Microsoft Corp. | 1.77% | 7,714 | $3.3M | Reduce -1.0% |
| AAPL Apple Inc. | 1.72% | 12,634 | $3.2M | Add +3.2% |
| AVUS Avantis U.S. Equity ETF | 1.70% | 32,329 | $3.1M | Reduce -6.6% |
| AMZN Amazon.com Inc. | 1.68% | 14,071 | $3.1M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 1.50% | 16,502 | $2.8M | No change |
| VEA Vanguard Ftse Developed ETF | 1.29% | 49,820 | $2.4M | Add +9.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.21% | 49,431 | $2.2M | Reduce -13.1% |
| IVW iShares S&P 500 Growth ETF | 1.18% | 21,359 | $2.2M | Reduce -2.0% |
| DFSD Dimensional Short Duration | 1.10% | 43,415 | $2.0M | Reduce -6.2% |
| QUAL iShares MSCI USA Quality Fac | 1.05% | 10,811 | $1.9M | Add +3.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.00% | 3,605 | $1.8M | Reduce -2.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.96% | 18,327 | $1.8M | Add +5.8% |
| MA Mastercard Inc. Class A | 0.95% | 3,331 | $1.8M | Reduce -7.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.93% | 33,532 | $1.7M | Add +2.5% |
| GLD SPDR Gold Shares | 0.93% | 7,066 | $1.7M | Reduce -4.1% |
| NVDA Nvidia Corp. | 0.91% | 12,530 | $1.7M | Reduce -12.7% |
| META Meta Platforms Inc. Class A | 0.88% | 2,766 | $1.6M | Add +11.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.84% | 22,371 | $1.5M | Add +55.3% |
| EFV iShares MSCI Eafe Value ETF | 0.74% | 25,853 | $1.4M | Add +5.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.72% | 16,274 | $1.3M | Reduce -10.8% |
| V Visa Inc. Class A | 0.61% | 3,546 | $1.1M | Add +6.6% |
| IVE iShares S&P 500 Value ETF | 0.58% | 5,575 | $1.1M | Add +3.3% |
| AVDE Avantis International Equity | 0.57% | 16,968 | $1.0M | Reduce -5.5% |
| ADP Automatic Data Processing | 0.54% | 3,419 | $1.0M | Add +2.6% |
| AMT American Tower Corp. | 0.52% | 5,272 | $967K | Add +0.5% |
| ETN Eaton Corp. PLC | 0.50% | 2,795 | $928K | Reduce -7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 5,191 | $879K | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.46% | 4,491 | $855K | Reduce -5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 7,004 | $846K | Reduce -10.1% |
| COO The Cooper Cos Inc. | 0.46% | 9,178 | $844K | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 0.46% | 4,434 | $839K | Add +38.2% |
| SCHW Schwab (charles) Corp. | 0.45% | 11,141 | $825K | Reduce -7.8% |
| DFSV Dimensional US Small Cap Val | 0.44% | 26,526 | $816K | Reduce -11.5% |
| DUHP Dimensional US High Profi Et | 0.41% | 22,515 | $761K | Reduce -5.5% |
| APH Amphenol Corp. Class A | 0.40% | 10,692 | $743K | Reduce -13.7% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 16,842 | $742K | Add +11.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 2,772 | $732K | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 1,186 | $695K | Add +6.0% |
| MBB iShares MBS ETF | 0.38% | 7,534 | $691K | Add +1.4% |
| IYW iShares Ustechnology ETF | 0.37% | 4,320 | $689K | Reduce -2.8% |
| DFGR Dim Global Real Estate ETF | 0.37% | 26,603 | $679K | Add +6.5% |
| IQV Iqvia Holdings Inc. | 0.36% | 3,370 | $662K | Reduce -8.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.35% | 11,787 | $654K | Add +12.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 2,712 | $652K | Reduce -0.9% |
| AVEM Avantis Emerging Markets Eq | 0.35% | 10,831 | $637K | Add +10.8% |
| DSTL Distillate US Fundamental St | 0.34% | 11,559 | $635K | Reduce -16.6% |
| ZTS Zoetis Inc. | 0.34% | 3,874 | $631K | Reduce -9.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.33% | 11,726 | $614K | Reduce -1.4% |
| IXUS iShares Core Intl Stock ETF | 0.33% | 9,110 | $603K | Add +0.8% |
| COST Costco Wholesale Corp. | 0.32% | 652 | $598K | Add +41.1% |
| BX Blackstone Inc. | 0.32% | 3,400 | $586K | No change |
| LGLV SPDR US LC Low Vol Idx | 0.31% | 3,450 | $570K | Reduce -2.1% |
| NFLX Netflix Inc. | 0.30% | 614 | $547K | Reduce -3.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.29% | 23,884 | $542K | Add +11.4% |
| VXF Vanguard Extended Market ETF | 0.28% | 2,755 | $523K | Reduce -3.4% |
| STZ Constellation Brands Inc. Class A | 0.28% | 2,330 | $515K | Reduce -11.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.28% | 2,410 | $507K | Add +10.8% |
| ILCG iShares Morningstar Growth E | 0.27% | 5,638 | $505K | Add +9.2% |
| VONG Vanguard Russell 1000 Growth | 0.27% | 4,835 | $499K | Add +9.1% |
| CDNS Cadence Design SYS Inc. | 0.25% | 1,524 | $458K | Reduce -10.9% |
| JPM JPMorgan Chase & Co. | 0.25% | 1,905 | $457K | Add +13.3% |
| ROP Roper Technologies Inc. | 0.25% | 872 | $453K | Reduce -8.9% |
| WELL Welltower Inc. | 0.24% | 3,535 | $446K | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.24% | 2,473 | $439K | Add +26.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 4,587 | $419K | New |
| SPG Simon Property Group Inc. | 0.23% | 2,420 | $417K | Reduce -2.1% |
| TDY Teledyne Technologies Inc. | 0.22% | 882 | $409K | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 14,613 | $407K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.21% | 7,287 | $379K | Add +4.9% |
| FICO Fair Isaac Corp. | 0.21% | 190 | $378K | Reduce -7.3% |
| SPEM State Street SP PTF Em ETF | 0.21% | 9,854 | $378K | Reduce -6.5% |
| ILMN Illumina Inc. | 0.20% | 2,804 | $375K | Reduce -10.6% |
| DLR Digital Realty Trust Inc. | 0.20% | 2,079 | $369K | Reduce -7.9% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 13,228 | $361K | Add +4.7% |
| EQIX Equinix Inc. | 0.19% | 379 | $357K | Reduce -8.4% |
| AVGO Broadcom Inc. | 0.19% | 1,541 | $357K | Add +9.5% |
| LRCX Lam Research Corp. | 0.19% | 4,928 | $356K | New |
| LH Labcorp Holdings Inc. | 0.19% | 1,547 | $355K | No change |
| CAT Caterpillar Inc. | 0.19% | 973 | $353K | Reduce -12.7% |
| CRM Salesforce Inc. | 0.19% | 1,038 | $347K | Add +13.7% |
| ECL Ecolab Inc. | 0.18% | 1,449 | $340K | Reduce -8.8% |
| ESGU iShares ESG Aware MSCI USA | 0.18% | 2,608 | $336K | Add +4.5% |
| IT Gartner Inc. | 0.18% | 689 | $334K | Reduce -38.3% |
| IEMG iShares Core MSCI Emerging | 0.18% | 6,387 | $334K | Add +2.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.18% | 13,980 | $331K | No change |
| SILA Sila Realty Trust Inc. | 0.18% | 13,322 | $324K | Reduce -2.3% |
| TLT iShares 20+ Year Treasury BD | 0.17% | 3,624 | $316K | Add +6.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.17% | 5,359 | $314K | Add +0.4% |
Portfolio Sells Q3 2024 → Q4 2024
| DFCF Dimensional Core Fixed Inc. | Reduce -13.3% | 2.97% | −0.70 |
| IVV iShares Core S&P 500 ETF | Reduce -18.6% | 2.16% | −0.47 |
| CDW CDW Corp. | Sold out | 0.00% | −0.37 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -13.1% | 1.21% | −0.27 |
| DFUS Dimensional US Eq MKT ETF | Sold out | 0.00% | −0.22 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.15 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.15 |
| COO The Cooper Cos Inc. | Reduce -8.8% | 0.46% | −0.15 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.14 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.14 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.14 |
| IT Gartner Inc. | Reduce -38.3% | 0.18% | −0.13 |
| COP Conocophillips | Sold out | 0.00% | −0.13 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.13 |
| DFSD Dimensional Short Duration | Reduce -6.2% | 1.10% | −0.12 |
| NVR NVR Inc. | Sold out | 0.00% | −0.12 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.12 |
| ZTS Zoetis Inc. | Reduce -9.3% | 0.34% | −0.12 |
| IQV Iqvia Holdings Inc. | Reduce -8.9% | 0.36% | −0.12 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -10.8% | 0.72% | −0.11 |
| AVUS Avantis U.S. Equity ETF | Reduce -6.6% | 1.70% | −0.11 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.11 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.11 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.11 |
| AVDE Avantis International Equity | Reduce -5.5% | 0.57% | −0.10 |
| STZ Constellation Brands Inc. Class A | Reduce -11.8% | 0.28% | −0.10 |
| VRSK Verisk Analytics Inc. | Reduce -44.8% | 0.11% | −0.09 |
| DSTL Distillate US Fundamental St | Reduce -16.6% | 0.34% | −0.09 |
| GLD SPDR Gold Shares | Reduce -4.1% | 0.93% | −0.08 |
| DFSV Dimensional US Small Cap Val | Reduce -11.5% | 0.44% | −0.06 |
| CCI Crown Castle Inc. | Reduce -5.9% | 0.13% | −0.05 |
| DGCB Dimensional Global Credit | Reduce -20.6% | 0.16% | −0.05 |
| MSFT Microsoft Corp. | Reduce -1.0% | 1.77% | −0.05 |
| KO The Coca-Cola Co. | Reduce -18.5% | 0.12% | −0.05 |
| CAT Caterpillar Inc. | Reduce -12.7% | 0.19% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -8.9% | 0.25% | −0.04 |
| TJX TJX Companies Inc. | Reduce -10.1% | 0.46% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.9% | 2.47% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -7.9% | 0.95% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -7.0% | 0.50% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -8.4% | 0.14% | −0.04 |
| ECL Ecolab Inc. | Reduce -8.8% | 0.18% | −0.04 |
| SPEM State Street SP PTF Em ETF | Reduce -6.5% | 0.21% | −0.04 |
| PLD Prologis Inc. | Reduce -1.4% | 0.16% | −0.04 |
| DUHP Dimensional US High Profi Et | Reduce -5.5% | 0.41% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -13.7% | 0.40% | −0.03 |
| ROST Ross Stores Inc. | Reduce -21.4% | 0.11% | −0.03 |
| DFAR Dimensional US Real Est ETF | Reduce -7.2% | 0.14% | −0.03 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -1.4% | 0.33% | −0.03 |
| GWW WW Grainger Inc. | Reduce -12.5% | 0.16% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| BOND PIMCO Active Bond Exchange-T | Add +201.4% | 2.06% | +1.33 |
| PYLD PIMCO Multisector Bond Actv | Add +60.9% | 2.86% | +1.00 |
| DCOR Dimensional US Core Eq 1 ETF | Add +10.5% | 7.06% | +0.67 |
| DFAC Dimensional US Core Equity 2 | Add +4.7% | 10.89% | +0.44 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +55.3% | 0.84% | +0.30 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.23% | +0.23 |
| LRCX Lam Research Corp. | New | 0.19% | +0.19 |
| AAPL Apple Inc. | Add +3.2% | 1.72% | +0.18 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.17% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +38.2% | 0.46% | +0.16 |
| MSI Motorola Solutions Inc. | New | 0.13% | +0.13 |
| AJG Arthur J Gallagher & Co. | New | 0.13% | +0.13 |
| ABT Abbott Laboratories | New | 0.13% | +0.13 |
| TSLA Tesla Inc. | New | 0.13% | +0.13 |
| IBM Intl Business Machines Corp. | New | 0.12% | +0.12 |
| GDDY GoDaddy Inc. Class A | New | 0.12% | +0.12 |
| MMM 3M Co. | New | 0.12% | +0.12 |
| PANW Palo Alto Networks Inc. | New | 0.12% | +0.12 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.11% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.11% | +0.11 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.11% | +0.11 |
| IBIT iShares Bitcoin Trust ETF | New | 0.11% | +0.11 |
| COST Costco Wholesale Corp. | Add +41.1% | 0.32% | +0.10 |
| V Visa Inc. Class A | Add +6.6% | 0.61% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 2.87% | +0.09 |
| META Meta Platforms Inc. Class A | Add +11.4% | 0.88% | +0.09 |
| AVGO Broadcom Inc. | Add +9.5% | 0.19% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +13.3% | 0.25% | +0.05 |
| LPLA LPL Financial Holdings Inc. | Add +5.6% | 0.17% | +0.05 |
| CRM Salesforce Inc. | Add +13.7% | 0.19% | +0.05 |
| HD Home Depot Inc. | Add +49.6% | 0.17% | +0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +2.5% | 0.93% | +0.04 |
| VONG Vanguard Russell 1000 Growth | Add +9.1% | 0.27% | +0.04 |
| ILCG iShares Morningstar Growth E | Add +9.2% | 0.27% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | Add +10.8% | 0.28% | +0.04 |
| ABBV Abbvie Inc. | Add +26.9% | 0.24% | +0.03 |
| ADP Automatic Data Processing | Add +2.6% | 0.54% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.0% | 0.38% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +11.4% | 0.29% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +4.5% | 0.18% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.9% | 0.40% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +3.0% | 1.05% | +0.01 |
| ACN Accenture PLC Class A | Add +6.2% | 0.15% | +0.01 |
| BR Broadridge Financial Solutio | Add +0.4% | 0.15% | +0.01 |
| SSNC Ss&c Technologies Holdings | Add +0.8% | 0.11% | +0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +12.4% | 0.35% | +0.00 |
| HSY The Hershey Co. | Add +16.8% | 0.13% | +0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.9% | 0.21% | +0.00 |
| WRB WR Berkley Corp. | Add +0.4% | 0.17% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +11.9% | 0.40% | +0.00 |
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 |