Hutchens & Kramer Investment Management Group, LLC Portfolio Holdings

Hutchens & Kramer Investment Management Group, LLC

  • $161 Million
  • Q4 2024

Hutchens & Kramer Investment Management Group, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $161 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $20.1M, Eli Lilly & CO with a value of $10.5M, Dimensional ETF Tr Dimensional with a value of $9.56M, Dimensional ETF Tr Core Fxd In with a value of $5.48M, and Vanguard Index Fds S&P 500 ETF with a value of $5.3M.

Examining the 13F form we can see an decrease of $842K in the current position value, from $162M to 161M.

Hutchens & Kramer Investment Management Group, LLC is based out at Carmel, IN

Below you can find more details about Hutchens & Kramer Investment Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
ETFs: $105 Million
Healthcare: $13.8 Million
Technology: $13.6 Million
Financial Services: $6.24 Million
Industrials: $4.89 Million
Consumer Defensive: $4.79 Million
Consumer Cyclical: $4.69 Million
Communication Services: $3.87 Million
Other: $4.14 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.1 Million 12.47% of portfolio
579,947
Q4 2024 Added 4.71%
$0
$9.56 Million 5.94% of portfolio
369,643
Q4 2024 Added 5.15%
$0
$5.48 Million 3.41% of portfolio
132,537
Q4 2024 Reduced 13.26%
$0
$5.3 Million 3.29% of portfolio
9,829
Q4 2024 Added 2.42%
$0
$4.55 Million 2.83% of portfolio
196,410
Q4 2024 Added 191.22%
$0
$3.98 Million 2.48% of portfolio
6,769
Q4 2024 Reduced 18.63%
$0
$3.79 Million 2.35% of portfolio
41,913
Q4 2024 Added 201.38%
$0
$3.66 Million 2.27% of portfolio
139,787
Q4 2024 Added 6.21%
$0
$3.33 Million 2.07% of portfolio
66,714
Q4 2024 Reduced 3.7%
$0
$3.13 Million 1.95% of portfolio
32,329
Q4 2024 Reduced 6.63%
$0
$2.38 Million 1.48% of portfolio
49,820
Q4 2024 Added 9.7%
$0
$2.23 Million 1.39% of portfolio
49,431
Q4 2024 Reduced 13.1%
$0
$2.17 Million 1.35% of portfolio
21,359
Q4 2024 Reduced 2.03%
$0
$2.04 Million 1.26% of portfolio
43,415
Q4 2024 Reduced 6.24%
$0
$1.93 Million 1.2% of portfolio
10,811
Q4 2024 Added 3.04%
$0
$1.84 Million 1.14% of portfolio
3,605
Q4 2024 Reduced 1.98%
$0
$1.72 Million 1.07% of portfolio
33,532
Q4 2024 Added 2.49%
$88.2B
$1.71 Million 1.06% of portfolio
7,066
Q4 2024 Reduced 4.11%
$0
$1.54 Million 0.96% of portfolio
22,371
Q4 2024 Added 55.3%
$0
$1.36 Million 0.84% of portfolio
25,853
Q4 2024 Added 5.78%
$0
$1.33 Million 0.83% of portfolio
16,274
Q4 2024 Reduced 10.76%
$0
$1.06 Million 0.66% of portfolio
5,575
Q4 2024 Added 3.32%
$0
$1.04 Million 0.65% of portfolio
16,968
Q4 2024 Reduced 5.54%
$0
$878,000 0.55% of portfolio
5,191
Q4 2024 Added 1.98%
$0
$816,000 0.51% of portfolio
26,526
Q4 2024 Reduced 11.47%
$0
$760,000 0.47% of portfolio
22,515
Q4 2024 Reduced 5.54%
$0
$741,000 0.46% of portfolio
16,842
Q4 2024 Added 11.92%
$0
$732,000 0.45% of portfolio
2,772
Q4 2024 Added 3.86%
$0
$690,000 0.43% of portfolio
7,534
Q4 2024 Added 1.36%
$0
$689,000 0.43% of portfolio
4,320
Q4 2024 Reduced 2.75%
$0
$695,000 0.43% of portfolio
1,186
Q4 2024 Added 5.99%
$0
$653,000 0.41% of portfolio
11,787
Q4 2024 Added 12.36%
$0
$636,000 0.4% of portfolio
10,831
Q4 2024 Added 10.75%
$0
$651,000 0.4% of portfolio
2,712
Q4 2024 Reduced 0.91%
$0
$634,000 0.39% of portfolio
11,559
Q4 2024 Reduced 16.64%
$0
$602,000 0.37% of portfolio
9,110
Q4 2024 Added 0.85%
$0
$569,000 0.35% of portfolio
3,450
Q4 2024 Reduced 2.1%
$0
$542,000 0.34% of portfolio
23,884
Q4 2024 Added 122.72%
$0
$507,000 0.32% of portfolio
2,410
Q4 2024 Added 10.75%
$0
$523,000 0.32% of portfolio
2,755
Q4 2024 Reduced 3.37%
$0
$499,000 0.31% of portfolio
4,835
Q4 2024 Added 9.09%
$0
$419,000 0.26% of portfolio
4,587
Q4 2024 New
$0
$407,000 0.25% of portfolio
14,613
Q4 2024 Added 300.03%
$0
$378,000 0.23% of portfolio
9,854
Q4 2024 Reduced 6.53%
$0
$361,000 0.22% of portfolio
13,228
Q4 2024 Added 214.2%
$0
$331,000 0.21% of portfolio
13,980
Q4 2024 Added 200.0%
$0
$335,000 0.21% of portfolio
2,608
Q4 2024 Added 4.45%
$0
$342,000 0.21% of portfolio
6,387
Q4 2024 Added 2.85%
$0
$316,000 0.2% of portfolio
3,624
Q4 2024 Added 6.46%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $161 Million
  • Prior Value $162 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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