Institutional Manager · CIK 0001920117
Hutchens & Kramer Investment Management Group, LLC
CARMEL, IN · File #028-22538
Latest AUM
$289.5M
Positions
177
Top-10 Concentration
61.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025177 pos · $289.5M
- 13F HOLDINGS REPORTQ/E Sep 2025173 pos · $253.8M
- 13F HOLDINGS REPORTQ/E Jun 2025159 pos · $218.1M
- 13F HOLDINGS REPORTQ/E Mar 2025159 pos · $181.7M
- 13F HOLDINGS REPORTQ/E Dec 2024159 pos · $184.2M
- 13F HOLDINGS REPORTQ/E Sep 2024158 pos · $180.3M
- 13F HOLDINGS REPORTQ/E Jun 2024147 pos · $181.1M
- 13F HOLDINGS REPORTQ/E Mar 2024149 pos · $169.0M
- 13F HOLDINGS REPORTQ/E Dec 2023114 pos · $125.8M
- 13F HOLDINGS REPORTQ/E Sep 2023120 pos · $125.1M
- 13F HOLDINGS REPORTQ/E Jun 2023120 pos · $115.7M
- 13F HOLDINGS REPORTQ/E Mar 2023108 pos · $136.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072885 | 276,001 | $30.9M | 12.85% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 542,967 | $21.5M | 8.96% |
| 3 | PIMCO ETF TR | 72201R585 | 713,231 | $19.0M | 7.93% |
| 4 | PIMCO ETF TR | 72201R775 | 166,174 | $15.5M | 6.44% |
| 5 | DIMENSIONAL ETF TRUST | 25434V625 | 199,718 | $14.7M | 6.13% |
| 6 | DIMENSIONAL ETF TRUST | 25434V799 | 342,663 | $11.8M | 4.92% |
| 7 | ISHARES TR | 46436E718 | 103,028 | $10.3M | 4.31% |
| 8 | ISHARES TR | 46434V860 | 190,171 | $9.6M | 4.00% |
| 9 | AMERICAN CENTY ETF TR | 025072703 | 103,004 | $8.5M | 3.53% |
| 10 | VANGUARD INDEX FDS | 922908363 | 10,711 | $6.7M | 2.80% |
| 11 | ELI LILLY & CO | LLY | 4,722 | $5.1M | 2.11% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 58,492 | $4.5M | 1.88% |
| 13 | DIMENSIONAL ETF TRUST | 25434V732 | 134,314 | $4.4M | 1.85% |
| 14 | SCHWAB STRATEGIC TR | 808524201 | 155,694 | $4.2M | 1.75% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 69,054 | $4.1M | 1.71% |
| 16 | APPLE INC | AAPL | 14,168 | $3.9M | 1.60% |
| 17 | MICROSOFT CORP | MSFT | 7,588 | $3.7M | 1.53% |
| 18 | INVESCO QQQ TR | IVZ | 5,505 | $3.4M | 1.41% |
| 19 | VANGUARD TAX-MANAGED FDS | 921943858 | 53,527 | $3.3M | 1.39% |
| 20 | DIMENSIONAL ETF TRUST | 25434V872 | 76,674 | $3.3M | 1.36% |