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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	AMERICAN CENTY ETF TR	025072885	+90,467	+$10.1M	+$571,519
ADD	ISHARES TR	46436E718	+43,649	+$4.4M	-$19,030
ADD	ISHARES TR	46434V860	+86,112	+$4.3M	-$13,533
REDUCE	ELI LILLY & CO	LLY	-3,715	-$4.0M	+$2.6M
ADD	PIMCO ETF TR	72201R775	+40,890	+$3.8M	-$33,819
ADD	PIMCO ETF TR	72201R585	+133,580	+$3.6M	-$92,741
ADD	INVESCO EXCH TRADED FD TR II	IVZ	+17,916	+$2.1M	-$3,010
NEW	FIRST TR EXCHANGE TRADED FD	33737A108	+11,001	+$1.7M	$0
ADD	AMERICAN CENTY ETF TR	025072703	+19,898	+$1.6M	+$284,239
ADD	SELECT SECTOR SPDR TR	81369Y803	+8,003	+$1.2M	-$1.2M

Sector Allocation

6.3%$18.1M

5.7%$16.6M

2.9%$8.4M

1.5%$4.5M

Consumer Discretionary

1.3%$3.8M

Communication Services

0.7%$2.0M

0.5%$1.5M

0.2%$681,715

0.1%$368,841

0.1%$336,669

Filing History

Jan 8, 202613F HOLDINGS REPORTQ/E Dec 2025177 pos · $289.5M
Nov 3, 202513F HOLDINGS REPORTQ/E Sep 2025173 pos · $253.8M
Aug 5, 202513F HOLDINGS REPORTQ/E Jun 2025159 pos · $218.1M
Apr 25, 202513F HOLDINGS REPORTQ/E Mar 2025159 pos · $181.7M
Jan 22, 202513F HOLDINGS REPORTQ/E Dec 2024159 pos · $184.2M
Oct 15, 202413F HOLDINGS REPORTQ/E Sep 2024158 pos · $180.3M
Jul 12, 202413F HOLDINGS REPORTQ/E Jun 2024147 pos · $181.1M
Apr 29, 202413F HOLDINGS REPORTQ/E Mar 2024149 pos · $169.0M
Oct 10, 202313F HOLDINGS REPORTQ/E Dec 2023114 pos · $125.8M

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%