Hutchens & Kramer Investment Management Group, LLC

CIK 1920117 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$373.3M
#4.541 dari 9.443 berdasarkan nilai 13F · top 48.1%
Posisi
160
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +17.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
47,30%
Bobot 25 kepemilikan teratas
71,33%
Posisi di atas 1%
28
Jumlah posisi efektif
28,4

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 5,86% Perkiraan pembelian $38.184.063 · penjualan $20.198.503

Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 59,5% masih dipegang

Posisi baru
23
Meningkat
57
Menurun
70
Tertutup
12
Di halaman ini

Rincian sektor

Technology
4,4%
Health Care
2,5%
Consumer Discretionary
1,7%
Communication Services
1,5%
Industrials
1,5%
Retail
1,0%
Financial Services
0,9%
Consumer products
0,8%
Communications
0,2%
Materials
0,2%
Financials
0,2%
Utilities
0,1%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
85,0%

Portofolio lengkap 160 posisi

Tipe Rentetan Tren 8 kuartal
AVUS $44.608.591 11,95% 348.287 $11.290.085 Naik ×6
DFAC $23.547.018 6,31% 530.816 $2.321.068 Turun ×1
PYLD $23.211.533 6,22% 875.246 $2.967.518 Naik ×6
DCOR $15.887.642 4,26% 193.799 $1.594.394 Turun ×5
DFIC $12.542.492 3,36% 336.621 $368.069 Turun ×6
SGOV iShares 0-3 Month Treasury Bond ETF $11.867.484 3,18% 117.885 $-393.823 Turun ×1
BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund $11.549.462 3,09% 125.252 $-4.740.965 Turun ×1
TFLO $11.297.134 3,03% 223.131 $73.532 Naik ×4
AVDE $11.240.640 3,01% 126.016 $1.864.008 Naik ×6
MINT $10.787.580 2,89% 107.009 $8.270.816 Naik ×2
SPMO $10.624.001 2,85% 65.767 $3.421.942 Naik ×3
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $9.019.728 2,42% 47.039 $1.263.255 Turun ×1
VOO $7.941.394 2,13% 11.563 $994.307 Turun ×1
LLY Eli Lilly and Company Common Stock $6.786.529 1,82% 5.658 $2.603.351 Naik ×1
AVEM $6.425.050 1,72% 66.588 $1.343.370 Naik ×6
SMH SMH $6.096.498 1,63% 9.295 $2.477.585 Turun ×1
DFEM $5.226.104 1,40% 128.595 $656.213 Turun ×5
QQQ Invesco QQQ Trust, Series 1 $5.213.463 1,40% 7.080 $1.112.794 Turun ×1
SPHB $5.034.270 1,35% 32.356 $1.421.732 Naik ×2
SPIT F/m Emerald Special Situations ETF $4.793.320 1,28% 137.263 $1.266.419 Naik ×1
AVGE $4.753.284 1,27% 47.965 $2.052.320 Naik ×4
AIRR First Trust RBA American Industrial Renaissance ETF $4.645.761 1,24% 34.865 $828.282 Naik ×2
FITE $4.618.070 1,24% 41.097 $1.200.783 Naik ×2
AAPL Apple Inc. - Common Stock $4.437.809 1,19% 15.337 $874.461 Naik ×1
ARKQ $4.105.299 1,10% 31.049 $782.964 Naik ×2
SCHX $4.083.412 1,09% 138.750 $441.327 Turun ×6
VEA $4.033.748 1,08% 56.614 $400.028 Turun ×1
XLG $3.958.194 1,06% 64.645 $200.265 Turun ×3
NVDA NVIDIA Corporation - Common Stock $3.499.309 0,94% 17.489 $748.596 Naik ×2
XLK XLK $3.323.410 0,89% 17.444 $1.109.562 Naik ×1
IVV $2.657.062 0,71% 3.548 $1.025.997 Naik ×1
PG Procter & Gamble Company (The) Common Stock $2.380.260 0,64% 16.232 $35.710
SPYG $2.366.592 0,63% 19.889 $470.075 Naik ×3
GLD $2.240.856 0,60% 6.083 $-442.432 Turun ×5
VNQ $2.085.179 0,56% 21.624 $268.873 Naik ×5
IVW $2.046.446 0,55% 14.880 $329.662 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $2.020.688 0,54% 5.654 $1.019.675 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $2.010.863 0,54% 8.437 $-526.897 Turun ×6
SPY SPY $2.007.654 0,54% 2.688 $292.534 Naik ×6
SPYM $1.911.390 0,51% 21.750 $619.242 Naik ×2
DFCF $1.890.085 0,51% 44.778 $-1.046.770 Turun ×6
GOOG Alphabet Inc. - Class C Capital Stock $1.723.916 0,46% 4.879 $411.818 Naik ×1
IVE $1.625.750 0,44% 7.160 $-173.248 Turun ×2
VTI $1.549.718 0,42% 4.188 $285.937 Naik ×5
MSFT Microsoft Corporation - Common Stock $1.487.417 0,40% 3.987 $-1.069.115 Turun ×3
SHY iShares 1-3 Year Treasury Bond ETF $1.441.852 0,39% 17.560 $49.970 Naik ×1
IUSB iShares Core Universal USD Bond ETF $1.323.813 0,35% 28.685 $216.454 Naik ×2
VWO $1.211.468 0,32% 20.296 $105.173 Turun ×1
META Meta Platforms, Inc. - Class A Common Stock $1.193.893 0,32% 2.120 $9.298 Naik ×1
BIL $1.171.801 0,31% 12.787
MA Mastercard Incorporated Common Stock $1.159.375 0,31% 2.257 $-250.329 Turun ×6
EFG $1.107.960 0,30% 8.905 $77.788 Turun ×1
DYNF $1.065.241 0,29% 15.663 $54.480 Turun ×3
VTV $1.058.362 0,28% 4.856 $144.967 Naik ×1
APH Amphenol Corporation Common Stock $1.053.992 0,28% 5.978 $-5.028 Turun ×4
ETN Eaton Corporation, PLC Ordinary Shares $1.041.437 0,28% 2.444 $17.785 Turun ×2
FLRN $1.022.400 0,27% 33.141 Naik ×1
GSY $1.015.186 0,27% 20.243 $248.751 Naik ×1
AVGO Broadcom Inc. - Common Stock $951.158 0,25% 2.518 $148.011 Turun ×1
SCHW Charles Schwab Corporation (The) Common Stock $942.079 0,25% 10.210 $-54.376 Turun ×2
LRCX Lam Research Corporation - Common Stock $930.793 0,25% 2.148 $442.580 Turun ×6
V Visa Inc. $929.088 0,25% 2.708 $154.145 Naik ×1
TJX TJX Companies, Inc. (The) Common Stock $900.038 0,24% 5.941 $-108.273 Turun ×2
VO $883.126 0,24% 10.961 $371.213 Naik ×2
IEMG $843.560 0,23% 10.183 $-325.450 Turun ×2
IXUS iShares Core MSCI Total International Stock ETF $797.115 0,21% 8.352 $73.238 Turun ×1
DUHP $793.538 0,21% 19.016 $94.510
CDNS Cadence Design Systems, Inc. - Common Stock $773.535 0,21% 2.061 $196.121 Turun ×1
EFV $764.811 0,20% 9.991 $-574.604 Turun ×4
VXF $752.418 0,20% 3.056 $105.177 Turun ×1
SCHD $739.235 0,20% 23.312 $213.867 Naik ×4
PWR Quanta Services, Inc. Common Stock $712.840 0,19% 990 Naik ×1
MSI Motorola Solutions, Inc. Common Stock $694.780 0,19% 1.673 $185.299 Naik ×5
KLAC KLA Corporation - Common Stock $693.330 0,19% 2.298 $403.265 Naik ×1
DFSV $691.199 0,19% 17.819 $59.708 Turun ×1
QUAL $683.963 0,18% 3.117 $-458.649 Turun ×5
CTAS Cintas Corporation - Common Stock $666.714 0,18% 3.920 $76.923 Naik ×3
CLOI $637.465 0,17% 12.039 Naik ×1
AVNM $635.726 0,17% 7.717 $59.348 Naik ×4
VB $624.730 0,17% 2.061 $41.696 Turun ×1
BAI $607.756 0,16% 11.528 $134.199 Turun ×1
ECL Ecolab Inc. Common Stock $592.603 0,16% 2.127 $220.707 Naik ×1
DSTL $569.889 0,15% 9.514 $-9.953 Turun ×4
NFLX Netflix, Inc. - Common Stock $544.068 0,15% 7.620 $104.086 Naik ×1
LGLV $539.118 0,14% 2.971 $8.380 Turun ×6
FTNT Fortinet, Inc. - Common Stock $531.372 0,14% 3.459 $248.866 Naik ×1
JPM JP Morgan Chase & Co. Common Stock $520.564 0,14% 1.590 $58.954 Naik ×1
SYK Stryker Corporation Common Stock $517.597 0,14% 1.644 $74.001 Naik ×1
MTUM $497.104 0,13% 1.450 $96.561 Turun ×2
CORO iShares International Country Rotation Active ETF $475.763 0,13% 12.999 Naik ×1
ISRG Intuitive Surgical, Inc. - Common Stock $459.320 0,12% 1.155 $227.903 Naik ×1
LH Labcorp Holdings Inc. Common Stock $433.160 0,12% 1.547 $20.405
BX Blackstone Inc. Common Stock $432.908 0,12% 3.679 $31.018 Naik ×2
IBIT iShares Bitcoin Trust ETF $432.604 0,12% 12.995 $-239.439 Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $432.201 0,12% 905 $136.157 Naik ×1
GWW W.W. Grainger, Inc. Common Stock $423.084 0,11% 311 $96.932 Naik ×1
BLCR iShares Large Cap Core Active ETF $406.939 0,11% 8.079 $144.730 Naik ×1
FNDX $399.448 0,11% 12.844 $41.743
DIA $398.262 0,11% 762 $43.688 Turun ×1
NI NiSource Inc Common Stock $393.001 0,11% 8.265 $16.688 Naik ×2

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
AVUS $44.608.591 11,95% naik ×6
PYLD $23.211.533 6,22% naik ×6
TFLO $11.297.134 3,03% naik ×4
AVDE $11.240.640 3,01% naik ×6
SPMO $10.624.001 2,85% naik ×3
AVEM $6.425.050 1,72% naik ×6
AVGE $4.753.284 1,27% naik ×4
SPYG $2.366.592 0,63% naik ×3
VNQ $2.085.179 0,56% naik ×5
SPY $2.007.654 0,54% naik ×6
VTI $1.549.718 0,42% naik ×5
SCHD $739.235 0,20% naik ×4
MSI $694.780 0,19% naik ×5
CTAS $666.714 0,18% naik ×3
AVNM $635.726 0,17% naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
BIL $1.171.801 12.787 0,31%
FLRN $1.022.400 33.141 0,27%
PWR $712.840 990 0,19%
CLOI $637.465 12.039 0,17%
CORO $475.763 12.999 0,13%
ASML $328.258 165 0,09%
PANW $306.577 899 0,08%
JBL $300.674 780 0,08%
NTAP $286.770 1.853 0,08%
MPWR $270.943 196 0,07%
IALT $266.026 9.484 0,07%
CMI $255.329 358 0,07%
TXN $241.437 810 0,06%
FBTC $222.578 4.360 0,06%
LII $216.002 377 0,06%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
AVUS Beli lebih banyak +49K +$11.3M
MINT Beli lebih banyak +82K +$8.3M
BOND Dipangkas -51K -$4.7M
SPMO Beli lebih banyak +2K +$3.4M
PYLD Beli lebih banyak +103K +$3.0M
LLY Beli lebih banyak +1K +$2.6M
SMH Dipangkas -144 +$2.5M
DFAC Dipangkas -15K +$2.3M
AVGE Beli lebih banyak +17K +$2.1M
AVDE Beli lebih banyak +15K +$1.9M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
QQQM 31 Maret 2026 4.075 $1.030.649
AVSF 30 Juni 2026 21.125 $988.650 Tidak lagi dilacak
LDUR 30 Juni 2026 10.291 $986.084 Tidak lagi dilacak
JPST 30 Juni 2025 16.356 $828.104 Tidak lagi dilacak
OEF 31 Maret 2026 2.185 $749.389 Tidak lagi dilacak
COO 31 Maret 2026 8.372 $686.169 6,0%
VONG 31 Maret 2026 5.560 $676.930
WELL 31 Maret 2026 3.294 $611.399 20,6%
GSST 30 Juni 2025 10.904 $551.088 Tidak lagi dilacak
SCHZ 30 Juni 2025 23.696 $548.793 Tidak lagi dilacak
LST 30 Juni 2026 13.523 $547.005 Tidak lagi dilacak
EMXC 30 Juni 2025 9.664 $532.390
QQQM 31 Maret 2025 2.410 $507.184
ILCG 31 Maret 2025 5.638 $505.165 Tidak lagi dilacak
VONG 31 Maret 2025 4.835 $499.456
DLR 31 Maret 2026 2.790 $431.641 9,0%
BIL 31 Maret 2025 4.587 $419.389 Tidak lagi dilacak
STZ 30 Juni 2025 2.224 $408.148 -17,4%
ZTS 30 Juni 2026 3.430 $405.420 6,6%
IQV 30 Juni 2026 2.303 $392.754 32,6%
AMT 31 Maret 2026 2.207 $387.483 2,4%
ILMN 31 Maret 2025 2.804 $374.699 164,7%
DFGX 30 Sep. 2025 6.971 $372.600
CCI 31 Maret 2026 4.178 $371.299 -6,5%
CAT 31 Maret 2026 640 $366.637 16,3%
AME 31 Maret 2026 1.643 $337.324 12,2%
PLD 31 Maret 2026 2.535 $323.618 6,9%
JBL 31 Maret 2026 1.406 $320.596 20,1%
TLT 31 Maret 2025 3.624 $316.484
LPLA 30 Sep. 2025 835 $311.497 7,8%
HLI 31 Maret 2026 1.787 $311.278 -9,1%
SHV 30 Juni 2025 2.787 $307.852
PFF 31 Maret 2025 9.369 $294.550
FICO 30 Juni 2026 275 $293.574 -2,4%
UGL 31 Maret 2026 5.210 $289.259 Tidak lagi dilacak
DGCB 31 Maret 2025 5.468 $287.617
EQIX 31 Maret 2026 366 $280.415 11,8%
CRM 30 Sep. 2025 1.023 $278.164 -13,3%
HEIA 31 Maret 2026 1.087 $274.391 Tidak lagi dilacak
MMM 31 Maret 2026 1.700 $272.182 23,8%
TDY 31 Maret 2026 532 $271.708 4,6%
WAB 31 Maret 2026 1.263 $269.587 18,1%
HYLB 31 Maret 2025 7.367 $265.801 Tidak lagi dilacak
IT 30 Sep. 2025 653 $265.575 -26,6%
INTU 31 Maret 2026 398 $263.643 -16,6%
UNH 30 Juni 2025 495 $259.256 24,2%
SILA 30 Sep. 2025 10.993 $258.006 Tidak lagi dilacak
WRB 30 Sep. 2025 3.467 $252.606 -9,3%
AMP 31 Maret 2026 513 $251.544 25,9%
WAB 31 Maret 2025 1.323 $250.828 62,8%
BINC 31 Maret 2026 4.743 $250.288 Tidak lagi dilacak
LII 31 Maret 2025 408 $248.594 -27,6%
HEFA 30 Juni 2025 6.836 $248.078 Tidak lagi dilacak
IAGG 30 Juni 2026 4.950 $247.698 Tidak lagi dilacak
MPWR 31 Maret 2026 272 $246.530 20,4%
ACN 30 Sep. 2025 800 $242.096 -26,0%
DFAR 31 Des. 2025 10.055 $239.805 Tidak lagi dilacak
ORCL 31 Maret 2026 1.230 $239.739 -0,4%
SPG 31 Maret 2026 1.284 $237.635 17,8%
AJG 30 Juni 2026 1.096 $237.372 13,3%
ANET 31 Maret 2025 2.147 $237.308 143,1%
ADBE 31 Maret 2026 674 $235.893 12,3%
POOL 31 Des. 2025 760 $235.653 -16,5%
TSLA 31 Maret 2025 577 $233.206 34,6%
FLEX 30 Sep. 2025 4.807 $233.091 92,3%
DISV 30 Juni 2025 8.001 $232.989 Tidak lagi dilacak
EXR 31 Maret 2026 1.782 $232.052 12,4%
HSY 31 Maret 2026 1.274 $231.904 -9,6%
BRO 30 Juni 2025 1.862 $231.633 -35,1%
LMT 31 Maret 2026 478 $231.156 -5,9%
KMB 30 Sep. 2025 1.754 $230.844 -12,8%
SPGI 30 Juni 2025 453 $230.169 -17,8%
HD 31 Des. 2025 567 $229.650 -2,5%
STRL 31 Des. 2025 676 $229.624 71,0%
WST 31 Maret 2026 833 $229.192 40,7%
SSNC 30 Sep. 2025 2.708 $225.631 -7,3%
PANW 31 Maret 2026 1.224 $225.461 114,6%
RBLX 31 Des. 2025 1.625 $225.095 -52,0%
OSIS 31 Maret 2026 877 $223.688 -26,6%
HLNE 31 Maret 2026 1.661 $223.089 6,5%
GDDY 31 Maret 2025 1.127 $222.436 -46,8%
RTX 30 Juni 2026 1.147 $221.256 12,1%
DIHP 30 Juni 2025 8.200 $220.908 Tidak lagi dilacak
MSCI 31 Maret 2026 385 $220.886 4,8%
BSX 30 Juni 2025 2.187 $220.625 -54,0%
WST 31 Maret 2025 672 $220.120 57,6%
SPDW 30 Sep. 2025 5.428 $219.508 Tidak lagi dilacak
EXR 30 Juni 2025 1.462 $217.092 0,0%
MNST 31 Maret 2026 2.804 $214.983 -34,3%
PNR 31 Maret 2026 2.062 $214.737 -26,3%
AYI 31 Maret 2026 596 $214.584 22,4%
PSA 30 Juni 2025 716 $214.292 9,9%
RCL 31 Des. 2025 661 $213.886 4,9%
LNT 30 Sep. 2025 3.484 $213.778 2,7%
POOL 30 Juni 2025 665 $211.703 -34,4%
CVX 30 Juni 2026 1.018 $210.624 24,6%
ZS 31 Des. 2025 702 $210.361 -23,1%
DPZ 31 Maret 2026 504 $210.077 -6,6%
ITA 31 Maret 2026 976 $209.537 Tidak lagi dilacak
XOM 30 Juni 2026 1.234 $209.390 21,7%
ENSG 31 Maret 2026 1.201 $209.214 -10,6%
AVSC 31 Maret 2025 3.825 $207.927 Tidak lagi dilacak
ROST 31 Maret 2025 1.372 $207.542 86,5%
EOG 30 Sep. 2025 1.710 $207.235 36,2%
VRTX 31 Maret 2026 457 $207.186 22,5%
ABNB 31 Maret 2026 1.526 $207.109 46,4%
HWM 31 Maret 2026 1.008 $206.660 19,8%
CW 31 Maret 2026 374 $206.175 -4,1%
BR 31 Des. 2025 865 $206.017 -19,7%
AVUV 30 Juni 2025 2.363 $205.983 Tidak lagi dilacak
PRIM 31 Des. 2025 1.496 $205.446 -36,0%
SLV 30 Juni 2026 3.013 $205.306 Tidak lagi dilacak
GBTC 31 Maret 2025 2.771 $205.109 Tidak lagi dilacak
SUI 30 Juni 2025 1.589 $204.409 -3,1%
TSM 31 Maret 2025 1.034 $204.205 153,1%
ROST 31 Maret 2026 1.131 $203.738 10,0%
UFPT 31 Maret 2026 916 $203.379 57,6%
IRM 31 Maret 2026 2.449 $203.145 22,2%
LRN 31 Des. 2025 1.363 $203.005 29,3%
IBIT 31 Maret 2025 3.824 $202.863
WMS 31 Maret 2026 1.394 $201.893 4,4%
EFX 31 Maret 2026 925 $200.706 8,1%
XTEN 30 Juni 2025 4.309 $200.670 Tidak lagi dilacak
T 31 Des. 2025 7.094 $200.341 2,1%
TSLA 31 Maret 2026 445 $200.337 -6,2%
BAC 31 Maret 2026 3.640 $200.200 28,1%
EFX 31 Maret 2025 785 $200.057 -20,1%
BBDC 30 Juni 2025 13.285 $126.739 2,5%
VMEO 30 Sep. 2025 10.505 $42.440 Tidak lagi dilacak
HPP 31 Des. 2025 12.096 $33.385 34,6%