2026 Q2 Portfolio Activity
In 2026 Q2, Hutchens & Kramer Investment Management Group, LLC maintained a portfolio of 172 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 0.31% of the total fund value. They heavily accumulated shares in PIMCO ETF TR, increasing the position by 327.6%. The fund also reduced its exposure to PIMCO ETF TR by 29.0%.
Position History
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Total Positions
172
Quarter
2026 Q2
Top Holding
AVUS (12.0%)
Top 10 Concentration
47.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 172
Hutchens & Kramer Investment Management Group, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVUS
AMERICAN CENTY ...
|
ETF | 11.95% | 10.53% |
#1
Prev: #1
|
8.0 |
—
|
48,606 | 16.2% |
P
S
|
348,287 | $44,608,591 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 6.31% | 6.71% |
#2
Prev: #2
|
4.5 |
—
|
-15,400 | -2.8% |
P
S
|
530,816 | $23,547,018 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 6.22% | 6.40% |
#3
Prev: #3
|
5.5 |
—
|
102,574 | 13.3% |
P
S
|
875,246 | $23,211,533 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 4.26% | 4.52% |
#4
1
Prev: #5
|
2.7 |
—
|
-4,498 | -2.3% |
P
S
|
193,799 | $15,887,642 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 3.36% | 3.85% |
#5
2
Prev: #7
|
2.3 |
—
|
-6,031 | -1.8% |
P
S
|
336,621 | $12,542,492 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SGOV
ISHARES TR
|
ETF | 3.18% | 3.87% |
#6
Prev: #6
|
1.8 |
—
|
-3,924 | -3.2% |
P
S
|
117,885 | $11,867,484 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BOND
PIMCO ETF TR
|
ETF | 3.09% | 5.15% |
#7
3
Prev: #4
|
1.2 |
—
|
-51,281 | -29.0% |
P
S
|
125,252 | $11,549,462 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
TFLO
ISHARES TR
|
ETF | 3.03% | 3.55% |
#8
Prev: #8
|
1.7 |
—
|
1,452 | 0.7% |
P
S
|
223,131 | $11,297,134 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 3.01% | 2.96% |
#9
Prev: #9
|
3.2 |
—
|
15,495 | 14.0% |
P
S
|
126,016 | $11,240,640 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MINT
PIMCO ETF TR
|
ETF | 2.89% | 0.80% |
#10
23
Prev: #33
|
4.2 |
—
|
81,984 | 327.6% |
P
S
|
107,009 | $10,787,580 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 2.85% | 2.28% |
#11
Prev: #11
|
1.6 |
—
|
1,526 | 2.4% |
P
S
|
65,767 | $10,624,001 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 2.42% | 2.45% |
#12
2
Prev: #10
|
1.5 |
—
|
-378 | -0.8% |
P
S
|
47,039 | $9,019,728 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.13% | 2.19% |
#13
1
Prev: #12
|
1.4 |
—
|
-63 | -0.5% |
P
S
|
11,563 | $7,941,394 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.82% | 1.32% |
#14
1
Prev: #15
|
3.2 |
—
|
1,110 | 24.4% |
P
S
|
5,658 | $6,786,529 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.72% | 1.61% |
#15
2
Prev: #13
|
2.7 |
—
|
3,524 | 5.6% |
P
S
|
66,588 | $6,425,050 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 1.63% | 1.14% |
#16
5
Prev: #21
|
1.2 |
—
|
-144 | -1.5% |
P
S
|
9,295 | $6,096,498 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.40% | 1.44% |
#17
3
Prev: #14
|
1.1 |
—
|
-3,674 | -2.8% |
P
S
|
128,595 | $5,226,104 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.40% | 1.30% |
#18
2
Prev: #16
|
1.1 |
—
|
-25 | -0.4% |
P
S
|
7,080 | $5,213,463 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPHB
INVESCO EXCH TR...
|
ETF | 1.35% | 1.14% |
#19
3
Prev: #22
|
1.0 |
—
|
1,200 | 3.9% |
P
S
|
32,356 | $5,034,270 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPIT
RBB FD INC
|
Unknown | 1.28% | 1.11% |
#20
4
Prev: #24
|
1.0 |
—
|
4,384 | 3.3% |
P
S
|
137,263 | $4,793,320 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AVGE
AMERICAN CENTY ...
|
Bond/Debt | 1.27% | 0.85% |
#21
8
Prev: #29
|
3.5 |
—
|
17,279 | 56.3% |
P
S
|
47,965 | $4,753,284 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AIRR
FIRST TR EXCHAN...
|
ETF | 1.24% | 1.21% |
#22
5
Prev: #17
|
1.0 |
—
|
405 | 1.2% |
P
S
|
34,865 | $4,645,761 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
FITE
SPDR SERIES TRU...
|
ETF | 1.24% | 1.08% |
#23
2
Prev: #25
|
1.0 |
—
|
1,147 | 2.9% |
P
S
|
41,097 | $4,618,070 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AAPL
APPLE INC
|
Technology | 1.19% | 1.13% |
#24
1
Prev: #23
|
2.5 |
—
|
1,296 | 9.2% |
P
S
|
15,337 | $4,437,809 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
ARKQ
ARK ETF TR
|
ETF | 1.10% | 1.05% |
#25
1
Prev: #26
|
2.4 |
—
|
1,504 | 5.1% |
P
S
|
31,049 | $4,105,299 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.09% | 1.15% |
#26
7
Prev: #19
|
0.9 |
—
|
-3,297 | -2.3% |
P
S
|
138,750 | $4,083,412 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.08% | 1.15% |
#27
7
Prev: #20
|
0.9 |
—
|
-92 | -0.2% |
P
S
|
56,614 | $4,033,748 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 1.06% | 1.19% |
#28
10
Prev: #18
|
0.9 |
—
|
-4,245 | -6.2% |
P
S
|
64,645 | $3,958,194 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.94% | 0.87% |
#29
1
Prev: #28
|
2.4 |
—
|
1,717 | 10.9% |
P
S
|
17,489 | $3,499,309 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.89% | 0.70% |
#30
5
Prev: #35
|
0.9 |
—
|
786 | 4.7% |
P
S
|
17,444 | $3,323,410 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IVV
ISHARES TR
|
ETF | 0.71% | 0.52% |
#31
10
Prev: #41
|
2.8 |
—
|
1,051 | 42.1% |
P
S
|
3,548 | $2,657,062 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.64% | 0.74% |
#32
2
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
16,232 | $2,380,260 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.63% | 0.60% |
#33
3
Prev: #36
|
0.8 |
—
|
519 | 2.7% |
P
S
|
19,889 | $2,366,592 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.60% | 0.85% |
#34
4
Prev: #30
|
0.7 |
—
|
-153 | -2.5% |
P
S
|
6,083 | $2,240,856 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.56% | 0.57% |
#35
2
Prev: #37
|
2.2 |
—
|
1,147 | 5.6% |
P
S
|
21,624 | $2,085,179 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IVW
ISHARES TR
|
Warrant | 0.55% | 0.54% |
#36
3
Prev: #39
|
0.7 |
—
|
-298 | -2.0% |
P
S
|
14,880 | $2,046,446 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.54% | 0.32% |
#37
21
Prev: #58
|
3.2 |
—
|
2,173 | 62.4% |
P
S
|
5,654 | $2,020,688 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.54% | 0.80% |
#38
6
Prev: #32
|
0.2 |
—
|
-3,748 | -30.8% |
P
S
|
8,437 | $2,010,863 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.54% | 0.54% |
#39
1
Prev: #40
|
0.7 |
—
|
51 | 1.9% |
P
S
|
2,688 | $2,007,654 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.51% | 0.41% |
#40
6
Prev: #46
|
2.7 |
—
|
4,868 | 28.8% |
P
S
|
21,750 | $1,911,390 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.51% | 0.93% |
#41
14
Prev: #27
|
0.2 |
—
|
-24,783 | -35.6% |
P
S
|
44,778 | $1,890,085 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.46% | 0.41% |
#42
3
Prev: #45
|
2.2 |
—
|
305 | 6.7% |
P
S
|
4,879 | $1,723,916 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IVE
ISHARES TR
|
ETF | 0.44% | 0.57% |
#43
5
Prev: #38
|
0.7 |
—
|
-1,360 | -16.0% |
P
S
|
7,160 | $1,625,750 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.42% | 0.40% |
#44
3
Prev: #47
|
2.2 |
—
|
249 | 6.3% |
P
S
|
4,188 | $1,549,718 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.40% | 0.81% |
#45
14
Prev: #31
|
0.2 |
—
|
-2,919 | -42.3% |
P
S
|
3,987 | $1,487,417 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SHY
ISHARES TR
|
ETF | 0.39% | 0.44% |
#46
3
Prev: #43
|
0.7 |
—
|
703 | 4.2% |
P
S
|
17,560 | $1,441,852 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IUSB
ISHARES TR
|
ETF | 0.35% | 0.35% |
#47
4
Prev: #51
|
2.1 |
—
|
4,711 | 19.7% |
P
S
|
28,685 | $1,323,813 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.32% | 0.35% |
#48
4
Prev: #52
|
0.6 |
—
|
-172 | -0.8% |
P
S
|
20,296 | $1,211,468 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.32% | 0.37% |
#49
1
Prev: #48
|
0.6 |
—
|
50 | 2.4% |
P
S
|
2,120 | $1,193,893 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.31% | — |
#50
Prev: #—
|
3.6 |
—
|
12,787 | — |
NEW
|
12,787 | $1,171,801 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 |
Showing 1-50 of 172 holdings