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☆Hutchens & Kramer Investment Management Group, LLC

CIK 0001920117 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.402
AUM ($M)
373
Positions
160
Turnover
0.10
Top-10 wt
47%
Herfindahl
0.035
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 172 positions · portfolio value $373M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 12.0% +1.4% 44.6 348,287 +48,606 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 6.3% -0.4% 23.5 530,816 -15,400 5 —
☆PYLD funds › PIMCO ETF TR ADD — 6.2% -0.2% 23.2 875,246 +102,574 5 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST TRIM — 4.3% -0.3% 15.9 193,799 -4,498 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST TRIM — 3.4% -0.5% 12.5 336,621 -6,031 5 —
☆SGOV funds › ISHARES TR TRIM — 3.2% -0.7% 11.9 117,885 -3,924 5 —
☆BOND funds › PIMCO ETF TR TRIM — 3.1% -2.1% 11.5 125,252 -51,281 5 —
☆TFLO funds › ISHARES TR ADD — 3.0% -0.5% 11.3 223,131 +1,452 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 3.0% +0.0% 11.2 126,016 +15,495 5 —
☆MINT funds › PIMCO ETF TR ADD — 2.9% +2.1% 10.8 107,009 +81,984 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 2.8% +0.6% 10.6 65,767 +1,526 4 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD TRIM — 2.4% -0.0% 9.0 47,039 -378 3 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 2.1% -0.1% 7.9 11,563 -63 5 —
☆LLY funds › ELI LILLY & CO ADD — 1.8% +0.5% 6.8 5,658 +1,110 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 1.7% +0.1% 6.4 66,588 +3,524 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 1.6% +0.5% 6.1 9,295 -144 3 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 1.4% -0.0% 5.2 128,595 -3,674 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.4% +0.1% 5.2 7,080 -25 5 —
☆SPHB funds › INVESCO EXCH TRADED FD TR II ADD — 1.3% +0.2% 5.0 32,356 +1,200 3 —
☆SPIT funds › RBB FD INC ADD — 1.3% +0.2% 4.8 137,263 +4,384 2 —
☆AVGE funds › AMERICAN CENTY ETF TR ADD — 1.3% +0.4% 4.8 47,965 +17,279 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 1.2% +0.0% 4.6 34,865 +405 3 —
☆FITE funds › SPDR SERIES TRUST ADD — 1.2% +0.2% 4.6 41,097 +1,147 3 —
☆AAPL funds › APPLE INC ADD — 1.2% +0.1% 4.4 15,337 +1,296 5 —
☆ARKQ funds › ARK ETF TR ADD — 1.1% +0.1% 4.1 31,049 +1,504 3 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 1.1% -0.1% 4.1 138,750 -3,297 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 1.1% -0.1% 4.0 56,614 -92 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 1.1% -0.1% 4.0 64,645 -4,245 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.9% +0.1% 3.5 17,489 +1,717 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.9% +0.2% 3.3 17,444 +786 5 —
☆IVV funds › ISHARES TR ADD — 0.7% +0.2% 2.7 3,548 +1,051 5 —
☆PG funds › PROCTER & GAMBLE CO HOLD — 0.6% -0.1% 2.4 16,232 +0 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.6% +0.0% 2.4 19,889 +519 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.6% -0.2% 2.2 6,083 -153 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.6% -0.0% 2.1 21,624 +1,147 5 —
☆IVW funds › ISHARES TR TRIM — 0.5% +0.0% 2.0 14,880 -298 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.2% 2.0 5,654 +2,173 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.5% -0.3% 2.0 8,437 -3,748 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.5% -0.0% 2.0 2,688 +51 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.5% +0.1% 1.9 21,750 +4,868 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST TRIM — 0.5% -0.4% 1.9 44,778 -24,783 5 —
☆GOOG funds › ALPHABET INC ADD — 0.5% +0.0% 1.7 4,879 +305 5 —
☆IVE funds › ISHARES TR TRIM — 0.4% -0.1% 1.6 7,160 -1,360 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 1.5 4,188 +249 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.4% -0.4% 1.5 3,987 -2,919 5 —
☆SHY funds › ISHARES TR ADD — 0.4% -0.1% 1.4 17,560 +703 5 —
☆IUSB funds › ISHARES TR ADD — 0.4% +0.0% 1.3 28,685 +4,711 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.3% -0.0% 1.2 20,296 -172 5 —
☆META funds › META PLATFORMS INC ADD — 0.3% -0.1% 1.2 2,120 +50 5 —
☆BIL funds › SPDR SERIES TRUST NEW — 0.3% +0.3% 1.2 12,787 +12,787 1 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.3% -0.1% 1.2 2,257 -564 5 —
☆EFG funds › ISHARES TR TRIM — 0.3% -0.0% 1.1 8,905 -345 5 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.3% -0.0% 1.1 15,663 -1,710 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 1.1 4,856 +201 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.3% -0.1% 1.1 5,978 -2,404 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.3% -0.0% 1.0 2,444 -418 5 —
☆FLRN funds › SPDR SERIES TRUST NEW — 0.3% +0.3% 1.0 33,141 +33,141 1 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.3% +0.0% 1.0 20,243 +4,951 2 —
☆AVGO funds › BROADCOM INC TRIM — 0.3% +0.0% 1.0 2,518 -77 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.3% -0.1% 0.9 10,210 -393 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.2% +0.1% 0.9 2,148 -137 5 —
☆V funds › VISA INC ADD — 0.2% +0.0% 0.9 2,708 +144 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.2% -0.1% 0.9 5,941 -373 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.1% 0.9 10,961 +9,178 5 —
☆IEMG funds › ISHARES INC TRIM — 0.2% -0.1% 0.8 10,183 -6,577 5 —
☆IXUS funds › ISHARES TR TRIM — 0.2% -0.0% 0.8 8,352 -3 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST HOLD — 0.2% -0.0% 0.8 19,016 +0 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC TRIM — 0.2% +0.0% 0.8 2,061 -17 5 —
☆EFV funds › ISHARES TR TRIM — 0.2% -0.2% 0.8 9,991 -8,024 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.8 3,056 -89 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 0.7 23,312 +6,188 5 —
☆PWR funds › QUANTA SVCS INC NEW — 0.2% +0.2% 0.7 990 +990 1 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.2% +0.0% 0.7 1,673 +499 5 —
☆KLAC funds › KLA CORP ADD — 0.2% +0.1% 0.7 2,298 +2,101 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 0.7 17,819 -203 5 —
☆QUAL funds › ISHARES TR TRIM — 0.2% -0.2% 0.7 3,117 -2,840 5 —
☆CTAS funds › CINTAS CORP ADD — 0.2% -0.0% 0.7 3,920 +433 4 —
☆CLOI funds › VANECK ETF TRUST NEW — 0.2% +0.2% 0.6 12,039 +12,039 1 —
☆AVNM funds › AMERICAN CENTY ETF TR ADD — 0.2% -0.0% 0.6 7,717 +150 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.6 2,061 -165 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.2% +0.0% 0.6 11,528 -2,844 4 —
☆ECL funds › ECOLAB INC ADD — 0.2% +0.0% 0.6 2,127 +729 5 —
☆CUSIP:26922A321 funds › ETF SER SOLUTIONS TRIM — 0.2% -0.0% 0.6 9,514 -504 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% +0.0% 0.5 7,620 +3,044 5 —
☆LGLV funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.5 2,971 -9 5 —
☆FTNT funds › FORTINET INC ADD — 0.1% +0.1% 0.5 3,459 +2 2 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.1% -0.0% 0.5 1,590 +21 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.1% -0.0% 0.5 1,644 +294 2 —
☆MTUM funds › ISHARES TR TRIM — 0.1% +0.0% 0.5 1,450 -219 5 —
☆CORO funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 0.5 12,999 +12,999 1 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.1% +0.0% 0.5 1,155 +653 5 —
☆LH funds › LABCORP HOLDINGS INC HOLD — 0.1% -0.0% 0.4 1,547 +0 5 —
☆BX funds › BLACKSTONE INC ADD — 0.1% -0.0% 0.4 3,679 +184 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.1% 0.4 12,995 -4,497 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.1% +0.0% 0.4 905 +29 4 —
☆GWW funds › WW GRAINGER INC ADD — 0.1% +0.0% 0.4 311 +12 5 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 0.4 8,079 +1,693 2 —
☆FNDX funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.4 12,844 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.0% 0.4 762 -4 4 —
☆NI funds › NISOURCE INC ADD — 0.1% -0.0% 0.4 8,265 +200 5 —
☆HD funds › HOME DEPOT INC ADD — 0.1% -0.0% 0.4 1,099 +8 2 —
☆DFGR funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.4 13,316 -12 5 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.4 11,264 -57 5 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 0.4 7,269 -74 5 —
☆EME funds › EMCOR GROUP INC TRIM — 0.1% -0.0% 0.4 451 -37 5 —
☆MUB funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 3,468 -465 2 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR HOLD — 0.1% -0.0% 0.4 4,891 +0 5 —
☆ROP funds › ROPER TECHNOLOGIES INC ADD — 0.1% -0.0% 0.4 1,052 +18 5 —
☆MBB funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 3,584 -3 5 —
☆SUB funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 3,163 -731 2 —
☆GOVT funds › ISHARES TR ADD — 0.1% -0.0% 0.3 14,649 +946 2 —
☆ASML funds › ASML HLDG NV NEW — 0.1% +0.1% 0.3 165 +165 1 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.1% -0.0% 0.3 7,593 -4,156 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.1% 0.3 6,760 -3,096 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.3 11,339 -2,090 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM — 0.1% -0.0% 0.3 806 -592 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 0.3 1,682 -271 2 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.3 899 +899 1 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 0.3 5,354 +27 4 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.1% -0.0% 0.3 6,223 -82 5 —
☆JBL funds › JABIL INC NEW — 0.1% +0.1% 0.3 780 +780 1 —
☆MUNI funds › PIMCO ETF TR ADD — 0.1% -0.0% 0.3 5,583 +684 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.0% 0.3 586 -12 5 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 0.3 3,736 -236 5 —
☆VRSK funds › VERISK ANALYTICS INC TRIM — 0.1% -0.0% 0.3 1,616 -290 5 —
☆ESGU funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 1,755 -4 5 —
☆NTAP funds › NETAPP INC NEW — 0.1% +0.1% 0.3 1,853 +1,853 1 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.1% -0.0% 0.3 306 +2 5 —
☆IYW funds › ISHARES TR TRIM — 0.1% +0.0% 0.3 1,116 -184 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.1% -0.0% 0.3 991 +0 5 —
☆KO funds › COCA COLA CO HOLD — 0.1% -0.0% 0.3 3,359 +0 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC NEW — 0.1% +0.1% 0.3 196 +196 1 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 0.3 9,484 +9,484 1 —
☆CL funds › COLGATE PALMOLIVE CO TRIM — 0.1% -0.0% 0.3 2,889 -63 2 —
☆IDEF funds › BLACKROCK ETF TRUST ADD — 0.1% -0.0% 0.3 8,127 +5 2 —
☆TLH funds › ISHARES TR TRIM — 0.1% -0.1% 0.3 2,566 -1,208 5 —
☆CMI funds › CUMMINS INC NEW — 0.1% +0.1% 0.3 358 +358 1 —
☆XT funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 3,041 +0 5 —
☆ABBV funds › ABBVIE INC ADD — 0.1% -0.0% 0.2 985 +6 5 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.1% +0.1% 0.2 810 +810 1 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.1% -0.0% 0.2 1,051 -14 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.2 2,848 -54 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.1% -0.0% 0.2 2,325 +22 2 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN NEW — 0.1% +0.1% 0.2 4,360 +4,360 1 —
☆DFAX funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.2 5,933 +0 2 —
☆LII funds › LENNOX INTL INC NEW — 0.1% +0.1% 0.2 377 +377 1 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.1% +0.1% 0.2 4,295 +4,295 1 —
☆ACWX funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,818 +2,818 1 —
☆TPR funds › TAPESTRY INC TRIM — 0.1% -0.0% 0.2 1,460 -28 2 —
☆EXPE funds › EXPEDIA GROUP INC NEW — 0.1% +0.1% 0.2 831 +831 1 —
☆KMB funds › KIMBERLY-CLARK CORP NEW — 0.1% +0.1% 0.2 1,930 +1,930 1 —
☆BOXX funds › EA SERIES TRUST TRIM — 0.1% -0.0% 0.2 1,800 -200 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.1% -0.0% 0.2 4,126 +0 2 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.0% 0.2 2,295 -298 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW NEW — 0.1% +0.1% 0.2 2,165 +2,165 1 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.2 179 +179 1 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.1% -0.0% 0.2 2,706 -53 5 —
☆COR funds › CENCORA INC TRIM — 0.1% -0.0% 0.2 718 -28 2 —
☆VYM funds › VANGUARD WHITEHALL FDS NEW — 0.1% +0.1% 0.2 1,277 +1,277 1 —
☆BAC funds › BANK OF AMER CORP NEW — 0.1% +0.1% 0.2 3,541 +3,541 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.1% 0.0 0 -1,234 0 —
☆LST funds › MANAGED PORTFOLIO SERIES EXIT — 0.0% -0.2% 0.0 0 -13,523 0 —
☆IAGG funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -4,950 0 —
☆SLV funds › ISHARES SILVER TR EXIT — 0.0% -0.1% 0.0 0 -3,013 0 —
☆CVX funds › CHEVRON CORPORATION EXIT — 0.0% -0.1% 0.0 0 -1,018 0 —
☆IQV funds › IQVIA HLDGS INC EXIT — 0.0% -0.1% 0.0 0 -2,303 0 —
☆RTX funds › RTX CORPORATION EXIT — 0.0% -0.1% 0.0 0 -1,147 0 —
☆LDUR funds › PIMCO ETF TR EXIT — 0.0% -0.3% 0.0 0 -10,291 0 —
☆FICO funds › FAIR ISAAC CORP EXIT — 0.0% -0.1% 0.0 0 -275 0 —
☆AVSF funds › AMERICAN CENTY ETF TR EXIT — 0.0% -0.3% 0.0 0 -21,125 0 —
☆ZTS funds › ZOETIS INC EXIT — 0.0% -0.1% 0.0 0 -3,430 0 —
☆AJG funds › GALLAGHER ARTHUR J & CO EXIT — 0.0% -0.1% 0.0 0 -1,096 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 373 160 0.10 47% 0.035 0.400 — in
2026Q1 317 149 0.14 50% 0.034 0.349 — in
2025Q4 290 177 0.11 51% 0.035 0.348 — in
2025Q3 254 173 0.10 47% 0.031 0.310 — in
2025Q2 218 159 0.15 46% 0.030 0.235 — entered
2025Q1 182 159 0.00 45% 0.030 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status