Titelia

Holdings of Hutchens & Kramer Investment Management Group, LLC

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Net assets
-
Positions
133 in 2 countries
Top ten
54.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Costco Wholesale Corp 304303.3K $
102VANGUARD CHARLOTTE FUNDS 6,305303K $
103J.P. MORGAN EXCHANGE-TRADED FUND TRUST 5,327302K $
104Taiwan Semiconductor Manufacturing Co Ltd 876296K $
105Fair Isaac Corp 275293.6K $
106KLA Corp 197290.1K $
107Berkshire Hathaway Inc 598286.7K $
108Fortinet Inc 3,457282.5K $
109Abbott Laboratories 2,593266.2K $
110iShares Defense Industrials Ac 8,122265.8K $
111BLACKROCK ETF TRUST 6,386262.2K $
112Coca-Cola Co/The 3,359255.5K $
113Colgate-Palmolive Co 2,952251.6K $
114QUALCOMM Inc 1,953251.5K $
115iShares ESG Aware MSCI USA ETF 1,759248.8K $
116ISHARES TRUST 4,950247.7K $
117ISHARES GOLD TRUST 2,759243.2K $
118INTERNATIONAL BUSINESS MACHINES CORP 991240.2K $
119Arthur J Gallagher & Co 1,096237.4K $
120ISHARES TRUST 1,300235.8K $
121Cencora Inc 746234.3K $
122Alpha Architect 1-3 Month Box 2,000232.6K $
123Intuitive Surgical Inc 502231.4K $
124RTX Corp 1,147221.3K $
125VANGUARD WHITEHALL FUNDS 2,303217.1K $
126Automatic Data Processing Inc 1,065216.4K $
127AbbVie Inc 979213K $
128Chevron Corp 1,018210.6K $
129Tapestry Inc 1,488210K $
130Exxon Mobil Corp 1,234209.4K $
131VANGUARD MUN BD FD INC 4,126205.8K $
132DIMENSIONAL ETF TRUST 2,902205.8K $
133iShares Silver Trust 3,013205.3K $

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Sector breakdown

  • Funds 10.5 %
  • Technology 4.9 %
  • Health care 2.5 %
  • Financials 1.7 %
  • Consumer discretionary 1.5 %
  • Communication 1.4 %
  • Consumer staples 1.1 %
  • Industrials 0.8 %
  • Utilities 0.1 %
  • Materials 0.1 %
  • Energy 0.1 %
  • Unattributed 75.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.9 %
  • Taiwan 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States132276.2M $99.89 %
2Taiwan1296K $0.11 %
Cite this page

Titelia. "Holdings of Hutchens & Kramer Investment Management Group, LLC". https://titelia.com/en/funds/US13F1920117