Holdings of Hutchens & Kramer Investment Management Group, LLC
133 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 54.6 % of the equity sleeve
Sector breakdown
- Funds 13.8 %
- 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 72.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 132 | 276.2M $ | 99.89 % |
| 2 | TW | 1 | 296K $ | 0.11 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Costco Wholesale Corp | 304 | 303.3K $ | |
| 102 | Vanguard Charlotte Funds | 6,305 | 303K $ | |
| 103 | J P Morgan Exchange Traded Fund Trust | 5,327 | 302K $ | |
| 104 | Taiwan Semiconductor Manufacturing Co Ltd | 876 | 296K $ | |
| 105 | Fair Isaac Corp | 275 | 293.6K $ | |
| 106 | KLA Corp | 197 | 290.1K $ | |
| 107 | Berkshire Hathaway Inc | 598 | 286.7K $ | |
| 108 | Fortinet Inc | 3,457 | 282.5K $ | |
| 109 | Abbott Laboratories | 2,593 | 266.2K $ | |
| 110 | iShares Defense Industrials Ac | 8,122 | 265.8K $ | |
| 111 | BlackRock ETF Trust | 6,386 | 262.2K $ | |
| 112 | Coca-Cola Co/The | 3,359 | 255.5K $ | |
| 113 | Colgate-Palmolive Co | 2,952 | 251.6K $ | |
| 114 | QUALCOMM Inc | 1,953 | 251.5K $ | |
| 115 | iShares ESG Aware MSCI USA ETF | 1,759 | 248.8K $ | |
| 116 | iShares Trust | 4,950 | 247.7K $ | |
| 117 | Ishares Gold Trust | 2,759 | 243.2K $ | |
| 118 | International Business Machines Corp. | 991 | 240.2K $ | |
| 119 | Arthur J Gallagher & Co | 1,096 | 237.4K $ | |
| 120 | iShares U.S. Technology ETF | 1,300 | 235.8K $ | |
| 121 | Cencora Inc | 746 | 234.3K $ | |
| 122 | Alpha Architect 1-3 Month Box | 2,000 | 232.6K $ | |
| 123 | Intuitive Surgical Inc | 502 | 231.4K $ | |
| 124 | RTX Corp | 1,147 | 221.3K $ | |
| 125 | Vanguard Whitehall Funds | 2,303 | 217.1K $ | |
| 126 | Automatic Data Processing Inc | 1,065 | 216.4K $ | |
| 127 | AbbVie Inc | 979 | 213K $ | |
| 128 | Chevron Corp | 1,018 | 210.6K $ | |
| 129 | Tapestry Inc | 1,488 | 210K $ | |
| 130 | Exxon Mobil Corp | 1,234 | 209.4K $ | |
| 131 | Vanguard Tax-Exempt Bond Index ETF | 4,126 | 205.8K $ | |
| 132 | Dimensional ETF Trust | 2,902 | 205.8K $ | |
| 133 | iShares Silver Trust | 3,013 | 205.3K $ | |