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Hutchens & Kramer Investment Management Group, LLC — 13F Holdings & Portfolio

CIK 1920117 · latest 13F-HR filed 2026-10-16

Backtest portfolio

Hutchens & Kramer Investment Management Group, LLC manages $334.7M in 13F-reported U.S. long-equity assets across 156 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AVUS (14.28%), PYLD (6.81%), DFIC (3.74%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 15 new positions and exited 19; 38 existing positions rose in reported value and 43 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$334.7M

Long-equity book

Holdings
156

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+15 / −19 / ↑38 / ↓43

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AVUS14.3% · +7%PYLD6.8% · +2%DFIC3.7% · -1%AVDE3.7% · +10%SGOV3.5% · -1%MINT3.4% · +7%TFLO3.4% · -0%BOND3.2% · -3%SPMO3.0% · -1%GRID2.6% · +3%VOO2.4% · -0%AVEM2.0% · +8%LLY2.0% · +1%SMH1.7% · -2%QQQ1.6% · +4%AVGE1.5% · +8%DFEM1.5% · -1%AAPL1.5% · -3%SPHB1.5% · +1%FITE1.4% · +3%SPIT1.3% · +2%XLG1.2% · +1%SCHX1.2% · -1%NVDA1.2% · +1%VEA1.2% · -1%ARKQ1.2% · +3%XLK1.1% · +12%AIRR1.1% · +4%IVV0.8% · +0%SPYM0.8% · +30%SPYG0.7% · +1%PG0.7% · +0%GLD0.7% · -2%SPY0.7% · +8%AMZN0.7% · +4%MSFT0.6% · +3%VNQ0.6% · +6%GOOGL0.6% · +2%QQQM0.6% · newIVW0.5% · -14%DFCF0.5% · -0%GOOG0.5% · +4%VTI0.5% · +5%IUSB0.5% · +22%META0.5% · -0%IVE0.4% · -11%SHY0.4% · -5%MA0.4% · -3%VWO0.4% · -1%VTV0.3% · +10%DYNF0.3% · -3%V0.3% · +4%APH0.3% · +96%EFG0.3% · -12%AVGO0.3% · +6%SCHD0.3% · +20%ETN0.3% · -18%PQUS0.2% · newIXUS0.2% · -0%ACWX0.2% · +252%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 47.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 29, 2026.

Assets Under Management
$546.8M
Discretionary
$509.9M
Employees
10
Accounts
1,740
Address
8888 KEYSTONE CROSSING
SUITE 830
INDIANAPOLIS, IN 46240
Phone
(317) 993-3999
Website
Name Title / Status Ownership Type
HUTCHENS, JOHN, DARRICK ControlMANAGING PARTNER
since Jul 2017
75% or moreIndividual
MAGDZIARZ, GABRIELLE, ANNCHIEF COMPLIANCE OFFICER
since Mar 2025
Less than 5%Individual
Ownership & leadership changes · 4 filings with changes since Sep 13, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • No longer listedKRAMER, RAYMOND, JOSEPH · MANAGING PARTNER · 50–75% · control person · listed since Jul 2017
  • ChangedHUTCHENS, JOHN, DARRICK · ownership 50–75% → 75% or more
Mar 24, 2025 filing
  • AddedMAGDZIARZ, GABRIELLE, ANN · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedKRAMER, RAYMOND, JOSEPH · title MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER → MANAGING PARTNER
Mar 25, 2021 filing
  • ChangedKRAMER, RAYMOND, JOSEPH · title MANAGING PARTNER, CHIEF COMPLIANCE OFFICER → MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
Oct 29, 2018 filing
  • ChangedHUTCHENS, JOHN, DARRICK · title MANAGING PARTNER, CHIEF COMPLIANCE OFFICER → MANAGING PARTNER
  • ChangedKRAMER, RAYMOND, JOSEPH · title MANAGING PARTNER → MANAGING PARTNER, CHIEF COMPLIANCE OFFICER
Sep 13, 2018 filing (earliest on record)
  • ListedHUTCHENS, JOHN, DARRICK · MANAGING PARTNER, CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedKRAMER, RAYMOND, JOSEPH · MANAGING PARTNER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Hutchens & Kramer Investment Management Group, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMERICAN CENTY ETF TR AVUS 025072885 $47.8M 14.28% 373,217 SH
2 PIMCO ETF TR PYLD 72201R585 $22.8M 6.81% 897,357 SH
3 DIMENSIONAL ETF TRUST DFIC 25434V799 $12.5M 3.74% 332,863 SH
4 AMERICAN CENTY ETF TR AVDE 025072703 $12.5M 3.72% 138,199 SH
5 ISHARES TR SGOV 46436E718 $11.8M 3.51% 116,852 SH
6 PIMCO ETF TR MINT 72201R833 $11.5M 3.43% 114,221 SH
7 ISHARES TR TFLO 46434V860 $11.3M 3.37% 222,912 SH
8 PIMCO ETF TR BOND 72201R775 $10.6M 3.16% 121,664 SH
9 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $9.9M 2.96% 65,295 SH
10 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $8.6M 2.56% 48,303 SH
11 VANGUARD INDEX FDS VOO 922908363 $8.1M 2.41% 11,502 SH
12 AMERICAN CENTY ETF TR AVEM 025072604 $6.7M 2.01% 71,675 SH
13 ELI LILLY & CO LLY 532457108 $6.6M 1.98% 5,729 SH
14 VANECK ETF TRUST SMH 92189F676 $5.5M 1.65% 9,082 SH
15 INVESCO QQQ TR QQQ 46090E103 $5.4M 1.62% 7,327 SH
16 AMERICAN CENTY ETF TR AVGE 025072232 $5.1M 1.53% 51,980 SH
17 DIMENSIONAL ETF TRUST DFEM 25434V732 $5.0M 1.50% 126,812 SH
18 APPLE INC AAPL 037833100 $4.9M 1.48% 14,835 SH
19 INVESCO EXCH TRADED FD TR II SPHB 46138E370 $4.9M 1.47% 32,732 SH
20 SPDR SERIES TRUST FITE 78468R671 $4.7M 1.40% 42,190 SH
21 RBB FD INC SPIT 74933W114 $4.3M 1.29% 140,460 SH
22 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $4.1M 1.24% 65,226 SH
23 SCHWAB STRATEGIC TR SCHX 808524201 $4.1M 1.23% 137,106 SH
24 NVIDIA CORPORATION NVDA 67066G104 $4.0M 1.21% 17,666 SH
25 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.0M 1.19% 56,263 SH
26 ARK ETF TR ARKQ 00214Q203 $3.9M 1.16% 31,957 SH
27 SELECT SECTOR SPDR TR XLK 81369Y803 $3.8M 1.14% 19,489 SH
28 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $3.7M 1.11% 36,068 SH
29 ISHARES TR IVV 464287200 $2.7M 0.81% 3,553 SH
30 SPDR SERIES TRUST SPYM 78464A854 $2.5M 0.76% 28,336 SH
31 SPDR SERIES TRUST SPYG 78464A409 $2.5M 0.74% 20,121 SH
32 PROCTER & GAMBLE CO PG 742718109 $2.4M 0.71% 16,266 SH
33 SPDR GOLD TR GLD 78463V107 $2.3M 0.68% 5,972 SH
34 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.2M 0.66% 2,895 SH
35 AMAZON COM INC AMZN 023135106 $2.2M 0.66% 8,801 SH
36 MICROSOFT CORP MSFT 594918104 $2.1M 0.63% 4,100 SH
37 VANGUARD INDEX FDS VNQ 922908553 $2.1M 0.61% 22,907 SH
38 ALPHABET INC GOOGL 02079K305 $2.0M 0.59% 5,782 SH
39 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $1.9M 0.55% 6,093 SH
40 ISHARES TR IVW 464287309 $1.8M 0.55% 12,832 SH
41 DIMENSIONAL ETF TRUST DFCF 25434V872 $1.8M 0.54% 44,656 SH
42 ALPHABET INC GOOG 02079K107 $1.7M 0.52% 5,067 SH
43 VANGUARD INDEX FDS VTI 922908769 $1.6M 0.49% 4,381 SH
44 ISHARES TR IUSB 46434V613 $1.5M 0.46% 34,856 SH
45 META PLATFORMS INC META 30303M102 $1.5M 0.46% 2,118 SH
46 ISHARES TR IVE 464287408 $1.5M 0.44% 6,379 SH
47 ISHARES TR SHY 464287457 $1.4M 0.41% 16,741 SH
48 MASTERCARD INCORPORATED MA 57636Q104 $1.2M 0.36% 2,194 SH
49 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.2M 0.36% 20,168 SH
50 VANGUARD INDEX FDS VTV 922908744 $1.2M 0.35% 5,368 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $334.7M 156 0001951757-26-001666
2026-06-30 2026-07-09 $373.3M 160 0001951757-26-000937
2026-03-31 2026-04-15 $316.5M 149 0001951757-26-000615
2025-12-31 2026-01-08 $289.5M 177 0001951757-26-000038
Filer Information
Address
8888 KEYSTONE CROSSING
SUITE 830
INDIANAPOLIS, IN 46240
Phone
(317) 993-3999
Filing Manager
Hutchens & Kramer Investment Management Group, LLC
INDIANAPOLIS, IN
Signatory
Gabrielle Magdziarz
Chief Compliance Officer