Hutchens & Kramer Investment Management Group, LLC

13F filer, CIK 1920117, CARMEL, IN

Hutchens & Kramer Investment Management Group, LLC reported $180,260,409 across 158 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-15. Its ten largest share positions make up 43.93% of the portfolio.

Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001951757-24-001036

Period: 2024-09-30
Reported value: $180M
Holdings: 158
Top 10 weight: 43.93%
New: 25
Sold out: 14

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DCORadded	+113,962	$7.15M
DFACadded	+207,134	$7.04M
DFICadded	+127,622	$3.57M
DFEMadded	+58,160	$1.65M
AVUSadded	+15,682	$1.48M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LLYreduced	-30,236	-$26.7M
MSFTreduced	-14,344	-$6.03M
PULSexited	-21,277	-$1.05M
JPSTexited	-20,926	-$1.05M
MINTexited	-10,442	-$1.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001951757-24-001036, largest first. % of portfolio is the value over $180,260,409, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	553,835	$18.8M	10.45%	+207,134	Timeline
DCORDIMENSIONAL ETF TRUST	183,416	$11.5M	6.38%	+113,962	Timeline
LLYELI LILLY & CO	12,433	$11M	6.1%	-30,236	Timeline
DFICDIMENSIONAL ETF TRUST	351,542	$9.84M	5.46%	+127,622	Timeline
DFCFDIMENSIONAL ETF TRUST	152,796	$6.62M	3.67%	+2,067	Timeline
VOOVANGUARD INDEX FDS	9,597	$5.02M	2.78%	-1,337	Timeline
IVVISHARES TR	8,319	$4.75M	2.64%	+2,087	Timeline
SCHXSCHWAB STRATEGIC TR	67,445	$4.53M	2.52%	-2,690	Timeline
DFEMDIMENSIONAL ETF TRUST	131,614	$3.72M	2.07%	+58,160	Timeline
PYLDPIMCO ETF TR	126,392	$3.36M	1.86%	+45,266	Timeline
MSFTMICROSOFT CORP	7,792	$3.28M	1.82%	-14,344	Timeline
AVUSAMERICAN CENTY ETF TR	34,624	$3.27M	1.81%	+15,682	Timeline
XLGINVESCO EXCHANGE TRADED FD T	69,274	$3.25M	1.8%	-2,273	Timeline
PGPROCTER & GAMBLE CO	16,502	$2.86M	1.58%	-8	Timeline
AAPLAPPLE INC	12,246	$2.77M	1.54%	+2,000	Timeline
IUSBISHARES TR	56,880	$2.68M	1.49%	+20,175	Timeline
AMZNAMAZON COM INC	14,280	$2.64M	1.47%	+922	Timeline
VEAVANGUARD TAX-MANAGED FDS	45,415	$2.38M	1.32%	-6,999	Timeline
DFSDDIMENSIONAL ETF TRUST	46,303	$2.21M	1.23%	-7,723	Timeline
IVWISHARES TR	21,802	$2.06M	1.14%	+3,785	Timeline
QUALISHARES TR	10,492	$1.87M	1.04%	+2,207	Timeline
EFGISHARES TR	17,317	$1.85M	1.03%	+2,411	Timeline
GLDSPDR GOLD TR	7,369	$1.81M	1%	+500	Timeline
MAMASTERCARD INCORPORATED	3,615	$1.79M	1%	-465	Timeline
QQQINVESCO QQQ TR	3,678	$1.77M	0.98%	+86	Timeline
NVDANVIDIA CORPORATION	14,353	$1.68M	0.93%	-317	Timeline
DYNFBLACKROCK ETF TRUST	32,718	$1.6M	0.89%	+7,477	Timeline
SHYISHARES TR	18,236	$1.51M	0.84%	-118	Timeline
METAMETA PLATFORMS INC	2,483	$1.43M	0.79%	+199	Timeline
EFVISHARES TR	24,441	$1.4M	0.77%	+16,962	Timeline
BONDPIMCO ETF TR	13,907	$1.31M	0.73%	+8,287	Timeline
AMTAMERICAN TOWER CORP	5,248	$1.22M	0.68%	-328	Timeline
AVDEAMERICAN CENTY ETF TR	17,963	$1.2M	0.66%	+3,994	Timeline
COOCOOPER COS INC	10,062	$1.09M	0.6%	-954	Timeline
IVEISHARES TR	5,396	$1.06M	0.59%	+1,109	Timeline
ETNEATON CORP PLC	3,004	$984K	0.55%	-402	Timeline
SPYMSPDR SERIES TRUST	14,405	$963K	0.53%	+9,225	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,332	$933K	0.52%	-304	Timeline
VVISA INC	3,326	$923K	0.51%	-64	Timeline
DFSVDIMENSIONAL ETF TRUST	29,963	$910K	0.5%	-1,594	Timeline
TJXTJX COS INC NEW	7,790	$909K	0.5%	-999	Timeline
VTVVANGUARD INDEX FDS	5,090	$886K	0.49%	-1,055	Timeline
IQVIQVIA HLDGS INC	3,701	$856K	0.48%	-557	Timeline
ZTSZOETIS INC	4,272	$831K	0.46%	-359	Timeline
DUHPDIMENSIONAL ETF TRUST	23,836	$807K	0.45%	+1,765	Timeline
GOOGALPHABET INC	4,725	$796K	0.44%	+77	Timeline
APHAMPHENOL CORP	12,388	$788K	0.44%	-2,031	Timeline
DSTLETF SER SOLUTIONS	13,866	$783K	0.43%	-4,462	Timeline
SCHWCHARLES SCHWAB CORP (THE)	12,089	$773K	0.43%	-1,661	Timeline
VWOVANGUARD INTL EQUITY INDEX F	15,048	$725K	0.4%	-2,660	Timeline
DFGRDIMENSIONAL ETF TRUST	24,975	$716K	0.4%	+11,615	Timeline
MBBISHARES TR	7,433	$712K	0.4%	+2,989	Timeline
VOVANGUARD INDEX FDS	2,669	$700K	0.39%	-33	Timeline
STZCONSTELLATION BRANDS INC	2,641	$681K	0.38%	-368	Timeline
CDWCDW CORP	3,041	$662K	0.37%	-427	Timeline
IYWISHARES TR	4,442	$658K	0.37%	+879	Timeline
IXUSISHARES TR	9,033	$654K	0.36%	-10	Timeline
DFGXDIMENSIONAL ETF TRUST	11,889	$646K	0.36%	-2,127	Timeline
VBVANGUARD INDEX FDS	2,737	$643K	0.36%	-484	Timeline
EMXCISHARES INC	10,490	$637K	0.35%	+4,149	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,119	$636K	0.35%	+4	Timeline
AVEMAMERICAN CENTY ETF TR	9,780	$635K	0.35%	+4,925	Timeline
LGLVSPDR SERIES TRUST	3,524	$598K	0.33%	-21	Timeline
ITGARTNER INC	1,117	$560K	0.31%	-75	Timeline
GOOGLALPHABET INC	3,208	$536K	0.3%	+289	Timeline
ROPROPER TECHNOLOGIES INC	957	$525K	0.29%	+254	Timeline
BXBLACKSTONE INC	3,400	$516K	0.29%	+400	Timeline
VXFVANGUARD INDEX FDS	2,851	$513K	0.28%	-541	Timeline
SCHZSCHWAB STRATEGIC TR	10,724	$510K	0.28%	new	Timeline
WELLWELLTOWER INC	3,575	$456K	0.25%	-76	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,710	$450K	0.25%	+1,042	Timeline
NFLXNETFLIX INC.	635	$448K	0.25%	+20	Timeline
SPEMSPDR INDEX SHS FDS	10,542	$439K	0.24%	-189	Timeline
CATCATERPILLAR INC	1,115	$438K	0.24%	+104	Timeline
QQQMINVESCO EXCH TRADED FD TR II	2,176	$431K	0.24%	new	Timeline
ILCGISHARES TR	5,164	$428K	0.24%	new	Timeline
VONGVANGUARD SCOTTSDALE FDS	4,432	$422K	0.23%	new	Timeline
SPGSIMON PPTY GROUP INC NEW	2,473	$419K	0.23%	+95	Timeline
COSTCOSTCO WHOLESALE CORPORATION	462	$406K	0.23%	+9	Timeline
ILMNILLUMINA INC	3,135	$404K	0.22%	+676	Timeline
ECLECOLAB INC	1,588	$403K	0.22%	-265	Timeline
DFUSDIMENSIONAL ETF TRUST	6,396	$394K	0.22%	+44	Timeline
FICOFAIR ISAAC CORP	205	$393K	0.22%	-32	Timeline
TDYTELEDYNE TECHNOLOGIES INC	888	$390K	0.22%	+63	Timeline
ABBVABBVIE INC	1,949	$384K	0.21%	+126	Timeline
DGCBDIMENSIONAL ETF TRUST	6,888	$379K	0.21%	-530	Timeline
SCHGSCHWAB STRATEGIC TR	3,653	$375K	0.21%	-409	Timeline
VRSKVERISK ANALYTICS INC	1,387	$373K	0.21%	+137	Timeline
BINCBLACKROCK ETF TRUST II	6,945	$369K	0.2%	new	Timeline
EQIXEQUINIX INC	414	$366K	0.2%	+58	Timeline
DLRDIGITAL RLTY TR INC	2,258	$362K	0.2%	+181	Timeline
IEMGISHARES INC	6,210	$359K	0.2%	-1,896	Timeline
SCHDSCHWAB STRATEGIC TR	4,210	$356K	0.2%	+742	Timeline
PLDPROLOGIS INC.	2,846	$355K	0.2%	-545	Timeline
JPMJPMORGAN CHASE & CO	1,682	$348K	0.19%	-11	Timeline
SILASILA REALTY TRUST INC	13,637	$348K	0.19%	new	Timeline
LHLABCORP HOLDINGS INC	1,547	$339K	0.19%	0	Timeline
XTISHARES TR	5,589	$336K	0.19%	-267	Timeline
TLTISHARES TR	3,404	$335K	0.19%	+423	Timeline
FNDXSCHWAB STRATEGIC TR	4,660	$333K	0.18%	+109	Timeline
CCICROWN CASTLE INC	2,748	$327K	0.18%	+280	Timeline
UNHUNITEDHEALTH GROUP INC	560	$327K	0.18%	-94	Timeline
GWWWW GRAINGER INC	312	$324K	0.18%	+12	Timeline
PFFISHARES TR	9,454	$314K	0.17%	+46	Timeline
ESGUISHARES TR	2,497	$312K	0.17%	-25	Timeline
KOCOCA COLA CO	4,286	$307K	0.17%	new	Timeline
DFARDIMENSIONAL ETF TRUST	12,061	$307K	0.17%	-417	Timeline
WRBBERKLEY W R CORP	5,340	$306K	0.17%	+1,988	Timeline
KLACKLA CORP	398	$300K	0.17%	+35	Timeline
AMEAMETEK INC	1,764	$298K	0.17%	+65	Timeline
LMTLOCKHEED MARTIN CORP	465	$282K	0.16%	new	Timeline
NINISOURCE INC	8,062	$281K	0.16%	0	Timeline
DISVDIMENSIONAL ETF TRUST	9,556	$275K	0.15%	-392	Timeline
AMATAPPLIED MATLS INC	1,388	$274K	0.15%	+466	Timeline
KMBKIMBERLY-CLARK CORP	1,918	$273K	0.15%	+184	Timeline
HYLBDBX ETF TR	7,444	$273K	0.15%	-5,135	Timeline
JBHTHUNT J B TRANS SVCS INC	1,603	$272K	0.15%	+103	Timeline
ACNACCENTURE PLC IRELAND	753	$265K	0.15%	+76	Timeline
SPDWSPDR INDEX SHS FDS	7,092	$265K	0.15%	-629	Timeline
DIHPDIMENSIONAL ETF TRUST	9,602	$265K	0.15%	-334	Timeline
ISRGINTUITIVE SURGICAL INC	546	$265K	0.15%	-245	Timeline
SCHFSCHWAB STRATEGIC TR	6,467	$264K	0.15%	+189	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	1,225	$263K	0.15%	+9	Timeline
WABWABTEC	1,443	$262K	0.15%	-251	Timeline
ROSTROSS STORES INC	1,745	$259K	0.14%	+51	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	562	$257K	0.14%	0	Timeline
IRMIRON MTN INC DEL	2,170	$257K	0.14%	-412	Timeline
VLOVALERO ENERGY CORP	1,866	$257K	0.14%	+340	Timeline
ADBEADOBE INC	506	$254K	0.14%	-160	Timeline
AVUVAMERICAN CENTY ETF TR	2,677	$254K	0.14%	-47	Timeline
POOLPOOL CORP	665	$250K	0.14%	new	Timeline
PSAPUBLIC STORAGE	693	$250K	0.14%	new	Timeline
CRMSALESFORCE INC	913	$247K	0.14%	+24	Timeline
SPHYSPDR SERIES TRUST	10,218	$244K	0.14%	-7,672	Timeline
LIILENNOX INTL INC	408	$243K	0.14%	+22	Timeline
HLIHOULIHAN LOKEY INC	1,484	$237K	0.13%	new	Timeline
HSYHERSHEY CO	1,229	$236K	0.13%	new	Timeline
AVGOBROADCOM INC	1,407	$236K	0.13%	new	Timeline
HEI-AHEICO CORP NEW	1,130	$231K	0.13%	new	Timeline
COPCONOCOPHILLIPS	2,097	$229K	0.13%	+202	Timeline
MNSTMONSTER BEVERAGE CORP NEW	4,425	$228K	0.13%	+124	Timeline
EFXEQUIFAX INC	785	$228K	0.13%	new	Timeline
QCOMQUALCOMM INC	1,363	$226K	0.13%	-5	Timeline
HDHOME DEPOT INC	538	$220K	0.12%	-275	Timeline
NVRNVR INC	22	$218K	0.12%	new	Timeline
AVSCAMERICAN CENTY ETF TR	4,070	$217K	0.12%	new	Timeline
LNTALLIANT ENERGY CORP	3,525	$215K	0.12%	new	Timeline
BBYBEST BUY INC	2,122	$215K	0.12%	new	Timeline
BSXBOSTON SCIENTIFIC CORP	2,484	$209K	0.12%	-241	Timeline
LPLALPL FINL HLDGS INC	907	$208K	0.12%	+27	Timeline
ARISTA NETWORKS INCARISTA NETWORKS INC	544	$208K	0.12%	new
BROBROWN & BROWN INC	1,954	$205K	0.11%	new	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	681	$204K	0.11%	+22	Timeline
SSNCSS&C TECH HLDGS	2,758	$203K	0.11%	new	Timeline
SHWSHERWIN WILLIAMS CO	528	$201K	0.11%	new	Timeline
MPWRMONOLITHIC PWR SYS INC	225	$201K	0.11%	new	Timeline
BBDCBARINGS BDC INC	13,285	$129K	0.07%	-906	Timeline
VIMEO INCVIMEO INC	10,771	$53.9K	0.03%	new

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
PULSPGIM ETF TR	21,277	$1.05M	shares
JPSTJ P MORGAN EXCHANGE TRADED F	20,926	$1.05M	shares
MINTPIMCO ETF TR	10,442	$1.05M	shares
APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD	6,117	$419K	shares
BKLNINVESCO EXCH TRADED FD TR II	17,445	$367K	shares
DFGPDIMENSIONAL ETF TRUST	6,276	$330K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	298	$316K	shares
VGSHVANGUARD SCOTTSDALE FDS	5,076	$293K	shares
HEFAISHARES TR	6,631	$236K	shares
NVONOVO-NORDISK A S	1,604	$233K	shares
SJNKSPDR SERIES TRUST	9,026	$224K	shares
ELVELEVANCE HEALTH INC FORMERLY	393	$210K	shares
SPTISPDR SERIES TRUST	7,501	$209K	shares
SHYGISHARES TR	4,949	$208K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-24-001036	base		2024-10-15	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC