HKI
Hutchens & Kramer Investment Management Group LLC Portfolio
Invests via Hutchens & Kramer Investment Management Group LLC | Managed by John (Darrick) D. Hutchens, Raymond J. Kramer, Pascal Roduit
Invests via Hutchens & Kramer Investment Management Group LLC
Managed by John (Darrick) D. Hutchens, Raymond J. Kramer, Pascal Roduit
Automatically Tracked
Company Profile
Hutchens & Kramer Investment Management Group LLC operates as a specialized asset manager focused on delivering bespoke financial solutions to its diverse clientele. With a foundation in deep analytical capabilities and a keen understanding of market dynamics, the firm is positioned strategically to cater to institutional investors and high-net-worth individuals. By leveraging extensive industry experience, it emphasizes personalized investment approaches that align with clients' unique financial objectives. The group's ability to navigate complex markets distinguishes it within the competitive landscape, making it an integral player in the realm of tailored investment management.
Hutchens & Kramer Investment Management Group LLC operates as a specialized asset manager focused on delivering bespoke financial solutions to its diverse clientele. With a foundation in deep analytical capabilities and a keen understanding of market dynamics, the firm is positioned strategically to cater to institutional investors and high-net-worth individuals. By leveraging extensive industry experience, it emphasizes personalized investment approaches that align with clients' unique financial objectives. The group's ability to navigate complex markets distinguishes it within the competitive landscape, making it an integral player in the realm of tailored investment management.
Investment Philosophy & Strategy
Capital allocation decisions at Hutchens & Kramer Investment Management Group LLC reflect a proactive and deeply analytical approach aimed at maximizing growth potential for its clients. The firm excels in identifying emerging opportunities across sectors, leveraging market insights to inform investment strategies. By prioritizing tailored financial solutions that consider individual client objectives, the group fosters strong relationships with institutional and high-net-worth investors alike. Its capacity to interpret complex market signals positions it advantageously within the asset management landscape, where informed decision-making is paramount for achieving sustainable success.
Capital allocation decisions at Hutchens & Kramer Investment Management Group LLC reflect a proactive and deeply analytical approach aimed at maximizing growth potential for its clients. The firm excels in identifying emerging opportunities across sectors, leveraging market insights to inform investment strategies. By prioritizing tailored financial solutions that consider individual client objectives, the group fosters strong relationships with institutional and high-net-worth investors alike. Its capacity to interpret complex market signals positions it advantageously within the asset management landscape, where informed decision-making is paramount for achieving sustainable success.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
45.44%
Gain +2.55%
Monthly
0.44%
Yearly
5.4%
Drawdown
13.01%
$319.01M
Equity
Holdings
$319.01M
Investment
$243.17M
$86.73M
Profit +$9.06M
Realized
$10.89M
Unrealized
$75.84M
Dividends
$13.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.55%
Profit
$9.06M
Win %
79%
This Week
Compared To Last Week
Gain
1.72%
Profit
$5.4M
Win %
79%
This Month
Compared to last month
Gain
1.66%
Profit
$5.21M
Win %
79%
This Year
Compared to last year
Gain
10.79%
Profit
$31.07M
Win %
79%
DPZ Domino's Pizza Inc.
+3.74%
+$5,886.71 
AYI Acuity Brands Inc.
+3.01%
+$5,173.28 
SCHW Charles Schwab Corporation
+2.73%
+$25,886.74 
EFX Equifax Inc.
+2.59%
+$3,829.5 
JPM JPMorgan Chase & Co.
+2.3%
+$11,783.06 
JBL Jabil Inc.
+2.17%
+$11,501.07 
SPG Simon Property Group, Inc.
+1.95%
+$5,379.96 
AMP Ameriprise Financial, Inc.
+1.91%
+$4,404.1 
TSLA Tesla, Inc.
+1.88%
+$3,339.73 
HLI Houlihan Lokey Inc.
+1.74%
+$4,217.32 
HLNE Hamilton Lane Inc.
+1.73%
+$2,258.96 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$9,305.53 
PNR Pentair plc
+1.7%
+$2,546.57 
WELL Welltower Inc.
+1.66%
+$11,529 
SMH VanEck Semiconductor ETF
+1.65%
+$15,235.8 
IRM Iron Mountain Inc.
+1.62%
+$4,971.47 
SPHB Invesco S&P 500 High Beta ETF
+1.59%
+$11,911.01 
BX Blackstone Inc.
+1.57%
+$6,460 
BAC Bank of America Corporation
+1.52%
+$3,057.6 
ENSG The Ensign Group, Inc.
+1.52%
+$2,690.24 
CAT Caterpillar Inc.
+1.48%
+$8,524.8 
EME EMCOR Group, Inc.
+1.4%
+$7,122.7 
ABBV AbbVie Inc.
+1.3%
+$5,853.32 
SPMO Invesco S&P 500 Momentum ETF
+1.28%
+$37,916.78 
NI NiSource Inc.
+1.22%
+$4,595.34 
LRCX Lam Research Corporation
+1.19%
+$16,462.7 
EQIX Equinix, Inc.
+1.19%
+$4,531.06 
WAB Wabtec Corporation
+1.18%
+$3,902.68 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$8,060.85 
AVSC Avantis U.S. Small Cap Equity ETF
+1.15%
+$3,474.9 
ABNB Airbnb, Inc.
+1.09%
+$2,182.18 
PLD Prologis Inc.
+1.06%
+$3,941.93 
V Visa Inc. Class A
+1.05%
+$9,856.38 
VO Vanguard Mid-Cap ETF
+0.97%
+$5,322.22 
APH Amphenol Corporation
+0.95%
+$14,222.95 
VNQ Vanguard Real Estate ETF
+0.95%
+$18,545.33 
VTV Vanguard Value ETF
+0.94%
+$9,428.39 
VRSK Verisk Analytics Inc.
+0.94%
+$1,549.26 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$28,438.87 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$3,564.01 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,618.25 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$3,532.1 
MNST Monster Beverage Corporation
+0.86%
+$2,229.18 
PG Procter & Gamble Co
+0.85%
+$20,371.16 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$5,338.16 
MSCI MSCI Inc.
+0.79%
+$1,807.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$8,748.78 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.76%
+$4,096.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$2,903.21 
DLR Digital Realty Trust, Inc.
+0.74%
+$3,780.45 
VB Vanguard Small-Cap ETF
+0.73%
+$3,788.28 
COST Costco Wholesale Corporation
+0.72%
+$3,501.99 
AVGE FRCL 3 2022Q3 Hb Float
+0.71%
+$19,921.3 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$14,137.83 
ROP Roper Technologies Inc.
+0.7%
+$2,347.03 
MA Mastercard Incorporated
+0.7%
+$10,020.81 
AVUS Avantis U.S. Equity ETF
+0.69%
+$240,120.87 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,882.71 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$162,890.1 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$2,689 
AVNM Avantis All International Markets Equity ETF
+0.68%
+$3,778.32 
ECL Ecolab Inc.
+0.68%
+$2,500.9 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$8,109.25 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,813.58 
IYW iShares U.S. Technology ETF
+0.62%
+$1,980.55 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$9,105.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$7,628.95 
AVDE Avantis International Equity ETF
+0.6%
+$55,622.16 
DCOR Dimensional US Core Equity 1 ETF
+0.59%
+$95,864.64 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$7,706.01 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$23,231.1 
IVV iShares Core S&P 500 ETF
+0.58%
+$17,290.35 
VOO Vanguard S&P 500 ETF
+0.58%
+$42,094.44 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$10,519.99 
GOOGL Alphabet Inc
+0.56%
+$9,212.05 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$1,342.88 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$7,087.41 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$7,106.38 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$26,906.32 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,382.16 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$21,797.16 
VXF Vanguard Extended Market ETF
+0.48%
+$3,516.9 
HSY The Hershey Company
+0.48%
+$1,102.01 
MSI Motorola Solutions, Inc.
+0.47%
+$2,225.17 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$1,271.92 
GOOG Alphabet Inc
+0.46%
+$8,303.32 
IXUS iShares Core International Stock ETF
+0.46%
+$3,644.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$6,994.05 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$53,112.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$8,317.65 
ROST Ross Stores, Inc.
+0.41%
+$1,097.07 
DUHP Dimensional US High Profitability ETF
+0.39%
+$2,297.44 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$19,475.53 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$13,381.75 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.34%
+$2,612.72 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$2,287.2 
AME Ametek Inc.
+0.33%
+$1,215.8 
CDNS Cadence Design Systems, Inc.
+0.31%
+$2,293.94 
TDY Teledyne Technologies Incorporated
+0.31%
+$1,016.13 
MMM 3M Company
+0.29%
+$782 
SCHF Schwab International Equity ETF
+0.29%
+$1,284.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$3,960 
OEF iShares S&P 100 ETF
+0.27%
+$2,163.13 
ADP Automatic Data Processing Inc.
+0.23%
+$1,598.85 
IQV IQVIA Holdings Inc.
+0.22%
+$1,224.41 
CW Curtiss-Wright Corporation
+0.2%
+$553.53 
EXR Extra Space Storage Inc.
+0.19%
+$498.98 
NVDA NVIDIA Corporation
+0.18%
+$5,557.4 
BNDX Vanguard Total International Bond ETF
+0.17%
+$502.88 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$567.7 
GWW W.W. Grainger, Inc.
+0.14%
+$590.16 
CCI Crown Castle Inc.
+0.14%
+$522.25 
MSFT Microsoft Corp.
+0.13%
+$3,945.76 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$5,524.32 
BINC iShares Flexible Income Active ETF
+0.12%
+$284.58 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$21,396.93 
XT iShares Future Exponential Technologies ETF
+0.1%
+$252.96 
KO The Coca-Cola Company
+0.1%
+$268.72 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$667.2 
IAU iShares Gold Trust
+0.09%
+$314.58 
UGL ProShares Ultra Gold
+0.08%
+$208.4 
GLD SPDR Gold Shares
+0.06%
+$1,498.15 
TJX The TJX Companies, Inc.
+0.06%
+$672.12 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$135.8 
ORCL Oracle Corporation
+0.05%
+$110.69 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$70 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$71.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$3,090.84 
PANW Palo Alto Networks, Inc.
+0.03%
+$91.8 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$120.4 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$950.86 
HWM Howmet Aerospace Inc.
+0.01%
+$15.11 
ANTM Anthem Inc
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
COO
0%
$0 
LH
0%
$0 
KLAC KLA Corporation
-89.44%
-$73.98M 
ADBE Adobe Inc.
-6.71%
-$9,901.06 
CTAS Cintas Corporation
-3.09%
-$13,808.34 
LLY Eli Lilly and Company
-2.41%
-$132,003.27 
OSIS Osi Systems Inc.
-2.38%
-$4,814.73 
ZTS Zoetis Inc.
-2.29%
-$4,780.2 
FITE SPDR S&P Kensho Future Security ETF
-1.79%
-$11,164.92 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$8,538.12 
ABT Abbott Laboratories
-1.68%
-$4,182.7 
HEI-A HEICO Corporation
-1.59%
-$4,337.13 
LMT Lockheed Martin Corporation
-1.53%
-$4,024.76 
UFPT UFP Technologies Inc.
-1.53%
-$3,352.56 
AAPL Apple Inc.
-1.52%
-$63,756 
AMZN Amazon.com Inc
-1.21%
-$37,210.87 
AMT American Tower Corporation
-1.19%
-$4,987.82 
NFLX Netflix, Inc.
-1.14%
-$4,458.42 
IBM International Business Machines Corporation
-0.97%
-$2,645.98 
AJG Arthur J. Gallagher & Co.
-0.96%
-$2,253.55 
AVGO Broadcom Inc.
-0.94%
-$9,144.15 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$1,951.99 
MPWR Monolithic Power Systems, Inc.
-0.81%
-$3,506.09 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.74%
-$4,766.63 
ETN Eaton Corporation plc
-0.55%
-$6,435.39 
FICO Fair Isaac Corporation
-0.55%
-$1,787.5 
WST West Pharmaceutical Services, Inc.
-0.47%
-$1,282.82 
ISRG Intuitive Surgical, Inc.
-0.44%
-$993.68 
RTX RTX Corporation
-0.33%
-$772.26 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$906.52 
META Meta Platforms Inc Class A
-0.23%
-$2,996.48 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$3,850.35 
WMS Advanced Drainage Systems, Inc.
-0.17%
-$320.62 
MBB iShares MBS ETF
-0.16%
-$533.7 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$3,450.33 
INTU Intuit Inc.
-0.1%
-$111.44 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$705.24 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$104.76 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$4,985.22 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$150.56 
IBIT iShares Bitcoin Trust
-0.03%
-$152.81 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$346.2 
VRTX Vertex Pharmaceuticals Incorporated
-0.02%
-$41.13 Events
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Dividends
Dividend Analysis
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| Trades 2144 | Longs Won 1266/2144 59% | Profit Factor 3.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $475,182.85 |
| Average Win $92,980.18 | Best Trade (Sep 30) $18.44M | Sharpe Ratio -13.35 |
| Average Loss -$35,283.59 | Worst Trade (Sep 30) -$2.95M | Z-Score 2.75 (99.41%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w | Expectancy $40,454.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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