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:
69.93%
Gain -1.32%
Monthly
0.86%
Yearly
10.87%
Drawdown
15.64%
$361.19M
Equity
Holdings
$361.19M
Investment
$299.21M
$78.59M
Profit -$3.02M
Realized
$16.6M
Unrealized
$61.98M
Dividends
$14.65M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.32%
Profit
-$3.02M
Win %
79%
This Week
Compared To Last Week
Gain
-1.53%
Profit
-$5.6M
Win %
79%
This Month
Compared to last month
Gain
-2.92%
Profit
-$10.87M
Win %
79%
This Year
Compared to last year
Gain
-2.92%
Profit
-$10.87M
Win %
77%
ELV Elevance Health, Inc.
+2.6%
+$7,834.33 
AVGO Broadcom Inc.
+2.34%
+$21,831.09 
ISRG Intuitive Surgical, Inc.
+2.13%
+$8,512.34 
MPWR Monolithic Power Systems, Inc.
+2.12%
+$5,462.52 
MSFT Microsoft Corp.
+1.87%
+$29,424.02 
MU Micron Technology, Inc.
+1.78%
+$2,699.32 
GOOG Alphabet Inc
+1.66%
+$28,054.25 
JBL Jabil Inc.
+1.61%
+$3,790.79 
GOOGL Alphabet Inc
+1.59%
+$31,266.68 
IBIT iShares Bitcoin Trust
+1.43%
+$6,757.4 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.4%
+$3,400.8 
AMZN Amazon.com Inc
+0.95%
+$19,826.95 
TJX The TJX Companies, Inc.
+0.78%
+$7,188.55 
ABT Abbott Laboratories
+0.76%
+$1,744.2 
V Visa Inc. Class A
+0.71%
+$6,851.24 
PWR Quanta Services Inc.
+0.69%
+$4,316.37 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$3,112.56 
MA Mastercard Incorporated
+0.63%
+$7,730.27 
SCHW Charles Schwab Corporation
+0.57%
+$5,870.75 
TXN Texas Instruments Inc
+0.56%
+$1,287.91 
SMH VanEck Semiconductor ETF
+0.54%
+$28,163.57 
SPMO Invesco S&P 500 Momentum ETF
+0.52%
+$49,325.25 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.5%
+$18,008.42 
IYW iShares U.S. Technology ETF
+0.43%
+$1,138.31 
XLK State Street Technology Select Sector SPDR ETF
+0.41%
+$12,559.68 
META Meta Platforms Inc Class A
+0.41%
+$5,554.38 
IALT iShares Systematic Alternatives Active ETF
+0.34%
+$900.98 
QQQ Invesco QQQ Trust, Series 1
+0.34%
+$16,496.26 
FTNT Fortinet Inc.
+0.33%
+$1,867.86 
IBM International Business Machines Corporation
+0.33%
+$698.65 
MTUM iShares MSCI USA Momentum Factor ETF
+0.29%
+$1,261.51 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.27%
+$5,431.35 
VRSK Verisk Analytics Inc.
+0.26%
+$840.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.26%
+$5,966.7 
IEMG iShares Core MSCI Emerging Markets ETF
+0.25%
+$1,985.68 
CDNS Cadence Design Systems, Inc.
+0.25%
+$1,700.35 
KO The Coca-Cola Company
+0.18%
+$487.06 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$1,826.64 
BLCR iShares Large Cap Core ACT ETF
+0.15%
+$605.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$450.56 
AVEM Avantis Emerging Markets Equity ETF
+0.11%
+$6,658.8 
ROP Roper Technologies Inc.
+0.11%
+$420.79 
ETN Eaton Corporation plc
+0.08%
+$757.66 
NVDA NVIDIA Corporation
+0.06%
+$2,273.57 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$497.12 
KMB Kimberly-Clark Corporation
+0.03%
+$67.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$2,814.34 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$64.45 
THRO iShares U.S. Thematic Rotation Active ETF
+0.01%
+$37.97 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$127.87 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$1,115.65 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BX Blackstone Inc.
-2.92%
-$13,649.09 
LLY Eli Lilly and Company
-2.3%
-$153,218.58 
NFLX Netflix, Inc.
-2.05%
-$10,782.3 
KLAC KLA Corporation
-1.91%
-$9,352.86 
GWW W.W. Grainger, Inc.
-1.91%
-$8,269.49 
LII Lennox International Inc.
-1.83%
-$3,754.92 
LRCX Lam Research Corporation
-1.78%
-$11,964.34 
MNST Monster Beverage Corporation
-1.7%
-$3,593.9 
HD The Home Depot, Inc.
-1.68%
-$6,264.3 
ECL Ecolab Inc.
-1.62%
-$9,380.05 
LH Labcorp Holdings Inc.
-1.53%
-$6,714 
CL Colgate-Palmolive Company
-1.44%
-$3,871.26 
AAPL Apple Inc.
-1.42%
-$72,697.23 
CTAS Cintas Corporation
-1.37%
-$11,015.2 
CMI Cummins Inc.
-1.29%
-$2,985.71 
PANW Palo Alto Networks, Inc.
-1.23%
-$3,964.58 
BAC Bank of America Corporation
-1.21%
-$2,620.34 
NI NiSource Inc.
-1.17%
-$4,463.1 
COR Cencora, Inc.
-1.02%
-$2,250.92 
NTAP NetApp, Inc.
-1%
-$3,029.66 
EXPE Expedia Group, Inc.
-0.92%
-$2,060.87 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.87%
-$36,956.9 
JPM JPMorgan Chase & Co.
-0.86%
-$4,690.52 
EFG iShares MSCI EAFE Growth ETF
-0.81%
-$8,637.86 
PG Procter & Gamble Co
-0.79%
-$19,316.08 
DFSV Dimensional US Small Cap Value ETF
-0.76%
-$5,345.7 
AVDE Avantis International Equity ETF
-0.73%
-$81,910.4 
EFV iShares MSCI EAFE Value ETF
-0.72%
-$5,644.91 
VNQ Vanguard Real Estate ETF
-0.72%
-$15,569.22 
DFGR Dimensional Global Real Estate ETF
-0.7%
-$2,796.36 
TPR Tapestry Inc.
-0.7%
-$1,445.41 
VYMI Vanguard International High Dividend Yield Index Fund
-0.67%
-$1,569.37 
ABBV AbbVie Inc.
-0.63%
-$1,580.93 
COST Costco Wholesale Corporation
-0.63%
-$1,805.4 
MSI Motorola Solutions, Inc.
-0.62%
-$4,282.88 
AVNM Avantis All International Markets Equity ETF
-0.62%
-$3,858.5 
IVE ISHARES S&P 500 VALUE ETF
-0.6%
-$9,952.33 
VB Vanguard Small-Cap ETF
-0.59%
-$3,606.75 
AVSC Avantis U.S. Small Cap Equity ETF
-0.59%
-$2,103.13 
QCOM QUALCOMM Incorporated
-0.58%
-$1,690.41 
VXF Vanguard Extended Market ETF
-0.58%
-$4,247.84 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,436.96 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$70,690.41 
DUHP Dimensional US High Profitability ETF
-0.56%
-$4,373.68 
SCHF Schwab International Equity ETF
-0.56%
-$1,700.85 
SPIT F/m Emerald Special Situations ETF
-0.56%
-$24,707.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$2,179.32 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$4,196.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.55%
-$21,513.32 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.53%
-$44,217.13 
CORO Ishares International Country Rotational Active ETF
-0.48%
-$2,209.83 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.48%
-$1,219.05 
VTV Vanguard Value ETF
-0.47%
-$5,001.68 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.47%
-$2,569.91 
IXUS iShares Core International Stock ETF
-0.45%
-$3,507.84 
ASML ASML Holding N.V. New York Registry Shares
-0.44%
-$1,260.59 
VYM Vanguard High Dividend Yield ETF
-0.44%
-$893.9 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.43%
-$887.68 
AVGE FRCL 3 2022Q3 Hb Float
-0.39%
-$18,226.7 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.38%
-$43,211.94 
QUAL iShares MSCI USA Quality Factor ETF
-0.37%
-$2,493.6 
DCOR Dimensional US Core Equity 1 ETF
-0.36%
-$58,139.31 
VO Vanguard Mid-Cap ETF
-0.36%
-$3,178.69 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.33%
-$1,348.62 
GSY Invesco Ultra Short Duration ETF
-0.3%
-$3,095.15 
JEPI JPMorgan Equity Premium Income Fund
-0.3%
-$910.18 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$952.18 
DFCF Dimensional Core Fixed Income ETF
-0.27%
-$5,149.47 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.27%
-$1,617.38 
XT iShares Future Exponential Technologies ETF
-0.26%
-$623.4 
MBB iShares MBS ETF
-0.25%
-$842.24 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$3,155.35 
EME EMCOR Group, Inc.
-0.23%
-$757.67 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.21%
-$50,427.52 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.21%
-$10,287.6 
BNDX Vanguard Total International Bond ETF
-0.21%
-$622.3 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.2%
-$429.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.19%
-$415.31 
ESGU iShares ESG Aware MSCI USA ETF
-0.18%
-$526.5 
MUB iShares National Muni Bond ETF
-0.16%
-$606.9 
SYK Stryker Corporation
-0.16%
-$854.88 
AVUS Avantis U.S. Equity ETF
-0.16%
-$71,398.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.16%
-$3,045 
VTEB Vanguard Tax-Exempt Bond ETF
-0.16%
-$330.08 
SPHB Invesco S&P 500 High Beta ETF
-0.14%
-$6,309.42 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$30,371.04 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.13%
-$1,331.36 
ADP Automatic Data Processing Inc.
-0.12%
-$336.32 
FITE SPDR S&P Kensho Future Security ETF
-0.12%
-$5,342.61 
GLD SPDR Gold Shares
-0.11%
-$2,554.86 
DFUS Dimensional U.S. Equity Market ETF
-0.11%
-$256.32 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$307.06 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$4,162.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$1,507.72 
CLOI VanEck CLO ETF
-0.09%
-$589.91 
VOO Vanguard S&P 500 ETF
-0.09%
-$7,226.64 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.08%
-$270.4 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$1,505.23 
APH Amphenol Corporation
-0.07%
-$657.58 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$205.48 
IVV iShares Core S&P 500 ETF
-0.07%
-$1,809.37 
SPEM SPDR Portfolio Emerging Markets ETF
-0.06%
-$218.07 
IAU iShares Gold Trust
-0.05%
-$108.24 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$614.6 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$94.89 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$646.45 Events
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Dividends
Dividend Analysis
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| Trades 2436 | Longs Won 1462/2436 60% | Profit Factor 3.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $419,579.76 |
| Average Win $74,989.32 | Best Trade (Sep 30) $18.44M | Sharpe Ratio -8.97 |
| Average Loss -$31,877.11 | Worst Trade (Sep 30) -$2.95M | Z-Score -4.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $32,260.3 |
| 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 | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
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Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Hutchens & Kramer Investment Management Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $25.74M, Microsoft Corp - $1.36M, PIMCO Multisector Bond Active ETF - $1.34M, Dimensional U.S. Core Equity 2 ETF - $1.32M, and iShares Core S&P 500 ETF - $1.14M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ProShares Ultra S&P500 - $4.17M, Vanguard S&P 500 ETF - $1.73M, iShares 20+ Year Treasury Bond ETF - $1.66M, Meta Platforms Inc Class A - $1.44M, and Zoetis Inc - $985,634.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hutchens & Kramer Investment Management Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.65M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $1.34M, PIMCO Active Bond Exchange-Traded Fund - $823,612.08, Dimensional International Core Equity Market ETF - $776,583.23, Dimensional Core Fixed Income ETF - $754,248.36, and Eli Lilly and Company - $627,768.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hutchens & Kramer Investment Management Group LLC's monthly returns?
Hutchens & Kramer Investment Management Group LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Hutchens & Kramer Investment Management Group LLC's strategy be considered aggressive or moderate?
Hutchens & Kramer Investment Management Group LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Hutchens & Kramer Investment Management Group LLC's strategy?
Hutchens & Kramer Investment Management Group LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
