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:
73.05%
Gain -1.01%
Monthly
0.9%
Yearly
11.3%
Drawdown
15.75%
$369.69M
Equity
Holdings
$369.69M
Investment
$299.21M
$84.51M
Profit -$2.29M
Realized
$14.02M
Unrealized
$70.49M
Dividends
$15.52M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.01%
Profit
-$2.29M
Win %
77%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$2.29M
Win %
77%
This Month
Compared to last month
Gain
-1.13%
Profit
-$4.21M
Win %
77%
This Year
Compared to last year
Gain
-0.64%
Profit
-$2.37M
Win %
74%
PANW Palo Alto Networks, Inc.
+14.18%
+$42,136.14 
FTNT Fortinet Inc.
+8.97%
+$48,426 
VRSK Verisk Analytics Inc.
+6.18%
+$17,598.24 
NFLX Netflix, Inc.
+3.82%
+$22,517.1 
ADP Automatic Data Processing Inc.
+3.07%
+$8,664.97 
GOOG Alphabet Inc
+3.02%
+$49,375.48 
GOOGL Alphabet Inc
+2.9%
+$55,465.74 
FITE SPDR S&P Kensho Future Security ETF
+2.87%
+$125,308.86 
META Meta Platforms Inc Class A
+2.81%
+$38,615.74 
IBM International Business Machines Corporation
+2.65%
+$6,396.9 
SYK Stryker Corporation
+2.48%
+$11,244.96 
EXPE Expedia Group, Inc.
+2.46%
+$5,741.79 
IBIT iShares Bitcoin Trust
+2.44%
+$13,904.65 
ISRG Intuitive Surgical, Inc.
+2.4%
+$10,244.86 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$7,019.6 
MSI Motorola Solutions, Inc.
+2.37%
+$18,469.92 
MSFT Microsoft Corp.
+2.27%
+$44,813.88 
LLY Eli Lilly and Company
+2.09%
+$131,661.94 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+1.76%
+$11,274.09 
ABBV AbbVie Inc.
+1.73%
+$4,368.48 
ROP Roper Technologies Inc.
+1.72%
+$7,028.41 
COR Cencora, Inc.
+1.69%
+$3,905.92 
MNST Monster Beverage Corporation
+1.66%
+$3,115.43 
COST Costco Wholesale Corporation
+1.64%
+$4,541.03 
CL Colgate-Palmolive Company
+1.6%
+$4,015.71 
KMB Kimberly-Clark Corporation
+1.56%
+$2,952.9 
ELV Elevance Health, Inc.
+1.46%
+$4,932.72 
LH Labcorp Holdings Inc.
+1.13%
+$5,429.97 
KO The Coca-Cola Company
+1.06%
+$3,140.66 
V Visa Inc. Class A
+1.01%
+$10,127.89 
HD The Home Depot, Inc.
+0.97%
+$3,286.02 
ABT Abbott Laboratories
+0.8%
+$1,870.42 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$4,895.52 
MA Mastercard Incorporated
+0.54%
+$6,974.13 
PG Procter & Gamble Co
+0.53%
+$12,417.48 
AAPL Apple Inc.
+0.47%
+$23,925.87 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.45%
+$2,421.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.36%
+$1,408 
XT iShares Future Exponential Technologies ETF
+0.24%
+$593 
TJX The TJX Companies, Inc.
+0.16%
+$1,188.2 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.13%
+$325.08 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$269.43 
LII Lennox International Inc.
+0.09%
+$120.64 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.08%
+$828.52 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$436.38 
GSY Invesco Ultra Short Duration ETF
+0.06%
+$607.29 
CLOI VanEck CLO ETF
+0.03%
+$180.59 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1,605.13 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$223.89 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$1,115.65 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.01%
+$21.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$63.94 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
LRCX Lam Research Corporation
-7.79%
-$49,919.52 
ETN Eaton Corporation plc
-7.57%
-$78,721.24 
ASML ASML Holding N.V. New York Registry Shares
-7.1%
-$19,902.31 
MPWR Monolithic Power Systems, Inc.
-7.1%
-$17,181.36 
KLAC KLA Corporation
-6.53%
-$27,093.42 
APH Amphenol Corporation
-5.92%
-$118,842.64 
JBL Jabil Inc.
-5.5%
-$13,650.78 
BAC Bank of America Corporation
-5.24%
-$11,632.18 
AVGO Broadcom Inc.
-4.75%
-$43,309.57 
MU Micron Technology, Inc.
-4.75%
-$8,285.91 
NTAP NetApp, Inc.
-4.63%
-$17,093.92 
PWR Quanta Services Inc.
-4.62%
-$29,774.27 
SMH VanEck Semiconductor ETF
-4.56%
-$241,058.57 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.33%
-$368,550.57 
EME EMCOR Group, Inc.
-4.16%
-$14,657.49 
BAI iShares A.I. Innovation and Tech Active ETF
-3.65%
-$18,733 
CDNS Cadence Design Systems, Inc.
-3.46%
-$20,630.61 
SPHB Invesco S&P 500 High Beta ETF
-3.21%
-$153,852.78 
CMI Cummins Inc.
-2.88%
-$5,731.58 
NVDA NVIDIA Corporation
-2.85%
-$108,693.96 
SPMO Invesco S&P 500 Momentum ETF
-2.57%
-$250,572.27 
IEMG iShares Core MSCI Emerging Markets ETF
-2.35%
-$19,755.02 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.34%
-$87,511.15 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$9,541 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$130,845.42 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$100,947.07 
TXN Texas Instruments Inc
-1.9%
-$4,143.16 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$5,373.62 
JPM JPMorgan Chase & Co.
-1.69%
-$9,571.82 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$49,204.29 
GLD SPDR Gold Shares
-1.3%
-$31,631.54 
IAU iShares Gold Trust
-1.27%
-$2,800.71 
CORO Ishares International Country Rotational Active ETF
-1.27%
-$6,109.53 
AMZN Amazon.com Inc
-1.21%
-$26,112.51 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.18%
-$44,555.32 
IXUS iShares Core International Stock ETF
-1.17%
-$9,521.28 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.16%
-$2,522.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$47,272.69 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$12,377.95 
VWO Vanguard FTSE Emerging Markets ETF
-1.12%
-$13,699.8 
SCHF Schwab International Equity ETF
-1.12%
-$3,571.78 
BLCR iShares Large Cap Core ACT ETF
-1.08%
-$4,281.87 
NI NiSource Inc.
-1.04%
-$3,553.95 
AVNM Avantis All International Markets Equity ETF
-1.03%
-$6,752.37 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$2,254.54 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$3,743.53 
QCOM QUALCOMM Incorporated
-0.97%
-$2,977.14 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$8,223.08 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1,519.63 
AVDE Avantis International Equity ETF
-0.72%
-$84,430.72 
AVGE FRCL 3 2022Q3 Hb Float
-0.66%
-$31,656.9 
DFIC Dimensional International Core Equity Market ETF
-0.58%
-$75,739.73 
IYW iShares U.S. Technology ETF
-0.58%
-$1,629.36 
SPIT F/m Emerald Special Situations ETF
-0.57%
-$24,391.64 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$28,001.4 
THRO iShares U.S. Thematic Rotation Active ETF
-0.55%
-$1,822.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$11,011.05 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$1,998.73 
VNQ Vanguard Real Estate ETF
-0.53%
-$10,812 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$12,430.62 
AVUS Avantis U.S. Equity ETF
-0.5%
-$226,383.07 
XLG Invesco S&P 500 Top 50 ETF
-0.5%
-$20,363.17 
IALT iShares Systematic Alternatives Active ETF
-0.48%
-$1,327.76 
VTV Vanguard Value ETF
-0.47%
-$5,147.36 
ECL Ecolab Inc.
-0.45%
-$2,637.48 
VO Vanguard Mid-Cap ETF
-0.44%
-$3,945.96 
DFSV Dimensional US Small Cap Value ETF
-0.41%
-$2,940.14 
DFUS Dimensional U.S. Equity Market ETF
-0.4%
-$939.84 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$92,892.8 
VOO Vanguard S&P 500 ETF
-0.35%
-$28,560.61 
ESGU iShares ESG Aware MSCI USA ETF
-0.35%
-$1,017.9 
DCOR Dimensional US Core Equity 1 ETF
-0.35%
-$56,201.71 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$6,742.5 
GWW W.W. Grainger, Inc.
-0.34%
-$1,362.18 
IVV iShares Core S&P 500 ETF
-0.34%
-$9,295.69 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$6,988.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$5,276.88 
VB Vanguard Small-Cap ETF
-0.32%
-$1,916.75 
DUHP Dimensional US High Profitability ETF
-0.3%
-$2,377 
SCHX Schwab U.S. Large-Cap ETF
-0.3%
-$12,487.5 
CTAS Cintas Corporation
-0.28%
-$2,234.4 
VXF Vanguard Extended Market ETF
-0.26%
-$1,894.72 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$1,848.34 
BX Blackstone Inc.
-0.2%
-$956.5 
JEPI JPMorgan Equity Premium Income Fund
-0.19%
-$588.94 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$706.42 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.17%
-$662.92 
AVSC Avantis U.S. Small Cap Equity ETF
-0.16%
-$562.47 
TPR Tapestry Inc.
-0.16%
-$277.4 
VYMI Vanguard International High Dividend Yield Index Fund
-0.13%
-$310.39 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$334.98 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$21,881.15 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$1,467.87 
BNDX Vanguard Total International Bond ETF
-0.09%
-$248.92 
MUB iShares National Muni Bond ETF
-0.05%
-$190.74 
MBB iShares MBS ETF
-0.05%
-$161.28 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$158.15 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$4,383.82 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$344.22 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.03%
-$54 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$316.08 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$33.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$20.63 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$18.68 Events
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Dividends
Dividend Analysis
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| Trades 2436 | Longs Won 1478/2436 60% | Profit Factor 3.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $425,857.63 |
| Average Win $80,893.89 | Best Trade (Sep 30) $18.44M | Sharpe Ratio -8.81 |
| Average Loss -$36,591.7 | Worst Trade (Sep 30) -$2.95M | Z-Score 4.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 6d | Expectancy $34,690.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,337 | $3.1M | $5.12M | - | $2.02M | 65.04% | +0.47% |
| ABBV AbbVie Inc. | 985 | $175,398.42 | $257,631.67 | - | $82,233.25 | 46.88% | +1.725% |
| ABT Abbott Laboratories | 2,295 | $271,539.48 | $235,845.67 | - | -$35,693.81 | -13.14% | +0.799% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 2,818 | $214,477.98 | $215,168.39 | - | $690.41 | 0.32% | -1.159% |
| ADP Automatic Data Processing Inc. | 1,051 | $250,527.79 | $290,606.23 | - | $40,078.44 | 16% | +3.073% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 34,865 | $3.81M | $3.65M | - | -$155,541.79 | -4.08% | -2.339% |
| AMZN Amazon.com Inc | 8,437 | $1.27M | $2.14M | - | $872,948.88 | 68.88% | -1.205% |
| APH Amphenol Corporation | 23,912 | $216,795.63 | $1.89M | - | $1.67M | 770.8% | -5.922% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 31,049 | $3.53M | $3.72M | - | $191,497.25 | 5.42% | -1.182% |
| ASML ASML Holding N.V. New York Registry Shares | 165 | $328,257.59 | $260,317.2 | - | -$67,940.39 | -20.7% | -7.102% |
| AVDE Avantis International Equity ETF | 126,016 | $9.72M | $11.63M | - | $1.91M | 19.6% | -0.721% |
| AVEM Avantis Emerging Markets Equity ETF | 66,588 | $4.73M | $6.22M | - | $1.49M | 31.47% | -2.061% |
| AVGE FRCL 3 2022Q3 Hb Float | 47,965 | $4.15M | $4.8M | - | $649,831.65 | 15.67% | -0.656% |
| AVGO Broadcom Inc. | 2,518 | $530,341.4 | $868,181.22 | - | $337,839.82 | 63.7% | -4.752% |
| AVNM Avantis All International Markets Equity ETF | 7,717 | $537,322.99 | $651,199.04 | - | $113,876.05 | 21.19% | -1.026% |
| AVSC Avantis U.S. Small Cap Equity ETF | 4,891 | $258,677.6 | $349,046.21 | - | $90,368.61 | 34.93% | -0.161% |
| AVUS Avantis U.S. Equity ETF | 348,287 | $37.19M | $44.93M | - | $7.73M | 20.79% | -0.501% |
| BAC Bank of America Corporation | 3,541 | $201,766.18 | $210,353.1 | - | $8,586.92 | 4.26% | -5.24% |
| BAI iShares A.I. Innovation and Tech Active ETF | 11,528 | $393,703.31 | $494,435.92 | - | $100,732.61 | 25.59% | -3.65% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 12,787 | $1.17M | $1.17M | - | -$1,790.18 | -0.15% | +0.005% |
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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 - $25.75M, PIMCO Multisector Bond Active ETF - $1.56M, Microsoft Corp - $1.37M, 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 - $1.71M, 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 $15.52M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $1.56M, PIMCO Active Bond Exchange-Traded Fund - $895,840.45, Dimensional International Core Equity Market ETF - $776,583.23, Dimensional Core Fixed Income ETF - $761,702.55, and Eli Lilly and Company - $637,556.86. 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.
