Hutchens & Kramer Investment Management Group, LLC reported 73 positions worth $56.23M for the quarter ended Sep 30, 2026, up 5.8% on the prior quarter. It opened 12 new positions, added to 36, trimmed 23 and exited 5. Its largest holding is ELI LILLY & Co at 11.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ANET Arista Networks, Inc. | +1,820 | – | $370.53K | 0.659% |
| AMD Advanced Micro Devices Inc | +419 | – | $256.33K | 0.456% |
| BBY Best Buy Co Inc | +2,702 | – | $238.42K | 0.424% |
| MPC Marathon Petroleum Corp | +600 | – | $237.25K | 0.422% |
| MU Micron Technology Inc | +220 | +122.9% | $234.32K | 0.756% |
| XOM ExxonMobil Holdings Corp | +1,399 | – | $227.66K | 0.405% |
| CVX Chevron Corp | +1,067 | – | $217.89K | 0.388% |
| DHR Danaher Corp | +972 | – | $215.35K | 0.383% |
| ABNB Airbnb, Inc. | +1,289 | – | $207.08K | 0.368% |
| SPCX Space Exploration Technologies Corp | +1,368 | – | $206.38K | 0.367% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SCHW Schwab Charles Corp | -3,495 | -34.2% | $341.61K | 1.17% |
| IBM International Business Machines Corp | -991 | -100.0% | $278.68K | Exited |
| CMI Cummins Inc | -358 | -100.0% | $255.33K | Exited |
| LII Lennox International Inc | -377 | -100.0% | $216.00K | Exited |
| TPR Tapestry, Inc. | -1,460 | -100.0% | $213.72K | Exited |
| KMB Kimberly Clark Corp | -1,930 | -100.0% | $211.87K | Exited |
| NFLX Netflix Inc | -2,970 | -39.0% | $206.65K | 0.575% |
| ETN Eaton Corp plc | -431 | -17.6% | $185.20K | 1.54% |
| AAPL Apple Inc. | -502 | -3.3% | $167.17K | 8.79% |
| SYK Stryker Corp | -521 | -31.7% | $143.48K | 0.55% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ANET Arista Networks, Inc. | +1,820 | $370.53K | 0.659% |
| AMD Advanced Micro Devices Inc | +419 | $256.33K | 0.456% |
| BBY Best Buy Co Inc | +2,702 | $238.42K | 0.424% |
| MPC Marathon Petroleum Corp | +600 | $237.25K | 0.422% |
| XOM ExxonMobil Holdings Corp | +1,399 | $227.66K | 0.405% |
| CVX Chevron Corp | +1,067 | $217.89K | 0.388% |
| DHR Danaher Corp | +972 | $215.35K | 0.383% |
| ABNB Airbnb, Inc. | +1,289 | $207.08K | 0.368% |
| SPCX Space Exploration Technologies Corp | +1,368 | $206.38K | 0.367% |
| GILD Gilead Sciences, Inc. | +1,375 | $204.94K | 0.365% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & Co | Healthcare | 5,729 | $6.63M | 11.79% | +71 | +1.3% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 14.8K | $4.94M | 8.79% | -502 | -3.3% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 17.7K | $4.03M | 7.18% | +177 | +1.0% | Added | 0% |
| 4 | PG PROCTER & GAMBLE Co | Consumer Staples | 16.3K | $2.36M | 4.2% | +34 | +0.2% | Added | 0% |
| 5 | GLD Spdr Gold Trust | Financial Services | 5,972 | $2.27M | 4.05% | -111 | -1.8% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 8,801 | $2.19M | 3.9% | +364 | +4.3% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 4,100 | $2.10M | 3.74% | +113 | +2.8% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 5,782 | $1.99M | 3.54% | +128 | +2.3% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 5,067 | $1.73M | 3.07% | +188 | +3.9% | Added | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 2,118 | $1.54M | 2.73% | -2 | -0.1% | Reduced | 0% |
| 11 | MA Mastercard Inc | Financial Services | 2,194 | $1.21M | 2.15% | -63 | -2.8% | Reduced | 0% |
| 12 | V Visa Inc. | Financial Services | 2,829 | $1.02M | 1.81% | +121 | +4.5% | Added | 0% |
| 13 | APH Amphenol Corp | Industrials | 11.7K | $986.46K | 1.75% | -254 | -2.1% | Reduced | 0% |
| 14 | AVGO Broadcom Inc. | Technology | 2,660 | $934.17K | 1.66% | +142 | +5.6% | Added | 0% |
| 15 | ETN Eaton Corp plc | Industrials | 2,013 | $865.01K | 1.54% | -431 | -17.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Hutchens & Kramer Investment Management.
As of its Q3 2026 13F filing, Hutchens & Kramer Investment Management Group, LLC’s five largest positions were ELI LILLY & Co (LLY) at 11.8%, Apple Inc. (AAPL) at 8.8%, Nvidia Corp (NVDA) at 7.2%, PROCTER & GAMBLE Co (PG) at 4.2%, Spdr Gold Trust (GLD) at 4.0% of the reported portfolio.
Hutchens & Kramer Investment Management Group, LLC reported a 13F portfolio worth $56.23M across 73 positions for Q3 2026. That is up 5.8% from the previous quarter.
Its largest purchases by value were Arista Networks, Inc. ($370.53K), Advanced Micro Devices Inc ($256.33K), Best Buy Co Inc ($238.42K). It opened 12 new positions.
Its largest sales by value were Schwab Charles Corp ($341.61K), International Business Machines Corp ($278.68K), Cummins Inc ($255.33K). It exited 5 positions entirely.
From the Form 13F-HR reports Hutchens & Kramer Investment Management Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.