Hutchens & Kramer Investment Management Group, LLC

CIK 0001920117 · Q1 2026

13F Equity AUM

$316.5M

+9.3% QoQ

Positions

149

-28 QoQ

AUM Rank

#5,715

Top 46%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,084 · Top 62%

vs S&P -2.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 33.3%Top 10: 50.0%Top 20: 64.8%

AVUS10.5%

DFAC6.7%

PYLD6.4%

BOND5.2%

DCOR4.5%

SGOV3.9%

DFIC3.9%

TFLO3.5%

AVDE3.0%

GRID2.5%

Others (139)50.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services88.2%

Technology4.4%

Healthcare2.2%

Other5.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 149Median: 0.18%Avg: 0.67%

0–0.5%

108(17.9%)

0.5–1%

15(10.7%)

1–3%

18(26.9%)

3–5%

4(15.8%)

5%+

4(28.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 143Unique: 6vs 20 funds

2%Low

149

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

2.9%

MORGAN STANLEY

2.6%

BANK OF AMERICA CORP /DE/

2.9%

FMR LLC

3.9%

BlackRock, Inc.

2.7%

STATE STREET CORP

1.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.7%

GEODE CAPITAL MANAGEMENT, LLC

1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New23Increased61Decreased58Exited50

New Positions

SPIT1.1%

+133K

AVSF0.3%

+21K

LDUR0.3%

+10K

GSY0.2%

+15K

LST0.2%

+14K

SYK0.1%

+1K

MUB0.1%

+4K

SUB0.1%

+4K

HD0.1%

+1K

GOVT0.1%

+14K

Increased

PYLD6.4%

+59K(+8%)

SPMO2.3%

+45K(+227%)

GRID2.5%

+36K(+331%)

FITE1.1%

+34K(+609%)

TFLO3.5%

+32K(+17%)

AIRR1.2%

+29K(+584%)

SPHB1.1%

+26K(+509%)

ARKQ1.1%

+25K(+501%)

AVUS10.5%

+24K(+9%)

MINT0.8%

+22K(+821%)

Decreased

SCHX1.1%

-13,647(-9%)

DFCF0.9%

-7,113(-9%)

DSTL0.2%

-2,727(-21%)

SCHF0.1%

-2,633(-16%)

DYNF0.3%

-2,386(-12%)

ADP0.1%

-2,070(-66%)

DFEM1.4%

-2,045(-2%)

IAU*0.1%

-1,735(-39%)

IVV0.5%

-1,524(-38%)

LRCX0.1%

-1,517(-40%)

Exited

-4,075

-2,185

-8,372

-5,560

-3,294

-2,790

-640

-4,178

-2,207

-1,643

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...