Hutchens & Kramer Investment Management Group, LLC has filed its Form 13F-HR, disclosing the equity securities held by the firm as of September 30, 2026. The filing details a portfolio consisting of 156 positions, with the total value of the holdings reported as $33,471,203.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the holdings. Major ETFs include the Vanguard S&P 500 ETF Shares, the iShares Core MSCI Total International Stock ETF, and the iShares Core S&P 500 ETF. The firm also holds significant positions in individual equities, with Apple Inc. being the largest single stock holding at 14,835 shares. Other notable individual stock positions include Eli Lilly & Co., Broadcom Inc., and NVIDIA Corporation.
Within the individual equity holdings, the portfolio features a mix of technology, healthcare, and consumer staples companies. Technology names such as Microsoft, Meta Platforms, and Tesla are present, alongside healthcare giants like Abbott Laboratories and Eli Lilly. The filing also lists positions in financial services, including JPMorgan Chase & Co. and Mastercard Incorporated.
The investment strategy appears to be diversified across various market caps and sectors, utilizing a combination of broad-market index funds and specific stock picks. The report lists Gabrielle Magdziarz as the Chief Compliance Officer responsible for the filing.
