Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Hutchens & Kramer Investment Management Group LLC
  City: CARMEL
  State: IN
  Zip: 46032
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $169,000,000
  Total Value Change : $27,133,000
  Securities Held Change : 20
   
All Securities Held : 149
  New Positions : 25
  Closed Positions : 10
  Increased Positions : 68
  Unchanged Positions : 5
  Decreased Positions : 51

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 25     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 27 New $25.53 $1,072,000 41,980 0.63% 1,072,000 41,980 0.047    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 33 New $44.73 $1,009,000 22,724 0.6% 1,009,000 22,724 0.252    N/A
   (DFGX)1 Year Chart         DFGX Dimensional Global Ex Us Co... 44 New $0.00 $866,000 16,398 0.51% 866,000 16,398 0.182    N/A
   (DGCB)1 Year Chart         DGCB Dimensional Global Credit Etf 66 New $0.00 $424,000 8,045 0.25% 424,000 8,045 0.089    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 67 New $138.70 $420,000 3,098 0.25% 420,000 3,098 0.002    Closed - End Fund - E...
   (FICO)1 Year Chart         FICO Fair Isaac Corp 75 New $1,302.66 $360,000 287 0.21% 360,000 287 0.001    Business Services
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 78 New $90.71 $348,000 3,803 0.21% 348,000 3,803 0    Closed - End Fund - E...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 92 New $0.00 $313,000 5,444 0.19% 313,000 5,444 0.001    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 97 New $0.00 $303,000 8,692 0.18% 303,000 8,692 0.001    N/A
   (GWW)1 Year Chart         GWW WW Grainger Inc 99 New $907.47 $300,000 297 0.18% 300,000 297 0.001    Electronics Wholesale
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 108 New $216.54 $280,000 1,342 0.17% 280,000 1,342 0.014    Semiconductor Equipme...
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 112 New $23.17 $268,000 11,537 0.16% 268,000 11,537 0.011    N/A
   (VLO)1 Year Chart         VLO Valero Energy Corp 115 New $150.90 $266,000 1,539 0.16% 266,000 1,539 0    Oil & Gas Refining, P...
   (MNST)1 Year Chart         MNST Monster Beverage Corporation 125 New $51.24 $245,000 4,250 0.14% 245,000 4,250 0.001    Beverage Soft Drinks...
   (WAB)1 Year Chart         WAB Westinghouse Air Brake Tech... 129 New $163.38 $241,000 1,667 0.14% 241,000 1,667 0.001    Auto Parts
   (BITO)1 Year Chart         BITO Proshares Bitcoin Strategy Etf 132 New $0.00 $236,000 7,693 0.14% 236,000 7,693 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 131 New $132.80 $236,000 1,848 0.14% 236,000 1,848 0.018    Drug Manufacturers - ...
   (EME)1 Year Chart         EME Emcor Group Inc 134 New $395.59 $235,000 661 0.14% 235,000 661 0.001    General Contractors
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 139 New $89.84 $220,000 2,376 0.13% 220,000 2,376 0    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 140 New $329.18 $219,000 595 0.13% 219,000 595 0.003    Home Improvement Stores
   (DFGP)1 Year Chart         DFGP Dimensional Global Core Plu... 142 New $0.00 $216,000 4,084 0.13% 216,000 4,084 0.045    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp 143 New $193.13 $213,000 1,077 0.13% 213,000 1,077 0.001    Confectioners
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 145 New $129.67 $208,000 1,614 0.12% 208,000 1,614 0    Paper & Paper Products
   (IRM)1 Year Chart         IRM Iron Mountain Inc 147 New $79.64 $206,000 2,595 0.12% 206,000 2,595 0.001    Business Services
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 148 New $39.06 $203,000 5,230 0.12% 203,000 5,230 0.001    Closed - End Fund - Debt

      25 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results