Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
LILLY ELI & CO COM | 8 | Q3 2023 | 18.9% |
MICROSOFT CORP COM | 8 | Q3 2023 | 6.6% |
VANGUARD S&P 500 ETF | 8 | Q3 2023 | 8.6% |
SCHWAB U.S. LARGE-CAP ETF | 8 | Q3 2023 | 3.9% |
ISHARES TR | 8 | Q3 2023 | 11.7% |
PROCTER AND GAMBLE CO COM | 8 | Q3 2023 | 2.9% |
INVESCO S&P 500 TOP 50 ETF | 8 | Q3 2023 | 3.3% |
MASTERCARD INCORPORATED CL A | 8 | Q3 2023 | 2.9% |
AMAZON COM INC COM | 8 | Q3 2023 | 2.8% |
SPDR GOLD TR | 8 | Q3 2023 | 2.0% |
View Hutchens & Kramer Investment Management Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-05-16 |
View Hutchens & Kramer Investment Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.