$180 Million is the total value of Hutchens & Kramer Investment Management Group, LLC's 127 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNK | New | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $8,122,000 | – | 79,514 | +100.0% | 4.51% | – |
| SHYG | New | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $4,124,000 | – | 94,164 | +100.0% | 2.29% | – |
| SJNK | New | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $4,095,000 | – | 156,580 | +100.0% | 2.27% | – |
| BX | New | BLACKSTONE INC COMstock | $384,000 | – | 3,000 | +100.0% | 0.21% | – |
| RPV | New | INVESCO S&P 500 PURE VALUE ETFetf | $249,000 | – | 2,898 | +100.0% | 0.14% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $233,000 | – | 661 | +100.0% | 0.13% | – |
| KO | New | COCA COLA CO COMstock | $206,000 | – | 3,277 | +100.0% | 0.11% | – |
| O | New | REALTY INCOME CORP COMreit | $204,000 | – | 2,872 | +100.0% | 0.11% | – |
| SCO | New | PROSHARES ULTRASHORT BLOOMBERG CRUDE OILetf | $177,000 | – | 31,328 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.