$136 Million is the total value of Hutchens & Kramer Investment Management Group, LLC's 108 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $728,575 | +11.2% | 3,094 | 0.0% | 0.53% | -0.2% | |
| NI | NISOURCE INC COMstock | $221,060 | +5.3% | 8,062 | 0.0% | 0.16% | -5.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.