Hutchens & Kramer Investment Management is an investment fund managing more than $179 billion ran by Raymond Kramer. There are currently 98 companies in Mr. Kramer’s portfolio. The largest investments include Eli Lilly Co and Dimensional Etf Trust, together worth $75.5 billion.
As of 5th July 2024, Hutchens & Kramer Investment Management’s top holding is 42,669 shares of Eli Lilly Co currently worth over $39 billion and making up 21.7% of the portfolio value.
In addition, the fund holds 1,051,696 shares of Dimensional Etf Trust worth $36.5 billion.
The third-largest holding is Microsoft worth $10.1 billion and the next is Vanguard Index Fds worth $8.38 billion, with 26,394 shares owned.
Currently, Hutchens & Kramer Investment Management's portfolio is worth at least $179 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Hutchens & Kramer Investment Management office and employees reside in Carmel, Indiana. According to the last 13-F report filed with the SEC, Raymond Kramer serves as the Chief Compliance Officer at Hutchens & Kramer Investment Management.
In the most recent 13F filing, Hutchens & Kramer Investment Management revealed that it had opened a new position in
Pgim Etf Tr and bought 21,277 shares worth $1.05 billion.
The investment fund also strengthened its position in Dimensional Etf Trust by buying
34,104 additional shares.
This makes their stake in Dimensional Etf Trust total 1,051,696 shares worth $36.5 billion.
On the other hand, there are companies that Hutchens & Kramer Investment Management is getting rid of from its portfolio.
Hutchens & Kramer Investment Management closed its position in Invesco Exch Traded Fd Tr Ii on 12th July 2024.
It sold the previously owned 6,334 shares for $1.16 billion.
Raymond Kramer also disclosed a decreased stake in Eli Lilly Co by approximately 0.1%.
This leaves the value of the investment at $39 billion and 42,669 shares.
The two most similar investment funds to Hutchens & Kramer Investment Management are Mba Advisors and Gallacher Capital Management. They manage $179 billion and $179 billion respectively.
Hutchens & Kramer Investment Management’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 10.4% of
the total portfolio value.
The fund focuses on investments in the United States as
49.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $220 billion.
These positions were updated on July 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Eli Lilly Co |
0.09%
42,669
|
$39,014,910,000 | 21.75% |
| Dimensional Etf Trust |
3.35%
1,051,696
|
$36,490,957,000 | 20.34% |
| Microsoft Corporation |
1.23%
22,136
|
$10,110,040,000 | 5.64% |
| Vanguard Index Fds |
2.48%
26,394
|
$8,377,260,000 | 4.67% |
| Schwab Strategic Tr |
0.71%
88,494
|
$5,745,561,000 | 3.20% |
| Ishares Tr |
7.03%
163,662
|
$15,552,612,000 | 8.67% |
| Invesco Exchange Traded Fd T |
1.03%
71,547
|
$3,300,463,000 | 1.84% |
| Procter And Gamble Co |
0.05%
16,510
|
$2,686,507,000 | 1.50% |
| Amazon.com Inc. |
0.76%
13,358
|
$2,634,103,000 | 1.47% |
| Vanguard Tax-managed Fds |
2.02%
52,414
|
$2,592,396,000 | 1.45% |
| Apple Inc |
1.44%
10,246
|
$2,220,758,000 | 1.24% |
| Pimco Etf Tr |
83.79%
86,746
|
$2,571,324,000 | 1.43% |
| NVIDIA Corp |
876.70%
14,670
|
$1,823,488,000 | 1.02% |
| Mastercard Incorporated |
0.90%
4,080
|
$1,785,449,000 | 1.00% |
| American Centy Etf Tr |
0.23%
40,490
|
$3,120,776,000 | 1.74% |
| Spdr Gold Tr |
7.49%
6,869
|
$1,480,750,000 | 0.83% |
| Blackrock Etf Trust |
11.08%
25,241
|
$1,188,851,000 | 0.66% |
| Invesco Exch Traded Fd Tr Ii |
Closed
6,334
|
$1,159,819,000 | |
| Meta Platforms Inc |
12.18%
2,284
|
$1,152,940,000 | 0.64% |
| American Tower Corp. |
1.42%
5,576
|
$1,081,856,000 | 0.60% |
| Eaton Corp Plc |
0.03%
3,406
|
$1,063,932,000 | 0.59% |
| Pgim Etf Tr |
Opened
21,277
|
$1,052,573,000 | 0.59% |
| J P Morgan Exchange Traded F |
Opened
20,926
|
$1,051,532,000 | 0.59% |
| Pimco Etf Tr |
Opened
10,442
|
$1,046,393,000 | 0.58% |
| Schwab Charles Corp |
0.09%
13,750
|
$1,009,525,000 | 0.56% |
| Amphenol Corp. |
96.50%
14,419
|
$973,571,000 | 0.54% |
| Tjx Cos Inc New |
11.47%
8,789
|
$971,888,000 | 0.54% |
| Cooper Cos Inc |
18.92%
11,016
|
$951,672,000 | 0.53% |
| Etf Ser Solutions |
0.16%
18,328
|
$933,427,000 | 0.52% |
| Visa Inc |
0.35%
3,390
|
$892,384,000 | 0.50% |
| IQVIA Holdings Inc |
1.82%
4,258
|
$887,750,000 | 0.49% |
| Alphabet Inc |
0.83%
7,567
|
$1,391,658,000 | 0.78% |
| Automatic Data Processing In |
0.22%
3,636
|
$856,896,000 | 0.48% |
| Zoetis Inc |
9.35%
4,631
|
$799,218,000 | 0.45% |
| Vanguard Intl Equity Index F |
2.38%
17,708
|
$776,673,000 | 0.43% |
| Constellation Brands Inc |
5.06%
3,009
|
$771,177,000 | 0.43% |
| CDW Corp |
6.47%
3,468
|
$760,151,000 | 0.42% |
| Nike, Inc. |
Closed
7,364
|
$681,612,000 | |
| Spdr Sp 500 Etf Tr |
2.96%
1,115
|
$607,907,000 | 0.34% |
| Spdr Ser Tr |
13.90%
37,962
|
$1,382,087,000 | 0.77% |
| Gartner, Inc. |
3.29%
1,192
|
$526,053,000 | 0.29% |
| Stericycle Inc. |
Closed
9,122
|
$474,526,000 | |
| Dbx Etf Tr |
14.12%
12,579
|
$443,536,000 | 0.25% |
| Ecolab, Inc. |
Opened
1,853
|
$436,382,000 | 0.24% |
| Ishares Inc |
Opened
8,106
|
$434,806,000 | 0.24% |
| Aptiv PLC |
0.31%
6,117
|
$418,647,000 | 0.23% |
| Netflix Inc. |
10.81%
615
|
$414,270,000 | 0.23% |
| Spdr Index Shs Fds |
1.91%
18,452
|
$676,072,000 | 0.38% |
| Roper Technologies Inc |
Opened
703
|
$395,529,000 | 0.22% |
| Costco Whsl Corp New |
3.00%
453
|
$383,338,000 | 0.21% |
| Welltower Inc. |
1.36%
3,651
|
$379,704,000 | 0.21% |
| Prologis Inc |
27.34%
3,391
|
$379,622,000 | 0.21% |
| Ishares Inc |
16.48%
6,341
|
$375,451,000 | 0.21% |
| Adobe Inc |
13.51%
666
|
$372,967,000 | 0.21% |
| Invesco Exch Traded Fd Tr Ii |
68.78%
17,445
|
$366,868,000 | 0.20% |
| Blackstone Inc |
No change
3,000
|
$366,690,000 | 0.20% |
| Fair Isaac Corp. |
17.42%
237
|
$354,673,000 | 0.20% |
| Simon Ppty Group Inc New |
6.56%
2,378
|
$348,496,000 | 0.19% |
| Jpmorgan Chase Co. |
0.18%
1,693
|
$347,827,000 | 0.19% |
| Intuitive Surgical Inc |
1.74%
791
|
$345,066,000 | 0.19% |
| Verisk Analytics Inc |
0.16%
1,250
|
$335,138,000 | 0.19% |
| Laboratory Corp Amer Hldgs |
Closed
1,547
|
$334,693,000 | |
| Ishares Tr |
Closed
7,125
|
$645,150,000 | |
| Caterpillar Inc. |
4.17%
1,011
|
$332,700,000 | 0.19% |
| Spdr Ser Tr |
Opened
5,180
|
$332,245,000 | 0.19% |
| Fidelity Covington Trust |
Closed
2,118
|
$330,239,000 | |
| Unitedhealth Group Inc |
39.72%
654
|
$323,501,000 | 0.18% |
| Lam Research Corp. |
11.04%
298
|
$316,068,000 | 0.18% |
| Digital Rlty Tr Inc |
2.67%
2,077
|
$315,974,000 | 0.18% |
| Teledyne Technologies Inc |
45.25%
825
|
$315,901,000 | 0.18% |
| Labcorp Holdings Inc. |
Opened
1,547
|
$314,242,000 | 0.18% |
| Abbvie Inc |
0.11%
1,823
|
$310,585,000 | 0.17% |
| KLA Corp. |
0.27%
363
|
$300,488,000 | 0.17% |
| Vanguard Scottsdale Fds |
0.02%
5,076
|
$293,088,000 | 0.16% |
| Dimensional Etf Trust |
Closed
9,707
|
$289,948,000 | |
| Ametek Inc |
0.59%
1,699
|
$281,303,000 | 0.16% |
| Qualcomm, Inc. |
1.01%
1,368
|
$273,641,000 | 0.15% |
| Home Depot, Inc. |
36.64%
813
|
$273,322,000 | 0.15% |
| Equinix Inc |
6.27%
356
|
$270,446,000 | 0.15% |
| Grainger W W Inc |
1.01%
300
|
$268,857,000 | 0.15% |
| Berkley W R Corp |
5.87%
3,352
|
$264,875,000 | 0.15% |
| Wabtec |
1.62%
1,694
|
$263,502,000 | 0.15% |
| Illumina Inc |
1.95%
2,459
|
$259,424,000 | 0.14% |
| VanEck ETF Trust |
Closed
8,982
|
$258,232,000 | |
| Pool Corporation |
Closed
640
|
$256,832,000 | |
| Lpl Finl Hldgs Inc |
Opened
880
|
$248,248,000 | 0.14% |
| Ross Stores, Inc. |
6.67%
1,694
|
$246,037,000 | 0.14% |
| Realty Income Corp. |
Closed
4,548
|
$243,136,000 | |
| Valero Energy Corp. |
0.84%
1,526
|
$241,077,000 | 0.13% |
| Broadridge Finl Solutions In |
1.93%
1,216
|
$239,017,000 | 0.13% |
| Kimberly-Clark Corp. |
7.43%
1,734
|
$238,980,000 | 0.13% |
| Hunt J B Trans Svcs Inc |
4.38%
1,500
|
$238,020,000 | 0.13% |
| Crown Castle Inc |
Opened
2,468
|
$236,879,000 | 0.13% |
| Proshares Tr |
Closed
7,693
|
$235,714,000 | |
| Emcor Group, Inc. |
Closed
661
|
$234,569,000 | |
| Novo-nordisk A S |
13.20%
1,604
|
$233,254,000 | 0.13% |
| Iron Mtn Inc Del |
0.50%
2,582
|
$231,580,000 | 0.13% |
| NiSource Inc |
No change
8,062
|
$231,379,000 | 0.13% |
| Salesforce Inc |
3.86%
889
|
$227,771,000 | 0.13% |
| Berkshire Hathaway Inc. |
No change
562
|
$227,717,000 | 0.13% |
| Abbott Labs |
Closed
1,973
|
$221,154,000 | |
| Applied Matls Inc |
31.30%
922
|
$218,892,000 | 0.12% |
| Conocophillips |
1.25%
1,895
|
$216,721,000 | 0.12% |
| Monster Beverage Corp. |
1.20%
4,301
|
$214,620,000 | 0.12% |
| West Pharmaceutical Svsc Inc |
26.00%
659
|
$213,878,000 | 0.12% |
| Hershey Company |
Closed
1,077
|
$213,458,000 | |
| Elevance Health Inc |
12.47%
393
|
$210,078,000 | 0.12% |
| Boston Scientific Corp. |
Opened
2,725
|
$208,217,000 | 0.12% |
| Cadence Design System Inc |
19.52%
668
|
$207,695,000 | 0.12% |
| Accenture Plc Ireland |
Opened
677
|
$204,826,000 | 0.11% |
| Lennox International Inc |
Opened
386
|
$202,156,000 | 0.11% |
| Barings BDC Inc |
No change
14,191
|
$138,078,000 | 0.08% |
| No transactions found | |||
| Showing first 500 out of 112 holdings | |||