Hutchens & Kramer Investment Management 13F annual report
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.
$179 billion Assets Under Management (AUM)
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.
Careers at Hutchens & Kramer Investment Management
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.
Recent trades
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.
One of the smallest hedge funds
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.
Raymond Kramer investment strategy
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.
The complete list of Hutchens & Kramer Investment Management trades based on 13F SEC filings
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 | |||
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