HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC
Q4 2022 Form 13-F
CARMEL, INDIANA
CIK 0001920117
· CRD 289413
· SEC-registered investment adviser
$136.3M Reported Value Total
MONON WEALTH MANAGEMENT reports 1,255 total accounts under management (AUM). There are 1,103 discretionary accounts valued at $246,025,287, and 152 non-discretionary accounts valued at $31,546,671.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-29
Reported value
$136.3M
Quarter over quarter
+7.7%
Holdings
108
Top-10 concentration
44.8%
Key People
Form ADV owners & control persons
John Darrick Hutchens
MANAGING PARTNER
Gabrielle Ann Magdziarz
CHIEF COMPLIANCE OFFICER
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | January 31, 2023 |
| Form | 13F-HR |
| Reported value | $136.3M |
| Positions | 108 |
| Change in reported value | +11.3% |
| New positions | 25 |
| Exited positions | 9 |
| Position turnover | 29.1% |
| Top-10 concentration | 44.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 16, 2026
|
156 | $334.7M |
|
Q2 2026 13F
Filed Jul 9, 2026
|
160 | $373.3M |
|
Q1 2026 13F
Filed Apr 15, 2026
|
149 | $316.5M |
|
Q4 2025 13F
Filed Jan 8, 2026
|
177 | $289.5M |
|
Q3 2025 13F
Filed Nov 3, 2025
|
173 | $253.8M |
|
Q2 2025 13F
Filed Aug 5, 2025
|
159 | $218.1M |
|
Q1 2025 13F
Filed Apr 25, 2025
|
159 | $181.7M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
159 | $184.2M |
|
Q3 2024 13F
Filed Oct 15, 2024
|
158 | $180.3M |
|
Q2 2024 13F
Filed Jul 12, 2024
|
147 | $181.1M |
|
Q1 2024 13F
Filed Apr 29, 2024
|
149 | $169.0M |
|
Q4 2023 13F
Filed Jan 22, 2024
|
129 | $141.9M |
|
Q3 2023 13F
Filed Oct 10, 2023
|
114 | $125.8M |
|
Q2 2023 13F
Filed Jul 18, 2023
|
120 | $125.1M |
|
Q1 2023 13F
Filed Apr 10, 2023
|
120 | $115.7M |
|
Q4 2022 13F
Filed Jan 31, 2023
|
108 | $136.3M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
92 | $122.5M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
106 | $135.7M |
|
Q1 2022 13F
Filed May 16, 2022
|
127 | $180.1M |
|
Q4 2021 13F
Filed May 16, 2022
|
120 | $158.2M |
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | LLY LILLY ELI & CO COM | $16.1M | 11.77% |
| 2 | MSFT MICROSOFT CORP COM | $7.8M | 5.72% |
| 3 | JPST JPMORGAN ULTRA-SHORT INCOME ETF | $7.7M | 5.62% |
| 4 | VOO VANGUARD S&P 500 ETF | $5.8M | 4.26% |
| 5 | SCHX SCHWAB U.S. LARGE-CAP ETF | $4.4M | 3.26% |
| 6 | SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $4.4M | 3.21% |
| 7 | SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $4.3M | 3.16% |
| 8 | MA MASTERCARD INCORPORATED CL A | $3.9M | 2.86% |
| 9 | PG PROCTER AND GAMBLE CO COM | $3.5M | 2.55% |
| 10 | SCHW SCHWAB CHARLES CORP COM | $3.2M | 2.37% |
| 11 | XLG INVESCO S&P 500 TOP 50 ETF | $2.9M | 2.09% |
| 12 | VEA VANGUARD FTSE DEVELOPED MARKETS ETF | $2.7M | 1.96% |
| 13 | CDW CDW CORP COM | $2.6M | 1.92% |
| 14 | ABT ABBOTT LABS COM | $2.5M | 1.8% |
| 15 | IQV IQVIA HLDGS INC COM | $2.3M | 1.72% |
| 16 | AMZN AMAZON COM INC COM | $2.3M | 1.67% |
| 17 | GLD SPDR GOLD SHARES | $2.3M | 1.66% |
| 18 | NKE NIKE INC CL B | $2.2M | 1.6% |
| 19 | ADP AUTOMATIC DATA PROCESSING INC COM | $2.1M | 1.55% |
| 20 | TJX TJX COS INC NEW COM | $2.1M | 1.51% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.