Van Hulzen Asset Management
Latest statistics and disclosures from Van Hulzen Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, TSLA, AVGO, and represent 20.51% of Van Hulzen Asset Management's stock portfolio.
- Added to shares of these 10 stocks: BALL (+$14M), PEP (+$13M), TT (+$7.7M), NFLX (+$7.0M), JCI (+$6.3M), THRO (+$5.1M), MBB, BINC, DHR, TJX.
- Started 24 new stock positions in CEG, BX, IJR, MMM, IWM, IBDR, JCI, THRO, GS, SHLD. CWI, TSM, VLY, IBDW, MSDL, NFG, TT, EMN, CHD, HQY, SMH, BALL, IBDV, LOW.
- Reduced shares in these 10 stocks: LRCX (-$14M), CSCO (-$13M), PG (-$12M), DIS (-$7.0M), EFG (-$5.7M), MDLZ (-$5.7M), AAPL, DECK, NVO, TFLO.
- Sold out of its positions in AZO, BWIN, CCL, DELL, EMR, FLD, EOSE, HPQ, ITT, AOR. SGOV, JJSF, Lexington Realty Trust, NVO, OKTA, CEF, TXN, UDMY, VMC, GRMN.
- Van Hulzen Asset Management was a net buyer of stock by $2.4M.
- Van Hulzen Asset Management has $1.4B in assets under management (AUM), dropping by 1.26%.
- Central Index Key (CIK): 0001600145
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Portfolio Holdings for Van Hulzen Asset Management
Van Hulzen Asset Management holds 337 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $98M | -4% | 361k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $54M | 173k | 313.00 |
|
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| Microsoft Corporation (MSFT) | 3.9 | $53M | 110k | 483.62 |
|
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| Tesla Motors (TSLA) | 2.7 | $37M | 83k | 449.72 |
|
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| Broadcom (AVGO) | 2.7 | $37M | 107k | 346.10 |
|
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| International Business Machines (IBM) | 2.5 | $34M | 114k | 296.21 |
|
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| Archer Daniels Midland Company (ADM) | 2.5 | $34M | 588k | 57.49 |
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| Johnson & Johnson (JNJ) | 2.0 | $27M | 129k | 206.95 |
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| McDonald's Corporation (MCD) | 1.9 | $26M | 86k | 305.63 |
|
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| Danaher Corporation (DHR) | 1.9 | $26M | +11% | 114k | 228.92 |
|
| Cisco Systems (CSCO) | 1.9 | $25M | -33% | 330k | 77.03 |
|
| Arthur J. Gallagher & Co. (AJG) | 1.8 | $25M | +7% | 96k | 258.79 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $23M | +4% | 33k | 684.93 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $22M | 117k | 186.50 |
|
|
| Amazon (AMZN) | 1.6 | $22M | +6% | 94k | 230.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $21M | +2% | 41k | 502.65 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $20M | -10% | 103k | 198.62 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.4 | $20M | 257k | 76.23 |
|
|
| Meta Platforms Cl A (META) | 1.4 | $19M | +4% | 29k | 660.09 |
|
| Automatic Data Processing (ADP) | 1.4 | $19M | +2% | 74k | 257.23 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $18M | +2% | 57k | 322.22 |
|
| Eaton Corp SHS (ETN) | 1.3 | $18M | +5% | 56k | 318.51 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.3 | $18M | +5% | 289k | 60.81 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $17M | +2% | 142k | 120.34 |
|
| Pepsi (PEP) | 1.2 | $17M | +365% | 118k | 143.52 |
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| Ishares Gold Tr Ishares New (IAU) | 1.2 | $16M | 202k | 81.17 |
|
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.1 | $15M | +25% | 281k | 52.77 |
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| Coca-Cola Company (KO) | 1.1 | $15M | 210k | 69.91 |
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| Ball Corporation (BALL) | 1.0 | $14M | NEW | 267k | 52.97 |
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| Shell Spon Ads (SHEL) | 1.0 | $14M | 183k | 73.48 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.0 | $13M | +2% | 90k | 148.98 |
|
| Lam Research Corp Com New (LRCX) | 1.0 | $13M | -51% | 78k | 171.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $13M | +4% | 19k | 681.91 |
|
| Exelon Corporation (EXC) | 0.9 | $13M | +4% | 287k | 43.59 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $12M | +11% | 170k | 71.41 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $12M | +2% | 14k | 862.32 |
|
| Chubb (CB) | 0.8 | $11M | 36k | 312.12 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $11M | 113k | 99.88 |
|
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| Qualcomm (QCOM) | 0.8 | $11M | +2% | 64k | 171.05 |
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| TJX Companies (TJX) | 0.8 | $11M | +30% | 71k | 153.61 |
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| Abbvie (ABBV) | 0.8 | $10M | +2% | 45k | 228.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $10M | +2% | 26k | 396.31 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $9.2M | +2% | 98k | 94.16 |
|
| Bank of America Corporation (BAC) | 0.7 | $8.9M | +4% | 161k | 55.00 |
|
| Illinois Tool Works (ITW) | 0.6 | $8.2M | 33k | 246.30 |
|
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| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $8.1M | 24k | 342.97 |
|
|
| Trane Technologies SHS (TT) | 0.6 | $7.7M | NEW | 20k | 389.20 |
|
| Netflix (NFLX) | 0.5 | $7.1M | +6332% | 76k | 93.76 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $6.8M | 9.00 | 754800.00 |
|
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| Kinder Morgan (KMI) | 0.5 | $6.5M | +4% | 238k | 27.49 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $6.5M | +33% | 68k | 96.28 |
|
| Johnson Ctls Intl SHS (JCI) | 0.5 | $6.3M | NEW | 53k | 119.75 |
|
| Visa Com Cl A (V) | 0.5 | $6.3M | +4% | 18k | 350.70 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $6.1M | +3% | 84k | 72.68 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $6.0M | +164% | 63k | 95.22 |
|
| Roper Industries (ROP) | 0.4 | $5.8M | +4% | 13k | 445.15 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $5.5M | 30k | 183.40 |
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| Stryker Corporation (SYK) | 0.4 | $5.5M | 16k | 351.48 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $5.4M | +7% | 53k | 101.67 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.4 | $5.4M | -40% | 107k | 50.46 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.4 | $5.3M | 78k | 68.36 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $5.1M | +6% | 15k | 349.99 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $5.1M | -6% | 62k | 82.82 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $5.1M | NEW | 132k | 38.56 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.3 | $4.7M | +9% | 93k | 51.10 |
|
| Northern Trust Corporation (NTRS) | 0.3 | $4.7M | 35k | 136.59 |
|
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| Arista Networks Com Shs (ANET) | 0.3 | $4.3M | 33k | 131.03 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.3M | -3% | 79k | 53.88 |
|
| General Dynamics Corporation (GD) | 0.3 | $4.0M | -3% | 12k | 336.67 |
|
| Chevron Corporation (CVX) | 0.3 | $3.8M | +5% | 25k | 152.41 |
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| Walt Disney Company (DIS) | 0.3 | $3.8M | -65% | 33k | 113.77 |
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| Steel Dynamics (STLD) | 0.3 | $3.7M | +2% | 22k | 169.45 |
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| Honeywell International (HON) | 0.3 | $3.7M | -5% | 19k | 195.09 |
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| McKesson Corporation (MCK) | 0.3 | $3.6M | 4.4k | 820.21 |
|
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.3 | $3.5M | +3% | 80k | 44.13 |
|
| CSX Corporation (CSX) | 0.2 | $3.4M | 94k | 36.25 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $3.3M | +6% | 18k | 191.56 |
|
| Wal-Mart Stores (WMT) | 0.2 | $3.3M | -10% | 30k | 111.41 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $3.3M | -63% | 61k | 53.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.0M | 4.9k | 614.31 |
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| Qualys (QLYS) | 0.2 | $3.0M | -4% | 23k | 132.90 |
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| UnitedHealth (UNH) | 0.2 | $2.9M | -27% | 8.8k | 330.13 |
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| Edwards Lifesciences (EW) | 0.2 | $2.9M | 34k | 85.25 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $2.7M | +14% | 27k | 102.39 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.2 | $2.7M | +39% | 12k | 230.52 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $2.7M | -67% | 24k | 113.92 |
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| Globus Med Cl A (GMED) | 0.2 | $2.7M | 31k | 87.31 |
|
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| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.2 | $2.7M | +9% | 162k | 16.53 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.6M | 12k | 219.78 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.5M | -3% | 8.1k | 313.79 |
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| Cheniere Energy Com New (LNG) | 0.2 | $2.5M | +4% | 13k | 194.38 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $2.4M | -9% | 9.7k | 250.31 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $2.3M | NEW | 36k | 64.79 |
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| Oracle Corporation (ORCL) | 0.2 | $2.3M | 12k | 194.92 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.3M | 40k | 57.24 |
|
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| Merit Medical Systems (MMSI) | 0.2 | $2.3M | -6% | 26k | 88.14 |
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| Procter & Gamble Company (PG) | 0.2 | $2.3M | -84% | 16k | 143.31 |
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| Hamilton Lane Cl A (HLNE) | 0.2 | $2.3M | -9% | 17k | 134.31 |
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| Abbott Laboratories (ABT) | 0.2 | $2.2M | +2% | 18k | 125.29 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $2.2M | +41% | 57k | 38.73 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $2.2M | -65% | 21k | 103.67 |
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| American Water Works (AWK) | 0.2 | $2.2M | -5% | 17k | 130.50 |
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| American States Water Company (AWR) | 0.2 | $2.1M | -8% | 30k | 72.48 |
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| Home Depot (HD) | 0.2 | $2.1M | -3% | 6.1k | 344.08 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.1M | 13k | 161.96 |
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| Applied Industrial Technologies (AIT) | 0.1 | $2.0M | -8% | 7.9k | 256.76 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.0M | -4% | 1.8k | 1074.52 |
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| Rli (RLI) | 0.1 | $1.9M | +98% | 30k | 63.98 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.9M | +2% | 30k | 64.42 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.9M | 16k | 116.09 |
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| Viper Energy Cl A (VNOM) | 0.1 | $1.8M | -6% | 47k | 38.63 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.8M | +6% | 5.8k | 314.77 |
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| Addus Homecare Corp (ADUS) | 0.1 | $1.8M | -9% | 17k | 107.39 |
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| Bofi Holding (AX) | 0.1 | $1.7M | -10% | 20k | 86.16 |
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| Digi International (DGII) | 0.1 | $1.7M | -9% | 39k | 43.29 |
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| Cummins (CMI) | 0.1 | $1.7M | 3.3k | 510.50 |
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| Xylem (XYL) | 0.1 | $1.6M | 12k | 136.18 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.6M | 15k | 110.19 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.6M | +11% | 9.5k | 167.94 |
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| Csw Industrials (CSW) | 0.1 | $1.6M | -8% | 5.4k | 293.54 |
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| Sterling Construction Company (STRL) | 0.1 | $1.6M | -9% | 5.1k | 306.23 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $1.5M | -2% | 62k | 24.37 |
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| Progress Software Corporation (PRGS) | 0.1 | $1.5M | -20% | 35k | 42.96 |
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| SPS Commerce (SPSC) | 0.1 | $1.5M | -23% | 17k | 89.13 |
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| LeMaitre Vascular (LMAT) | 0.1 | $1.5M | -8% | 18k | 81.10 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $1.5M | -34% | 83k | 17.67 |
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| Clear Secure Com Cl A (YOU) | 0.1 | $1.5M | -10% | 42k | 35.08 |
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| Amgen (AMGN) | 0.1 | $1.5M | +5% | 4.5k | 327.30 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.4M | 27k | 52.84 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $1.4M | +7% | 33k | 42.56 |
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| Acuity Brands (AYI) | 0.1 | $1.4M | -10% | 3.9k | 360.04 |
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| Meta Financial (CASH) | 0.1 | $1.4M | -9% | 19k | 71.00 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.3M | 16k | 84.21 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -5% | 13k | 105.26 |
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| Gibraltar Industries (ROCK) | 0.1 | $1.3M | -12% | 27k | 49.44 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.3M | -4% | 15k | 87.16 |
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| Boeing Company (BA) | 0.1 | $1.3M | +101% | 5.8k | 217.12 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | -13% | 5.9k | 214.16 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $1.2M | -9% | 16k | 79.82 |
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| Bwx Technologies (BWXT) | 0.1 | $1.2M | -11% | 7.2k | 172.83 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $1.2M | -8% | 51k | 23.82 |
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| Inter Parfums (IPAR) | 0.1 | $1.2M | -23% | 14k | 84.83 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | 1.9k | 627.12 |
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| Fidelity National Financial Com Shs (FNF) | 0.1 | $1.2M | 22k | 54.59 |
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| Federal Signal Corporation (FSS) | 0.1 | $1.2M | -10% | 11k | 108.59 |
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| Standex Int'l (SXI) | 0.1 | $1.2M | -9% | 5.3k | 217.30 |
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| Yum! Brands (YUM) | 0.1 | $1.1M | 7.5k | 151.28 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.1M | +4% | 23k | 47.85 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | -3% | 2.3k | 483.77 |
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| Toll Brothers Call (Principal) (TOL) | 0.1 | $1.1M | +33% | 8.0k | 135.22 |
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| Ishares Tr Esg Advanced Uni (EUSB) | 0.1 | $1.1M | 25k | 43.91 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.1M | +10% | 21k | 51.77 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.3k | 324.03 |
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| Brady Corp Cl A (BRC) | 0.1 | $1.1M | -10% | 14k | 78.37 |
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| Realty Income (O) | 0.1 | $1.1M | 19k | 56.37 |
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| Fifth Third Ban (FITB) | 0.1 | $1.1M | 23k | 46.81 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.0M | -19% | 7.7k | 135.72 |
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| Phillips 66 (PSX) | 0.1 | $1.0M | 7.8k | 129.04 |
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| Gilead Sciences (GILD) | 0.1 | $1.0M | 8.2k | 122.74 |
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| Lattice Strategies Tr Hartford Us Eqty (ROUS) | 0.1 | $1.0M | +22% | 17k | 57.71 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $990k | +59% | 5.6k | 177.75 |
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| Caterpillar (CAT) | 0.1 | $988k | -4% | 1.7k | 572.81 |
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| Bristol Myers Squibb (BMY) | 0.1 | $985k | +30% | 18k | 53.94 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $960k | -9% | 2.0k | 487.81 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $959k | +248% | 9.7k | 98.50 |
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| Hawkins (HWKN) | 0.1 | $955k | -9% | 6.7k | 142.05 |
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| Cloudflare Cl A Com (NET) | 0.1 | $949k | -8% | 4.8k | 197.15 |
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| Deere & Company (DE) | 0.1 | $943k | -7% | 2.0k | 465.54 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $937k | -3% | 21k | 44.17 |
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| Prestige Brands Holdings (PBH) | 0.1 | $928k | -23% | 15k | 61.69 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $922k | 2.7k | 335.26 |
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| Stride (LRN) | 0.1 | $915k | -14% | 14k | 64.93 |
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| Sempra Energy (SRE) | 0.1 | $901k | +2% | 10k | 88.29 |
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| Pfizer (PFE) | 0.1 | $896k | +46% | 36k | 24.90 |
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| Mueller Industries (MLI) | 0.1 | $886k | -8% | 7.7k | 114.80 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $857k | 7.0k | 123.26 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $850k | 7.0k | 121.61 |
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| PNC Financial Services (PNC) | 0.1 | $847k | +8% | 4.1k | 208.71 |
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| Ge Vernova (GEV) | 0.1 | $838k | -3% | 1.3k | 653.57 |
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| Travelers Companies (TRV) | 0.1 | $835k | -6% | 2.9k | 290.05 |
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| Pulte (PHM) | 0.1 | $834k | 7.1k | 117.26 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $802k | 34k | 23.38 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $798k | -3% | 35k | 23.03 |
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| Waste Management (WM) | 0.1 | $791k | -6% | 3.6k | 219.71 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $780k | -5% | 644.00 | 1211.28 |
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| Morgan Stanley Com New (MS) | 0.1 | $758k | +4% | 4.3k | 177.54 |
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| ConocoPhillips (COP) | 0.1 | $739k | -3% | 7.9k | 93.62 |
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| Sun Communities (SUI) | 0.1 | $723k | +21% | 5.8k | 123.91 |
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| AmerisourceBergen (COR) | 0.1 | $714k | 2.1k | 337.75 |
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| First Horizon National Corporation (FHN) | 0.1 | $711k | -4% | 30k | 23.90 |
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| Intuit (INTU) | 0.1 | $697k | 1.1k | 662.66 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $695k | +6% | 1.5k | 468.76 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $694k | 4.8k | 143.52 |
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| Lennar Corp Cl A (LEN) | 0.0 | $670k | 6.5k | 102.80 |
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| Us Bancorp Del Com New (USB) | 0.0 | $666k | -10% | 13k | 53.36 |
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| Welltower Inc Com reit (WELL) | 0.0 | $661k | -7% | 3.6k | 185.61 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $652k | -11% | 11k | 57.58 |
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| Philip Morris International (PM) | 0.0 | $645k | +2% | 4.0k | 160.42 |
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| Medtronic SHS (MDT) | 0.0 | $639k | 6.7k | 96.06 |
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| Allstate Corporation (ALL) | 0.0 | $637k | +58% | 3.1k | 208.15 |
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| Ares Capital Corporation (ARCC) | 0.0 | $631k | +62% | 31k | 20.23 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $629k | -3% | 53k | 11.81 |
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| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $624k | -4% | 12k | 53.48 |
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| Analog Devices (ADI) | 0.0 | $600k | 2.2k | 271.25 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $591k | -31% | 6.5k | 91.37 |
|
| Reddit Cl A (RDDT) | 0.0 | $589k | -4% | 2.6k | 229.87 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $586k | 15k | 39.45 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $585k | +2% | 1.9k | 308.01 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $582k | 18k | 32.62 |
|
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $578k | -17% | 21k | 28.06 |
|
| Southern Company (SO) | 0.0 | $577k | -2% | 6.6k | 87.20 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $570k | 2.6k | 219.36 |
|
|
| Prologis (PLD) | 0.0 | $567k | +16% | 4.4k | 127.66 |
|
| TETRA Technologies (TTI) | 0.0 | $561k | -7% | 60k | 9.37 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $558k | 2.0k | 278.92 |
|
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $511k | +14% | 5.2k | 97.84 |
|
| Verizon Communications (VZ) | 0.0 | $509k | -4% | 13k | 40.73 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $505k | 11k | 44.50 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $504k | +72% | 19k | 26.33 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $499k | +10% | 11k | 46.29 |
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.0 | $494k | 6.7k | 74.09 |
|
|
| Uber Technologies (UBER) | 0.0 | $492k | -19% | 6.0k | 81.71 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $491k | +15% | 7.1k | 69.52 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $486k | +5% | 18k | 27.43 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $481k | +9% | 6.5k | 74.07 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $472k | -12% | 2.9k | 160.97 |
|
| Simply Good Foods (SMPL) | 0.0 | $466k | -68% | 23k | 20.08 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $460k | 5.4k | 85.77 |
|
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $459k | -20% | 13k | 34.80 |
|
| Healthequity (HQY) | 0.0 | $458k | NEW | 5.0k | 91.61 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $448k | 3.7k | 120.96 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $438k | -6% | 14k | 30.96 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $436k | 3.7k | 117.52 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $433k | +24% | 17k | 26.23 |
|
| Badger Meter (BMI) | 0.0 | $432k | -9% | 2.5k | 174.42 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $432k | +21% | 5.9k | 73.56 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $426k | 7.0k | 61.22 |
|
|
| D.R. Horton (DHI) | 0.0 | $425k | 3.0k | 144.03 |
|
|
| Hinge Health Cl A (HNGE) | 0.0 | $418k | -10% | 9.0k | 46.45 |
|
| Essex Property Trust (ESS) | 0.0 | $417k | 1.6k | 261.65 |
|
|
| Nextera Energy (NEE) | 0.0 | $412k | +59% | 5.1k | 80.29 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $412k | -8% | 3.5k | 118.75 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $406k | 4.2k | 96.03 |
|
|
| Intel Corporation (INTC) | 0.0 | $405k | -45% | 11k | 36.90 |
|
| Franklin Templeton Etf Tr Income Eqt Focus (INCE) | 0.0 | $393k | +33% | 6.4k | 61.10 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.0 | $392k | -4% | 7.7k | 50.65 |
|
| V.F. Corporation (VFC) | 0.0 | $390k | -7% | 22k | 18.08 |
|
| KB Home (KBH) | 0.0 | $389k | 6.9k | 56.41 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $385k | 6.6k | 58.12 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $378k | 26k | 14.81 |
|
|
| Nike CL B (NKE) | 0.0 | $374k | -16% | 5.9k | 63.71 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $365k | +8% | 7.3k | 49.65 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $362k | +39% | 1.4k | 257.95 |
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $355k | 29k | 12.44 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $355k | +14% | 3.2k | 110.16 |
|
| Palo Alto Networks (PANW) | 0.0 | $352k | -5% | 1.9k | 184.20 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $350k | 7.9k | 44.32 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $343k | 4.1k | 83.61 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $337k | 277.00 | 1215.74 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $336k | 710.00 | 473.30 |
|
|
| Hershey Company (HSY) | 0.0 | $328k | -35% | 1.8k | 181.98 |
|
| Altria (MO) | 0.0 | $324k | +8% | 5.6k | 57.66 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $323k | 4.1k | 79.35 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $317k | NEW | 2.6k | 120.20 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $316k | -43% | 1.7k | 185.04 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $312k | +33% | 2.7k | 117.23 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $312k | -13% | 6.1k | 50.79 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $308k | +104% | 2.1k | 143.97 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $303k | +3% | 5.5k | 54.71 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $302k | +2% | 2.2k | 139.18 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $302k | 11k | 28.48 |
|
|
| Applied Materials (AMAT) | 0.0 | $295k | -11% | 1.1k | 256.99 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $292k | +157% | 6.5k | 44.71 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $291k | 5.1k | 57.46 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $288k | -13% | 2.9k | 100.90 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $287k | -5% | 17k | 17.35 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $282k | 17k | 16.49 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $281k | 725.00 | 386.85 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $275k | +33% | 11k | 24.28 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $269k | -4% | 10k | 26.47 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $268k | +24% | 12k | 23.41 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $268k | +27% | 11k | 25.45 |
|
| Cousins Pptys Com New (CUZ) | 0.0 | $266k | -35% | 10k | 25.78 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $265k | 5.7k | 46.92 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $260k | +2% | 3.3k | 79.02 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $260k | 2.0k | 128.83 |
|
|
| Lowe's Companies (LOW) | 0.0 | $258k | NEW | 1.1k | 241.14 |
|
| At&t (T) | 0.0 | $257k | -5% | 10k | 24.84 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $252k | NEW | 11k | 22.07 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $251k | 4.6k | 54.05 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $246k | +2% | 974.00 | 252.89 |
|
| Citigroup Com New (C) | 0.0 | $241k | +4% | 2.1k | 116.69 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $241k | NEW | 1.6k | 154.14 |
|
| Wells Fargo & Company (WFC) | 0.0 | $240k | +7% | 2.6k | 93.20 |
|
| First Solar (FSLR) | 0.0 | $239k | -6% | 915.00 | 261.23 |
|
| Nutrien (NTR) | 0.0 | $237k | 3.8k | 61.72 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $237k | 416.00 | 570.27 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $236k | NEW | 960.00 | 246.16 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $236k | 1.7k | 139.35 |
|
|
| Ford Motor Company (F) | 0.0 | $235k | +16% | 18k | 13.12 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $232k | -18% | 14k | 16.95 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $231k | +2% | 2.6k | 88.49 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $231k | 4.5k | 50.86 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $227k | NEW | 9.4k | 24.23 |
|
| AFLAC Incorporated (AFL) | 0.0 | $224k | 2.0k | 110.27 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $223k | -19% | 2.7k | 83.75 |
|
| 3M Company (MMM) | 0.0 | $222k | NEW | 1.4k | 160.16 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $221k | NEW | 11k | 21.15 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $221k | 1.6k | 141.14 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $221k | -16% | 5.0k | 44.41 |
|
| National Fuel Gas (NFG) | 0.0 | $220k | NEW | 2.7k | 80.06 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $220k | -12% | 7.8k | 28.21 |
|
| Enbridge (ENB) | 0.0 | $218k | 4.6k | 47.83 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $215k | +7% | 12k | 17.66 |
|
| Goldman Sachs (GS) | 0.0 | $215k | NEW | 244.00 | 879.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $214k | NEW | 703.00 | 303.71 |
|
| Church & Dwight (CHD) | 0.0 | $213k | NEW | 2.5k | 83.85 |
|
| Strategy Cl A New (MSTR) | 0.0 | $211k | -50% | 1.4k | 151.95 |
|
| Clean Harbors (CLH) | 0.0 | $210k | 897.00 | 234.48 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $210k | NEW | 3.3k | 63.83 |
|
| Nortonlifelock (GEN) | 0.0 | $210k | 7.7k | 27.19 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $209k | NEW | 5.8k | 35.92 |
|
| Linde SHS (LIN) | 0.0 | $203k | -9% | 475.00 | 426.55 |
|
| Constellation Energy (CEG) | 0.0 | $201k | NEW | 569.00 | 353.31 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $200k | NEW | 556.00 | 359.86 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.0 | $191k | NEW | 12k | 16.48 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $184k | +13% | 17k | 10.60 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $183k | 12k | 15.80 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $181k | 29k | 6.30 |
|
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $160k | -8% | 20k | 7.85 |
|
| Northwest Bancshares (NWBI) | 0.0 | $152k | -42% | 13k | 12.00 |
|
| Valley National Ban (VLY) | 0.0 | $144k | NEW | 12k | 11.68 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $137k | 14k | 9.53 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $133k | 10k | 13.29 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $105k | -34% | 10k | 10.19 |
|
| Complete Solaria (SPWR) | 0.0 | $63k | -13% | 40k | 1.57 |
|
| Chegg (CHGG) | 0.0 | $38k | 41k | 0.93 |
|
Past Filings by Van Hulzen Asset Management
SEC 13F filings are viewable for Van Hulzen Asset Management going back to 2013
- Van Hulzen Asset Management 2025 Q4 filed Feb. 6, 2026
- Van Hulzen Asset Management 2025 Q3 filed Nov. 13, 2025
- Van Hulzen Asset Management 2025 Q2 filed Aug. 13, 2025
- Van Hulzen Asset Management 2025 Q1 filed May 14, 2025
- Van Hulzen Asset Management 2024 Q4 filed Feb. 10, 2025
- Van Hulzen Asset Management 2024 Q3 filed Nov. 12, 2024
- Van Hulzen Asset Management 2024 Q2 filed Aug. 7, 2024
- Van Hulzen Asset Management 2024 Q1 filed May 6, 2024
- Van Hulzen Asset Management 2023 Q4 filed Feb. 7, 2024
- Van Hulzen Asset Management 2023 Q3 filed Nov. 7, 2023
- Van Hulzen Asset Management 2023 Q2 filed Aug. 3, 2023
- Van Hulzen Asset Management 2023 Q1 filed April 28, 2023
- Van Hulzen Asset Management 2022 Q4 filed Feb. 13, 2023
- Van Hulzen Asset Management 2022 Q3 filed Nov. 8, 2022
- Van Hulzen Asset Management 2022 Q2 filed Aug. 4, 2022
- Van Hulzen Asset Management 2022 Q1 filed May 20, 2022