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, AVGO, MSFT, ADM, and represent 18.84% of Van Hulzen Asset Management's stock portfolio.
- Added to shares of these 10 stocks: PANW (+$6.3M), P (+$5.4M), MSCI (+$5.3M), UNP, AWK, MRVL, TSM, IVV, ABNB, BAI.
- Started 53 new stock positions in PGR, RBRK, MU, DGRW, NBIS, KOMP, SYSB, HASI, MRVL, GS.
- Reduced shares in these 10 stocks: TSLA (-$21M), FBTC (-$11M), AAPL (-$11M), BALL (-$7.9M), CSCO (-$7.5M), BRK.A (-$6.0M), MSFT (-$6.0M), IR (-$5.7M), ADM (-$5.4M), Honeywell International.
- Sold out of its positions in AFL, T, ARCC, AZO, BALL, BXSL, CHGG, SPWR, FSCO, FIXD.
- Van Hulzen Asset Management was a net seller of stock by $-56M.
- Van Hulzen Asset Management has $1.4B in assets under management (AUM), dropping by 4.44%.
- Central Index Key (CIK): 0001600145
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Portfolio Holdings for Van Hulzen Asset Management
Van Hulzen Asset Management holds 387 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $95M | -10% | 329k | 289.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $58M | -4% | 163k | 357.37 |
|
| Broadcom (AVGO) | 2.8 | $39M | 104k | 377.75 |
|
|
| Microsoft Corporation (MSFT) | 2.6 | $37M | -13% | 100k | 373.02 |
|
| Archer Daniels Midland Company (ADM) | 2.5 | $35M | -13% | 458k | 76.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $34M | +5% | 67k | 500.39 |
|
| International Business Machines (IBM) | 2.3 | $32M | -2% | 113k | 281.21 |
|
| Lam Research Corp Com New (LRCX) | 2.2 | $32M | -2% | 73k | 433.33 |
|
| Cisco Systems (CSCO) | 2.2 | $30M | -19% | 259k | 117.46 |
|
| Johnson & Johnson (JNJ) | 2.1 | $30M | -3% | 119k | 253.97 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $28M | +12% | 38k | 748.89 |
|
| Amazon (AMZN) | 1.9 | $26M | +4% | 109k | 238.34 |
|
| Chubb (CB) | 1.7 | $24M | +9% | 70k | 340.74 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $24M | 119k | 200.09 |
|
|
| McDonald's Corporation (MCD) | 1.6 | $23M | 84k | 270.31 |
|
|
| Exxon Mobil Corporation (XOM) | 1.6 | $23M | +2% | 166k | 136.72 |
|
| Danaher Corporation (DHR) | 1.6 | $22M | +2% | 117k | 190.48 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.6 | $22M | +11% | 325k | 68.01 |
|
| Eaton Corp SHS (ETN) | 1.6 | $22M | -4% | 52k | 426.12 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.4 | $20M | -9% | 93k | 219.43 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $20M | -2% | 62k | 327.33 |
|
| Coca-Cola Company (KO) | 1.2 | $17M | -2% | 203k | 81.27 |
|
| Pepsi (PEP) | 1.2 | $16M | 121k | 135.40 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 1.1 | $15M | 295k | 52.34 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $15M | 20k | 746.77 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $14M | 183k | 75.51 |
|
|
| Meta Platforms Cl A (META) | 1.0 | $14M | -21% | 24k | 563.30 |
|
| Shell Spon Ads (SHEL) | 1.0 | $13M | 173k | 77.54 |
|
|
| Tesla Motors (TSLA) | 0.9 | $13M | -61% | 31k | 420.60 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.9 | $13M | -11% | 80k | 163.67 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $13M | 167k | 76.55 |
|
|
| Exelon Corporation (EXC) | 0.9 | $13M | 267k | 46.62 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $12M | +2% | 13k | 935.45 |
|
| TJX Companies (TJX) | 0.8 | $12M | +4% | 78k | 151.50 |
|
| Abbvie (ABBV) | 0.8 | $11M | 45k | 251.64 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.8 | $11M | 77k | 146.11 |
|
|
| Trane Technologies SHS (TT) | 0.7 | $10M | 20k | 491.15 |
|
|
| Illinois Tool Works (ITW) | 0.7 | $9.7M | 36k | 270.47 |
|
|
| Visa Com Cl A (V) | 0.6 | $8.9M | +16% | 26k | 343.09 |
|
| Kinder Morgan (KMI) | 0.6 | $8.9M | +10% | 278k | 31.97 |
|
| SLB Com Stk (SLB) | 0.6 | $8.5M | +2% | 183k | 46.49 |
|
| Waste Management (WM) | 0.6 | $8.2M | +22% | 37k | 222.88 |
|
| Roper Industries (ROP) | 0.6 | $7.9M | -10% | 23k | 338.38 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.6 | $7.8M | -9% | 77k | 102.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $7.8M | -26% | 79k | 98.98 |
|
| Palo Alto Networks (PANW) | 0.6 | $7.8M | +437% | 23k | 341.02 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $7.5M | -2% | 20k | 368.38 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $7.4M | -4% | 77k | 96.44 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $7.4M | -14% | 20k | 365.87 |
|
| Colgate-Palmolive Company (CL) | 0.5 | $7.4M | +2% | 80k | 91.68 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.5 | $7.3M | -23% | 76k | 96.46 |
|
| Cme (CME) | 0.5 | $6.9M | +10% | 31k | 220.83 |
|
| Qualcomm (QCOM) | 0.5 | $6.6M | -3% | 36k | 184.79 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $6.1M | 36k | 169.88 |
|
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.4 | $5.9M | +2% | 137k | 43.11 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $5.9M | +5% | 58k | 100.35 |
|
| American Water Works (AWK) | 0.4 | $5.7M | +149% | 44k | 131.58 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $5.7M | 30k | 189.73 |
|
|
| Everpure Cl A (P) | 0.4 | $5.4M | NEW | 68k | 78.79 |
|
| Msci (MSCI) | 0.4 | $5.3M | NEW | 9.4k | 560.06 |
|
| Steel Dynamics (STLD) | 0.4 | $5.1M | 22k | 229.46 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.4 | $5.1M | -3% | 101k | 50.63 |
|
| UnitedHealth (UNH) | 0.3 | $4.9M | +20% | 12k | 415.62 |
|
| Stryker Corporation (SYK) | 0.3 | $4.8M | +3% | 15k | 314.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.7M | +33% | 13k | 353.33 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.3 | $4.5M | -7% | 89k | 50.66 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $4.5M | +31% | 13k | 342.82 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $4.3M | -31% | 46k | 94.52 |
|
| CSX Corporation (CSX) | 0.3 | $4.2M | 88k | 47.53 |
|
|
| Chevron Corporation (CVX) | 0.3 | $4.1M | 25k | 165.76 |
|
|
| Airbnb Com Cl A (ABNB) | 0.3 | $4.1M | +281% | 29k | 143.10 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $4.1M | -4% | 50k | 82.11 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $4.0M | +420% | 8.4k | 477.57 |
|
| Advanced Micro Devices (AMD) | 0.3 | $3.9M | -2% | 6.7k | 580.91 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $3.8M | -7% | 71k | 53.17 |
|
| Qualys (QLYS) | 0.3 | $3.8M | +37% | 27k | 137.49 |
|
| McKesson Corporation (MCK) | 0.3 | $3.6M | +8% | 4.8k | 755.58 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.6M | -3% | 4.9k | 736.38 |
|
| Union Pacific Corporation (UNP) | 0.3 | $3.6M | NEW | 13k | 272.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $3.5M | -7% | 16k | 212.77 |
|
| General Dynamics Corporation (GD) | 0.2 | $3.5M | -12% | 9.8k | 354.26 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $3.4M | -46% | 15k | 229.58 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $3.3M | -6% | 73k | 45.52 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $3.3M | +10% | 26k | 124.42 |
|
| Marvell Technology (MRVL) | 0.2 | $3.3M | NEW | 11k | 297.89 |
|
| Freeport Mcmoran CL B (FCX) | 0.2 | $3.2M | -46% | 52k | 62.89 |
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.2 | $3.2M | -5% | 13k | 252.96 |
|
| Edwards Lifesciences (EW) | 0.2 | $3.2M | +4% | 36k | 90.46 |
|
| Wal-Mart Stores (WMT) | 0.2 | $3.2M | -7% | 28k | 113.26 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $3.1M | 31k | 102.16 |
|
|
| Cheniere Energy Com New (LNG) | 0.2 | $3.1M | -4% | 13k | 239.01 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $3.1M | +20% | 54k | 56.48 |
|
| Caterpillar (CAT) | 0.2 | $3.0M | +85% | 2.8k | 1064.75 |
|
| Northern Trust Corporation (NTRS) | 0.2 | $2.9M | -52% | 17k | 173.84 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.2 | $2.8M | NEW | 54k | 52.72 |
|
| Globus Med Cl A (GMED) | 0.2 | $2.6M | +6% | 33k | 79.01 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.6M | 11k | 236.62 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.5M | 2.1k | 1199.33 |
|
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.2 | $2.5M | -42% | 47k | 52.85 |
|
| Amgen (AMGN) | 0.2 | $2.4M | +9% | 6.6k | 362.12 |
|
| Applied Industrial Technologies (AIT) | 0.2 | $2.3M | -10% | 6.9k | 338.15 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.3M | 15k | 146.64 |
|
|
| Home Depot (HD) | 0.2 | $2.2M | +8% | 6.3k | 352.70 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $2.2M | +3% | 37k | 59.71 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $2.2M | -83% | 43k | 51.05 |
|
| Cummins (CMI) | 0.2 | $2.2M | -4% | 3.1k | 713.14 |
|
| Honeywell International (HON) | 0.2 | $2.1M | NEW | 9.6k | 223.90 |
|
| Digi International (DGII) | 0.2 | $2.1M | -16% | 28k | 74.95 |
|
| Honeywell Aerospace (HONA) | 0.1 | $2.1M | NEW | 9.5k | 221.07 |
|
| Merit Medical Systems (MMSI) | 0.1 | $2.0M | +25% | 29k | 69.34 |
|
| Carrier Global Corporation (CARR) | 0.1 | $2.0M | 27k | 73.35 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.9M | 6.0k | 317.53 |
|
|
| Intel Corporation (INTC) | 0.1 | $1.9M | +28% | 14k | 139.63 |
|
| American States Water Company (AWR) | 0.1 | $1.9M | -13% | 23k | 82.63 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.9M | +83% | 59k | 31.71 |
|
| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.1 | $1.9M | -16% | 96k | 19.38 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.8M | +11% | 14k | 123.11 |
|
| Merck & Co (MRK) | 0.1 | $1.8M | -2% | 14k | 128.50 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.7M | 12k | 146.55 |
|
|
| Clear Secure Com Cl A (YOU) | 0.1 | $1.7M | -18% | 30k | 55.73 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $1.6M | NEW | 9.6k | 170.86 |
|
| Sterling Construction Company (STRL) | 0.1 | $1.6M | -57% | 1.9k | 839.36 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.6M | -4% | 16k | 102.19 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.6M | 18k | 90.74 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.6M | NEW | 17k | 95.62 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.6M | NEW | 17k | 92.09 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.5M | -13% | 2.0k | 763.14 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $1.5M | 84k | 18.43 |
|
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.5M | +8% | 28k | 53.47 |
|
| Ge Vernova (GEV) | 0.1 | $1.5M | 1.3k | 1174.86 |
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| Bwx Technologies (BWXT) | 0.1 | $1.5M | -7% | 7.7k | 194.65 |
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| Viper Energy Cl A (VNOM) | 0.1 | $1.5M | -16% | 35k | 42.40 |
|
| D.R. Horton (DHI) | 0.1 | $1.5M | +80% | 9.0k | 162.88 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $1.4M | +155% | 15k | 96.90 |
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| Xylem (XYL) | 0.1 | $1.4M | 12k | 118.21 |
|
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.1 | $1.4M | NEW | 27k | 50.37 |
|
| Standex Int'l (SXI) | 0.1 | $1.4M | -16% | 3.8k | 357.63 |
|
| Acushnet Holdings Corp (GOLF) | 0.1 | $1.3M | -16% | 11k | 118.53 |
|
| Phillips 66 (PSX) | 0.1 | $1.3M | 7.7k | 169.05 |
|
|
| Bofi Holding (AX) | 0.1 | $1.3M | -17% | 13k | 97.39 |
|
| Boeing Company (BA) | 0.1 | $1.3M | 6.0k | 216.47 |
|
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| Yum! Brands (YUM) | 0.1 | $1.3M | +2% | 8.0k | 159.86 |
|
| Fifth Third Ban (FITB) | 0.1 | $1.3M | 23k | 56.37 |
|
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.1 | $1.2M | -11% | 30k | 42.21 |
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| Netflix (NFLX) | 0.1 | $1.2M | +31% | 17k | 71.40 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | +14% | 3.3k | 370.03 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $1.2M | -2% | 10k | 121.75 |
|
| Progress Software Corporation (PRGS) | 0.1 | $1.2M | -18% | 36k | 33.58 |
|
| Deere & Company (DE) | 0.1 | $1.2M | -5% | 1.9k | 634.29 |
|
| Addus Homecare Corp (ADUS) | 0.1 | $1.2M | -17% | 12k | 100.47 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.2M | -32% | 6.3k | 188.09 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.2M | +15% | 8.8k | 132.24 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.2M | -9% | 14k | 86.42 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.2M | -19% | 44k | 25.95 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | +53% | 2.2k | 513.54 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $1.1M | +2% | 4.7k | 245.28 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.1M | -2% | 11k | 109.07 |
|
| Inter Parfums (IPAR) | 0.1 | $1.1M | -18% | 10k | 111.86 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.3k | 344.32 |
|
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| Rubrik Cl A (RBRK) | 0.1 | $1.1M | NEW | 14k | 80.28 |
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| Hinge Health Cl A (HNGE) | 0.1 | $1.1M | +68% | 14k | 83.00 |
|
| Acuity Brands (AYI) | 0.1 | $1.1M | -12% | 3.0k | 376.67 |
|
| Meta Financial (CASH) | 0.1 | $1.1M | -18% | 13k | 87.06 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.1M | -42% | 3.2k | 343.91 |
|
| Csw Industrials (CSW) | 0.1 | $1.1M | -16% | 3.9k | 278.33 |
|
| Ishares Tr Esg Advan Etf (EUSB) | 0.1 | $1.1M | 25k | 43.45 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.1M | -11% | 20k | 54.69 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.1M | -5% | 22k | 47.41 |
|
| Gilead Sciences (GILD) | 0.1 | $1.0M | 8.2k | 126.34 |
|
|
| Philip Morris International (PM) | 0.1 | $1.0M | +4% | 5.7k | 180.92 |
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| Fidelity Natl Finl Com Shs (FNF) | 0.1 | $1.0M | 22k | 47.16 |
|
|
| Federal Signal Corporation (FSS) | 0.1 | $1.0M | -16% | 7.8k | 128.49 |
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| Pfizer (PFE) | 0.1 | $982k | +3% | 41k | 24.08 |
|
| Sempra Energy (SRE) | 0.1 | $978k | +3% | 11k | 92.71 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $976k | -16% | 38k | 25.83 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $975k | -3% | 17k | 57.62 |
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| Mueller Industries (MLI) | 0.1 | $974k | -15% | 7.9k | 122.94 |
|
| Spdr Series Trust Sp Kensho Newec (KOMP) | 0.1 | $969k | NEW | 14k | 71.50 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $962k | -16% | 1.4k | 686.90 |
|
| PNC Financial Services (PNC) | 0.1 | $959k | 3.9k | 246.24 |
|
|
| LeMaitre Vascular (LMAT) | 0.1 | $959k | -15% | 10k | 95.96 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $957k | -12% | 19k | 51.29 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $955k | +399% | 35k | 27.41 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $915k | 6.7k | 137.54 |
|
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $913k | -23% | 12k | 78.83 |
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| Altria (MO) | 0.1 | $913k | +28% | 13k | 71.95 |
|
| Gibraltar Industries (ROCK) | 0.1 | $898k | -16% | 20k | 45.10 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.1 | $892k | NEW | 24k | 36.60 |
|
| Realty Income (O) | 0.1 | $889k | -27% | 14k | 61.96 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $885k | -63% | 6.1k | 144.60 |
|
| Brady Corp Cl A (BRC) | 0.1 | $884k | -18% | 9.7k | 91.57 |
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| ConocoPhillips (COP) | 0.1 | $841k | 8.1k | 103.97 |
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| Toll Brothers (TOL) | 0.1 | $840k | +155% | 5.1k | 164.75 |
|
| Kla Corp Com New (KLAC) | 0.1 | $836k | +900% | 2.8k | 301.74 |
|
| Stride (LRN) | 0.1 | $826k | -27% | 9.6k | 86.24 |
|
| Pulte (PHM) | 0.1 | $826k | +49% | 6.0k | 137.21 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $822k | 7.0k | 116.67 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $816k | 3.6k | 226.98 |
|
|
| First Horizon National Corporation (FHN) | 0.1 | $804k | +4% | 31k | 25.64 |
|
| Sun Communities (SUI) | 0.1 | $802k | +5% | 6.7k | 119.91 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $794k | 34k | 23.15 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $789k | NEW | 9.5k | 82.84 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $787k | 11k | 69.45 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $786k | 7.6k | 103.88 |
|
|
| Acnb Corp (ACNB) | 0.1 | $772k | NEW | 13k | 59.38 |
|
| AmerisourceBergen (COR) | 0.1 | $762k | -4% | 2.7k | 282.98 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.1 | $758k | -2% | 59k | 12.76 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $753k | 4.8k | 158.03 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | -88% | 1.00 | 748850.00 |
|
| Travelers Companies (TRV) | 0.1 | $745k | -6% | 2.3k | 330.07 |
|
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.1 | $743k | 642.00 | 1157.63 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $738k | 2.0k | 373.78 |
|
|
| Allstate Corporation (ALL) | 0.1 | $728k | 3.1k | 237.94 |
|
|
| Firstcash Holdings (FCFS) | 0.1 | $718k | -18% | 3.3k | 216.32 |
|
| Badger Meter (BMI) | 0.1 | $716k | -15% | 4.8k | 148.37 |
|
| Equity Lifestyle Properties (ELS) | 0.1 | $709k | NEW | 11k | 64.45 |
|
| Hawkins (HWKN) | 0.1 | $706k | -15% | 5.0k | 142.09 |
|
| Us Bancorp Com New (USB) | 0.0 | $679k | -12% | 11k | 60.40 |
|
| SPS Commerce (SPSC) | 0.0 | $677k | -25% | 12k | 57.17 |
|
| TETRA Technologies (TTI) | 0.0 | $676k | 60k | 11.33 |
|
|
| Nucor Corporation (NUE) | 0.0 | $670k | +6% | 3.0k | 222.75 |
|
| Descartes Sys Grp (DSGX) | 0.0 | $669k | NEW | 9.7k | 69.24 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $666k | +10% | 26k | 25.25 |
|
| Moody's Corporation (MCO) | 0.0 | $662k | +46% | 1.5k | 452.92 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $648k | +7% | 19k | 33.84 |
|
| Analog Devices (ADI) | 0.0 | $645k | -15% | 1.6k | 397.17 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $644k | +17% | 7.0k | 91.63 |
|
| Lumentum Hldgs (LITE) | 0.0 | $644k | NEW | 750.00 | 858.06 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $637k | 8.7k | 73.41 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $635k | +10% | 26k | 24.22 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $630k | -28% | 2.5k | 254.50 |
|
| Quanta Services (PWR) | 0.0 | $621k | +11% | 863.00 | 720.04 |
|
| Constellation Energy (CEG) | 0.0 | $609k | +19% | 2.5k | 248.38 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $605k | +2% | 26k | 23.16 |
|
| Curtiss-Wright (CW) | 0.0 | $602k | +38% | 794.00 | 757.76 |
|
| Prologis (PLD) | 0.0 | $600k | -3% | 4.4k | 135.47 |
|
| Franklin Templeton Etf Tr High Yield Corp (FLHY) | 0.0 | $597k | NEW | 25k | 24.29 |
|
| Southern Company (SO) | 0.0 | $595k | +3% | 6.2k | 95.71 |
|
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $582k | 9.6k | 60.95 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $573k | -4% | 14k | 41.43 |
|
| KB Home (KBH) | 0.0 | $563k | NEW | 9.0k | 62.59 |
|
| Automatic Data Processing (ADP) | 0.0 | $560k | 2.5k | 223.95 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $557k | -3% | 26k | 21.80 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $556k | +7% | 12k | 46.05 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $542k | +2% | 36k | 15.03 |
|
| Extra Space Storage (EXR) | 0.0 | $527k | +2% | 3.6k | 145.30 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $523k | 23k | 22.78 |
|
|
| Applied Materials (AMAT) | 0.0 | $522k | 722.00 | 723.00 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $519k | 11k | 45.70 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $519k | 3.0k | 173.58 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $516k | -50% | 1.0k | 509.42 |
|
| Workday Cl A (WDAY) | 0.0 | $511k | NEW | 4.2k | 122.42 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $503k | +58% | 1.7k | 298.16 |
|
| Bank of America Corporation (BAC) | 0.0 | $502k | -5% | 8.8k | 56.98 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $500k | 7.0k | 71.81 |
|
|
| S&p Global (SPGI) | 0.0 | $491k | +24% | 1.2k | 407.26 |
|
| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.0 | $487k | 6.1k | 80.16 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $485k | 40k | 12.12 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $478k | +42% | 4.2k | 114.18 |
|
| Prestige Brands Holdings (PBH) | 0.0 | $476k | -22% | 10k | 47.27 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $463k | -6% | 22k | 20.84 |
|
| Healthequity (HQY) | 0.0 | $452k | 5.0k | 90.32 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $448k | +4% | 7.3k | 61.46 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $440k | 5.2k | 83.75 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $438k | 6.4k | 68.41 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $436k | 15k | 28.96 |
|
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $435k | NEW | 4.9k | 88.72 |
|
| HEICO Corporation (HEI) | 0.0 | $431k | NEW | 1.2k | 356.19 |
|
| Verizon Communications (VZ) | 0.0 | $430k | -7% | 10k | 42.34 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $429k | 2.3k | 190.52 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $428k | -82% | 2.1k | 205.02 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $427k | +491% | 5.0k | 86.14 |
|
| EQT Corporation (EQT) | 0.0 | $417k | +29% | 7.8k | 53.17 |
|
| Nextera Energy (NEE) | 0.0 | $411k | +9% | 4.7k | 87.77 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $410k | 2.8k | 148.31 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $404k | 3.4k | 120.23 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $396k | +2% | 16k | 24.23 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $395k | +8% | 602.00 | 656.09 |
|
| Corning Incorporated (GLW) | 0.0 | $391k | -23% | 1.5k | 255.49 |
|
| Walt Disney Company (DIS) | 0.0 | $389k | -18% | 4.0k | 96.24 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $385k | 11k | 36.13 |
|
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $383k | -9% | 15k | 25.19 |
|
| Morgan Stanley Com New (MS) | 0.0 | $380k | -5% | 1.8k | 209.06 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $378k | 612.00 | 616.84 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $377k | 3.4k | 112.32 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $375k | -3% | 4.5k | 82.64 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $367k | -78% | 3.7k | 99.29 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $363k | 4.1k | 88.54 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $362k | 19k | 19.12 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $362k | 12k | 30.49 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $357k | 3.5k | 103.47 |
|
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $356k | 28k | 12.53 |
|
|
| Cousins Pptys Com New (CUZ) | 0.0 | $348k | -25% | 12k | 29.98 |
|
| Amcor Com New (AMCR) | 0.0 | $347k | +6% | 8.0k | 43.35 |
|
| Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) | 0.0 | $347k | -8% | 6.8k | 50.78 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $344k | -15% | 1.1k | 303.23 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $342k | +17% | 5.9k | 57.64 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $341k | -2% | 1.7k | 195.78 |
|
| Brinker International (EAT) | 0.0 | $341k | -18% | 2.0k | 168.00 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $335k | 2.6k | 126.57 |
|
|
| salesforce (CRM) | 0.0 | $335k | +72% | 2.1k | 156.65 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $330k | -14% | 39k | 8.45 |
|
| Target Corporation (TGT) | 0.0 | $325k | -37% | 2.5k | 130.61 |
|
| Micron Technology (MU) | 0.0 | $320k | NEW | 277.00 | 1154.62 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $317k | NEW | 3.5k | 90.49 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $316k | +8% | 2.9k | 109.77 |
|
| Progressive Corporation (PGR) | 0.0 | $313k | NEW | 1.4k | 218.45 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $312k | NEW | 8.1k | 38.50 |
|
| Ford Motor Company (F) | 0.0 | $310k | -4% | 22k | 13.90 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $305k | 5.7k | 54.03 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $305k | +38% | 4.5k | 66.99 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $303k | -5% | 4.0k | 75.45 |
|
| V.F. Corporation (VFC) | 0.0 | $299k | -14% | 18k | 16.68 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $299k | +3% | 12k | 25.75 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $295k | 565.00 | 522.39 |
|
|
| Enbridge (ENB) | 0.0 | $294k | +19% | 5.4k | 54.21 |
|
| Linde SHS (LIN) | 0.0 | $293k | -28% | 564.00 | 518.80 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $292k | -5% | 685.00 | 426.40 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $292k | +2% | 963.00 | 302.83 |
|
| Live Nation Entertainment (LYV) | 0.0 | $289k | NEW | 1.6k | 183.11 |
|
| Citigroup Com New (C) | 0.0 | $289k | 2.1k | 139.96 |
|
|
| EastGroup Properties (EGP) | 0.0 | $288k | +26% | 1.4k | 202.53 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $287k | NEW | 857.00 | 334.84 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $286k | NEW | 4.0k | 71.60 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $284k | 3.7k | 77.11 |
|
|
| U.S. Physical Therapy (USPH) | 0.0 | $282k | -19% | 4.1k | 68.68 |
|
| U.S. Lime & Minerals (USLM) | 0.0 | $280k | -18% | 2.7k | 104.67 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $279k | +22% | 5.5k | 51.05 |
|
| Hershey Company (HSY) | 0.0 | $279k | 1.6k | 175.46 |
|
|
| Uber Technologies (UBER) | 0.0 | $279k | -17% | 3.9k | 72.16 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $278k | -13% | 8.3k | 33.29 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $277k | NEW | 2.4k | 117.67 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.0 | $273k | 1.9k | 142.39 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $272k | +25% | 3.9k | 69.49 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $269k | +299% | 2.2k | 124.16 |
|
| American Express Company (AXP) | 0.0 | $269k | NEW | 796.00 | 338.25 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $268k | 1.7k | 156.30 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $267k | -8% | 15k | 17.73 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $262k | 1.7k | 154.30 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $261k | -14% | 4.9k | 53.11 |
|
| Newell Rubbermaid (NWL) | 0.0 | $261k | NEW | 43k | 6.14 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $260k | -5% | 13k | 20.17 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $260k | NEW | 518.00 | 501.36 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $254k | -8% | 5.1k | 49.39 |
|
| Essex Property Trust (ESS) | 0.0 | $252k | -45% | 864.00 | 291.59 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $251k | NEW | 1.4k | 177.47 |
|
| Watsco, Incorporated (WSO) | 0.0 | $250k | NEW | 600.00 | 416.73 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $247k | 2.6k | 96.43 |
|
|
| Carnival Corp Common Shares (CCL) | 0.0 | $246k | NEW | 8.6k | 28.57 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $241k | -23% | 1.6k | 152.20 |
|
| 3M Company (MMM) | 0.0 | $241k | 1.5k | 161.89 |
|
|
| Clean Harbors (CLH) | 0.0 | $238k | -11% | 797.00 | 298.75 |
|
| Kraft Heinz (KHC) | 0.0 | $237k | +5% | 10k | 23.62 |
|
| Lowe's Companies (LOW) | 0.0 | $236k | -12% | 1.1k | 220.39 |
|
| Goldman Sachs (GS) | 0.0 | $234k | NEW | 231.00 | 1011.37 |
|
| First Solar (FSLR) | 0.0 | $232k | NEW | 985.00 | 235.96 |
|
| Dex (DXCM) | 0.0 | $230k | NEW | 3.4k | 67.35 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $229k | -54% | 2.9k | 79.09 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $227k | NEW | 12k | 19.61 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $226k | +14% | 21k | 10.99 |
|
| Hut 8 Corp (HUT) | 0.0 | $225k | NEW | 1.9k | 115.45 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $223k | NEW | 13k | 16.64 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $220k | NEW | 798.00 | 276.17 |
|
| Intuit (INTU) | 0.0 | $219k | -10% | 839.00 | 260.92 |
|
| Church & Dwight (CHD) | 0.0 | $218k | -8% | 2.3k | 96.88 |
|
| Calumet (CLMT) | 0.0 | $216k | 6.0k | 36.02 |
|
|
| Peoples Financial Services Corp (PFIS) | 0.0 | $215k | NEW | 3.2k | 66.37 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $214k | 2.0k | 107.00 |
|
|
| Nutrien (NTR) | 0.0 | $214k | 3.4k | 62.95 |
|
|
| Simply Good Foods (SMPL) | 0.0 | $213k | -18% | 16k | 13.28 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $212k | NEW | 1.2k | 176.32 |
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $210k | +50% | 15k | 13.97 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.0 | $208k | -15% | 7.9k | 26.23 |
|
| Hannon Armstrong (HASI) | 0.0 | $207k | NEW | 5.3k | 39.05 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $207k | NEW | 4.4k | 46.92 |
|
| Kimco Realty Corporation (KIM) | 0.0 | $203k | NEW | 8.0k | 25.35 |
|
| Capital One Financial (COF) | 0.0 | $202k | NEW | 1.0k | 200.62 |
|
| Enterprise Products Partners (EPD) | 0.0 | $201k | 5.5k | 36.76 |
|
|
| Northwest Bancshares (NWBI) | 0.0 | $192k | 13k | 15.16 |
|
|
| Valley National Ban (VLY) | 0.0 | $191k | +5% | 13k | 14.65 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $187k | NEW | 10k | 18.57 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $183k | 12k | 15.78 |
|
|
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $160k | NEW | 48k | 3.36 |
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $154k | 19k | 7.92 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $141k | 14k | 9.81 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $137k | -53% | 13k | 10.50 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $109k | 10k | 10.57 |
|
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 2026 Q2 filed Aug. 13, 2026
- Van Hulzen Asset Management 2026 Q1 filed May 14, 2026
- 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