Van Hulzen Asset Management, LLC
Van Hulzen Asset Management, LLC reported 388 holdings worth US$1.41B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Van Hulzen Asset Management, LLC reported 388 holdings worth US$1.41B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Broadcom Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 388
- Value as reported
- US$1.41B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 329K | US$95.3M | 6.8% |
| Alphabet Inc (google) Class C | 176K | US$63M | 4.5% |
| Broadcom Inc. | 104K | US$39.1M | 2.8% |
| Microsoft Corp. | 99,491 | US$37.1M | 2.6% |
| Archer-daniels-midland Company | 458K | US$35M | 2.5% |
| Berkshire Hathaway Inc. | 68,771 | US$34.4M | 2.4% |
| International Business Machines Corporation | 113K | US$31.7M | 2.3% |
| Lam Research Corporation | 72,928 | US$31.6M | 2.2% |
| Cisco Systems, Inc. | 259K | US$30.4M | 2.2% |
| Johnson & Johnson | 119K | US$30.2M | 2.1% |
| Amazon.com, Inc. | 109K | US$26.1M | 1.9% |
| Nvidia Corporation | 119K | US$23.9M | 1.7% |
| Mcdonald's Corporation | 84,094 | US$22.7M | 1.6% |
| Exxon Mobil Corporation | 166K | US$22.7M | 1.6% |
| Danaher Corporation | 117K | US$22.2M | 1.6% |
| Jp Morgan Chase & Co. | 61,539 | US$20.1M | 1.4% |
| Coca-cola Company (the) | 203K | US$16.5M | 1.2% |
| Pepsico, Inc. | 121K | US$16.3M | 1.2% |
| Meta Platforms, Inc. | 24,046 | US$13.5M | 0.96% |
| Shell Plc | 173K | US$13.4M | 0.96% |
| Tesla, Inc. | 31,256 | US$13.1M | 0.94% |
| Exelon Corporation | 267K | US$12.5M | 0.89% |
| Costco Wholesale Corporation | 12,989 | US$12.2M | 0.86% |
| Tjx Companies, Inc. (the) | 77,901 | US$11.8M | 0.84% |
| Abbvie Inc. | 45,296 | US$11.4M | 0.81% |
| Illinois Tool Works Inc. | 35,860 | US$9.7M | 0.69% |
| Visa Inc. | 26,014 | US$8.93M | 0.64% |
| Kinder Morgan, Inc. | 278K | US$8.87M | 0.63% |
| Waste Management, Inc. | 36,813 | US$8.2M | 0.58% |
| Roper Technologies, Inc. | 23,226 | US$7.86M | 0.56% |
| Palo Alto Networks, Inc. | 22,856 | US$7.79M | 0.55% |
| Colgate-palmolive Company | 80,200 | US$7.35M | 0.52% |
| Cme Group Inc. | 31,062 | US$6.86M | 0.49% |
| Qualcomm Incorporated | 35,540 | US$6.57M | 0.47% |
| Arista Networks, Inc. | 35,685 | US$6.06M | 0.43% |
| American Water Works Company, Inc. | 43,572 | US$5.73M | 0.41% |
| Rtx Corporation | 29,971 | US$5.69M | 0.40% |
| Everpure, Inc. | 68,312 | US$5.38M | 0.38% |
| Msci Inc. | 9,448 | US$5.29M | 0.38% |
| Steel Dynamics, Inc. | 22,438 | US$5.15M | 0.37% |
| Unitedhealth Group Incorporated | 11,817 | US$4.91M | 0.35% |
| Stryker Corporation | 15,148 | US$4.77M | 0.34% |
| Csx Corporation | 87,709 | US$4.17M | 0.30% |
| Chevron Corporation | 25,033 | US$4.15M | 0.30% |
| Airbnb, Inc. | 28,777 | US$4.12M | 0.29% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 8,380 | US$4M | 0.28% |
| Advanced Micro Devices Inc | 6,654 | US$3.87M | 0.28% |
| Qualys, Inc. | 27,342 | US$3.76M | 0.27% |
| Mckesson Corporation | 4,803 | US$3.63M | 0.26% |
| Union Pacific Corporation | 13,067 | US$3.55M | 0.25% |
| General Dynamics Corporation | 9,794 | US$3.47M | 0.25% |
| Arthur J. Gallagher & Co. | 14,687 | US$3.37M | 0.24% |
| Marvell Technology, Inc. | 11,013 | US$3.28M | 0.23% |
| Freeport-mcmoran, Inc. | 51,590 | US$3.24M | 0.23% |
| Edwards Lifesciences Corporation | 35,500 | US$3.21M | 0.23% |
| Walmart Inc. | 28,281 | US$3.2M | 0.23% |
| Cheniere Energy, Inc. | 13,062 | US$3.12M | 0.22% |
| Caterpillar, Inc. | 2,809 | US$2.99M | 0.21% |
| Northern Trust Corporation | 16,664 | US$2.9M | 0.21% |
| Globus Medical, Inc. | 32,869 | US$2.6M | 0.18% |
| Eli Lilly And Company | 2,080 | US$2.49M | 0.18% |
| Amgen Inc. | 6,577 | US$2.38M | 0.17% |
| Applied Industrial Technologies, Inc. | 6,923 | US$2.34M | 0.17% |
| Procter & Gamble Company (the) | 15,387 | US$2.26M | 0.16% |
| Home Depot, Inc. (the) | 6,294 | US$2.22M | 0.16% |
| Cummins Inc. | 3,071 | US$2.19M | 0.16% |
| Digi International Inc. | 28,382 | US$2.13M | 0.15% |
| Merit Medical Systems, Inc. | 28,877 | US$2M | 0.14% |
| Carrier Global Corporation | 27,162 | US$1.99M | 0.14% |
| Intel Corporation | 13,621 | US$1.9M | 0.14% |
| American States Water Company | 22,970 | US$1.9M | 0.14% |
| Intercontinental Exchange Inc. | 14,388 | US$1.77M | 0.13% |
| Merck & Company, Inc. | 13,759 | US$1.77M | 0.13% |
| Oracle Corporation | 11,815 | US$1.73M | 0.12% |
| Clear Secure, Inc. | 30,086 | US$1.68M | 0.12% |
| Space Exploration Technologies Corp | 9,613 | US$1.64M | 0.12% |
| Sterling Infrastructure, Inc. | 1,937 | US$1.63M | 0.12% |
| Starbucks Corporation | 15,739 | US$1.61M | 0.11% |
| Abbott Laboratories | 17,651 | US$1.6M | 0.11% |
| O'reilly Automotive, Inc. | 16,915 | US$1.56M | 0.11% |
| Crowdstrike Holdings, Inc. | 2,027 | US$1.55M | 0.11% |
| Ge Vernova Inc. | 1,287 | US$1.51M | 0.11% |
| Bwx Technologies, Inc. | 7,742 | US$1.51M | 0.11% |
| Viper Energy, Inc. | 35,165 | US$1.49M | 0.11% |
| D.r. Horton, Inc. | 8,952 | US$1.46M | 0.10% |
| Xylem Inc. | 11,800 | US$1.39M | 0.10% |
| Standex International Corporation | 3,786 | US$1.35M | 0.10% |
| Acushnet Holdings Corp. | 11,342 | US$1.34M | 0.10% |
| Phillips 66 | 7,737 | US$1.31M | 0.09% |
| Axos Financial, Inc. | 13,424 | US$1.31M | 0.09% |
| Boeing Company (the) | 5,971 | US$1.29M | 0.09% |
| Yum! Brands, Inc. | 8,008 | US$1.28M | 0.09% |
| Fifth Third Bancorp | 22,460 | US$1.27M | 0.09% |
| Netflix, Inc. | 17,175 | US$1.23M | 0.09% |
| Progress Software Corporation | 36,055 | US$1.21M | 0.09% |
| Deere & Company | 1,908 | US$1.21M | 0.09% |
| Addus Homecare Corporation | 12,041 | US$1.21M | 0.09% |
| Mastercard Incorporated | 2,236 | US$1.15M | 0.08% |
| Cloudflare, Inc. | 4,675 | US$1.15M | 0.08% |
| Interparfums, Inc. | 10,163 | US$1.14M | 0.08% |
Every holding of Van Hulzen Asset Management, LLC
Source
View original at SEC
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