Van Hulzen Asset Management, LLC

13F filer · CIK 0001600145

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$1.41BU.S. long equity reported on 13F

Positions28239 new · 17 closed

Net flow last quarter-$55.8MBuys minus sells

Top 10 positions weight30.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026282 positions
AAPLApple Inc.	$95.3M	6.78%	0.00%	-10.1%	Q4 2013
GOOGLAlphabet Inc.	$58.3M	4.15%	0.00%	-4.7%	Q3 2019
AVGOBroadcom Inc.	$39.1M	2.78%	0.00%	+1.7%	Q3 2018
MSFTMicrosoft Corp	$37.1M	2.64%	0.00%	-13.9%	Q4 2013
ADMArcher-Daniels-Midland Co	$35M	2.49%	0.10%	-13.4%	Q3 2025
BRK.BBerkshire Hathaway Inc	$33.7M	2.40%	Not reported	+5.8%	Q4 2013
IBMInternational Business Machines Corp	$31.7M	2.25%	0.01%	-2.3%	Q4 2013
LRCXLam Research Corp	$31.6M	2.25%	0.01%	-2.3%	Q1 2019
CSCOCisco Systems, Inc.	$30.4M	2.17%	0.01%	-19.7%	Q4 2013
JNJJohnson & Johnson	$30.2M	2.15%	0.00%	-4.0%	Q4 2013
AMZNAmazon Com Inc	$26.1M	1.85%	0.00%	+4.7%	Q3 2015
CBChubb Ltd	$24M	1.70%	0.02%	+9.8%	Q3 2017
NVDANvidia Corp	$23.9M	1.70%	0.00%	+0.1%	Q1 2018
MCDMcdonalds Corp	$22.7M	1.62%	0.01%	-1.5%	Q4 2013
XOMExxonMobil Holdings Corp	$22.7M	1.62%	0.00%	+2.4%	Q4 2013
DHRDanaher Corp	$22.2M	1.58%	0.02%	+2.7%	Q2 2015
ETNEaton Corp plc	$22.1M	1.57%	0.01%	-4.9%	Q3 2016
JPMJPMorgan Chase & Co	$20.1M	1.43%	0.00%	-2.9%	Q4 2013
KOCoca Cola Co	$16.5M	1.17%	0.00%	-2.6%	Q4 2013
PEPPepsico Inc	$16.3M	1.16%	0.01%	+0.4%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$14.6M	1.04%	Not reported	-0.4%	Q4 2013
IAUIshares Gold Trust	$13.8M	0.99%	0.02%	+1.1%	Q2 2016
METAMeta Platforms, Inc.	$13.5M	0.96%	Not reported	-21.7%	Q4 2013
SHELShell plc	$13.4M	0.96%	0.00%	0.0%	Q3 2022
TSLATesla, Inc.	$13.1M	0.94%	0.00%	-61.7%	Q4 2013
EXCExelon Corp	$12.5M	0.89%	0.03%	-1.2%	Q2 2017
COSTCostco Wholesale Corp	$12.2M	0.86%	0.00%	+2.3%	Q1 2015
TJXTJX Companies Inc	$11.8M	0.84%	0.01%	+4.7%	Q3 2018
ABBVAbbVie Inc.	$11.4M	0.81%	0.00%	-1.2%	Q4 2013
JCIJohnson Controls International plc	$11.3M	0.80%	0.01%	-1.2%	Q4 2013
TTTrane Technologies plc	$10M	0.71%	0.01%	+0.2%	Q4 2024
ITWIllinois Tool Works Inc	$9.7M	0.69%	0.01%	+0.2%	Q1 2023
VVisa Inc.	$8.93M	0.64%	0.00%	+16.4%	Q4 2013
KMIKinder Morgan, Inc.	$8.87M	0.63%	0.01%	+10.1%	Q1 2015
SLBSLB Limited	$8.5M	0.60%	0.01%	+2.1%	Q3 2016
WMWaste Management Inc	$8.2M	0.58%	0.01%	+22.4%	Q1 2018
ROPRoper Technologies Inc	$7.86M	0.56%	0.02%	-10.5%	Q4 2016
EMXCEmax Holdings Corp	$7.82M	0.56%	Not reported	-9.4%	Q4 2023
PANWPalo Alto Networks Inc	$7.79M	0.55%	0.00%	+437.9%	Q4 2015
GLDSPDR Gold Trust	$7.51M	0.53%	0.01%	+8.6%	Q4 2013
CLColgate Palmolive Co	$7.35M	0.52%	0.01%	+2.2%	Q2 2015
CMECme Group Inc.	$6.86M	0.49%	0.01%	+10.9%	Q3 2018
QCOMQualcomm Inc	$6.57M	0.47%	0.00%	-3.5%	Q4 2013
ANETArista Networks, Inc.	$6.06M	0.43%	0.00%	-0.8%	Q1 2015
THROTheron Resource Group	$5.92M	0.42%	1.74%	+2.3%	Q4 2025
AWKAmerican Water Works Company, Inc.	$5.73M	0.41%	0.02%	+149.8%	Q2 2018
RTXRTX Corp	$5.69M	0.40%	0.00%	-0.3%	Q3 2020
PEverpure, Inc.	$5.38M	0.38%	0.02%	New	Q2 2026
MSCIMSCI Inc.	$5.29M	0.38%	0.01%	New	Q2 2026
STLDSteel Dynamics Inc	$5.15M	0.37%	0.02%	-0.8%	Q2 2016

Q1 2026Reported May 14, 2026259 positions
AAPLApple Inc.	$92.9M	6.90%	0.00%	+1.3%	Q4 2013
GOOGLAlphabet Inc.	$49.2M	3.66%	0.00%	-0.8%	Q3 2019
MSFTMicrosoft Corp	$42.8M	3.18%	0.00%	+5.2%	Q4 2013
ADMArcher-Daniels-Midland Co	$38.5M	2.86%	0.11%	-10.0%	Q3 2025
AVGOBroadcom Inc.	$31.5M	2.34%	0.00%	-4.4%	Q3 2018
BRK.BBerkshire Hathaway Inc	$30.5M	2.26%	Not reported	+54.6%	Q4 2013
TSLATesla, Inc.	$30.3M	2.25%	0.00%	-1.5%	Q4 2013
JNJJohnson & Johnson	$30.3M	2.25%	0.01%	-4.2%	Q4 2013
IBMInternational Business Machines Corp	$27.9M	2.08%	0.01%	+1.0%	Q4 2013
XOMExxonMobil Holdings Corp	$27.5M	2.04%	0.00%	+13.9%	Q4 2013
MCDMcdonalds Corp	$26.5M	1.97%	0.01%	-0.2%	Q4 2013
CSCOCisco Systems, Inc.	$25.1M	1.86%	0.01%	-2.2%	Q4 2013
AMZNAmazon Com Inc	$21.8M	1.62%	0.00%	+11.5%	Q3 2015
DHRDanaher Corp	$21.5M	1.60%	0.02%	-0.4%	Q2 2015
CBChubb Ltd	$20.9M	1.55%	0.02%	+76.1%	Q3 2017
NVDANvidia Corp	$20.8M	1.55%	0.00%	+2.1%	Q1 2018
ETNEaton Corp plc	$19.5M	1.45%	0.01%	-3.1%	Q3 2016
PEPPepsico Inc	$18.6M	1.39%	0.01%	+2.1%	Q1 2015
JPMJPMorgan Chase & Co	$18.6M	1.39%	0.00%	+12.0%	Q4 2013
METAMeta Platforms, Inc.	$17.6M	1.31%	Not reported	+6.5%	Q4 2013
SHELShell plc	$16.1M	1.20%	0.00%	-5.5%	Q3 2022
IAUIshares Gold Trust	$16M	1.19%	0.02%	-10.4%	Q2 2016
LRCXLam Research Corp	$15.9M	1.18%	0.01%	-3.8%	Q1 2019
KOCoca Cola Co	$15.8M	1.18%	0.00%	-0.7%	Q4 2013
FBTCFidelity Wise Origin Bitcoin Fund	$15.1M	1.12%	0.12%	-0.4%	Q1 2024
EXCExelon Corp	$13.3M	0.99%	0.03%	-5.8%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$12.8M	0.95%	Not reported	+4.7%	Q4 2013
COSTCostco Wholesale Corp	$12.7M	0.94%	0.00%	-9.2%	Q1 2015
TJXTJX Companies Inc	$11.9M	0.88%	0.01%	+5.4%	Q3 2018
JCIJohnson Controls International plc	$10.2M	0.76%	0.01%	+48.3%	Q4 2013
ABBVAbbVie Inc.	$9.97M	0.74%	0.00%	+0.9%	Q4 2013
ITWIllinois Tool Works Inc	$9.32M	0.69%	0.01%	+7.8%	Q1 2023
SLBSLB Limited	$9.2M	0.68%	0.01%	Not reported	Q3 2016
ROPRoper Technologies Inc	$9.18M	0.68%	0.03%	+98.7%	Q4 2016
TTTrane Technologies plc	$8.47M	0.63%	0.01%	+3.1%	Q4 2024
KMIKinder Morgan, Inc.	$8.45M	0.63%	0.01%	+6.0%	Q1 2015
CMECme Group Inc.	$8.28M	0.61%	0.01%	Not reported	Q3 2018
GLDSPDR Gold Trust	$8.08M	0.60%	0.01%	-27.6%	Q4 2013
BALLBALL Corp	$7.89M	0.59%	0.05%	-50.0%	Q4 2020
WMWaste Management Inc	$6.91M	0.51%	0.01%	+735.8%	Q1 2018
VVisa Inc.	$6.75M	0.50%	0.00%	+24.6%	Q4 2013
CLColgate Palmolive Co	$6.69M	0.50%	0.01%	+2284.1%	Q2 2015
EMXCEmax Holdings Corp	$6.64M	0.49%	Not reported	+1.1%	Q4 2023
BRK.ABerkshire Hathaway Inc	$6.46M	0.48%	Not reported	Not reported	Q1 2015
AJGArthur J. Gallagher & Co.	$5.93M	0.44%	0.01%	-71.3%	Q3 2022
RTXRTX Corp	$5.8M	0.43%	0.00%	-0.6%	Q3 2020
IRIngersoll Rand Inc.	$5.7M	0.42%	0.02%	Not reported	Q2 2021
FCXFreeport-Mcmoran Inc	$5.67M	0.42%	0.01%	+1473.3%	Q1 2014
CVXChevron Corp	$5.19M	0.39%	0.00%	+0.6%	Q4 2013
NTRSNorthern Trust Corp	$4.87M	0.36%	0.02%	+1.0%	Q1 2015

Q4 2025Reported Feb 6, 2026239 positions
AAPLApple Inc.	$98.2M	7.21%	0.00%	-3.8%	Q4 2013
GOOGLAlphabet Inc.	$54M	3.97%	0.00%	+0.6%	Q3 2019
MSFTMicrosoft Corp	$53.1M	3.90%	0.00%	+1.6%	Q4 2013
TSLATesla, Inc.	$37.2M	2.73%	0.00%	-0.9%	Q4 2013
AVGOBroadcom Inc.	$36.9M	2.70%	0.00%	-0.1%	Q3 2018
IBMInternational Business Machines Corp	$33.8M	2.48%	0.01%	+1.4%	Q4 2013
ADMArcher-Daniels-Midland Co	$33.8M	2.48%	0.12%	Not reported	Q3 2025
JNJJohnson & Johnson	$26.8M	1.96%	0.01%	+1.1%	Q4 2013
MCDMcdonalds Corp	$26.1M	1.92%	0.01%	+1.6%	Q4 2013
DHRDanaher Corp	$26.1M	1.92%	0.02%	+11.3%	Q2 2015
CSCOCisco Systems, Inc.	$25.4M	1.87%	0.01%	-33.2%	Q4 2013
AJGArthur J. Gallagher & Co.	$24.7M	1.81%	0.04%	+7.9%	Q3 2022
NVDANvidia Corp	$21.8M	1.60%	0.00%	+0.6%	Q1 2018
AMZNAmazon Com Inc	$21.6M	1.59%	0.00%	+6.6%	Q3 2015
BRK.BBerkshire Hathaway Inc	$20.7M	1.52%	Not reported	+2.5%	Q4 2013
FBTCFidelity Wise Origin Bitcoin Fund	$19.6M	1.44%	0.11%	-0.6%	Q1 2024
METAMeta Platforms, Inc.	$19.1M	1.40%	Not reported	+4.1%	Q4 2013
ADPAutomatic Data Processing Inc	$18.9M	1.39%	0.02%	+2.6%	Q2 2019
JPMJPMorgan Chase & Co	$18.2M	1.34%	0.00%	+2.8%	Q4 2013
ETNEaton Corp plc	$17.9M	1.31%	0.01%	+5.5%	Q3 2016
XOMExxonMobil Holdings Corp	$17.1M	1.26%	0.00%	+2.8%	Q4 2013
PEPPepsico Inc	$16.9M	1.24%	0.01%	+365.2%	Q1 2015
IAUIshares Gold Trust	$16.4M	1.21%	0.02%	-1.1%	Q2 2016
KOCoca Cola Co	$14.7M	1.08%	0.00%	+0.4%	Q4 2013
BALLBALL Corp	$14.1M	1.04%	0.10%	Not reported	Q4 2020
SHELShell plc	$13.5M	0.99%	0.00%	+0.1%	Q3 2022
LRCXLam Research Corp	$13.3M	0.97%	0.01%	-51.4%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$12.8M	0.94%	Not reported	+4.8%	Q4 2013
EXCExelon Corp	$12.5M	0.92%	0.03%	+4.7%	Q2 2017
COSTCostco Wholesale Corp	$12.1M	0.89%	0.00%	+2.2%	Q1 2015
CBChubb Ltd	$11.3M	0.83%	0.01%	+1.1%	Q3 2017
QCOMQualcomm Inc	$11M	0.81%	0.01%	+2.8%	Q4 2013
TJXTJX Companies Inc	$10.8M	0.80%	0.01%	+30.4%	Q3 2018
ABBVAbbVie Inc.	$10.4M	0.76%	0.00%	+2.0%	Q4 2013
GLDSPDR Gold Trust	$10.3M	0.75%	0.01%	+2.2%	Q4 2013
BACBank of America Corp	$8.88M	0.65%	0.00%	+4.7%	Q2 2014
ITWIllinois Tool Works Inc	$8.18M	0.60%	0.01%	-0.5%	Q1 2023
TTTrane Technologies plc	$7.67M	0.56%	0.01%	Not reported	Q4 2024
NFLXNetflix Inc	$7.13M	0.52%	0.00%	+543.2%	Q3 2018
BRK.ABerkshire Hathaway Inc	$6.79M	0.50%	Not reported	Not reported	Q1 2015
KMIKinder Morgan, Inc.	$6.53M	0.48%	0.01%	+4.3%	Q1 2015
JCIJohnson Controls International plc	$6.3M	0.46%	0.01%	Not reported	Q4 2013
VVisa Inc.	$6.29M	0.46%	0.00%	+4.3%	Q4 2013
EMXCEmax Holdings Corp	$6.07M	0.45%	Not reported	+3.5%	Q4 2023
ROPRoper Technologies Inc	$5.81M	0.43%	0.01%	+4.5%	Q4 2016
RTXRTX Corp	$5.55M	0.41%	0.00%	+0.8%	Q3 2020
SYKStryker Corp	$5.49M	0.40%	0.00%	+1.4%	Q4 2013
GBTCGrayscale Bitcoin Trust ETF	$5.33M	0.39%	0.04%	-0.8%	Q1 2024
ADBEAdobe Inc.	$5.12M	0.38%	0.00%	+6.1%	Q1 2018
THROTheron Resource Group	$5.09M	0.37%	1.67%	New	Q4 2025

Q3 2025Reported Nov 13, 2025239 positions
AAPLApple Inc.	$95.7M	7.11%	0.00%	-1.2%	Q4 2013
MSFTMicrosoft Corp	$56M	4.16%	0.00%	-0.7%	Q4 2013
GOOGLAlphabet Inc.	$41.7M	3.10%	0.00%	+0.6%	Q3 2019
TSLATesla, Inc.	$37.1M	2.76%	0.00%	-1.5%	Q4 2013
AVGOBroadcom Inc.	$35.2M	2.61%	0.00%	+5.6%	Q3 2018
ADMArcher-Daniels-Midland Co	$35.1M	2.61%	0.12%	New	Q3 2025
CSCOCisco Systems, Inc.	$33.8M	2.51%	0.01%	-5.2%	Q4 2013
IBMInternational Business Machines Corp	$31.8M	2.36%	0.01%	-0.4%	Q4 2013
AJGArthur J. Gallagher & Co.	$27.4M	2.04%	0.03%	+6.4%	Q3 2022
FBTCFidelity Wise Origin Bitcoin Fund	$25.8M	1.92%	0.11%	-0.2%	Q1 2024
MCDMcdonalds Corp	$25.6M	1.90%	0.01%	+2.1%	Q4 2013
JNJJohnson & Johnson	$23.7M	1.76%	0.01%	+0.7%	Q4 2013
NVDANvidia Corp	$21.7M	1.61%	0.00%	-0.5%	Q1 2018
LRCXLam Research Corp	$21.3M	1.59%	0.01%	+0.3%	Q1 2019
ADPAutomatic Data Processing Inc	$21.1M	1.56%	0.02%	+2.0%	Q2 2019
METAMeta Platforms, Inc.	$20.4M	1.51%	Not reported	-7.7%	Q4 2013
DHRDanaher Corp	$20.3M	1.51%	0.01%	+2.8%	Q2 2015
BRK.BBerkshire Hathaway Inc	$20.2M	1.50%	Not reported	+63.7%	Q4 2013
ETNEaton Corp plc	$19.9M	1.48%	0.01%	-0.5%	Q3 2016
AMZNAmazon Com Inc	$19.3M	1.43%	0.00%	+4.9%	Q3 2015
JPMJPMorgan Chase & Co	$17.4M	1.29%	0.00%	+17.9%	Q4 2013
XOMExxonMobil Holdings Corp	$15.6M	1.16%	0.00%	+1.6%	Q4 2013
PGPROCTER & GAMBLE Co	$15.2M	1.13%	0.00%	+1.3%	Q4 2013
IAUIshares Gold Trust	$14.9M	1.11%	0.03%	+2.9%	Q2 2016
KOCoca Cola Co	$13.9M	1.03%	0.00%	+0.4%	Q4 2013
SHELShell plc	$13.1M	0.97%	0.00%	+0.1%	Q3 2022
COSTCostco Wholesale Corp	$12.7M	0.94%	0.00%	-5.4%	Q1 2015
EXCExelon Corp	$12.4M	0.92%	0.03%	0.0%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$11.9M	0.89%	Not reported	-1.9%	Q4 2013
DISWalt Disney Co	$10.9M	0.81%	0.01%	+1.4%	Q1 2015
QCOMQualcomm Inc	$10.4M	0.77%	0.01%	+0.7%	Q4 2013
MDLZMondelez International, Inc.	$10.4M	0.77%	0.01%	+2.9%	Q3 2016
ABBVAbbVie Inc.	$10.3M	0.77%	0.00%	+1.3%	Q4 2013
CBChubb Ltd	$10.1M	0.75%	0.01%	+0.6%	Q3 2017
GLDSPDR Gold Trust	$9.02M	0.67%	0.01%	-4.5%	Q4 2013
ITWIllinois Tool Works Inc	$8.7M	0.65%	0.01%	+5.0%	Q1 2023
BACBank of America Corp	$7.95M	0.59%	0.00%	+1135.7%	Q2 2014
TJXTJX Companies Inc	$7.83M	0.58%	0.00%	+11.3%	Q3 2018
GBTCGrayscale Bitcoin Trust ETF	$7.05M	0.52%	0.03%	-1.3%	Q1 2024
BRK.ABerkshire Hathaway Inc	$6.79M	0.50%	Not reported	Not reported	Q1 2015
KMIKinder Morgan, Inc.	$6.46M	0.48%	0.01%	+1.2%	Q1 2015
ROPRoper Technologies Inc	$6.23M	0.46%	0.01%	+1.6%	Q4 2016
DECKDeckers Outdoor Corp	$6.16M	0.46%	0.04%	-1.9%	Q4 2013
VVisa Inc.	$5.87M	0.44%	0.00%	-22.6%	Q4 2013
SYKStryker Corp	$5.7M	0.42%	0.00%	-1.5%	Q4 2013
EMXCEmax Holdings Corp	$5.45M	0.40%	Not reported	+4.5%	Q4 2023
RTXRTX Corp	$5.02M	0.37%	0.00%	-0.2%	Q3 2020
ADBEAdobe Inc.	$4.86M	0.36%	0.00%	-0.4%	Q1 2018
ANETArista Networks, Inc.	$4.71M	0.35%	0.00%	-4.5%	Q1 2015
NTRSNorthern Trust Corp	$4.56M	0.34%	0.02%	-0.1%	Q1 2015

Premium opens every quarter this fund has filed