Van Hulzen Asset Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.35B
Q ending 2026-03-31
Prior quarter
$1.36B
Q ending 2025-12-31
Change
-1.2% QoQ · +22.8% YoY
Positions
362
reported holdings
Largest positions
Top 100 of 362 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $92.9M | 366K |
| Alphabet Inc | GOOGL | Shares | $49.2M | 171K |
| Microsoft Corp | MSFT | Shares | $42.8M | 115K |
| Archer Daniels Midland Co | ADM | Shares | $38.5M | 529K |
| Broadcom Inc | AVGO | Shares | $31.5M | 102K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $30.5M | 64K |
| Tesla Inc | TSLA | Shares | $30.3M | 82K |
| Johnson & Johnson | JNJ | Shares | $30.3M | 124K |
| International Business Machs | IBM | Shares | $27.9M | 115K |
| Exxon Mobil Corp | XOM | Shares | $27.5M | 162K |
| Mcdonalds Corp | MCD | Shares | $26.5M | 85K |
| Cisco Sys Inc | CSCO | Shares | $25.1M | 323K |
| Ishares Tr | IVV | Shares | $21.8M | 33K |
| Amazon Com Inc | AMZN | Shares | $21.8M | 104K |
| Danaher Corp Del | DHR | Shares | $21.5M | 114K |
| Chubb Ltd Switz | Shares | $20.9M | 64K | |
| Nvidia Corporation | NVDA | Shares | $20.8M | 119K |
| Ishares Tr | QUAL | Shares | $19.7M | 103K |
| Eaton Corp Plc | Shares | $19.5M | 54K | |
| Pepsico Inc | PEP | Shares | $18.6M | 120K |
| Jpmorgan Chase & Co | JPM | Shares | $18.6M | 63K |
| Meta Platforms Inc | META | Shares | $17.6M | 31K |
| Blackrock Etf Trust | DYNF | Shares | $16.9M | 291K |
| Shell Plc | SHEL | Shares | $16.1M | 173K |
| Ishares Gold Tr | IAU | Shares | $16.0M | 181K |
| Lam Research Corp | LRCX | Shares | $15.9M | 75K |
| Coca Cola Co | KO | Shares | $15.8M | 208K |
| Blackrock Etf Trust Ii | BINC | Shares | $15.3M | 295K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $15.1M | 256K |
| Exelon Corp | EXC | Shares | $13.3M | 271K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $12.8M | 20K |
| Ishares Tr | ESGU | Shares | $12.7M | 90K |
| Costco Wholesale Corporation | COST | Shares | $12.7M | 13K |
| Ishares Tr | EFV | Shares | $12.6M | 169K |
| Tjx Cos Inc New | TJX | Shares | $11.9M | 74K |
| Ishares Tr | AGG | Shares | $10.6M | 107K |
| Johnson Controls Internation | Shares | $10.2M | 78K | |
| Abbvie Inc | ABBV | Shares | $10.0M | 46K |
| Illinois Tool Wks Inc | ITW | Shares | $9.3M | 36K |
| Slb Limited | SLB | Shares | $9.2M | 179K |
| Ishares Tr | USMV | Shares | $9.2M | 99K |
| Roper Technologies Inc | ROP | Shares | $9.2M | 26K |
| Trane Technologies Plc | Shares | $8.5M | 20K | |
| Kinder Morgan Inc Del | KMI | Shares | $8.4M | 252K |
| Cme Group Inc | CME | Shares | $8.3M | 28K |
| Spdr Gold Tr | GLD | Shares | $8.1M | 19K |
| Ball Corp | BALL | Shares | $7.9M | 134K |
| Ishares Tr | EMB | Shares | $7.6M | 80K |
| Ishares Tr | OEF | Shares | $7.5M | 24K |
| Waste Mgmt Inc Del | WM | Shares | $6.9M | 30K |
| Visa Inc | V | Shares | $6.8M | 22K |
| Colgate Palmolive Co | CL | Shares | $6.7M | 79K |
| Ishares Inc | EMXC | Shares | $6.6M | 84K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $6.5M | 9 |
| Ishares Tr | MBB | Shares | $6.3M | 67K |
| Gallagher Arthur J & Co | AJG | Shares | $5.9M | 27K |
| Rtx Corporation | RTX | Shares | $5.8M | 30K |
| Ingersoll Rand Inc | IR | Shares | $5.7M | 71K |
| Freeport Mcmoran Inc | FCX | Shares | $5.7M | 97K |
| Ishares Tr | TLH | Shares | $5.6M | 55K |
| Ishares Tr | TFLO | Shares | $5.3M | 104K |
| Chevron Corporation | CVX | Shares | $5.2M | 25K |
| Ishares U S Etf Tr | NEAR | Shares | $4.9M | 96K |
| Northern Tr Corp | NTRS | Shares | $4.9M | 35K |
| Blackrock Etf Trust | THRO | Shares | $4.9M | 134K |
| Stryker Corporation | SYK | Shares | $4.8M | 15K |
| Qualcomm Inc | QCOM | Shares | $4.7M | 37K |
| Arista Networks Inc | ANET | Shares | $4.4M | 36K |
| Ishares Tr | SHY | Shares | $4.3M | 52K |
| Honeywell Intl Inc | HONGBP | Shares | $4.3M | 19K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $4.1M | 78K |
| Ishares Tr | IGIB | Shares | $4.1M | 77K |
| Steel Dynamics Inc | STLD | Shares | $4.1M | 23K |
| Cheniere Energy Inc | LNG | Shares | $3.9M | 14K |
| Mckesson Corp | MCK | Shares | $3.8M | 4K |
| General Dynamics Corp | GD | Shares | $3.8M | 11K |
| Walmart Inc | WMT | Shares | $3.8M | 31K |
| Fidelity Covington Trust | FSMD | Shares | $3.6M | 81K |
| Csx Corp | CSX | Shares | $3.6M | 87K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.4M | 18K |
| Ishares Tr | STIP | Shares | $3.1M | 30K |
| Ishares Tr | CRBN | Shares | $3.0M | 14K |
| Adobe Inc | ADBE | Shares | $2.9M | 12K |
| Invesco Qqq Tr | QQQ | Shares | $2.9M | 5K |
| Alphabet Inc | GOOG | Shares | $2.8M | 10K |
| Edwards Lifesciences Corp | EW | Shares | $2.7M | 34K |
| Unitedhealth Group Inc | UNH | Shares | $2.7M | 10K |
| Globus Med Inc | GMED | Shares | $2.7M | 31K |
| Ishares Tr | EFG | Shares | $2.7M | 24K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.6M | 45K |
| Global X Fds | SHLD | Shares | $2.5M | 36K |
| Ishares Tr | MTUM | Shares | $2.4M | 10K |
| American Wtr Wks Co Inc New | AWK | Shares | $2.4M | 17K |
| Vanguard Specialized Funds | VIG | Shares | $2.3M | 11K |
| Procter & Gamble Co | PG | Shares | $2.2M | 15K |
| Amgen Inc | AMGN | Shares | $2.1M | 6K |
| Applied Indl Technologies In | AIT | Shares | $2.1M | 8K |
| Intercontinental Exchange In | ICE | Shares | $2.0M | 13K |
| Amer States Wtr Co | AWR | Shares | $2.0M | 26K |
| Bank New York Mellon Corp | BNY | Shares | $2.0M | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.