EdgeMarket › What Van Hulzen Asset Management, Llc reported owning
What Van Hulzen Asset Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
361Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 92.9M | 6.9% | 366.1K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 49.2M | 3.7% | 171.2K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 42.8M | 3.2% | 115.5K | 483.24 | -4.4% |
| ADM Archer-Daniels-Midland Co | 38.5M | 2.9% | 529.0K | 80.30 | +32.2% |
| AVGO Broadcom Inc. | 31.5M | 2.3% | 101.8K | 368.45 | +26.5% |
| unmapped CUSIP 084670702 | 30.5M | 2.3% | 63.6K | — | — |
| TSLA Tesla, Inc. | 30.3M | 2.3% | 81.5K | 362.86 | +12.0% |
| JNJ JOHNSON & JOHNSON | 30.3M | 2.2% | 123.8K | 270.24 | +51.1% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 27.9M | 2.1% | 115.3K | 235.68 | -2.8% |
| XOM ExxonMobil Holdings Corp | 27.5M | 2.0% | 162.2K | 165.11 | +52.1% |
| MCD MCDONALDS CORP | 26.5M | 2.0% | 85.4K | 270.95 | -13.5% |
| CSCO CISCO SYSTEMS, INC. | 25.1M | 1.9% | 322.9K | 111.04 | +65.5% |
| IVV iShares Core S&P 500 ETF | 21.8M | 1.6% | 33.4K | 769.31 | +20.0% |
| AMZN AMAZON COM INC | 21.8M | 1.6% | 104.5K | 258.63 | +15.6% |
| DHR DANAHER CORP /DE/ | 21.5M | 1.6% | 113.5K | 218.85 | +3.5% |
| CB Chubb Ltd | 20.9M | 1.6% | 64.0K | 340.99 | +21.9% |
| NVDA NVIDIA CORP | 20.8M | 1.5% | 119.3K | 214.72 | +22.4% |
| QUAL iShares MSCI USA Quality Factor ETF | 19.7M | 1.5% | 102.6K | 223.22 | +19.3% |
| ETN Eaton Corp plc | 19.5M | 1.4% | 54.4K | 419.20 | +21.1% |
| PEP PEPSICO INC | 18.6M | 1.4% | 120.1K | 143.48 | -4.8% |
| JPM JPMORGAN CHASE & CO | 18.6M | 1.4% | 63.4K | 351.58 | +20.3% |
| META Meta Platforms, Inc. | 17.6M | 1.3% | 30.7K | 549.90 | -26.5% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 16.9M | 1.3% | 290.6K | 69.08 | +22.3% |
| SHEL Shell plc | 16.1M | 1.2% | 173.2K | 93.33 | +29.5% |
| IAU ISHARES GOLD TRUST | 16.0M | 1.2% | 181.4K | 86.79 | +37.5% |
| LRCX LAM RESEARCH CORP | 15.9M | 1.2% | 74.6K | 314.00 | +216.7% |
| KO COCA COLA CO | 15.8M | 1.2% | 208.4K | 91.10 | +28.9% |
| BINC iShares Flexible Income Active ETF | 15.3M | 1.1% | 295.0K | 52.00 | -1.7% |
| FBTC Fidelity Wise Origin Bitcoin Fund | 15.1M | 1.1% | 256.3K | 67.02 | -32.8% |
| EXC EXELON CORP | 13.3M | 1.0% | 270.7K | 43.78 | -2.5% |
| SPY SPDR S&P 500 ETF TRUST | 12.8M | 1.0% | 19.7K | 765.72 | +20.0% |
| ESGU iShares ESG Aware MSCI USA ETF | 12.7M | 0.9% | 89.8K | 167.74 | +20.3% |
| COST COSTCO WHOLESALE CORP /NEW | 12.7M | 0.9% | 12.7K | 947.74 | -4.7% |
| EFV iShares MSCI EAFE Value ETF | 12.6M | 0.9% | 169.0K | 82.23 | +21.4% |
| TJX TJX COMPANIES INC /DE/ | 11.9M | 0.9% | 74.4K | 140.53 | +1.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10.6M | 0.8% | 106.6K | 97.35 | -1.7% |
| JCI Johnson Controls International plc | 10.2M | 0.8% | 78.0K | 143.05 | +35.0% |
| ABBV AbbVie Inc. | 10.0M | 0.7% | 45.9K | 264.96 | +26.7% |
| ITW ILLINOIS TOOL WORKS INC | 9.3M | 0.7% | 35.8K | 282.29 | +7.7% |
| SLB SLB LIMITED/NV | 9.2M | 0.7% | 179.1K | 53.87 | +61.5% |
| USMV iShares MSCI USA Min Vol Factor ETF | 9.2M | 0.7% | 99.0K | 101.23 | +7.0% |
| ROP ROPER TECHNOLOGIES INC | 9.2M | 0.7% | 25.9K | 411.79 | -23.8% |
| GLD SPDR GOLD TRUST | 9.0M | 0.7% | 21.0K | 423.36 | +37.3% |
| TT Trane Technologies plc | 8.5M | 0.6% | 20.3K | 453.43 | +6.4% |
| KMI KINDER MORGAN, INC. | 8.4M | 0.6% | 252.0K | 30.98 | +16.6% |
| CME CME GROUP INC. | 8.3M | 0.6% | 28.0K | 274.98 | +0.1% |
| BALL BALL Corp | 7.9M | 0.6% | 133.5K | 63.59 | +19.7% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond | 7.6M | 0.6% | 80.4K | 94.72 | +0.9% |
| OEF iShares S&P 100 Fund | 7.5M | 0.6% | 23.7K | 377.86 | +19.6% |
| WM WASTE MANAGEMENT INC | 6.9M | 0.5% | 30.1K | 224.06 | -2.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →