Van Hulzen Asset Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Van Hulzen Asset Management, LLC held in its portfolio 335 assets valued at $1,362,439,671 (i.e. $1.36B).

The most valuable assets in the portfolio included: APPLE INC ($98.23M), ALPHABET INC ($54.05M), and MICROSOFT CORP ($53.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 335 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Van Hulzen Asset Management, LLC Portfolio
APPLE INC
ALPHABET INC
MICROSOFT CORP
TESLA INC
BROADCOM INC
INTERNATIONAL BUSINESS MACHS
ARCHER DANIELS MIDLAND CO
JOHNSON & JOHNSON
MCDONALDS CORP
DANAHER CORPORATION
Van Hulzen Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 361313 98226455 COM
ALPHABET INC 172680 54048992 CAP STK CL A
MICROSOFT CORP 109750 53077138 COM
TESLA INC 82747 37212981 COM
BROADCOM INC 106477 36851748 COM
INTERNATIONAL BUSINESS MACHS 114202 33827784 COM
ARCHER DANIELS MIDLAND CO 587767 33790725 COM
JOHNSON & JOHNSON 129270 26752415 COM
MCDONALDS CORP 85532 26141220 COM
DANAHER CORPORATION 114005 26098049 COM
CISCO SYS INC 330065 25424890 COM
GALLAGHER ARTHUR J & CO 95470 24706776 COM
ISHARES TR 33358 22848021 CORE S&P500 ETF
NVIDIA CORPORATION 116831 21788895 COM
AMAZON COM INC 93685 21624372 COM
BERKSHIRE HATHAWAY INC DEL 41108 20662937 CL B NEW
ISHARES TR 102795 20417233 MSCI USA QLT FCT
FIDELITY WISE ORIGIN BITCOIN 257213 19607347 SHS
META PLATFORMS INC 28863 19052120 CL A
AUTOMATIC DATA PROCESSING IN 73587 18928716 COM
JPMORGAN CHASE & CO. 56585 18232809 COM
EATON CORP PLC 56181 17894194 SHS
BLACKROCK ETF TRUST 288602 17549881 ISHARES US EQUIT
EXXON MOBIL CORP 142344 17129633 COM
PEPSICO INC 117612 16879636 COM
ISHARES GOLD TR 202434 16431568 ISHARES NEW
BLACKROCK ETF TRUST II 281384 14848644 ISHARES FLEXIBLE
COCA COLA CO 209927 14676015 COM
BALL CORP 267009 14143467 COM
SHELL PLC 183193 13461011 SPON ADS
ISHARES TR 89903 13393821 ESG AWR MSCI USA
LAM RESEARCH CORP 77558 13276303 COM NEW
SPDR S&P 500 ETF TR 18802 12821321 TR UNIT
EXELON CORP 287413 12528332 COM
ISHARES TR 169462 12101282 EAFE VALUE ETF
COSTCO WHSL CORP NEW 13987 12061232 COM
CHUBB LIMITED 36355 11347200 COM
ISHARES TR 112586 11245083 CORE US AGGBD ET
QUALCOMM INC 64190 10979742 COM
TJX COS INC NEW 70604 10845547 COM
ABBVIE INC 45447 10384087 COM
SPDR GOLD TR 25932 10277111 GOLD SHS
ISHARES TR 98158 9242536 MSCI USA MIN VOL
BANK AMERICA CORP 161436 8878987 COM
ILLINOIS TOOL WKS INC 33202 8177558 COM
ISHARES TR 23635 8106211 S&P 100 ETF
TRANE TECHNOLOGIES PLC 19706 7669576 SHS
NETFLIX INC 76030 7128573 COM
BERKSHIRE HATHAWAY INC DEL 9 6793200 CL A
KINDER MORGAN INC DEL 237718 6534863 COM
ISHARES TR 67592 6507714 JPMORGAN USD EMG
JOHNSON CTLS INTL PLC 52572 6295497 SHS
VISA INC 17924 6285952 COM CL A
ISHARES INC 83530 6070972 MSCI EMRG CHN
ISHARES TR 63033 6002033 MBS ETF
ROPER TECHNOLOGIES INC 13055 5811372 COM
RTX CORPORATION 30254 5548584 COM
STRYKER CORPORATION 15631 5493965 COM
ISHARES TR 53349 5423986 10-20 YR TRS ETF
ISHARES TR 106869 5392619 TRS FLT RT BD
GRAYSCALE BITCOIN TRUST ETF 77934 5327569 SHS REP COM UT
ADOBE INC 14615 5115104 COM
ISHARES TR 61710 5110801 1 3 YR TREAS BD
BLACKROCK ETF TRUST 132125 5094744 ISHARES US THEMA
ISHARES U S ETF TR 92930 4748702 SHORT DURATION B
NORTHERN TR CORP 34522 4715344 COM
ARISTA NETWORKS INC 32675 4281406 COM SHS
ISHARES TR 79019 4257556 ISHS 5-10YR INVT
GENERAL DYNAMICS CORP 11883 4000688 COM
CHEVRON CORP NEW 24942 3801368 COM
DISNEY WALT CO 33170 3773716 COM
STEEL DYNAMICS INC 21992 3726611 COM
HONEYWELL INTL INC 19000 3706678 COM
MCKESSON CORP 4392 3602347 COM
FIDELITY COVINGTON TRUST 79981 3529551 SML MID MLTFCT
CSX CORP 93454 3387708 COM
INVESCO EXCHANGE TRADED FD T 17487 3349810 S&P500 EQL WGT
WALMART INC 29816 3321829 COM
MONDELEZ INTL INC 60637 3264069 CL A
INVESCO QQQ TR 4911 3016868 UNIT SER 1
QUALYS INC 22573 2999952 COM
UNITEDHEALTH GROUP INC 8843 2919322 COM
EDWARDS LIFESCIENCES CORP 34024 2900546 COM
ISHARES TR 26625 2726087 0-5 YR TIPS ETF
ISHARES TR 11757 2710254 LOW CARBON OPTIM
ISHARES TR 23785 2709605 EAFE GRWTH ETF
GLOBUS MED INC 30769 2686442 CL A
VANECK ETF TRUST 162178 2680803 DIGI TRANSFRM
VANGUARD SPECIALIZED FUNDS 11729 2577786 DIV APP ETF
ALPHABET INC 8101 2542038 CAP STK CL C
CHENIERE ENERGY INC 12663 2461491 COM NEW
ISHARES TR 9748 2440047 MSCI USA MMENTM
GLOBAL X FDS 35589 2305812 DEFENSE TECH ETF
ORACLE CORP 11812 2302358 COM
J P MORGAN EXCHANGE TRADED F 39836 2280240 EQUITY PREMIUM
MERIT MED SYS INC 25805 2274453 COM
PROCTER AND GAMBLE CO 15863 2273266 COM
HAMILTON LANE INC 16883 2267527 CL A
ABBOTT LABS 17856 2237196 COM
GRAYSCALE BITCOIN MINI TR ET 57283 2218571 SHS NEW
DECKERS OUTDOOR CORP 20961 2173027 COM
AMERICAN WTR WKS CO INC NEW 16631 2170381 COM
AMER STATES WTR CO 29451 2134588 COM
HOME DEPOT INC 6133 2110264 COM
INTERCONTINENTAL EXCHANGE IN 12975 2101431 COM
APPLIED INDL TECHNOLOGIES IN 7858 2017590 COM
ELI LILLY & CO 1822 1957783 COM
RLI CORP 30046 1922327 COM
ISHARES SILVER TR 29800 1919716 ISHARES
BANK NEW YORK MELLON CORP 16366 1899929 COM
VIPER ENERGY INC 47357 1829401 CL A
VANGUARD INDEX FDS 5755 1811524 LARGE CAP ETF
ADDUS HOMECARE CORP 16743 1798031 COM
AXOS FINANCIAL INC 20138 1735091 COM
DIGI INTL INC 39285 1700648 COM
CUMMINS INC 3269 1668814 COM
XYLEM INC 11808 1608014 COM
ISHARES TR 14520 1599997 IBOXX INV CP ETF
ISHARES TR 9500 1595460 CORE S&P US GWT
CSW INDUSTRIALS INC 5388 1581606 COM
STERLING INFRASTRUCTURE INC 5148 1576473 COM
GRAYSCALE ETHEREUM TRUST ETF 62257 1517204 SHS
PROGRESS SOFTWARE CORP 35235 1513696 COM
SPS COMM INC 16973 1512804 COM
LEMAITRE VASCULAR INC 18413 1493314 COM
GLOBAL X FDS 83004 1466681 NASDAQ 100 COVER
CLEAR SECURE INC 41757 1464846 COM CL A
AMGEN INC 4450 1456475 COM
CARRIER GLOBAL CORPORATION 27350 1445174 COM
DIMENSIONAL ETF TRUST 32822 1396895 CORE FIXED INCOM
ACUITY INC 3851 1386524 COM
PATHWARD FINANCIAL INC 19036 1351582 COM
STARBUCKS CORP 15998 1347202 COM
MERCK & CO INC 12682 1334884 COM
GIBRALTAR INDS INC 26541 1312188 COM
ISHARES TR 14686 1280007 20 YR TR BD ETF
BOEING CO 5843 1268633 COM
ADVANCED MICRO DEVICES INC 5888 1260975 COM
ACUSHNET HLDGS CORP 15631 1247647 COM
BWX TECHNOLOGIES INC 7182 1241266 COM
MUELLER WTR PRODS INC 51405 1224464 COM SER A
INTERPARFUMS INC 14230 1207169 COM
VANGUARD INDEX FDS 1897 1189648 S&P 500 ETF SHS
FIDELITY NATIONAL FINANCIAL 21643 1181492 COM SHS
SPDR SERIES TRUST 18787 1161660 STATE STREET SPD
FEDERAL SIGNAL CORP 10615 1152651 COM
STANDEX INTL CORP 5303 1152323 COM
YUM BRANDS INC 7508 1135811 COM
ISHARES TR 22891 1095350 ESG AWR US AGRGT
LOCKHEED MARTIN CORP 2251 1088971 COM
ISHARES TR 24635 1081723 ESG ADVANCED UNI
ISHARES TR 20823 1078007 USD INV GRDE ETF
SHERWIN WILLIAMS CO 3296 1068003 COM
BRADY CORP 13607 1066407 CL A
REALTY INCOME CORP 18840 1061988 COM
FIFTH THIRD BANCORP 22610 1058375 COM
AIRBNB INC 7650 1038258 COM CL A
PHILLIPS 66 7814 1008330 COM
GILEAD SCIENCES INC 8180 1004024 COM
LATTICE STRATEGIES TR 17384 1003205 HARTFORD US EQTY
PALANTIR TECHNOLOGIES INC 5572 990423 CL A
CATERPILLAR INC 1725 988089 COM
BRISTOL-MYERS SQUIBB CO 18264 985161 COM
VANGUARD INDEX FDS 1967 959517 GROWTH ETF
ISHARES TR 9733 958686 CONV BD ETF
HAWKINS INC 6723 955008 COM
CLOUDFLARE INC 4815 949278 CL A COM
DEERE & CO 2025 942717 COM
ISHARES INC 21220 937280 ESG AWR MSCI EM
PRESTIGE CONSMR HEALTHCARE I 15040 927818 COM
VANGUARD INDEX FDS 2749 921637 TOTAL STK MKT
STRIDE INC 14086 914604 COM
SEMPRA 10210 901407 COM
PFIZER INC 35991 896180 COM
MUELLER INDS INC 7721 886343 COM
ISHARES TR 6956 857374 S&P 500 GRWT ETF
ISHARES TR 6987 849702 CORE HIGH DV ETF
PNC FINL SVCS GROUP INC 4059 847146 COM
GE VERNOVA INC 1282 837877 COM
TRAVELERS COMPANIES INC 2877 834479 COM
PULTE GROUP INC 7116 834423 COM
ISHARES TR 34308 802283 ESG AWRE USD ETF
ISHARES TR 34664 798142 US TREAS BD ETF
WASTE MGMT INC DEL 3600 790956 COM
WELLS FARGO CO NEW 644 780067 PERP PFD CNV A
MORGAN STANLEY 4268 757725 COM NEW
CONOCOPHILLIPS 7889 738532 COM
SUN CMNTYS INC 5835 723015 COM
CENCORA INC 2114 714004 COM
FIRST HORIZON CORPORATION 29760 711264 COM
INTUIT 1052 697114 COM
CROWDSTRIKE HLDGS INC 1482 694703 CL A
VANGUARD WHITEHALL FDS 4832 693472 HIGH DIV YLD
LENNAR CORP 6519 670154 CL A
US BANCORP DEL 12485 666200 COM NEW
WELLTOWER INC 3561 660958 COM
ISHARES TR 11324 652036 ESG MSCI USA ETF
PHILIP MORRIS INTL INC 4022 645196 COM
MEDTRONIC PLC 6651 638896 SHS
ALLSTATE CORP 3060 636939 COM
ARES CAPITAL CORP 31169 630552 COM
NUVEEN CA QUALTY MUN INCOME 53250 628883 COM
CHENIERE ENERGY PARTNERS LP 11668 624005 COM UNIT
ANALOG DEVICES INC 2212 600004 COM
REDDIT INC 2560 588468 CL A
ISHARES TR 14842 585517 INTL SEL DIV ETF
GE AEROSPACE 1898 584595 COM NEW
SCHWAB STRATEGIC TR 17855 582431 US LCAP GR ETF
GRAYSCALE ETHEREUM MINI TR E 20611 578345 SHS NEW
SOUTHERN CO 6611 576480 COM
SNOWFLAKE INC 2600 570336 COM SHS
PROLOGIS INC. 4438 566556 COM
TETRA TECHNOLOGIES INC DEL 59853 560823 COM
ROYAL CARIBBEAN GROUP 2001 558119 COM
TOLL BROTHERS INC 4000 540880 COM
PIMCO ETF TR 5223 511035 INV GRD CRP BD
VERIZON COMMUNICATIONS INC 12486 508557 COM
AMPLIFY ETF TR 11351 505120 CWP ENHANCED DIV
BLACKSTONE SECD LENDING FD 19152 504273 COMMON STOCK
J P MORGAN EXCHANGE TRADED F 10775 498775 INCOME ETF
BLACKROCK ETF TRUST 6669 494113 ISHARES US CARBO
UBER TECHNOLOGIES INC 6022 492058 COM
CAMBRIA ETF TR 7066 491253 SHSHLD YIELD ETF
SCHWAB STRATEGIC TR 17700 485511 US DIVIDEND EQ
VANGUARD BD INDEX FDS 6493 480937 TOTAL BND MRKT
SHOPIFY INC 2935 472447 CL A SUB VTG SHS
SIMPLY GOOD FOODS CO 23226 466379 COM
VANECK ETF TRUST 5368 460414 GOLD MINERS ETF
CORCEPT THERAPEUTICS INC 13201 459395 COM
HEALTHEQUITY INC 5000 458050 COM
VANGUARD WORLD FD 3700 447552 ESG US STK ETF
ISHARES TR 14137 437678 PFD AND INCM SEC
WHEATON PRECIOUS METALS CORP 3707 435647 COM
SCHWAB STRATEGIC TR 16522 433367 US BRD MKT ETF
BADGER METER INC 2474 431524 COM
VANGUARD INTL EQUITY INDEX F 5866 431503 ALLWRLD EX US
DUTCH BROS INC 6960 426092 CL A
D R HORTON INC 2952 425173 COM
HINGE HEALTH INC 9002 418143 CL A
ESSEX PPTY TR INC 1593 416807 COM
NEXTERA ENERGY INC 5137 412436 COM
ISHARES INC 3470 412063 MSCI GBL MIN VOL
ISHARES TR 4232 406399 MSCI EAFE ETF
INTEL CORP 10962 404498 COM
FRANKLIN TEMPLETON ETF TR 6429 392786 INCOME EQT FOCUS
DIMENSIONAL ETF TRUST 7730 391525 ULTRASHORT FIXED
V F CORP 21550 389624 COM
KB HOME 6901 389286 COM
J P MORGAN EXCHANGE TRADED F 6632 385437 NASDAQ EQT PREM
FS KKR CAP CORP 25517 377907 COM
NIKE INC 5875 374318 CL B
ISHARES BITCOIN TRUST ETF 7349 364878 SHS BEN INT
VANGUARD INDEX FDS 1402 361652 SMALL CP ETF
NUVEEN CALIFORNIA AMT QLT MU 28553 355197 COM
ISHARES TR 3218 354509 TRUST ISHARE 0-1
PALO ALTO NETWORKS INC 1912 352191 COM
FIRST TR EXCHNG TRADED FD VI 7897 349996 SMITH OPPORT FXD
VANGUARD INTL EQUITY INDEX F 4100 342801 FTSE EUROPE ETF
KLA CORP 277 336760 COM NEW
ISHARES TR 710 336041 RUS 1000 GRW ETF
HERSHEY CO 1800 327567 COM
ALTRIA GROUP INC 5625 324310 COM
CVS HEALTH CORP 4075 323365 COM
ISHARES TR 2633 316491 CORE S&P SCP ETF
VANGUARD WORLD FD 1709 316234 UTILITIES ETF
DUKE ENERGY CORP NEW 2663 312171 COM NEW
FREEPORT-MCMORAN INC 6135 311581 CL B
SELECT SECTOR SPDR TR 2140 308096 STATE STREET TEC
ISHARES TR 5531 302602 MSCI EMG MKT ETF
SCHWAB STRATEGIC TR 10587 301518 US SML CAP ETF
APPLIED MATLS INC 1149 295282 COM
SELECT SECTOR SPDR TR 6538 292300 STATE STREET ENE
ISHARES TR 5060 290748 CALIF MUN BD ETF
KIMBERLY-CLARK CORP 2851 287675 COM
HUNTINGTON BANCSHARES INC 16515 286542 COM
ENERGY TRANSFER L P 17120 282309 COM UT LTD PTN
ISHARES TR 725 280467 RUSSELL 3000 ETF
ISHARES TR 11305 274486 IBONDS 27 ETF
ISHARES TR 11455 268105 IBONDS DEC 29
ISHARES TR 10529 268016 IBDS DEC28 ETF
COUSINS PPTYS INC 10300 265534 COM NEW
INVESCO EXCHANGE TRADED FD T 5650 265109 RAFI US 1000 ETF
COLGATE PALMOLIVE CO 3293 260213 COM
ISHARES TR 2019 260108 ESG MSCI KLD 400
LOWES COS INC 1068 257540 COM
AT&T INC 10342 256893 COM
ISHARES TR 11401 251621 IBONDS DEC 2030
ISHARES TR 4639 250738 MSCI INDIA ETF
INVESCO EXCH TRADED FD TR II 974 246312 NASDAQ 100 ETF
CITIGROUP INC 2069 241432 COM NEW
BLACKSTONE INC 1562 240767 COM
WELLS FARGO CO NEW 2576 240084 COM
FIRST SOLAR INC 915 239026 COM
NUTRIEN LTD 3845 237314 COM
MASTERCARD INCORPORATED 416 237231 CL A
ISHARES TR 960 236314 RUSSELL 2000 ETF
ISHARES TR 1695 236190 ESG OPTIMIZED
FORD MTR CO 17927 235204 COM
HEALTHCARE RLTY TR 13700 232215 CL A COM
VANGUARD INDEX FDS 2612 231136 REAL ESTATE ETF
ISHARES TR 4543 231057 FLTG RATE NT ETF
ISHARES TR 9368 226987 IBONDS DEC2026
AFLAC INC 2031 223959 COM
VANGUARD SCOTTSDALE FDS 2664 223110 INT-TERM CORP
3M CO 1385 221815 COM
ISHARES TR 10462 221272 IBONDS DEC 2031
ISHARES TR 1567 221167 SELECT DIVID ETF
SPDR INDEX SHS FDS 4973 220851 PORTFOLIO DEVLPD
NATIONAL FUEL GAS CO 2745 219770 COM
NATIONAL STORAGE AFFILIATES 7790 219756 COM SHS BEN IN
ENBRIDGE INC 4560 218105 COM
VANECK ETF TRUST 12184 215174 PREFERRED SECURT
GOLDMAN SACHS GROUP INC 244 214476 COM
TAIWAN SEMICONDUCTOR MFG LTD 703 213505 SPONSORED ADS
CHURCH & DWIGHT CO INC 2537 212728 COM
STRATEGY INC 1388 210907 CL A NEW
CLEAN HARBORS INC 897 210329 COM
EASTMAN CHEM CO 3286 209747 COM
GEN DIGITAL INC 7711 209663 COM
SPDR INDEX SHS FDS 5826 209257 MSCI ACWI EXUS
LINDE PLC 475 202612 SHS
CONSTELLATION ENERGY CORP 569 201031 COM
VANECK ETF TRUST 556 200083 SEMICONDUCTR ETF
MORGAN STANLEY DIRECT LENDIN 11585 190921 COM SHS
BLACKROCK MUNIHLDNGS CALI QL 17382 184249 COM
NUVEEN TAXABLE MUNICPAL INM 11605 183359 COM
FS CREDIT OPPORTUNITIES CORP 28710 180873 COMMON STOCK
XERIS BIOPHARMA HOLDINGS INC 20382 159999 COM
NORTHWEST BANCSHARES INC MD 12650 151800 COM
VALLEY NATL BANCORP 12300 143664 COM
EATON VANCE TAX-MANAGED GLOB 14350 136756 COM
BLACK STONE MINERALS L P 10000 132900 COM UNIT
NUVEEN MUN HIGH INCOME OPPOR 10312 105080 COM
SUNPOWER INC 40000 62800 COM
CHEGG INC 41000 38130 COM