Van Hulzen Asset Management, LLC

Est. AUM

$1.31B

13F long equity, this entity only

Positions

357

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$92.9M	366138	7.11%	SOLE
2	ALPHABET INC	CAP STK CL A	$49.2M	171223	3.77%	SOLE
3	MICROSOFT CORP	COM	$42.8M	115493	3.27%	SOLE
4	ARCHER DANIELS MIDLAND CO	COM	$38.5M	528967	2.94%	SOLE
5	BROADCOM INC	COM	$31.5M	101796	2.41%	SOLE
6	TESLA INC	COM	$30.3M	81520	2.32%	SOLE
7	JOHNSON & JOHNSON	COM	$30.3M	123829	2.32%	SOLE
8	INTERNATIONAL BUSINESS MACHS	COM	$27.9M	115282	2.14%	SOLE
9	EXXON MOBIL CORP	COM	$27.5M	162161	2.10%	SOLE
10	MCDONALDS CORP	COM	$26.5M	85394	2.03%	SOLE
11	CISCO SYS INC	COM	$25.1M	322945	1.92%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$21.8M	33445	1.67%	SOLE
13	AMAZON COM INC	COM	$21.8M	104451	1.66%	SOLE
14	DANAHER CORP DEL	COM	$21.5M	113545	1.65%	SOLE
15	CHUBB LTD SWITZ	COM	$20.9M	64019	1.60%	SOLE
16	NVIDIA CORPORATION	COM	$20.8M	119299	1.59%	SOLE
17	ISHARES TR	MSCI USA QLT FCT	$19.7M	102591	1.51%	SOLE
18	EATON CORP PLC	SHS	$19.5M	54448	1.49%	SOLE
19	PEPSICO INC	COM	$18.6M	120083	1.43%	SOLE
20	JPMORGAN CHASE & CO	COM	$18.6M	63373	1.43%	SOLE
21	META PLATFORMS INC	CL A	$17.6M	30727	1.34%	SOLE
22	BLACKROCK ETF TRUST	ISHARES US EQUIT	$16.9M	290647	1.29%	SOLE
23	SHELL PLC	SPON ADS	$16.1M	173203	1.23%	SOLE
24	ISHARES GOLD TR	ISHARES NEW	$16.0M	181387	1.22%	SOLE
25	LAM RESEARCH CORP	COM NEW	$15.9M	74625	1.22%	SOLE
26	COCA COLA CO	COM	$15.8M	208386	1.21%	SOLE
27	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$15.3M	295026	1.17%	SOLE
28	FIDELITY WISE ORIGIN BITCOIN	SHS	$15.1M	256315	1.16%	SOLE
29	EXELON CORP	COM	$13.3M	270653	1.01%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.8M	19678	0.98%	SOLE
31	ISHARES TR	ESG AWR MSCI USA	$12.7M	89844	0.97%	SOLE
32	COSTCO WHOLESALE CORPORATION	COM	$12.7M	12696	0.97%	SOLE
33	ISHARES TR	EAFE VALUE ETF	$12.6M	169026	0.96%	SOLE
34	TJX COS INC NEW	COM	$11.9M	74411	0.91%	SOLE
35	ISHARES TR	CORE US AGGBD ET	$10.6M	106562	0.81%	SOLE
36	JOHNSON CONTROLS INTERNATION	SHS	$10.2M	77966	0.78%	SOLE
37	ABBVIE INC	COM	$10.0M	45864	0.76%	SOLE
38	ILLINOIS TOOL WKS INC	COM	$9.3M	35802	0.71%	SOLE
39	SLB LIMITED	COM STK	$9.2M	179080	0.70%	SOLE
40	ISHARES TR	MSCI USA MIN VOL	$9.2M	99010	0.70%	SOLE
41	ROPER TECHNOLOGIES INC	COM	$9.2M	25944	0.70%	SOLE
42	TRANE TECHNOLOGIES PLC	SHS	$8.5M	20320	0.65%	SOLE
43	KINDER MORGAN INC DEL	COM	$8.4M	251991	0.65%	SOLE
44	CME GROUP INC	COM	$8.3M	28021	0.63%	SOLE
45	BALL CORP	COM	$7.9M	133500	0.60%	SOLE
46	ISHARES TR	JPMORGAN USD EMG	$7.6M	80434	0.58%	SOLE
47	ISHARES TR	S&P 100 ETF	$7.5M	23704	0.58%	SOLE
48	WASTE MGMT INC DEL	COM	$6.9M	30087	0.53%	SOLE
49	VISA INC	COM CL A	$6.8M	22341	0.52%	SOLE
50	COLGATE PALMOLIVE CO	COM	$6.7M	78507	0.51%	SOLE

1–50 of 357

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.