Holders — by stockHoldings — by fund
Van Hulzen Asset Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1600145
$1.41B
disclosed book value
387
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 100 of 387 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 329,239 | $95.3M | 6.8% |
| 2 | GOOGLALPHABET INC | 163,138 | $58.3M | 4.1% |
| 3 | AVGOBROADCOM INC | 103,516 | $39.1M | 2.8% |
| 4 | MSFTMICROSOFT CORP | 99,491 | $37.1M | 2.6% |
| 5 | ADMARCHER DANIELS MIDLAND CO | 458,267 | $35.0M | 2.5% |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 67,274 | $33.7M | 2.4% |
| 7 | IBMINTERNATIONAL BUSINESS MACHS | 112,688 | $31.7M | 2.3% |
| 8 | LRCXLAM RESEARCH CORP | 72,928 | $31.6M | 2.2% |
| 9 | CSCOCISCO SYS INC | 259,194 | $30.4M | 2.2% |
| 10 | JNJJOHNSON & JOHNSON | 118,886 | $30.2M | 2.1% |
| 11 | IVVISHARES TR | 37,516 | $28.1M | 2% |
| 12 | AMZNAMAZON COM INC | 109,314 | $26.1M | 1.9% |
| 13 | CHUBB LIMITED | 70,297 | $24.0M | 1.7% |
| 14 | NVDANVIDIA CORPORATION | 119,405 | $23.9M | 1.7% |
| 15 | MCDMCDONALDS CORP | 84,094 | $22.7M | 1.6% |
| 16 | EXMOCEXXON MOBIL CORP | 166,116 | $22.7M | 1.6% |
| 17 | DHRDANAHER CORP DEL | 116,555 | $22.2M | 1.6% |
| 18 | DYNFBLACKROCK ETF TRUST | 325,210 | $22.1M | 1.6% |
| 19 | EATON CORP PLC | 51,780 | $22.1M | 1.6% |
| 20 | QUALISHARES TR | 92,649 | $20.3M | 1.4% |
| 21 | JPMJPMORGAN CHASE & CO | 61,539 | $20.1M | 1.4% |
| 22 | KOCOCA COLA CO | 202,915 | $16.5M | 1.2% |
| 23 | PEPPEPSICO INC | 120,514 | $16.3M | 1.2% |
| 24 | BINCBLACKROCK ETF TRUST II | 294,719 | $15.4M | 1.1% |
| 25 | SPYSTATE STR SPDR S&P 500 ETF T | 19,608 | $14.6M | 1% |
| 26 | IAUISHARES GOLD TR | 183,362 | $13.8M | 1% |
| 27 | METAMETA PLATFORMS INC | 24,046 | $13.5M | 1% |
| 28 | SHELSHELL PLC | 173,215 | $13.4M | 1% |
| 29 | TSLATESLA INC | 31,256 | $13.1M | 0.9% |
| 30 | ESGUISHARES TR | 79,800 | $13.1M | 0.9% |
| 31 | EFVISHARES TR | 167,256 | $12.8M | 0.9% |
| 32 | EXCEXELON CORP | 267,381 | $12.5M | 0.9% |
| 33 | COSTCOSTCO WHOLESALE CORPORATION | 12,989 | $12.2M | 0.9% |
| 34 | TJXTJX COS INC NEW | 77,901 | $11.8M | 0.8% |
| 35 | ABBVABBVIE INC | 45,296 | $11.4M | 0.8% |
| 36 | JOHNSON CONTROLS INTERNATION | 77,054 | $11.3M | 0.8% |
| 37 | TRANE TECHNOLOGIES PLC | 20,361 | $10.0M | 0.7% |
| 38 | ITWILLINOIS TOOL WKS INC | 35,860 | $9.7M | 0.7% |
| 39 | VVISA INC | 26,014 | $8.9M | 0.6% |
| 40 | KMIKINDER MORGAN INC DEL | 277,516 | $8.9M | 0.6% |
| 41 | SLBSLB LIMITED | 182,753 | $8.5M | 0.6% |
| 42 | WMWASTE MGMT INC DEL | 36,813 | $8.2M | 0.6% |
| 43 | ROPROPER TECHNOLOGIES INC | 23,226 | $7.9M | 0.6% |
| 44 | EMXCISHARES INC | 76,486 | $7.8M | 0.6% |
| 45 | AGGISHARES TR | 78,753 | $7.8M | 0.6% |
| 46 | PANWPALO ALTO NETWORKS INC | 22,856 | $7.8M | 0.6% |
| 47 | GLDSPDR GOLD TR | 20,393 | $7.5M | 0.5% |
| 48 | EMBISHARES TR | 77,066 | $7.4M | 0.5% |
| 49 | OEFISHARES TR | 20,271 | $7.4M | 0.5% |
| 50 | CLCOLGATE PALMOLIVE CO | 80,200 | $7.4M | 0.5% |
| 51 | USMVISHARES TR | 76,015 | $7.3M | 0.5% |
| 52 | CMECME GROUP INC | 31,062 | $6.9M | 0.5% |
| 53 | QCOMQUALCOMM INC | 35,540 | $6.6M | 0.5% |
| 54 | ANETARISTA NETWORKS INC | 35,685 | $6.1M | 0.4% |
| 55 | THROBLACKROCK ETF TRUST | 137,278 | $5.9M | 0.4% |
| 56 | TLHISHARES TR | 58,327 | $5.9M | 0.4% |
| 57 | AWKAMERICAN WTR WKS CO INC NEW | 43,572 | $5.7M | 0.4% |
| 58 | RTXRTX CORPORATION | 29,971 | $5.7M | 0.4% |
| 59 | PEVERPURE INC | 68,312 | $5.4M | 0.4% |
| 60 | MSCIMSCI INC | 9,448 | $5.3M | 0.4% |
| 61 | STLDSTEEL DYNAMICS INC | 22,438 | $5.1M | 0.4% |
| 62 | TFLOISHARES TR | 100,634 | $5.1M | 0.4% |
| 63 | UNHUNITEDHEALTH GROUP INC | 11,817 | $4.9M | 0.3% |
| 64 | SYKSTRYKER CORPORATION | 15,148 | $4.8M | 0.3% |
| 65 | GOOGALPHABET INC | 13,259 | $4.7M | 0.3% |
| 66 | NEARISHARES U S ETF TR | 88,576 | $4.5M | 0.3% |
| 67 | MTUMISHARES TR | 13,068 | $4.5M | 0.3% |
| 68 | MBBISHARES TR | 45,661 | $4.3M | 0.3% |
| 69 | CSXCSX CORP | 87,709 | $4.2M | 0.3% |
| 70 | CVXCHEVRON CORPORATION | 25,033 | $4.1M | 0.3% |
| 71 | ABNBAIRBNB INC | 28,777 | $4.1M | 0.3% |
| 72 | SHYISHARES TR | 50,112 | $4.1M | 0.3% |
| 73 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 8,380 | $4.0M | 0.3% |
| 74 | AMDADVANCED MICRO DEVICES INC | 6,654 | $3.9M | 0.3% |
| 75 | IGIBISHARES TR | 70,867 | $3.8M | 0.3% |
| 76 | QLYSQUALYS INC | 27,342 | $3.8M | 0.3% |
| 77 | MCKMCKESSON CORP | 4,803 | $3.6M | 0.3% |
| 78 | QQQINVESCO QQQ TR | 4,907 | $3.6M | 0.3% |
| 79 | UNPUNION PAC CORP | 13,067 | $3.6M | 0.3% |
| 80 | RSPINVESCO EXCHANGE TRADED FD T | 16,419 | $3.5M | 0.2% |
| 81 | GDGENERAL DYNAMICS CORP | 9,794 | $3.5M | 0.2% |
| 82 | AJGGALLAGHER ARTHUR J & CO | 14,687 | $3.4M | 0.2% |
| 83 | GBTCGRAYSCALE BITCOIN TRUST ETF | 72,892 | $3.3M | 0.2% |
| 84 | EFGISHARES TR | 26,408 | $3.3M | 0.2% |
| 85 | MRVLMARVELL TECHNOLOGY INC | 11,013 | $3.3M | 0.2% |
| 86 | FCXFREEPORT MCMORAN INC | 51,590 | $3.2M | 0.2% |
| 87 | CRBNISHARES TR | 12,767 | $3.2M | 0.2% |
| 88 | EWEDWARDS LIFESCIENCES CORP | 35,500 | $3.2M | 0.2% |
| 89 | WMTWALMART INC | 28,281 | $3.2M | 0.2% |
| 90 | STIPISHARES TR | 30,690 | $3.1M | 0.2% |
| 91 | LNGCHENIERE ENERGY INC | 13,062 | $3.1M | 0.2% |
| 92 | JEPIJ P MORGAN EXCHANGE TRADED F | 54,220 | $3.1M | 0.2% |
| 93 | CATCATERPILLAR INC | 2,809 | $3.0M | 0.2% |
| 94 | NTRSNORTHERN TR CORP | 16,664 | $2.9M | 0.2% |
| 95 | BAIBLACKROCK ETF TRUST | 53,669 | $2.8M | 0.2% |
| 96 | GMEDGLOBUS MED INC | 32,869 | $2.6M | 0.2% |
| 97 | VIGVANGUARD SPECIALIZED FUNDS | 10,883 | $2.6M | 0.2% |
| 98 | LLYELI LILLY & CO | 2,080 | $2.5M | 0.2% |
| 99 | FSMDFIDELITY COVINGTON TRUST | 46,753 | $2.5M | 0.2% |
| 100 | AMGNAMGEN INC | 6,577 | $2.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.