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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Van Hulzen Asset Management, LLC

Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001600145-23-000007

Total Value
$1.2M
Positions
301
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL508,812$98,6948.42%
2MICROSOFT CORPMSFT149,326$50,8514.34%
3ALPHABET INCGOOG282,031$33,7622.88%
4MCDONALDS CORPMCD103,370$30,8472.63%
5COMCAST CORP NEWCCZ724,362$30,0972.57%
6HERSHEY COHSY116,882$29,1852.49%
7CISCO SYS INCCSCO536,373$27,7522.37%
8JOHNSON & JOHNSONJNJ166,471$27,5542.35%
9ABBVIE INCABBV201,147$27,0982.31%
10GALLAGHER ARTHUR J & CO363576109121,212$26,6152.27%
11FORTINET INCFTNT301,408$22,7831.94%
12MERCK & CO INCMRK193,588$22,3361.91%
13EATON CORP PLCETN101,636$20,4391.74%
14TESLA INCTSLA72,663$19,0211.62%
15ISHARES TR46432F339134,472$18,1361.55%
16EXELON CORPEXC437,278$17,8151.52%
17INTERNATIONAL BUSINESS MACHSINTR132,680$17,7541.51%
18EXXON MOBIL CORPXOM165,145$17,7121.51%
19COSTCO WHSL CORP NEW22160K10532,342$17,4121.49%
20COCA COLA COKO278,877$16,7941.43%
21AUTOMATIC DATA PROCESSING INADP75,990$16,7021.42%
22BROADCOM INCAVGO18,275$15,8521.35%
23VISA INCV65,320$15,5121.32%
24DANAHER CORPORATION23585110264,414$15,4611.32%
25ISHARES TR46435G425157,427$15,3431.31%
26WASTE MGMT INC DEL94106L10988,459$15,3411.31%
27ISHARES TR46428720034,091$15,1951.30%
28SPDR S&P 500 ETF TRSPY28,705$12,7241.09%
29KINDER MORGAN INC DELEP-PC730,386$12,5771.07%
30PIONEER NAT RES CO72378710760,543$12,5431.07%
31SHELL PLCRYDAF205,761$12,4241.06%
32MONDELEZ INTL INC609207105169,293$12,3481.05%
33BEST BUY INCBBY140,608$11,5230.98%
34ISHARES TR464287226115,209$11,2850.96%
35ISHARES TR464287457133,357$10,8130.92%
36ROPER TECHNOLOGIES INCROP22,325$10,7340.92%
37ISHARES TR464288885110,847$10,5760.90%
38PROGRESSIVE CORP74331510379,700$10,5500.90%
39META PLATFORMS INCMETA36,199$10,3880.89%
40AMERISOURCEBERGEN CORPCOR51,084$9,8300.84%
41ISHARES GOLD TRIAU269,717$9,8150.84%
42LOCKHEED MARTIN CORPLMT19,785$9,1090.78%
43DEERE & CODE21,755$8,8150.75%
44LOWES COS INC54866110736,724$8,2880.71%
45QUALCOMM INCQCOM68,773$8,1870.70%
46ADOBE SYSTEMS INCORPORATEDADBE15,229$7,4470.64%
47ISHARES TR46429B69797,524$7,2490.62%
48ELEVANCE HEALTH INCELV14,781$6,5670.56%
49SPDR GOLD TRGLD36,213$6,4560.55%
50ORACLE CORPORCL-PD54,112$6,4440.55%
51ARISTA NETWORKS INCANET17,405$6,0840.52%
52NOVO-NORDISK A SNONOF36,327$5,8790.50%
53ISHARES INC46434G863174,954$5,5340.47%
54ISHARES TR464288877110,193$5,3930.46%
55BERKSHIRE HATHAWAY INC DELBRK-A15,438$5,2640.45%
56JPMORGAN CHASE & COVYLD34,900$5,0760.43%
57BARRICK GOLD CORP067901108295,600$5,0050.43%
58BERKSHIRE HATHAWAY INC DELBRK-A9$4,6600.40%
59DECKERS OUTDOOR CORPDECK8,816$4,6520.40%
60ISHARES TR46428863886,680$4,3830.37%
61AMAZON COM INCAMZN33,468$4,3630.37%
62ISHARES TR46432F39629,198$4,2120.36%
63CHEVRON CORP NEWCVX26,140$4,1130.35%
64CHENIERE ENERGY INCLNG26,188$3,9900.34%
65CONSTELLATION BRANDS INCSTZ16,115$3,9660.34%
66AON PLCAON10,700$3,6930.32%
67LAM RESEARCH CORPLRCX5,570$3,5810.31%
68UNITEDHEALTH GROUP INCUNH7,333$3,5240.30%
69STEEL DYNAMICS INCSTLD32,160$3,5030.30%
70EDWARDS LIFESCIENCES CORPEW36,000$3,3960.29%
71AMGEN INCAMGN15,226$3,3810.29%
72CSX CORPCSX93,000$3,1710.27%
73LILLY ELI & COLLY6,646$3,1170.27%
74GLOBUS MED INCGMED50,869$3,0290.26%
75DISNEY WALT CO25468710633,306$2,9740.25%
76XCEL ENERGY INCXELLL42,800$2,6610.23%
77PROCTER AND GAMBLE CO74271810917,485$2,6530.23%
78GENERAL DYNAMICS CORPGD12,261$2,6380.23%
79VANGUARD SPECIALIZED FUNDS92190884415,722$2,5540.22%
80PAYPAL HLDGS INCPYPL38,114$2,5430.22%
81RAYTHEON TECHNOLOGIES CORPRTX25,927$2,5400.22%
82TEXAS INSTRS INC88250810414,073$2,5330.22%
83ISHARES TR46428858827,112$2,5290.22%
84FIVE BELOW INCFIVE12,700$2,4960.21%
85ISHARES TR46428724220,604$2,2280.19%
86PFIZER INCPFE60,134$2,2060.19%
87WALMART INCWMT14,000$2,2000.19%
88CATERPILLAR INCCAT8,845$2,1760.19%
89ISHARES TR46428828123,107$2,0000.17%
90NVIDIA CORPORATIONNVDA4,506$1,9060.16%
91MCKESSON CORPMCK4,243$1,8130.15%
92HOME DEPOT INCHD5,834$1,8120.15%
93AIRBNB INCABNB13,738$1,7610.15%
94SPDR SER TR78468R66318,255$1,6760.14%
95ISHARES TR46429B26772,889$1,6690.14%
96AMER STATES WTR CO02989910118,717$1,6280.14%
97VERISK ANALYTICS INCVRSK7,100$1,6050.14%
98INVESCO QQQ TRIVZ4,275$1,5790.13%
99NORTHERN TR CORPNTRSO21,289$1,5780.13%
100AUTOZONE INCAZO616$1,5360.13%
101BOEING COBA-PA7,177$1,5150.13%
102INTERCONTINENTAL EXCHANGE IN45866F10413,307$1,5050.13%
103QUALYS INCQLYS11,058$1,4280.12%
104GENERAL MLS INC37033410418,548$1,4230.12%
105ALPHABET INCGOOG11,584$1,4010.12%
106GIBRALTAR INDS INC37468910721,841$1,3740.12%
107XYLEM INCXYL11,800$1,3290.11%
108PEPSICO INCPEP6,971$1,2910.11%
109APPLIED INDL TECHNOLOGIES IN03820C1058,617$1,2480.11%
110SP PLUS CORP78469C10331,611$1,2360.11%
111AMERICAN WTR WKS CO INC NEW0304201038,550$1,2210.10%
112CARRIER GLOBAL CORPORATIONCARR23,025$1,1450.10%
113CROCS INCCROX9,803$1,1020.09%
114AZEK CO INC05478C10535,702$1,0810.09%
115MATCH GROUP INC NEWMTCH25,157$1,0530.09%
116YUM BRANDS INCYUM7,500$1,0390.09%
117ADVANCED MICRO DEVICES INCAMD9,079$1,0340.09%
118OTIS WORLDWIDE CORPOTIS11,500$1,0240.09%
119WEC ENERGY GROUP INCWEC11,428$1,0080.09%
120PENTAIR PLCPNR15,391$9940.08%
121ETSY INCETSY11,698$9900.08%
122CHAMPIONX CORPORATION15872M10431,692$9840.08%
123CSW INDUSTRIALS INCCSW5,861$9740.08%
124ISHARES TR46428723424,439$9670.08%
125ISHARES TR46436E61922,659$9650.08%
126ISHARES TR46429B6639,512$9590.08%
127ISHARES TR46434V4646,128$9580.08%
128WELLS FARGO CO NEW949746804806$9280.08%
129BANCORP INC DELTBBK27,577$9000.08%
130AXOS FINANCIAL INCAX22,594$8910.08%
131NUVEEN CA QUALTY MUN INCOMENU81,320$8880.08%
132STARBUCKS CORPSBUX8,870$8790.07%
133INTUITINTU1,913$8760.07%
134PACIRA BIOSCIENCES INCPCRX20,977$8410.07%
135ROYAL CARIBBEAN GROUPV7780T1038,001$8300.07%
136NEXTERA ENERGY PARTNERS LPNEE-PW13,672$8020.07%
137ISHARES TR4642878048,039$8010.07%
138FIDELITY NATIONAL FINANCIALFNF21,634$7790.07%
139CHENIERE ENERGY PARTNERS LPLNG16,868$7780.07%
140INVESCO EXCHANGE TRADED FD TIVZ5,190$7770.07%
141ISHARES SILVER TRSLV36,406$7610.06%
142VANGUARD INDEX FDS9229086373,678$7460.06%
143CONOCOPHILLIPSCOP7,066$7320.06%
144VANGUARD INDEX FDS9229083631,751$7130.06%
145PROGRESS SOFTWARE CORP74331210012,260$7120.06%
146BROOKFIELD INFRAST PARTNERSG1625210119,500$7120.06%
147FORD MTR CO DEL34537086046,222$6990.06%
148ACADIA PHARMACEUTICALS INCACAD28,890$6920.06%
149SCHWAB STRATEGIC TR80852410213,213$6830.06%
150FIRSTCASH HOLDINGS INCFCFS7,273$6790.06%
151SPS COMM INCSPSC3,530$6780.06%
152CUMMINS INCCMI2,733$6700.06%
153TRAVELERS COMPANIES INCTRV3,792$6590.06%
154BANK NEW YORK MELLON CORP06405810014,802$6590.06%
155REALTY INCOME CORPO10,893$6510.06%
156FRANKLIN ELEC INCFELE6,293$6480.06%
157PHILLIPS 66PSX6,717$6410.05%
158ISHARES TR4642876716,522$6370.05%
159COLGATE PALMOLIVE COCL8,265$6370.05%
160ABBOTT LABSABLZF5,806$6330.05%
161J & J SNACK FOODS CORPJJSF3,965$6280.05%
162GILEAD SCIENCES INCGILD7,992$6160.05%
163HAMILTON LANE INCHLNE7,697$6160.05%
164LEMAITRE VASCULAR INCLMAT9,053$6090.05%
165DIGI INTL INC25379810215,411$6070.05%
166RLI CORPRLI4,430$6050.05%
167HEALTHCARE SVCS GROUP INC42190610839,975$5970.05%
168INSTRUCTURE HLDGS INC45779010323,740$5970.05%
169US BANCORP DELUSB-PS17,550$5800.05%
170TEXAS ROADHOUSE INCTXRH5,126$5760.05%
171FIFTH THIRD BANCORPFITBM21,742$5700.05%
172INSPERITY INCNSP4,785$5690.05%
173NETFLIX INCNFLX1,288$5670.05%
174VERIZON COMMUNICATIONS INCVZ15,058$5600.05%
175ITT INCITT5,900$5500.05%
176MARTEN TRANS LTDMRTN25,467$5480.05%
177THERMO FISHER SCIENTIFIC INCTMO1,036$5410.05%
178DIMENSIONAL ETF TRUST25434V87212,620$5270.04%
179VANGUARD WHITEHALL FDS9219464064,904$5200.04%
180ADDUS HOMECARE CORPADUS5,605$5200.04%
181FLOWERS FOODS INCFLO20,901$5200.04%
182MARVELL TECHNOLOGY INCMRVL8,675$5190.04%
183SOUTHERN COSOMN7,303$5130.04%
184ISHARES TR4642873097,222$5090.04%
185BRP GROUP INC05589G10220,547$5090.04%
186ISHARES INC4642865254,926$4830.04%
187ACTIVISION BLIZZARD INC00507V1095,714$4820.04%
188CANADIAN NAT RES LTD1363851018,543$4810.04%
189TIMKEN COTKR5,234$4790.04%
190BORGWARNER INCBWA9,600$4700.04%
191MERCURY SYS INCMRCY13,528$4680.04%
192INTEL CORPINTC13,936$4660.04%
193SCHWAB STRATEGIC TR8085247976,298$4570.04%
194KIMBERLY-CLARK CORPKMB3,294$4550.04%
195ISHARES TR4642886208,982$4500.04%
196SHOCKWAVE MED INC82489T1041,556$4440.04%
197ENPHASE ENERGY INCENPH2,648$4430.04%
198ISHARES TR46428844816,652$4380.04%
199VANGUARD WORLD FDS92204A8763,079$4380.04%
200CVS HEALTH CORPCVS6,290$4350.04%
201ISHARES TR46428868713,663$4230.04%
202PNC FINL SVCS GROUP INC6934751053,362$4230.04%
203TJX COS INC NEW8725401094,918$4170.04%
204AMERICAN ELEC PWR CO INC0255371014,876$4110.04%
205TARGET CORPTGT3,022$3990.03%
2063M COMMM3,978$3980.03%
207ISHARES TR46436E76711,043$3970.03%
208HEWLETT PACKARD ENTERPRISE CHPE-PC23,435$3940.03%
209THE TRADE DESK INC88339J1055,070$3920.03%
210HP INCHPQ12,521$3850.03%
211VANGUARD INDEX FDS9229087691,736$3820.03%
212PROSHARES TR74347B42527,420$3810.03%
213INTRA-CELLULAR THERAPIES INC46116X1016,000$3800.03%
214HONEYWELL INTL INC4385161061,798$3730.03%
215ESSEX PPTY TR INC2971781051,590$3720.03%
216CHEGG INCCHGG41,000$3640.03%
217CLEAN HARBORS INCCLH2,205$3630.03%
218ARRAY TECHNOLOGIES INCARRY15,500$3500.03%
219CLOROX CO DELCLX2,187$3480.03%
220BANK AMERICA CORP06050510411,806$3390.03%
221HUNTINGTON BANCSHARES INCHBANP31,423$3390.03%
222SIERRA BANCORPBSRR20,000$3390.03%
223DISCOVER FINL SVCS2547091082,882$3370.03%
224MASTERCARD INCORPORATEDMA853$3350.03%
225BRISTOL-MYERS SQUIBB COCELG-RI5,240$3350.03%
226UNITED PARCEL SERVICE INCUPS1,866$3340.03%
227HCA HEALTHCARE INCHCA1,098$3330.03%
228NUVEEN TAXABLE MUNICPAL INMNU21,131$3320.03%
229S&P GLOBAL INCSPGI826$3310.03%
230INVESCO EXCHANGE TRADED FD TIVZ2,025$3310.03%
231ISHARES TR4642871682,890$3270.03%
232GENERAL ELECTRIC CO3696043012,961$3250.03%
233ALTRIA GROUP INCMO7,145$3240.03%
234NORTHWEST BANCSHARES INC MDNWBI29,500$3130.03%
235SYSCO CORPSYY4,212$3130.03%
236GE HEALTHCARE TECHNOLOGIES IGEHC3,821$3100.03%
237ISHARES U S ETF TR46431W8386,200$3090.03%
238ISHARES TR46429B6556,055$3080.03%
239ISHARES TR46435G5164,180$3050.03%
240FIRST TR VALUE LINE DIVID IN33734H1067,607$3050.03%
241VANGUARD INTL EQUITY INDEX F9220427755,579$3040.03%
242SPDR INDEX SHS FDS78463X8899,230$3000.03%
243CLOUDFLARE INCNET4,516$2950.03%
244ISHARES TR4642898675,725$2950.03%
245SCHWAB STRATEGIC TR8085243003,824$2870.02%
246VANGUARD SCOTTSDALE FDS92206C8703,629$2870.02%
247ISHARES TR4642874322,748$2830.02%
248J P MORGAN EXCHANGE TRADED F46641Q3325,104$2820.02%
249PRICE T ROWE GROUP INCTROW2,514$2820.02%
250UBER TECHNOLOGIES INCUBER6,530$2820.02%
251HEALTHCARE RLTY TR42226K10514,885$2810.02%
252VANGUARD INDEX FDS922908736987$2790.02%
253CME GROUP INCCME1,500$2780.02%
254DIAMONDBACK ENERGY INCFANG2,107$2770.02%
255MEDTRONIC PLCMDT3,103$2730.02%
256NUVEEN CALIFORNIA AMT QLT MUNU23,642$2730.02%
257ISHARES TR46429B5986,225$2720.02%
258PPL CORPPPLC10,179$2690.02%
259ISHARES TR46435G19311,758$2670.02%
260FIRST HORIZON CORPORATIONFHN-PH23,600$2660.02%
261ARES CAPITAL CORPARCC13,965$2620.02%
262NNN REIT INCNNN6,088$2610.02%
263WP CAREY INC92936U1093,849$2600.02%
264VANGUARD INDEX FDS9229087441,780$2530.02%
265AT&T INCT-PC15,667$2500.02%
266VANGUARD BD INDEX FDS9219378353,403$2470.02%
267WISDOMTREE TRWT4,821$2430.02%
268SHOPIFY INCSHOP3,765$2430.02%
269ISHARES TR4642884142,280$2430.02%
270WILLIAMS COS INC9694571007,409$2420.02%
271DUTCH BROS INCBROS8,480$2410.02%
272STRYKER CORPORATIONSYK777$2370.02%
273ISHARES TR4642885702,804$2360.02%
274ISHARES TR4642888022,517$2360.02%
275WELLTOWER INCWELL2,900$2350.02%
276APPLIED MATLS INC0382221051,629$2350.02%
277SELECT SECTOR SPDR TR81369Y8031,343$2330.02%
278SELECT SECTOR SPDR TR81369Y5062,871$2330.02%
279NIKE INCNKE2,102$2320.02%
280SPDR SER TR78464A8054,214$2290.02%
281CHUBB LIMITEDCB1,167$2250.02%
282ISHARES TR46435G2439,267$2220.02%
283CAMBRIA ETF TR1320612013,637$2220.02%
284ALLSTATE CORPALL-PJ2,009$2190.02%
285ENERGY TRANSFER L PET-PI17,120$2170.02%
286LULULEMON ATHLETICA INCLULU568$2150.02%
287CHURCH & DWIGHT CO INCCHD2,140$2140.02%
288KEYSIGHT TECHNOLOGIES INCKEYS1,274$2130.02%
289ILLINOIS TOOL WKS INC452308109843$2110.02%
290BROOKFIELD RENEWABLE PARTNERG162581087,086$2090.02%
291AVANGRID INC05351W1035,403$2040.02%
292INGERSOLL RAND INCIR3,072$2010.02%
293AMERICAN AXLE & MFG HLDGS IN02406110322,240$1840.02%
294SMITH & WESSON BRANDS INCSWBI13,332$1740.01%
295NUVEEN MUN HIGH INCOME OPPORNU15,657$1650.01%
296BAIN CAP SPECIALTY FIN INC05684B10710,275$1390.01%
297FS CREDIT OPPORTUNITIES CORPFSCO27,451$1300.01%
298EATON VANCE TAX-MANAGED GLOBETN14,555$1150.01%
299VALLEY NATL BANCORP91979410711,800$910.01%
300XERIS BIOPHARMA HOLDINGS INCXERS18,026$470.00%
301THE LION ELECTRIC COMPANY53622110411,500$210.00%