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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 Q2 2024 · Filed August 7, 2024 · Accession 0001600145-24-000008

Total Value
$1.5M
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL542,313$114,2227.66%
2MICROSOFT CORPMSFT169,174$75,6125.07%
3BEST BUY INCBBY707,600$59,6444.00%
4ALPHABET INCGOOG280,662$51,1233.43%
5INTERNATIONAL BUSINESS MACHSINTR261,410$45,2113.03%
6ABBVIE INCABBV205,634$35,2702.37%
7MCDONALDS CORPMCD119,709$30,5072.05%
8GALLAGHER ARTHUR J & CO363576109117,589$30,4922.05%
9NVIDIA CORPORATIONNVDA239,724$29,6151.99%
10HERSHEY COHSY155,293$28,5481.91%
11EATON CORP PLCETN89,348$28,0151.88%
12MERCK & CO INCMRK209,589$25,9471.74%
13JOHNSON & JOHNSONJNJ173,481$25,3561.70%
14AMAZON COM INCAMZN122,219$23,6191.58%
15DANAHER CORPORATION23585110293,784$23,4321.57%
16CISCO SYS INCCSCO485,249$23,0541.55%
17ISHARES TR46432F339131,173$22,3991.50%
18AUTOMATIC DATA PROCESSING INADP89,907$21,4601.44%
19ORACLE CORPORCL-PD151,257$21,3581.43%
20EXXON MOBIL CORPXOM176,173$20,2811.36%
21COCA COLA COKO290,979$18,5211.24%
22KINDER MORGAN INC DELEP-PC931,979$18,5181.24%
23VISA INCV70,495$18,5031.24%
24ISHARES TR46428720032,884$17,9951.21%
25ROPER TECHNOLOGIES INCROP29,063$16,3821.10%
26EXELON CORPEXC439,377$15,2071.02%
27QUALCOMM INCQCOM75,668$15,0721.01%
28BROADCOM INCAVGO9,280$14,8991.00%
29TESLA INCTSLA75,219$14,8841.00%
30COSTCO WHSL CORP NEW22160K10517,395$14,7850.99%
31DISNEY WALT CO254687106147,038$14,5990.98%
32AON PLCAON47,581$13,9690.94%
33SHELL PLCRYDAF185,761$13,4080.90%
34UNITEDHEALTH GROUP INCUNH26,016$13,2490.89%
35LOWES COS INC54866110759,049$13,0180.87%
36LOCKHEED MARTIN CORPLMT27,470$12,8310.86%
37FIDELITY WISE ORIGIN BITCOINFBTC243,304$12,7640.86%
38MONDELEZ INTL INC609207105193,442$12,6590.85%
39ISHARES TR46435G425104,310$12,4460.83%
40META PLATFORMS INCMETA24,460$12,3330.83%
41CENCORA INCCOR49,789$11,2170.75%
42ADOBE INCADBE20,004$11,1130.75%
43ISHARES TR464287226113,069$10,9760.74%
44ISHARES GOLD TRIAU241,839$10,6240.71%
45ISHARES TR464287457128,645$10,5040.70%
46ISHARES TR46432F39652,729$10,2750.69%
47NOVO-NORDISK A SNONOF71,890$10,2620.69%
48SPDR S&P 500 ETF TRSPY18,681$10,1670.68%
49DEERE & CODE26,786$10,0080.67%
50JPMORGAN CHASE & CO.VYLD47,289$9,5650.64%
51LULULEMON ATHLETICA INCLULU30,416$9,0850.61%
52NORTHERN TR CORPNTRSO89,783$7,5400.51%
53ISHARES TR46429B69788,506$7,4310.50%
54ISHARES TR464288877139,431$7,3950.50%
55SPDR GOLD TRGLD33,369$7,1750.48%
56ISHARES TR46428888567,618$6,9170.46%
57ISHARES TR46434V860120,967$6,1280.41%
58BERKSHIRE HATHAWAY INC DELBRK-A14,696$5,9780.40%
59LAM RESEARCH CORPLRCX5,607$5,9710.40%
60S&P GLOBAL INCSPGI13,118$5,8510.39%
61ISHARES TR46428710122,049$5,8280.39%
62ISHARES TR46428743262,719$5,7560.39%
63WHEATON PRECIOUS METALS CORPWPM104,392$5,4720.37%
64GRAYSCALE BITCOIN TR BTCGBTC94,506$5,0320.34%
65BERKSHIRE HATHAWAY INC DELBRK-A8$4,8980.33%
66ISHARES TR46428863889,636$4,5950.31%
67MORGAN STANLEYMS-PQ45,529$4,4250.30%
68CHEVRON CORP NEWCVX25,495$3,9880.27%
69ISHARES INC46434G76464,283$3,8060.26%
70AMGEN INCAMGN11,860$3,7060.25%
71HOME DEPOT INCHD10,654$3,6670.25%
72GENERAL DYNAMICS CORPGD12,416$3,6020.24%
73ADDUS HOMECARE CORPADUS30,175$3,5040.24%
74AXCELIS TECHNOLOGIES INCACLS24,538$3,4890.23%
75RIO TINTO PLCRTNTF50,464$3,3270.22%
76QUALYS INCQLYS22,200$3,1660.21%
77STEEL DYNAMICS INCSTLD24,375$3,1570.21%
78EDWARDS LIFESCIENCES CORPEW34,000$3,1410.21%
79CSX CORPCSX93,000$3,1110.21%
80ARISTA NETWORKS INCANET8,860$3,1050.21%
81VANGUARD SPECIALIZED FUNDS92190884416,662$3,0420.20%
82RTX CORPORATIONRTX30,084$3,0200.20%
83ABBOTT LABSABLZF28,731$2,9850.20%
84MCKESSON CORPMCK4,737$2,7670.19%
85THE BALDWIN INSURANCE GRP IN05589G10277,997$2,7670.19%
86APPLIED INDL TECHNOLOGIES IN03820C10514,121$2,7400.18%
87STARBUCKS CORPSBUX34,926$2,7190.18%
88CROCS INCCROX18,518$2,7030.18%
89BLACKROCK ETF TRUST IIBLK51,750$2,7010.18%
90PROCTER AND GAMBLE CO74271810915,961$2,6320.18%
91PROGRESS SOFTWARE CORP74331210048,204$2,6160.18%
92ISHARES TR46428858827,752$2,5480.17%
93CHENIERE ENERGY INCLNG14,524$2,5390.17%
94ISHARES TR46428780423,609$2,5180.17%
95ALPHABET INCGOOG13,690$2,5110.17%
96TJX COS INC NEW87254010922,702$2,5000.17%
97CSW INDUSTRIALS INCCSW9,058$2,4030.16%
98DIAMONDBACK ENERGY INCFANG12,000$2,4020.16%
99ISHARES TR46428724221,875$2,3430.16%
100D R HORTON INC23331A10916,503$2,3260.16%
101DISCOVER FINL SVCS25470910817,677$2,3120.16%
102DECKERS OUTDOOR CORPDECK2,316$2,2420.15%
103INVESCO EXCHANGE TRADED FD TIVZ13,459$2,2110.15%
104ISHARES TR46428828124,117$2,1340.14%
105GLOBUS MED INCGMED31,019$2,1240.14%
106AMER STATES WTR CO02989910128,289$2,0530.14%
107GIBRALTAR INDS INC37468910729,207$2,0020.13%
108TEXAS INSTRS INC88250810410,142$1,9730.13%
109AIRBNB INCABNB12,939$1,9620.13%
110CME GROUP INCCME9,970$1,9600.13%
111ELI LILLY & COLLY2,161$1,9570.13%
112WASTE MGMT INC DEL94106L1099,118$1,9450.13%
113INTER PARFUMS INCINTR16,681$1,9350.13%
114INVESCO QQQ TRIVZ4,026$1,9290.13%
115VERISK ANALYTICS INCVRSK7,100$1,9140.13%
116SPS COMM INCSPSC10,166$1,9130.13%
117J P MORGAN EXCHANGE TRADED F46641Q33233,149$1,8790.13%
118INTERCONTINENTAL EXCHANGE IN45866F10413,572$1,8580.12%
119MARTEN TRANS LTDMRTN100,147$1,8480.12%
120PACIRA BIOSCIENCES INCPCRX64,166$1,8360.12%
121CARRIER GLOBAL CORPORATIONCARR28,465$1,7960.12%
122WALMART INCWMT26,007$1,7610.12%
123FEDERAL SIGNAL CORPFSS20,705$1,7320.12%
124ISHARES TR46434V80348,121$1,7110.11%
125XYLEM INCXYL12,201$1,6550.11%
126PRICE T ROWE GROUP INCTROW14,200$1,6370.11%
127BANCORP INC DELTBBK42,703$1,6120.11%
128ADVANCED MICRO DEVICES INCAMD9,768$1,5840.11%
129HAMILTON LANE INCHLNE12,586$1,5550.10%
130DIGI INTL INC25379810267,522$1,5480.10%
131AMERICAN WTR WKS CO INC NEW03042010311,947$1,5430.10%
132SPDR SER TR78468R66316,613$1,5250.10%
133AXOS FINANCIAL INCAX26,449$1,5120.10%
134ACADIA PHARMACEUTICALS INCACAD91,485$1,4870.10%
135XCEL ENERGY INCXELLL26,698$1,4260.10%
136ISHARES INC46434G86340,914$1,3720.09%
137STRIDE INCLRN19,127$1,3480.09%
138AZEK CO INC05478C10531,824$1,3410.09%
139ISHARES TR46434V4647,101$1,3010.09%
140ISHARES TR46429B26757,473$1,2970.09%
141UNITED PARCEL SERVICE INCUPS9,345$1,2790.09%
142TEXAS ROADHOUSE INCTXRH7,389$1,2690.09%
143LEMAITRE VASCULAR INCLMAT14,572$1,1990.08%
144ACUSHNET HLDGS CORPGOLF18,824$1,1950.08%
145VIPER ENERGY INCVNOM31,468$1,1810.08%
146COMMERCIAL METALS COCMC21,305$1,1720.08%
147J & J SNACK FOODS CORPJJSF7,184$1,1660.08%
148RLI CORPRLI8,022$1,1290.08%
149SIMPLY GOOD FOODS COSMPL31,182$1,1270.08%
150PHILLIPS 66PSX7,828$1,1050.07%
151FRANKLIN ELEC INCFELE11,348$1,0930.07%
152F&G ANNUITIES & LIFE INCFGSN28,698$1,0920.07%
153BANK NEW YORK MELLON CORP06405810018,017$1,0790.07%
154FIDELITY NATIONAL FINANCIALFNF21,634$1,0690.07%
155ISHARES TR46436E61924,166$1,0280.07%
156CONOCOPHILLIPSCOP8,955$1,0240.07%
157YUM BRANDS INCYUM7,500$9930.07%
158VANGUARD INDEX FDS9229086373,904$9740.07%
159OTIS WORLDWIDE CORPOTIS10,000$9630.06%
160ETSY INCETSY16,072$9480.06%
161ISHARES SILVER TRSLV35,388$9400.06%
162TOLL BROTHERS INCTOL8,000$9210.06%
163FIFTH THIRD BANCORPFITBM24,910$9090.06%
164ISHARES TR4642876717,065$9010.06%
165WELLS FARGO CO NEW949746804737$8760.06%
166ISHARES TR46429B6638,030$8730.06%
167PEPSICO INCPEP5,121$8450.06%
168GILEAD SCIENCES INCGILD12,119$8310.06%
169CHENIERE ENERGY PARTNERS LPLNG16,718$8210.06%
170ENPHASE ENERGY INCENPH7,948$7920.05%
171PFIZER INCPFE28,206$7890.05%
172CUMMINS INCCMI2,826$7830.05%
173ITT INCITT5,900$7620.05%
174HAWKINS INCHWKN8,168$7430.05%
175VANGUARD INDEX FDS9229087692,704$7230.05%
176ISHARES TR46436E76715,448$7200.05%
177TRAVELERS COMPANIES INCTRV3,495$7110.05%
178US BANCORP DELUSB-PS17,685$7020.05%
179NUVEEN CA QUALTY MUN INCOMENU60,923$7020.05%
180FORD MTR CO DEL34537086055,377$6940.05%
181ISHARES TR4642873097,251$6710.05%
182ISHARES TR46428862013,012$6530.04%
183CLOUDFLARE INCNET7,655$6340.04%
184VANGUARD INDEX FDS9229083631,261$6310.04%
185MEDTRONIC PLCMDT7,945$6250.04%
186THE TRADE DESK INC88339J1056,310$6160.04%
187BOEING COBA-PA3,352$6100.04%
188MATCH GROUP INC NEWMTCH19,952$6060.04%
189CATERPILLAR INCCAT1,803$6010.04%
190DIMENSIONAL ETF TRUST25434V87214,414$5990.04%
191ALLSTATE CORPALL-PJ3,696$5900.04%
192VANGUARD WHITEHALL FDS9219464064,949$5870.04%
193ISHARES TR46435G19325,636$5820.04%
194GE HEALTHCARE TECHNOLOGIES IGEHC7,424$5780.04%
195REALTY INCOME CORPO10,932$5770.04%
196INTUITINTU863$5670.04%
197UBER TECHNOLOGIES INCUBER7,603$5530.04%
198PNC FINL SVCS GROUP INC6934751053,486$5420.04%
199ISHARES TR46435U54911,477$5350.04%
200SCHWAB STRATEGIC TR8085247976,873$5340.04%
201NETFLIX INCNFLX789$5320.04%
202SOUTHERN COSOMN6,864$5320.04%
203DUTCH BROS INCBROS12,370$5120.03%
204BANK AMERICA CORP06050510412,729$5060.03%
205MARVELL TECHNOLOGY INCMRVL7,176$5020.03%
206FIRST HORIZON CORPORATIONFHN-PH31,200$4920.03%
207VERIZON COMMUNICATIONS INCVZ11,511$4750.03%
208ISHARES TR46429B5988,289$4620.03%
209V F CORPVFC33,920$4580.03%
210ISHARES INC4642865254,308$4510.03%
211CROWDSTRIKE HLDGS INCCRWD1,168$4480.03%
212TIMKEN COTKR5,434$4350.03%
213ESSEX PPTY TR INC2971781051,590$4330.03%
214KIMBERLY-CLARK CORPKMB3,027$4180.03%
215WELLTOWER INCWELL3,940$4110.03%
216ELEVANCE HEALTH INCELV730$3960.03%
217HONEYWELL INTL INC4385161061,848$3950.03%
218ISHARES TR46428868712,493$3940.03%
219VANGUARD WORLD FD92204A8762,657$3930.03%
220VANGUARD INDEX FDS9229087442,427$3890.03%
221GE VERNOVA INCGEV2,262$3880.03%
222INVESCO EXCHANGE TRADED FD TIVZ10,226$3880.03%
223SCHWAB STRATEGIC TR8085243003,754$3790.03%
224ISHARES TR4642885703,644$3780.03%
225PHILIP MORRIS INTL INC7181721093,697$3750.03%
226SNOWFLAKE INCSNOW2,730$3690.02%
227INTEL CORPINTC11,883$3680.02%
228CVS HEALTH CORPCVS6,231$3680.02%
229TARGET CORPTGT2,479$3670.02%
230INTRA-CELLULAR THERAPIES INC46116X1015,300$3630.02%
231VANGUARD INTL EQUITY INDEX F9220427756,170$3620.02%
232VANGUARD WORLD FD9219107333,700$3570.02%
233BRISTOL-MYERS SQUIBB COCELG-RI8,480$3520.02%
234NEXTERA ENERGY PARTNERS LPNEE-PW12,703$3510.02%
235ISHARES TR4642872348,180$3480.02%
236ISHARES TR46428844812,503$3460.02%
237UDEMY INCUDMY40,000$3450.02%
238SPDR DOW JONES INDL AVERAGE78467X109881$3450.02%
239ISHARES BITCOIN TRIBIT10,023$3420.02%
240HUNTINGTON BANCSHARES INCHBANP25,873$3410.02%
241FIRST TR EXCHNG TRADED FD VI33740F8057,897$3400.02%
242APPLIED MATLS INC0382221051,429$3370.02%
243CHUBB LIMITEDCB1,318$3360.02%
244VANGUARD SCOTTSDALE FDS92206C8704,207$3360.02%
245HP INCHPQ9,565$3350.02%
246VANGUARD INDEX FDS922908736887$3320.02%
247PAYPAL HLDGS INCPYPL5,670$3290.02%
248NUVEEN CALIFORNIA AMT QLT MUNU26,096$3260.02%
249STRYKER CORPORATIONSYK956$3250.02%
250DELTA AIR LINES INC DELDAL6,800$3230.02%
251ISHARES TR4642898675,562$3130.02%
252GE AEROSPACE3696043011,918$3050.02%
253PROSHARES TR74347B42526,383$3010.02%
254DELL TECHNOLOGIES INCDELL2,135$2940.02%
255SELECT WATER SOLUTIONS INCWTTR27,500$2940.02%
256SPDR SER TR78464A7632,294$2920.02%
257SEMPRASREA3,806$2890.02%
258NORTHWEST BANCSHARES INC MDNWBI24,700$2850.02%
259ENERGY TRANSFER L PET-PI17,120$2780.02%
260ZOETIS INCZTS1,605$2780.02%
261ISHARES TR46429B6555,385$2750.02%
262HEALTHCARE RLTY TR42226K10516,690$2750.02%
263BLACKROCK ETF TRUSTBLK4,620$2740.02%
264AT&T INCT-PC14,293$2730.02%
265CAMBRIA ETF TR1320612013,933$2690.02%
266KLA CORPKLAC326$2690.02%
267ISHARES TR4642888022,392$2690.02%
268ISHARES TR46435G5163,399$2680.02%
269SSGA ACTIVE ETF TR78467V8486,700$2660.02%
270DIMENSIONAL ETF TRUST25434V5915,150$2610.02%
271PALO ALTO NETWORKS INCPANW754$2560.02%
272ISHARES U S ETF TR46431W8385,000$2510.02%
273SELECT SECTOR SPDR TR81369Y5062,745$2500.02%
274INNOVATIVE INDL PPTYS INCINHD2,276$2490.02%
275ISHARES TR464287689792$2440.02%
276LINDE PLCLIN554$2430.02%
277FREEPORT-MCMORAN INCFCX4,980$2420.02%
2783M COMMM2,330$2380.02%
279SCHWAB STRATEGIC TR8085246075,015$2380.02%
280SALESFORCE INCCRM919$2360.02%
281VANGUARD BD INDEX FDS9219378353,267$2350.02%
282ASTRAZENECA PLCAZN3,016$2350.02%
283ISHARES TR4642871681,890$2290.02%
284SIERRA BANCORPBSRR10,001$2240.02%
285GARRETT MOTION INCGTX25,900$2220.01%
286VANGUARD INDEX FDS9229087511,003$2190.01%
287ISHARES TR46435G1022,770$2180.01%
288ALTRIA GROUP INCMO4,644$2120.01%
289CHIPOTLE MEXICAN GRILL INCCMG3,300$2070.01%
290SHOPIFY INCSHOP3,085$2040.01%
291SELECT SECTOR SPDR TR81369Y803897$2030.01%
292NUVEEN TAXABLE MUNICPAL INMNU12,096$1880.01%
293GLOBAL X FDS37954Y48310,477$1850.01%
294NUVEEN MUN HIGH INCOME OPPORNU15,657$1690.01%
295BAIN CAP SPECIALTY FIN INC05684B10710,275$1680.01%
296EATON VANCE TAX-MANAGED GLOBETN16,405$1390.01%
297CHEGG INCCHGG41,000$1300.01%
298FS CREDIT OPPORTUNITIES CORPFSCO18,894$1200.01%
299VALLEY NATL BANCORP91979410710,200$710.00%
300CHARGEPOINT HOLDINGS INCCHPT40,650$610.00%
301XERIS BIOPHARMA HOLDINGS INCXERS18,026$410.00%
302GAMESQUARE HLDGS INCGAME12,909$150.00%