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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 Q1 2025 · Filed May 14, 2025 · Accession 0001765380-25-000232

Total Value
$1.10B
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL353,028$78.4M7.15%
2MICROSOFT CORPMSFT107,336$40.3M3.68%
3CISCO SYS INCCSCO511,193$31.5M2.88%
4INTERNATIONAL BUSINESS MACHSINTR113,886$28.3M2.58%
5GALLAGHER ARTHUR J & CO36357610979,117$27.3M2.49%
6ALPHABET INCGOOG163,493$25.3M2.31%
7MCDONALDS CORPMCD77,463$24.2M2.21%
8TESLA INCTSLA87,229$22.6M2.06%
9ISHARES TR46432F339127,378$21.8M1.99%
10AUTOMATIC DATA PROCESSING INADP65,498$20.0M1.83%
11JOHNSON & JOHNSONJNJ118,842$19.7M1.80%
12FIDELITY WISE ORIGIN BITCOINFBTC261,497$18.8M1.72%
13ISHARES TR46428720030,856$17.3M1.58%
14META PLATFORMS INCMETA27,353$15.8M1.44%
15PROCTER AND GAMBLE CO74271810991,399$15.6M1.42%
16EXXON MOBIL CORPXOM128,407$15.3M1.39%
17BECTON DICKINSON & COBDX63,836$14.6M1.33%
18ISHARES GOLD TRIAU247,315$14.6M1.33%
19BROADCOM INCAVGO86,871$14.5M1.33%
20COCA COLA COKO197,650$14.2M1.29%
21EATON CORP PLCETN51,910$14.1M1.29%
22ORACLE CORPORCL-PD98,770$13.8M1.26%
23SHELL PLCRYDAF181,830$13.3M1.22%
24DANAHER CORPORATION23585110263,270$13.0M1.18%
25AMAZON COM INCAMZN66,640$12.7M1.16%
26COSTCO WHSL CORP NEW22160K10512,412$11.7M1.07%
27NVIDIA CORPORATIONNVDA108,306$11.7M1.07%
28JPMORGAN CHASE & CO.VYLD47,059$11.5M1.05%
29EXELON CORPEXC250,215$11.5M1.05%
30ISHARES TR464287226111,723$11.1M1.01%
31MONDELEZ INTL INC609207105157,709$10.7M0.98%
32ISHARES TR46435G42587,000$10.6M0.97%
33BLACKROCK ETF TRUST IIBLK199,473$10.4M0.95%
34SPDR S&P 500 ETF TRSPY18,465$10.3M0.94%
35BERKSHIRE HATHAWAY INC DELBRK-A18,869$10.0M0.92%
36CHUBB LIMITEDCB32,252$9.7M0.89%
37QUALCOMM INCQCOM61,404$9.4M0.86%
38DISNEY WALT CO25468710693,510$9.2M0.84%
39SCHLUMBERGER LTDSLB219,222$9.2M0.84%
40ABBVIE INCABBV42,778$9.0M0.82%
41BLACKROCK ETF TRUSTBLK180,291$8.8M0.80%
42SPDR GOLD TRGLD30,327$8.7M0.80%
43ISHARES TR464288877145,156$8.6M0.78%
44ISHARES TR46429B69789,716$8.4M0.77%
45ISHARES TR46434V860163,333$8.3M0.75%
46ISHARES TR46428745796,645$8.0M0.73%
47VISA INCV21,886$7.7M0.70%
48BERKSHIRE HATHAWAY INC DELBRK-A9$7.2M0.66%
49ISHARES TR46428888570,349$7.0M0.64%
50ILLINOIS TOOL WKS INC45230810927,464$6.8M0.62%
51ROPER TECHNOLOGIES INCROP10,712$6.3M0.58%
52ISHARES TR46428710121,013$5.7M0.52%
53NIKE INCNKE88,504$5.6M0.51%
54ADOBE INCADBE14,435$5.5M0.51%
55GRAYSCALE BITCOIN TRUST ETFGBTC84,201$5.5M0.50%
56NOVO-NORDISK A SNONOF72,190$5.0M0.46%
57ISHARES TR46428865347,265$4.9M0.45%
58NASDAQ INCNDAQ64,303$4.9M0.45%
59ISHARES TR46428863888,646$4.7M0.42%
60HONEYWELL INTL INC43851610619,874$4.2M0.38%
61ISHARES INC46434G76474,818$4.1M0.38%
62LAM RESEARCH CORPLRCX56,390$4.1M0.37%
63CHEVRON CORP NEWCVX24,385$4.1M0.37%
64ISHARES U S ETF TR46431W50779,777$4.1M0.37%
65RTX CORPORATIONRTX30,118$4.0M0.36%
66TJX COS INC NEW87254010932,206$3.9M0.36%
67AMGEN INCAMGN11,483$3.6M0.33%
68QUALYS INCQLYS27,916$3.5M0.32%
69ISHARES TR46428828137,369$3.4M0.31%
70GENERAL DYNAMICS CORPGD12,336$3.4M0.31%
71NORTHERN TR CORPNTRSO33,000$3.3M0.30%
72UNITEDHEALTH GROUP INCUNH5,750$3.0M0.27%
73MCKESSON CORPMCK4,465$3.0M0.27%
74BERKSHIRE HATHAWAY INC DELBRK-A5,378$2.9M0.26%
75INVESCO EXCHANGE TRADED FD TIVZ16,502$2.9M0.26%
76FIDELITY COVINGTON TRUST31609252771,412$2.8M0.26%
77CSX CORPCSX93,000$2.7M0.25%
78CHENIERE ENERGY INCLNG11,689$2.7M0.25%
79STEEL DYNAMICS INCSTLD21,472$2.7M0.25%
80WHEATON PRECIOUS METALS CORPWPM34,576$2.7M0.24%
81AMER STATES WTR CO02989910133,935$2.7M0.24%
82VIPER ENERGY INCVNOM58,529$2.6M0.24%
83ARISTA NETWORKS INCANET33,830$2.6M0.24%
84PROGRESS SOFTWARE CORP74331210050,768$2.6M0.24%
85CSW INDUSTRIALS INCCSW8,884$2.6M0.24%
86STRIDE INCLRN19,640$2.5M0.23%
87EDWARDS LIFESCIENCES CORPEW34,000$2.5M0.22%
88AMERICAN WTR WKS CO INC NEW03042010316,478$2.4M0.22%
89VANGUARD SPECIALIZED FUNDS92190884412,304$2.4M0.22%
90THE BALDWIN INSURANCE GRP IN05589G10252,854$2.4M0.22%
91ABBOTT LABSABLZF17,416$2.3M0.21%
92INTERCONTINENTAL EXCHANGE IN45866F10413,267$2.3M0.21%
93ISHARES TR46432F39611,273$2.3M0.21%
94HOME DEPOT INCHD6,186$2.3M0.21%
95GLOBUS MED INCGMED30,869$2.3M0.21%
96APPLIED INDL TECHNOLOGIES IN03820C10510,006$2.3M0.21%
97ISHARES TR46428858823,605$2.2M0.20%
98WALMART INCWMT25,046$2.2M0.20%
99ADDUS HOMECARE CORPADUS21,428$2.1M0.19%
100INTERPARFUMS INCINTR18,528$2.1M0.19%
101J P MORGAN EXCHANGE TRADED F46641Q33236,172$2.1M0.19%
102GIBRALTAR INDS INC37468910734,454$2.0M0.18%
103INVESCO QQQ TRIVZ4,263$2.0M0.18%
104LEMAITRE VASCULAR INCLMAT23,364$2.0M0.18%
105ROYAL CARIBBEAN GROUPV7780T1039,501$2.0M0.18%
106ELI LILLY & COLLY2,353$1.9M0.18%
107LULULEMON ATHLETICA INCLULU6,803$1.9M0.18%
108ISHARES TR46434V4649,857$1.9M0.17%
109HAWKINS INCHWKN17,584$1.9M0.17%
110FRANKLIN ELEC INCFELE19,797$1.9M0.17%
111PATHWARD FINANCIAL INCCASH24,500$1.8M0.16%
112ISHARES TR46428724216,263$1.8M0.16%
113AXOS FINANCIAL INCAX27,014$1.7M0.16%
114CARRIER GLOBAL CORPORATIONCARR27,275$1.7M0.16%
115FEDERAL SIGNAL CORPFSS22,650$1.7M0.15%
116MUELLER WTR PRODS INC62475810864,990$1.7M0.15%
117ALPHABET INCGOOG10,518$1.6M0.15%
118MARTEN TRANS LTDMRTN116,836$1.6M0.15%
119AZEK CO INC05478C10532,757$1.6M0.15%
120DECKERS OUTDOOR CORPDECK13,842$1.5M0.14%
121STARBUCKS CORPSBUX15,554$1.5M0.14%
122MERIT MED SYS INC58988910414,354$1.5M0.14%
123SPS COMM INCSPSC11,357$1.5M0.14%
124XYLEM INCXYL12,201$1.5M0.13%
125MERCK & CO INCMRK16,111$1.4M0.13%
126VANGUARD INDEX FDS9229086375,611$1.4M0.13%
127DIGI INTL INC25379810250,846$1.4M0.13%
128FIDELITY NATIONAL FINANCIALFNF21,643$1.4M0.13%
129RLI CORPRLI17,519$1.4M0.13%
130GRAYSCALE BITCOIN MINI TR ET38993020738,553$1.4M0.13%
131ACUSHNET HLDGS CORPGOLF20,283$1.4M0.13%
132BANK NEW YORK MELLON CORP06405810016,354$1.4M0.13%
133ISHARES TR46428743214,986$1.4M0.12%
134AIRBNB INCABNB10,897$1.3M0.12%
135SIMPLY GOOD FOODS COSMPL36,886$1.3M0.12%
136CLEAR SECURE INCYOU48,667$1.3M0.12%
137BRADY CORPBRC17,704$1.3M0.11%
138STERLING INFRASTRUCTURE INCSTRL10,972$1.2M0.11%
139GRAYSCALE ETHEREUM TRUST ETF38963810780,923$1.2M0.11%
140YUM BRANDS INCYUM7,500$1.2M0.11%
141STANDEX INTL CORP8542311077,252$1.2M0.11%
142HAMILTON LANE INCHLNE7,868$1.2M0.11%
143SHERWIN WILLIAMS COSHW3,291$1.1M0.10%
144LOCKHEED MARTIN CORPLMT2,532$1.1M0.10%
145SPDR SER TR78468R66312,086$1.1M0.10%
146DIMENSIONAL ETF TRUST25434V87225,958$1.1M0.10%
147ISHARES TR46436E61924,762$1.1M0.10%
148ISHARES TR4642876718,330$1.1M0.10%
149J & J SNACK FOODS CORPJJSF7,974$1.1M0.10%
150ISHARES TR46435U54921,947$1.0M0.10%
151ISHARES SILVER TRSLV33,325$1.0M0.09%
152CACTUS INCWHD22,251$1.0M0.09%
153GILEAD SCIENCES INCGILD8,561$959,3160.09%
154PHILLIPS 66PSX7,720$953,2950.09%
155ISHARES TR46429B6637,834$948,8670.09%
156BWX TECHNOLOGIES INCBWXT9,539$941,0270.09%
157ISHARES TR46429B26740,458$929,9270.08%
158GLOBAL X FDS37954Y48355,818$928,2540.08%
159ISHARES TR46428862018,018$920,3390.08%
160PEPSICO INCPEP5,944$891,2440.08%
161REALTY INCOME CORPO15,327$889,1370.08%
162CONOCOPHILLIPSCOP8,357$877,7030.08%
163CUMMINS INCCMI2,781$871,8060.08%
164BRISTOL-MYERS SQUIBB COCELG-RI14,134$862,0330.08%
165WASTE MGMT INC DEL94106L1093,703$857,2820.08%
166TOLL BROTHERS INCTOL8,000$844,7200.08%
167VANGUARD INDEX FDS9229083631,632$838,8500.08%
168CHENIERE ENERGY PARTNERS LPLNG12,418$820,0850.07%
169TRAVELERS COMPANIES INCTRV3,096$818,7090.07%
170WELLS FARGO CO NEW949746804681$817,2640.07%
171FIFTH THIRD BANCORPFITBM20,410$800,0720.07%
172ISHARES INC46434G86322,716$793,9260.07%
173ISHARES TR46435G19334,308$791,1430.07%
174V F CORPVFC49,930$774,9140.07%
175ITT INCITT5,900$762,0440.07%
176MUELLER INDS INC6247561029,662$735,6670.07%
177CENCORA INCCOR2,601$723,3130.07%
178INTUITINTU1,172$719,7310.07%
179VANGUARD INDEX FDS9229087692,571$706,6270.06%
180SEMPRASREA9,875$704,7030.06%
181ISHARES TR46436E76714,309$667,8020.06%
182PNC FINL SVCS GROUP INC6934751053,747$658,6110.06%
183SNOWFLAKE INCSNOW4,500$657,7200.06%
184ISHARES TR4642873096,913$641,7530.06%
185LATTICE STRATEGIES TR51841640912,578$638,0930.06%
186ADVANCED MICRO DEVICES INCAMD6,204$637,3990.06%
187VANGUARD WHITEHALL FDS9219464064,939$636,9830.06%
188KINDER MORGAN INC DELEP-PC22,250$634,8050.06%
189US BANCORP DELUSB-PS14,935$630,5560.06%
190SOUTHERN COSOMN6,771$622,5940.06%
191PFIZER INCPFE24,542$621,8840.06%
192ACUITY INCAYI2,321$611,2380.06%
193INTRA-CELLULAR THERAPIES INC46116X1014,600$606,8320.06%
194BADGER METER INCBMI3,176$604,2420.06%
195CLOUDFLARE INCNET5,325$600,0750.05%
196VERIZON COMMUNICATIONS INCVZ13,186$598,1240.05%
197WELLTOWER INCWELL3,852$590,1650.05%
198NUVEEN CA QUALTY MUN INCOMENU50,950$572,6780.05%
199VANGUARD INDEX FDS9229087361,524$564,9790.05%
200PHILIP MORRIS INTL INC7181721093,556$564,5100.05%
201PALANTIR TECHNOLOGIES INCPLTR6,648$561,0920.05%
202NETFLIX INCNFLX574$535,2730.05%
203FIRST HORIZON CORPORATIONFHN-PH27,450$533,0790.05%
204COUSINS PPTYS INC22279550216,790$495,3050.05%
205ANALOG DEVICES INCADI2,451$494,1950.05%
206CROWDSTRIKE HLDGS INCCRWD1,393$491,1440.04%
207SUN CMNTYS INC8666741043,795$488,1890.04%
208ESSEX PPTY TR INC2971781051,592$488,0020.04%
209ISHARES TR46428868715,742$483,7530.04%
210SCHWAB STRATEGIC TR80852479717,174$480,1770.04%
211BOEING COBA-PA2,810$479,2460.04%
212CATERPILLAR INCCAT1,449$477,8580.04%
213VANGUARD WORLD FD92204A8762,794$477,2440.04%
214PULTE GROUP INC7458671014,616$474,5250.04%
215KIMBERLY-CLARK CORPKMB3,335$474,3550.04%
216ISHARES INC4642865254,042$470,3680.04%
217STRYKER CORPORATIONSYK1,242$462,1720.04%
218HEALTHCARE RLTY TR42226K10526,990$456,1310.04%
219MEDTRONIC PLCMDT5,061$454,7820.04%
220HERSHEY COHSY2,646$452,6090.04%
221GE VERNOVA INCGEV1,455$444,1830.04%
222DEERE & CODE946$444,0360.04%
223DUTCH BROS INCBROS7,180$443,2940.04%
224UBER TECHNOLOGIES INCUBER5,873$427,9070.04%
225BLACKROCK ETF TRUSTBLK7,019$425,3870.04%
226ALLSTATE CORPALL-PJ1,998$413,6230.04%
227MICROSTRATEGY INCSTRK1,387$399,8310.04%
228MORGAN STANLEYMS-PQ3,341$389,8120.04%
229ISHARES BITCOIN TRUST ETFIBIT8,278$387,4940.04%
230SCHWAB STRATEGIC TR80852430015,419$386,0920.04%
231ISHARES TR46428844812,365$383,5630.03%
232D R HORTON INC23331A1093,003$381,7680.03%
233GRAYSCALE ETHEREUM MINI TR E38964R20322,159$381,5780.03%
234GE HEALTHCARE TECHNOLOGIES IGEHC4,699$379,2570.03%
235BANK AMERICA CORP0605051049,015$376,1820.03%
236PIMCO ETF TR72201R8173,877$375,1940.03%
237GE AEROSPACE3696043011,874$375,1290.03%
238THE TRADE DESK INC88339J1056,800$372,0960.03%
239VANGUARD WORLD FD9219107333,700$362,4150.03%
240NUVEEN CALIFORNIA AMT QLT MUNU28,539$359,3080.03%
241AON PLCAON880$351,2000.03%
242KB HOMEKBH6,001$348,7790.03%
243VANECK ETF TRUST92189F1067,550$347,0740.03%
244LENNAR CORPLEN-B3,023$346,9800.03%
245CAMBRIA ETF TR1320612015,438$346,9560.03%
246FIRST TR EXCHNG TRADED FD VI33740F8057,897$346,2050.03%
247HUNTINGTON BANCSHARES INCHBANP22,495$337,6510.03%
248SHOPIFY INCSHOP3,465$330,8390.03%
249NATIONAL STORAGE AFFILIATESNSA-PB8,370$329,7780.03%
250ENERGY TRANSFER L PET-PI17,120$318,2610.03%
251FS KKR CAP CORPFSK15,070$315,7170.03%
252AT&T INCT-PC10,986$310,6850.03%
253LINDE PLCLIN662$308,2540.03%
254ALIBABA GROUP HLDG LTDBBAAY2,327$307,7000.03%
255CVS HEALTH CORPCVS4,499$304,7820.03%
256INTEL CORPINTC13,367$303,5650.03%
257SCHWAB STRATEGIC TR80852410212,873$277,1630.03%
258ISHARES TR46429B6555,363$273,7820.02%
259MCCORMICK & CO INCMKC-V3,318$273,0660.02%
260SSGA ACTIVE ETF TR78467V8486,700$269,9430.02%
261ISHARES TR4642898674,667$268,7040.02%
262ALTRIA GROUP INCMO4,454$267,3300.02%
263J P MORGAN EXCHANGE TRADED F46654Q2035,122$265,2150.02%
264SPDR DOW JONES INDL AVERAGE78467X109624$262,1720.02%
265J P MORGAN EXCHANGE TRADED F46641Q1595,684$261,8620.02%
266GENERAL MLS INC3703341044,352$260,2220.02%
267SCHWAB STRATEGIC TR80852460710,962$256,8400.02%
268SELECT SECTOR SPDR TR81369Y5062,717$253,9040.02%
269VANGUARD BD INDEX FDS9219378353,428$251,7870.02%
270ISHARES TR464287689792$251,5710.02%
271NORTHWEST BANCSHARES INC MDNWBI20,750$249,4150.02%
272EMERSON ELEC COEMR2,270$248,8830.02%
273VANGUARD INDEX FDS9229085532,715$245,8170.02%
274HP INCHPQ8,839$244,7470.02%
275ISHARES TR4642886792,214$244,5590.02%
276ISHARES TR46436E7182,418$243,4210.02%
277DUKE ENERGY CORP NEWDUKB1,981$241,5700.02%
278DIMENSIONAL ETF TRUST25434V5914,730$239,9530.02%
279FRANKLIN TEMPLETON ETF TRFGDL4,200$236,0190.02%
280BLACK STONE MINERALS L PBSMLP15,000$229,0500.02%
281ISHARES TR46435G1022,714$226,9230.02%
282VANGUARD INDEX FDS9229087511,003$222,4940.02%
283SPDR SER TR78464A7631,603$217,4300.02%
284MASTERCARD INCORPORATEDMA393$215,4880.02%
285CHURCH & DWIGHT CO INCCHD1,951$214,7860.02%
286TETRA TECHNOLOGIES INC DEL88162F10563,000$211,6800.02%
287ISHARES TR4642871681,567$210,4330.02%
288SELECT SECTOR SPDR TR81369Y8031,019$210,4040.02%
289VANGUARD INTL EQUITY INDEX F9220427753,446$209,0350.02%
290COLGATE PALMOLIVE COCL2,228$208,7640.02%
291HEWLETT PACKARD ENTERPRISE CHPE-PC13,511$208,4750.02%
292ISHARES TR4642885702,025$207,3810.02%
293ENBRIDGE INCENNPF4,660$206,4850.02%
294OTIS WORLDWIDE CORPOTIS2,000$206,4000.02%
295AUTOZONE INCAZO53$202,0780.02%
2963M COMMM1,375$201,9410.02%
297PROLOGIS INC.PLDGP1,799$201,1210.02%
298EOS ENERGY ENTERPRISES INCEOSE50,000$189,0000.02%
299NUVEEN TAXABLE MUNICPAL INMNU11,696$187,3700.02%
300NUVEEN MUN HIGH INCOME OPPORNU15,657$170,8180.02%
301FORD MTR CO34537086016,477$165,2650.02%
302UDEMY INCUDMY20,000$155,3000.01%
303EATON VANCE TAX-MANAGED GLOBETN14,350$116,8090.01%
304BLACKROCK MUNIHLDNGS CALI QLBLK10,693$114,5180.01%
305VALLEY NATL BANCORP91979410711,800$104,9020.01%
306XERIS BIOPHARMA HOLDINGS INCXERS16,276$89,3560.01%
307LXP INDUSTRIAL TRUSTLXP-PC10,022$86,6910.01%
308FOLD HLDGS INCFLDDW10,025$62,1550.01%
309COMPLETE SOLARIA INCSPWRW31,000$48,0500.00%
310CHEGG INCCHGG41,000$26,2080.00%
311CHARGEPOINT HOLDINGS INCCHPT40,650$24,5940.00%
312IMUNON INCIMNN10,266$10,7800.00%
313BIOAFFINITY TECHNOLOGIES INCBIAFW16,012$4,1640.00%