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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 2025 · Filed August 13, 2025 · Accession 0001765380-25-000369

Total Value
$1.20B
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL380,231$78.0M6.51%
2MICROSOFT CORPMSFT108,774$54.1M4.51%
3CISCO SYS INCCSCO520,937$36.1M3.02%
4INTERNATIONAL BUSINESS MACHSINTR113,062$33.3M2.78%
5ALPHABET INCGOOG170,634$30.1M2.51%
6BROADCOM INCAVGO100,954$27.8M2.32%
7TESLA INCTSLA84,718$26.9M2.25%
8GALLAGHER ARTHUR J & CO36357610983,122$26.6M2.22%
9FIDELITY WISE ORIGIN BITCOINFBTC259,260$24.4M2.03%
10MCDONALDS CORPMCD82,469$24.1M2.01%
11META PLATFORMS INCMETA30,034$22.2M1.85%
12AUTOMATIC DATA PROCESSING INADP70,333$21.7M1.81%
13ISHARES TR46432F339111,624$20.4M1.70%
14DANAHER CORPORATION23585110299,654$19.7M1.64%
15JOHNSON & JOHNSONJNJ126,997$19.4M1.62%
16EATON CORP PLCETN53,521$19.1M1.59%
17ISHARES TR46428720030,756$19.1M1.59%
18NVIDIA CORPORATIONNVDA116,724$18.4M1.54%
19AMAZON COM INCAMZN83,734$18.4M1.53%
20PROCTER AND GAMBLE CO74271810997,851$15.6M1.30%
21LAM RESEARCH CORPLRCX158,943$15.5M1.29%
22COCA COLA COKO208,302$14.7M1.23%
23EXXON MOBIL CORPXOM136,267$14.7M1.23%
24COSTCO WHSL CORP NEW22160K10514,466$14.3M1.19%
25BLACKROCK ETF TRUSTBLK251,067$13.7M1.14%
26JPMORGAN CHASE & CO.VYLD46,685$13.5M1.13%
27SHELL PLCRYDAF182,830$12.9M1.07%
28ISHARES GOLD TRIAU198,945$12.4M1.04%
29EXELON CORPEXC274,636$11.9M0.99%
30ISHARES TR46435G42587,413$11.8M0.99%
31DISNEY WALT CO25468710693,560$11.6M0.97%
32BLACKROCK ETF TRUST IIBLK214,295$11.3M0.94%
33SPDR S&P 500 ETF TRSPY18,277$11.3M0.94%
34ISHARES TR464287226113,525$11.3M0.94%
35MONDELEZ INTL INC609207105161,618$10.9M0.91%
36CHUBB LIMITEDCB35,748$10.4M0.86%
37QUALCOMM INCQCOM62,044$9.9M0.82%
38ISHARES TR464288877146,794$9.3M0.78%
39BERKSHIRE HATHAWAY INC DELBRK-A18,652$9.1M0.76%
40ISHARES TR46434V860170,551$8.6M0.72%
41ISHARES TR46429B69791,573$8.6M0.72%
42ABBVIE INCABBV43,994$8.2M0.68%
43SPDR GOLD TRGLD26,590$8.1M0.68%
44ISHARES TR46428888571,510$8.0M0.67%
45VISA INCV22,217$7.9M0.66%
46ILLINOIS TOOL WKS INC45230810931,760$7.9M0.66%
47ROPER TECHNOLOGIES INCROP12,301$7.0M0.58%
48ISHARES TR46428710122,347$6.8M0.57%
49GRAYSCALE BITCOIN TRUST ETFGBTC79,622$6.8M0.56%
50KINDER MORGAN INC DELEP-PC225,322$6.6M0.55%
51BERKSHIRE HATHAWAY INC DELBRK-A9$6.6M0.55%
52DECKERS OUTDOOR CORPDECK61,899$6.4M0.53%
53NASDAQ INCNDAQ69,819$6.2M0.52%
54STRYKER CORPORATIONSYK15,642$6.2M0.52%
55TJX COS INC NEW87254010948,655$6.0M0.50%
56ISHARES TR46428745769,667$5.8M0.48%
57ADOBE INCADBE13,828$5.3M0.45%
58NOVO-NORDISK A SNONOF72,270$5.0M0.42%
59ISHARES TR46428865348,138$4.9M0.41%
60ISHARES INC46434G76477,221$4.9M0.41%
61ISHARES TR46428863891,252$4.9M0.41%
62HONEYWELL INTL INC43851610620,504$4.8M0.40%
63RTX CORPORATIONRTX30,061$4.4M0.37%
64NORTHERN TR CORPNTRSO33,905$4.3M0.36%
65ISHARES U S ETF TR46431W50781,436$4.2M0.35%
66ISHARES TR46428828141,978$3.9M0.32%
67GENERAL DYNAMICS CORPGD12,336$3.6M0.30%
68QUALYS INCQLYS24,657$3.5M0.29%
69ARISTA NETWORKS INCANET33,872$3.5M0.29%
70CHEVRON CORP NEWCVX23,785$3.4M0.28%
71AMGEN INCAMGN11,625$3.2M0.27%
72INVESCO EXCHANGE TRADED FD TIVZ17,639$3.2M0.27%
73MCKESSON CORPMCK4,293$3.1M0.26%
74ORACLE CORPORCL-PD14,021$3.1M0.26%
75FIDELITY COVINGTON TRUST31609252773,228$3.0M0.25%
76CSX CORPCSX93,000$3.0M0.25%
77CHENIERE ENERGY INCLNG11,834$2.9M0.24%
78PROGRESS SOFTWARE CORP74331210044,987$2.9M0.24%
79BERKSHIRE HATHAWAY INC DELBRK-A5,845$2.8M0.24%
80HAMILTON LANE INCHLNE19,243$2.7M0.23%
81STEEL DYNAMICS INCSTLD21,239$2.7M0.23%
82WALMART INCWMT27,592$2.7M0.23%
83ISHARES TR46432F39611,204$2.7M0.22%
84EDWARDS LIFESCIENCES CORPEW34,039$2.7M0.22%
85VANGUARD SPECIALIZED FUNDS92190884412,256$2.5M0.21%
86ROYAL CARIBBEAN GROUPV7780T1038,001$2.5M0.21%
87STRIDE INCLRN16,875$2.5M0.20%
88INTERCONTINENTAL EXCHANGE IN45866F10413,184$2.4M0.20%
89ABBOTT LABSABLZF17,571$2.4M0.20%
90AMERICAN WTR WKS CO INC NEW03042010316,536$2.3M0.19%
91HOME DEPOT INCHD6,209$2.3M0.19%
92ISHARES TR46428858824,152$2.3M0.19%
93INVESCO QQQ TRIVZ4,068$2.2M0.19%
94STERLING INFRASTRUCTURE INCSTRL9,668$2.2M0.19%
95HAWKINS INCHWKN15,692$2.2M0.19%
96ISHARES TR46429B74721,666$2.2M0.19%
97ADDUS HOMECARE CORPADUS19,176$2.2M0.18%
98J P MORGAN EXCHANGE TRADED F46641Q33238,526$2.2M0.18%
99J & J SNACK FOODS CORPJJSF19,273$2.2M0.18%
100INTERPARFUMS INCINTR16,333$2.1M0.18%
101APPLIED INDL TECHNOLOGIES IN03820C1058,958$2.1M0.17%
102CARRIER GLOBAL CORPORATIONCARR27,174$2.0M0.17%
103VIPER ENERGY INCVNOM52,154$2.0M0.17%
104GLOBAL X FDS37954Y483116,783$2.0M0.16%
105ISHARES TR46434V4648,916$1.9M0.16%
106GIBRALTAR INDS INC37468910731,440$1.9M0.15%
107ALPHABET INCGOOG10,456$1.9M0.15%
108GLOBUS MED INCGMED30,769$1.8M0.15%
109ELI LILLY & COLLY2,288$1.8M0.15%
110ISHARES TR46428724216,273$1.8M0.15%
111AXOS FINANCIAL INCAX23,325$1.8M0.15%
112GRAYSCALE BITCOIN MINI TR ET38993020736,407$1.7M0.15%
113UNITEDHEALTH GROUP INCUNH5,571$1.7M0.15%
114LEMAITRE VASCULAR INCLMAT20,890$1.7M0.14%
115CSW INDUSTRIALS INCCSW6,005$1.7M0.14%
116PATHWARD FINANCIAL INCCASH21,629$1.7M0.14%
117AMER STATES WTR CO02989910122,200$1.7M0.14%
118THE BALDWIN INSURANCE GRP IN05589G10237,579$1.6M0.13%
119XYLEM INCXYL12,209$1.6M0.13%
120DIGI INTL INC25379810245,042$1.6M0.13%
121VANGUARD INDEX FDS9229086375,361$1.5M0.13%
122BANK NEW YORK MELLON CORP06405810016,366$1.5M0.12%
123GRAYSCALE ETHEREUM TRUST ETF38963810771,057$1.5M0.12%
124SPS COMM INCSPSC10,858$1.5M0.12%
125STARBUCKS CORPSBUX15,651$1.4M0.12%
126MUELLER WTR PRODS INC62475810857,764$1.4M0.12%
127ISHARES TR46428743215,640$1.4M0.12%
128AIRBNB INCABNB10,385$1.4M0.11%
129ACUITY INCAYI4,479$1.3M0.11%
130FEDERAL SIGNAL CORPFSS12,249$1.3M0.11%
131ACUSHNET HLDGS CORPGOLF17,838$1.3M0.11%
132ISHARES TR4642876718,428$1.3M0.11%
133CORCEPT THERAPEUTICS INCCORT16,986$1.2M0.10%
134MERCK & CO INCMRK15,702$1.2M0.10%
135BWX TECHNOLOGIES INCBWXT8,429$1.2M0.10%
136FIDELITY NATIONAL FINANCIALFNF21,643$1.2M0.10%
137CLEAR SECURE INCYOU43,145$1.2M0.10%
138MERIT MED SYS INC58988910412,787$1.2M0.10%
139NETFLIX INCNFLX883$1.2M0.10%
140DEERE & CODE2,266$1.2M0.10%
141DIMENSIONAL ETF TRUST25434V87226,872$1.1M0.09%
142SHERWIN WILLIAMS COSHW3,305$1.1M0.09%
143LOCKHEED MARTIN CORPLMT2,449$1.1M0.09%
144RLI CORPRLI15,541$1.1M0.09%
145YUM BRANDS INCYUM7,508$1.1M0.09%
146PRESTIGE CONSMR HEALTHCARE I74112D10113,855$1.1M0.09%
147ISHARES TR46436E61924,762$1.1M0.09%
148BRADY CORPBRC15,699$1.1M0.09%
149REALTY INCOME CORPO18,460$1.1M0.09%
150MICROSTRATEGY INCSTRK2,628$1.1M0.09%
151CLOUDFLARE INCNET5,405$1.1M0.09%
152ISHARES TR46435U54921,839$1.0M0.09%
153VANGUARD INDEX FDS9229083631,822$1.0M0.09%
154SIMPLY GOOD FOODS COSMPL31,911$1.0M0.08%
155PEPSICO INCPEP7,540$995,5820.08%
156TOLL BROTHERS INCTOL8,700$992,9310.08%
157SPDR SERIES TRUST78468R66310,648$976,7680.08%
158STANDEX INTL CORP8542311076,087$952,5240.08%
159ISHARES TR46428862018,489$951,0740.08%
160FIFTH THIRD BANCORPFITBM22,510$925,8370.08%
161ITT INCITT5,900$925,2970.08%
162PHILLIPS 66PSX7,746$924,1470.08%
163GILEAD SCIENCES INCGILD8,319$922,3610.08%
164INTUITINTU1,165$917,8050.08%
165ISHARES TR46429B6637,802$914,1660.08%
166ISHARES INC46434G86322,367$876,1230.07%
167ADVANCED MICRO DEVICES INCAMD6,174$876,0910.07%
168ISHARES SILVER TRSLV26,612$873,1400.07%
169WASTE MGMT INC DEL94106L1093,772$863,1100.07%
170CUMMINS INCCMI2,621$858,2970.07%
171TRAVELERS COMPANIES INCTRV3,075$822,7320.07%
172ISHARES TR46429B26735,802$822,7260.07%
173GE VERNOVA INCGEV1,526$807,4830.07%
174ISHARES TR4642873097,334$807,4190.07%
175WELLS FARGO CO NEW949746804681$799,5270.07%
176ISHARES TR46435G19334,308$796,9750.07%
177VANGUARD INDEX FDS9229087692,606$792,0560.07%
178PALANTIR TECHNOLOGIES INCPLTR5,667$772,5260.06%
179SEMPRASREA10,045$761,1340.06%
180CONOCOPHILLIPSCOP8,448$758,0980.06%
181CATERPILLAR INCCAT1,864$723,5300.06%
182ISHARES TR46436E76713,309$717,7550.06%
183BRISTOL-MYERS SQUIBB COCELG-RI15,044$696,3870.06%
184CHENIERE ENERGY PARTNERS LPLNG12,418$696,0290.06%
185PNC FINL SVCS GROUP INC6934751053,721$693,6870.06%
186MUELLER INDS INC6247561028,716$692,6870.06%
187PHILIP MORRIS INTL INC7181721093,793$690,8950.06%
188BADGER METER INCBMI2,815$689,5460.06%
189LATTICE STRATEGIES TR51841640912,822$688,4310.06%
190SNOWFLAKE INCSNOW3,000$671,3100.06%
191VANGUARD INDEX FDS9229087361,524$667,9430.06%
192VANGUARD WHITEHALL FDS9219464064,938$658,3360.05%
193FIRST HORIZON CORPORATIONFHN-PH30,950$656,1400.05%
194CROWDSTRIKE HLDGS INCCRWD1,280$651,9170.05%
195US BANCORP DELUSB-PS14,285$646,3970.05%
196PULTE GROUP INC7458671016,016$634,4480.05%
197SOUTHERN COSOMN6,849$628,9440.05%
198BOEING COBA-PA2,965$621,2570.05%
199SPDR S&P 500 ETF TRSPY1,000$617,8500.05%
200CENCORA INCCOR2,046$613,4940.05%
201PFIZER INCPFE24,602$596,3540.05%
202VERIZON COMMUNICATIONS INCVZ13,732$594,1930.05%
203WELLTOWER INCWELL3,861$593,5520.05%
204BANK AMERICA CORP06050510412,474$590,2610.05%
205HERSHEY COHSY3,543$587,9520.05%
206NUVEEN CA QUALTY MUN INCOMENU51,950$580,2820.05%
207SUN CMNTYS INC8666741044,555$576,1620.05%
208GRAYSCALE ETHEREUM MINI TR E38964R20324,024$569,8500.05%
209UBER TECHNOLOGIES INCUBER6,043$563,8120.05%
210MORGAN STANLEYMS-PQ3,997$563,0390.05%
211ANALOG DEVICES INCADI2,351$559,4700.05%
212MEDTRONIC PLCMDT6,387$556,7550.05%
213FS KKR CAP CORPFSK26,158$542,7790.05%
214VANGUARD WORLD FD92204A8762,978$525,7200.04%
215GE AEROSPACE3696043012,009$517,2240.04%
216REDDIT INCRDDT3,325$500,6460.04%
217ISHARES TR46428844814,486$499,9120.04%
218COUSINS PPTYS INC22279550216,550$496,9970.04%
219NIKE INCNKE6,980$495,8830.04%
220AMPLIFY ETF TR03210840911,351$482,9860.04%
221DUTCH BROS INCBROS7,010$479,2740.04%
222ISHARES TR46428868715,540$476,7760.04%
223ISHARES BITCOIN TRUST ETFIBIT7,749$474,3170.04%
224BLACKROCK ETF TRUSTBLK7,019$472,1830.04%
225SCHWAB STRATEGIC TR80852430015,976$466,6590.04%
226THE TRADE DESK INC88339J1056,450$464,3360.04%
227ISHARES INC4642865253,815$452,3450.04%
228ESSEX PPTY TR INC2971781051,593$451,4030.04%
229SCHWAB STRATEGIC TR80852479716,804$445,3140.04%
230KIMBERLY-CLARK CORPKMB3,337$430,2320.04%
231PROSHARES TR74347R2063,600$423,7560.04%
232LENNAR CORPLEN-B3,819$422,4200.04%
233ARES CAPITAL CORPARCC18,900$415,0440.03%
234VANGUARD WORLD FD9219107333,700$405,6680.03%
235ALLSTATE CORPALL-PJ1,930$388,5290.03%
236SHOPIFY INCSHOP3,365$388,1530.03%
237D R HORTON INC23331A1093,003$387,1440.03%
238KB HOMEKBH7,201$381,4370.03%
239PIMCO ETF TR72201R8173,915$380,9920.03%
240ISHARES TR4642874654,245$379,4610.03%
241CAMBRIA ETF TR1320612015,720$371,9960.03%
242J P MORGAN EXCHANGE TRADED F46641Q1597,795$361,0650.03%
243FIRST TR EXCHNG TRADED FD VI33740F8057,897$346,6000.03%
244J P MORGAN EXCHANGE TRADED F46654Q2036,336$344,6560.03%
245VANGUARD BD INDEX FDS9219378354,628$340,7600.03%
246WHEATON PRECIOUS METALS CORPWPM3,707$332,8890.03%
247NATIONAL STORAGE AFFILIATESNSA-PB10,200$326,2980.03%
248BLACKSTONE SECD LENDING FDBX10,600$325,9500.03%
249NUVEEN CALIFORNIA AMT QLT MUNU27,467$323,2900.03%
250PROLOGIS INC.PLDGP3,055$321,1620.03%
251VANGUARD INTL EQUITY INDEX F9220428744,137$320,6180.03%
252AT&T INCT-PC10,969$317,4560.03%
253INTEL CORPINTC14,067$315,1010.03%
254ENERGY TRANSFER L PET-PI17,220$312,1990.03%
255SCHWAB STRATEGIC TR80852410212,710$302,8850.03%
256V F CORPVFC25,630$301,1530.03%
257VANGUARD INTL EQUITY INDEX F9220427754,421$297,1800.02%
258CVS HEALTH CORPCVS4,304$296,8590.02%
259HUNTINGTON BANCSHARES INCHBANP17,502$293,3400.02%
260NORTHWEST BANCSHARES INC MDNWBI22,750$290,7450.02%
261SCHWAB STRATEGIC TR80852460711,489$290,6720.02%
262SELECT SECTOR SPDR TR81369Y8031,142$289,1890.02%
263ISHARES TR4642898674,682$288,2850.02%
264ALTRIA GROUP INCMO4,887$286,5250.02%
265HEALTHCARE RLTY TR42226K10517,500$277,5500.02%
266VANGUARD INDEX FDS9229085533,111$277,0660.02%
267VANECK ETF TRUST92189F1065,300$275,9180.02%
268SSGA ACTIVE ETF TR78467V8486,700$268,7370.02%
269SPDR SERIES TRUST78464A7631,973$267,7300.02%
270ISHARES TR4642872345,531$266,8160.02%
271AON PLCAON740$264,0030.02%
272COLGATE PALMOLIVE COCL2,867$260,6110.02%
273ISHARES TR464287689741$260,0910.02%
274PALO ALTO NETWORKS INCPANW1,258$257,4380.02%
275EOS ENERGY ENTERPRISES INCEOSE50,000$256,0000.02%
276ALIBABA GROUP HLDG LTDBBAAY2,227$252,5650.02%
277LINDE PLCLIN532$249,6890.02%
278KLA CORPKLAC277$248,1100.02%
279ISHARES TR4642886792,238$247,1200.02%
280DELL TECHNOLOGIES INCDELL2,009$246,3110.02%
281ISHARES TR46435G1022,724$245,4040.02%
282ISHARES TR46429B6554,763$243,0090.02%
283FRANKLIN TEMPLETON ETF TRFGDL4,228$242,9710.02%
284MASTERCARD INCORPORATEDMA427$240,1030.02%
285DUKE ENERGY CORP NEWDUKB2,026$239,0640.02%
286EMERSON ELEC COEMR1,786$238,1450.02%
287APPLIED MATLS INC0382221051,299$237,8080.02%
288VANGUARD INDEX FDS9229087511,003$237,7750.02%
289ISHARES TR4642885702,025$235,2240.02%
290TETRA TECHNOLOGIES INC DEL88162F10570,000$235,2000.02%
291NEXTERA ENERGY INCNEE-PW3,333$231,3520.02%
292GENERAL MLS INC3703341044,382$227,0130.02%
293GEN DIGITAL INCGENVR7,711$226,7040.02%
294ISHARES TR46429B5984,039$224,8920.02%
295NUTRIEN LTDNTR3,845$223,9330.02%
296SELECT SECTOR SPDR TR81369Y5062,577$218,5560.02%
297HP INCHPQ8,839$216,1980.02%
298ISHARES TR4642888021,705$216,1090.02%
299AFLAC INCAFL2,031$214,1900.02%
300INVESCO EXCH TRADED FD TR IIIVZ936$212,5130.02%
301ENBRIDGE INCENNPF4,660$211,1920.02%
302FS CREDIT OPPORTUNITIES CORPFSCO28,710$208,4350.02%
303ISHARES TR4642871681,567$208,1140.02%
304CLEAN HARBORS INCCLH897$207,3690.02%
305SPROTT PHYSICAL GOLD & SILVESII6,854$206,3060.02%
306MCCORMICK & CO INCMKC-V2,718$206,0430.02%
307VANGUARD SCOTTSDALE FDS92206C8702,475$205,2270.02%
3083M COMMM1,335$203,2720.02%
309ISHARES TR464287655939$202,7270.02%
310SALESFORCE INCCRM742$202,4420.02%
311CITIGROUP INCC-PR2,352$200,2030.02%
312NUVEEN TAXABLE MUNICPAL INMNU11,696$185,0310.02%
313FORD MTR CO34537086015,677$170,0970.01%
314NUVEEN MUN HIGH INCOME OPPORNU15,657$162,3640.01%
315UDEMY INCUDMY20,000$140,4000.01%
316BLACKROCK MUNIHLDNGS CALI QLBLK13,222$136,8460.01%
317EATON VANCE TAX-MANAGED GLOBETN14,350$125,5630.01%
318VALLEY NATL BANCORP91979410711,800$105,3740.01%
319COMPLETE SOLARIA INCSPWRW45,000$82,8000.01%
320LXP INDUSTRIAL TRUSTLXP-PC10,022$82,7820.01%
321XERIS BIOPHARMA HOLDINGS INCXERS17,124$79,9700.01%
322CHEGG INCCHGG41,000$49,6100.00%
323FOLD HLDGS INCFLDDW10,100$42,7230.00%
324CHARGEPOINT HOLDINGS INCCHPT40,650$28,5900.00%