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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 2025 · Filed November 13, 2025 · Accession 0001765380-25-000494

Total Value
$1.35B
Positions
336
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (336)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL375,727$95.7M7.11%
2MICROSOFT CORPMSFT108,065$56.0M4.16%
3ALPHABET INCGOOG171,600$41.7M3.10%
4TESLA INCTSLA83,493$37.1M2.76%
5BROADCOM INCAVGO106,580$35.2M2.61%
6ARCHER DANIELS MIDLAND COADM587,767$35.1M2.61%
7CISCO SYS INCCSCO493,911$33.8M2.51%
8INTERNATIONAL BUSINESS MACHSINTR112,650$31.8M2.36%
9GALLAGHER ARTHUR J & CO36357610988,445$27.4M2.04%
10FIDELITY WISE ORIGIN BITCOINFBTC258,644$25.8M1.92%
11MCDONALDS CORPMCD84,189$25.6M1.90%
12JOHNSON & JOHNSONJNJ127,892$23.7M1.76%
13ISHARES TR46432F339114,598$22.3M1.66%
14NVIDIA CORPORATIONNVDA116,102$21.7M1.61%
15ISHARES TR46428720031,997$21.4M1.59%
16LAM RESEARCH CORPLRCX159,434$21.3M1.59%
17AUTOMATIC DATA PROCESSING INADP71,741$21.1M1.56%
18META PLATFORMS INCMETA27,718$20.4M1.51%
19DANAHER CORPORATION235851102102,473$20.3M1.51%
20EATON CORP PLCETN53,232$19.9M1.48%
21AMAZON COM INCAMZN87,860$19.3M1.43%
22JPMORGAN CHASE & CO.VYLD55,048$17.4M1.29%
23BERKSHIRE HATHAWAY INC DELBRK-A34,266$17.2M1.28%
24BLACKROCK ETF TRUSTBLK273,946$16.2M1.21%
25EXXON MOBIL CORPXOM138,430$15.6M1.16%
26PROCTER AND GAMBLE CO74271810999,145$15.2M1.13%
27ISHARES GOLD TRIAU204,746$14.9M1.11%
28COCA COLA COKO209,145$13.9M1.03%
29SHELL PLCRYDAF183,090$13.1M0.97%
30ISHARES TR46435G42587,848$12.8M0.95%
31COSTCO WHSL CORP NEW22160K10513,685$12.7M0.94%
32EXELON CORPEXC274,622$12.4M0.92%
33SPDR S&P 500 ETF TRSPY17,935$11.9M0.89%
34BLACKROCK ETF TRUST IIBLK224,336$11.9M0.89%
35ISHARES TR464287226113,167$11.3M0.84%
36DISNEY WALT CO25468710694,903$10.9M0.81%
37QUALCOMM INCQCOM62,473$10.4M0.77%
38MONDELEZ INTL INC609207105166,230$10.4M0.77%
39ABBVIE INCABBV44,552$10.3M0.77%
40ISHARES TR464288877151,776$10.3M0.77%
41CHUBB LIMITEDCB35,951$10.1M0.75%
42ISHARES TR46434V860180,965$9.2M0.68%
43ISHARES TR46429B69795,305$9.1M0.67%
44SPDR GOLD TRGLD25,382$9.0M0.67%
45ILLINOIS TOOL WKS INC45230810933,359$8.7M0.65%
46ISHARES TR46428888573,823$8.4M0.62%
47BANK AMERICA CORP060505104154,138$8.0M0.59%
48ISHARES TR46428710123,612$7.9M0.58%
49TJX COS INC NEW87254010954,151$7.8M0.58%
50GRAYSCALE BITCOIN TRUST ETFGBTC78,572$7.1M0.52%
51BERKSHIRE HATHAWAY INC DELBRK-A9$6.8M0.50%
52KINDER MORGAN INC DELEP-PC228,020$6.5M0.48%
53ROPER TECHNOLOGIES INCROP12,499$6.2M0.46%
54DECKERS OUTDOOR CORPDECK60,754$6.2M0.46%
55VISA INCV17,194$5.9M0.44%
56STRYKER CORPORATIONSYK15,412$5.7M0.42%
57ISHARES TR46428745765,945$5.5M0.41%
58ISHARES INC46434G76480,675$5.4M0.40%
59ISHARES TR46428865349,727$5.1M0.38%
60RTX CORPORATIONRTX30,016$5.0M0.37%
61ADOBE INCADBE13,778$4.9M0.36%
62ISHARES TR46428828150,616$4.8M0.36%
63ARISTA NETWORKS INCANET32,344$4.7M0.35%
64NORTHERN TR CORPNTRSO33,862$4.6M0.34%
65ISHARES TR46428863881,681$4.4M0.33%
66ISHARES U S ETF TR46431W50784,675$4.3M0.32%
67HONEYWELL INTL INC43851610620,005$4.2M0.31%
68GENERAL DYNAMICS CORPGD12,336$4.2M0.31%
69UNITEDHEALTH GROUP INCUNH12,119$4.2M0.31%
70NOVO-NORDISK A SNONOF71,970$4.0M0.30%
71CHEVRON CORP NEWCVX23,644$3.7M0.27%
72PEPSICO INCPEP25,283$3.6M0.26%
73WALMART INCWMT33,211$3.4M0.25%
74FIDELITY COVINGTON TRUST31609252777,279$3.4M0.25%
75ORACLE CORPORCL-PD12,026$3.4M0.25%
76MCKESSON CORPMCK4,307$3.3M0.25%
77CSX CORPCSX93,000$3.3M0.25%
78VANECK ETF TRUST92189H821147,952$3.2M0.24%
79QUALYS INCQLYS23,731$3.1M0.23%
80INVESCO EXCHANGE TRADED FD TIVZ16,475$3.1M0.23%
81STEEL DYNAMICS INCSTLD21,428$3.0M0.22%
82INVESCO QQQ TRIVZ4,910$2.9M0.22%
83BERKSHIRE HATHAWAY INC DELBRK-A5,845$2.9M0.22%
84CHENIERE ENERGY INCLNG12,159$2.9M0.21%
85ISHARES TR46432F39610,828$2.8M0.21%
86EDWARDS LIFESCIENCES CORPEW34,024$2.6M0.20%
87HOME DEPOT INCHD6,351$2.6M0.19%
88VANGUARD SPECIALIZED FUNDS92190884411,852$2.6M0.19%
89HAMILTON LANE INCHLNE18,663$2.5M0.19%
90STRIDE INCLRN16,504$2.5M0.18%
91AMERICAN WTR WKS CO INC NEW03042010317,634$2.5M0.18%
92ISHARES TR46429B74723,332$2.4M0.18%
93AMER STATES WTR CO02989910132,057$2.4M0.17%
94ABBOTT LABSABLZF17,377$2.3M0.17%
95SPS COMM INCSPSC22,181$2.3M0.17%
96MERIT MED SYS INC58988910427,538$2.3M0.17%
97J P MORGAN EXCHANGE TRADED F46641Q33239,745$2.3M0.17%
98ISHARES TR46428858823,831$2.3M0.17%
99APPLIED INDL TECHNOLOGIES IN03820C1058,619$2.3M0.17%
100INTERCONTINENTAL EXCHANGE IN45866F10413,124$2.2M0.16%
101ADDUS HOMECARE CORPADUS18,554$2.2M0.16%
102GRAYSCALE ETHEREUM TRUST ETF38963810763,677$2.2M0.16%
103GLOBAL X FDS37954Y483126,694$2.2M0.16%
104GRAYSCALE BITCOIN MINI TR ET38993020740,597$2.1M0.15%
105ALPHABET INCGOOG8,415$2.0M0.15%
106PROGRESS SOFTWARE CORP74331210044,496$2.0M0.15%
107VIPER ENERGY INCVNOM50,899$1.9M0.14%
108STERLING INFRASTRUCTURE INCSTRL5,698$1.9M0.14%
109GIBRALTAR INDS INC37468910730,464$1.9M0.14%
110ISHARES TR46434V4648,414$1.9M0.14%
111AXOS FINANCIAL INCAX22,404$1.9M0.14%
112INTERPARFUMS INCINTR18,611$1.8M0.14%
113SIMPLY GOOD FOODS COSMPL72,962$1.8M0.13%
114J & J SNACK FOODS CORPJJSF18,651$1.8M0.13%
115BANK NEW YORK MELLON CORP06405810016,366$1.8M0.13%
116LEMAITRE VASCULAR INCLMAT20,150$1.8M0.13%
117GLOBUS MED INCGMED30,769$1.8M0.13%
118XYLEM INCXYL11,808$1.7M0.13%
119VANGUARD INDEX FDS9229086375,410$1.7M0.12%
120ISHARES TR46428724214,655$1.6M0.12%
121CARRIER GLOBAL CORPORATIONCARR27,232$1.6M0.12%
122DIGI INTL INC25379810243,574$1.6M0.12%
123CLEAR SECURE INCYOU46,654$1.6M0.12%
124PATHWARD FINANCIAL INCCASH20,965$1.6M0.12%
125BWX TECHNOLOGIES INCBWXT8,081$1.5M0.11%
126ACUITY INCAYI4,315$1.5M0.11%
127ELI LILLY & COLLY1,900$1.4M0.11%
128MUELLER WTR PRODS INC62475810856,066$1.4M0.11%
129CSW INDUSTRIALS INCCSW5,858$1.4M0.11%
130NETFLIX INCNFLX1,182$1.4M0.11%
131FEDERAL SIGNAL CORPFSS11,855$1.4M0.10%
132CUMMINS INCCMI3,319$1.4M0.10%
133ISHARES TR4642876718,501$1.4M0.10%
134CORCEPT THERAPEUTICS INCCORT16,590$1.4M0.10%
135ISHARES TR46428743215,332$1.4M0.10%
136HAWKINS INCHWKN7,447$1.4M0.10%
137ACUSHNET HLDGS CORPGOLF17,259$1.4M0.10%
138STARBUCKS CORPSBUX15,914$1.3M0.10%
139FIDELITY NATIONAL FINANCIALFNF21,643$1.3M0.10%
140DIMENSIONAL ETF TRUST25434V87230,612$1.3M0.10%
141STANDEX INTL CORP8542311075,868$1.2M0.09%
142ISHARES SILVER TRSLV29,193$1.2M0.09%
143PRESTIGE CONSMR HEALTHCARE I74112D10119,567$1.2M0.09%
144AMGEN INCAMGN4,231$1.2M0.09%
145BRADY CORPBRC15,206$1.2M0.09%
146VANGUARD INDEX FDS9229083631,933$1.2M0.09%
147LOCKHEED MARTIN CORPLMT2,334$1.2M0.09%
148AIRBNB INCABNB9,458$1.1M0.09%
149SHERWIN WILLIAMS COSHW3,296$1.1M0.08%
150YUM BRANDS INCYUM7,508$1.1M0.08%
151REALTY INCOME CORPO18,740$1.1M0.08%
152MERCK & CO INCMRK13,463$1.1M0.08%
153CLOUDFLARE INCNET5,255$1.1M0.08%
154ADVANCED MICRO DEVICES INCAMD6,787$1.1M0.08%
155ISHARES TR46436E61924,762$1.1M0.08%
156PHILLIPS 66PSX7,814$1.1M0.08%
157ITT INCITT5,900$1.1M0.08%
158ISHARES TR46435U54921,861$1.1M0.08%
159VANGUARD INDEX FDS9229087362,167$1.0M0.08%
160THE BALDWIN INSURANCE GRP IN05589G10236,719$1.0M0.08%
161FIFTH THIRD BANCORPFITBM22,510$1.0M0.07%
162DEERE & CODE2,192$1.0M0.07%
163RLI CORPRLI15,160$988,7620.07%
164ISHARES TR46428862018,864$985,0980.07%
165GRAYSCALE ETHEREUM MINI TR E38964R20324,995$979,3050.07%
166ISHARES INC46434G86322,076$958,5290.07%
167PULTE GROUP INC7458671017,016$927,0250.07%
168GILEAD SCIENCES INCGILD8,323$923,8540.07%
169SEMPRASREA10,006$900,3690.07%
170STRATEGY INCSTRK2,778$895,1000.07%
171VANGUARD INDEX FDS9229087692,719$892,4270.07%
172ISHARES TR46429B6637,084$867,4450.06%
173SPDR SERIES TRUST78468R6639,426$864,7920.06%
174CATERPILLAR INCCAT1,811$864,0610.06%
175TRAVELERS COMPANIES INCTRV3,076$858,7560.06%
176MUELLER INDS INC6247561028,455$854,8400.06%
177WASTE MGMT INC DEL94106L1093,859$852,1830.06%
178WELLS FARGO CO NEW949746804678$837,1930.06%
179ISHARES TR4642873096,915$834,7220.06%
180TOLL BROTHERS INCTOL6,000$828,8400.06%
181ISHARES TR46429B26735,745$826,4200.06%
182LENNAR CORPLEN-B6,519$821,6550.06%
183LATTICE STRATEGIES TR51841640914,243$818,8320.06%
184GE VERNOVA INCGEV1,323$813,5130.06%
185ISHARES TR46435G19334,308$808,2970.06%
186CONOCOPHILLIPSCOP8,156$771,5190.06%
187PNC FINL SVCS GROUP INC6934751053,729$749,3060.06%
188ISHARES TR46436E76712,859$736,9500.05%
189UBER TECHNOLOGIES INCUBER7,517$736,4410.05%
190INTUITINTU1,047$715,2230.05%
191FIRST HORIZON CORPORATIONFHN-PH31,010$701,1370.05%
192WELLTOWER INCWELL3,861$687,7990.05%
193CROWDSTRIKE HLDGS INCCRWD1,393$683,1000.05%
194US BANCORP DELUSB-PS13,985$675,8960.05%
195VANGUARD WHITEHALL FDS9219464064,779$673,5830.05%
196INTEL CORPINTC19,940$668,9870.05%
197CENCORA INCCOR2,102$656,9390.05%
198CHENIERE ENERGY PARTNERS LPLNG12,168$654,8820.05%
199MORGAN STANLEYMS-PQ4,088$649,8520.05%
200ROYAL CARIBBEAN GROUPV7780T1032,001$647,4840.05%
201SOUTHERN COSOMN6,811$645,4790.05%
202PALANTIR TECHNOLOGIES INCPLTR3,497$637,9230.05%
203APPLE INCAAPL2,500$636,5750.05%
204PHILIP MORRIS INTL INC7181721093,920$635,8920.05%
205NUVEEN CA QUALTY MUN INCOMENU55,250$635,3750.05%
206BRISTOL-MYERS SQUIBB COCELG-RI14,024$632,4830.05%
207BOEING COBA-PA2,906$627,2020.05%
208PFIZER INCPFE24,609$627,0270.05%
209MEDTRONIC PLCMDT6,569$625,6320.05%
210SUN CMNTYS INC8666741044,795$618,5550.05%
211REDDIT INCRDDT2,685$617,5240.05%
212SNOWFLAKE INCSNOW2,645$596,5800.04%
213VANGUARD WORLD FD92204A8763,037$575,3170.04%
214VERIZON COMMUNICATIONS INCVZ13,069$574,3960.04%
215EOS ENERGY ENTERPRISES INCEOSE50,000$569,5000.04%
216SCHWAB STRATEGIC TR80852430017,839$569,2430.04%
217GE AEROSPACE3696043011,855$557,9260.04%
218ISHARES TR46428844814,778$540,1360.04%
219ANALOG DEVICES INCADI2,188$537,6910.04%
220HERSHEY COHSY2,809$525,5140.04%
221D R HORTON INC23331A1093,003$508,9140.04%
222AMPLIFY ETF TR03210840911,351$505,9150.04%
223SHOPIFY INCSHOP3,345$497,1010.04%
224HINGE HEALTH INCHNGE10,070$494,2360.04%
225NIKE INCNKE7,026$489,9470.04%
226BADGER METER INCBMI2,729$487,3660.04%
227BLACKROCK ETF TRUSTBLK6,669$484,0280.04%
228ISHARES TR46428868715,153$479,1490.04%
229COUSINS PPTYS INC22279550216,000$463,0400.03%
230SCHWAB STRATEGIC TR80852479716,812$458,9670.03%
231ISHARES INC4642865253,790$454,4970.03%
232PIMCO ETF TR72201R8174,581$451,7430.03%
233J P MORGAN EXCHANGE TRADED F46641Q1599,732$451,6630.03%
234VANGUARD BD INDEX FDS9219378355,923$440,4940.03%
235ISHARES BITCOIN TRUST ETFIBIT6,753$438,9450.03%
236VANGUARD WORLD FD9219107333,700$438,2280.03%
237PROLOGIS INC.PLDGP3,795$434,6360.03%
238KB HOMEKBH6,801$432,8160.03%
239ESSEX PPTY TR INC2971781051,593$426,3320.03%
240CAMBRIA ETF TR1320612016,144$421,8630.03%
241WHEATON PRECIOUS METALS CORPWPM3,707$414,5910.03%
242ALLSTATE CORPALL-PJ1,930$414,2750.03%
243PALO ALTO NETWORKS INCPANW2,032$413,7560.03%
244DIMENSIONAL ETF TRUST25434V5918,130$412,8420.03%
245KIMBERLY-CLARK CORPKMB3,299$410,2230.03%
246VANECK ETF TRUST92189F1065,300$404,9200.03%
247ISHARES TR4642874654,245$396,3560.03%
248ARES CAPITAL CORPARCC19,202$391,9130.03%
249FS KKR CAP CORPFSK25,517$380,9690.03%
250J P MORGAN EXCHANGE TRADED F46654Q2036,616$380,5360.03%
251TETRA TECHNOLOGIES INC DEL88162F10565,000$373,7500.03%
252NVIDIA CORPORATIONNVDA2,000$373,1600.03%
253DUTCH BROS INCBROS6,960$364,2870.03%
254NUVEEN CALIFORNIA AMT QLT MUNU28,514$361,2730.03%
255FIRST TR EXCHNG TRADED FD VI33740F8057,897$350,7850.03%
256VANGUARD INTL EQUITY INDEX F9220427754,831$344,7890.03%
257ALTRIA GROUP INCMO5,187$342,6690.03%
258SCHWAB STRATEGIC TR80852410213,258$340,8690.03%
259V F CORPVFC23,200$334,7760.02%
260ISHARES TR464287614710$332,5100.02%
261VANGUARD INTL EQUITY INDEX F9220428744,100$327,1800.02%
262ISHARES TR4642886792,820$311,5750.02%
263CVS HEALTH CORPCVS4,109$309,7940.02%
264AT&T INCT-PC10,891$307,5600.02%
265HEALTHCARE RLTY TR42226K10516,900$304,7070.02%
266HUNTINGTON BANCSHARES INCHBANP17,509$302,3790.02%
267KLA CORPKLAC277$298,8620.02%
268SELECT SECTOR SPDR TR81369Y8031,049$295,6720.02%
269SPDR SERIES TRUST78464A7632,109$295,4010.02%
270ENERGY TRANSFER L PET-PI17,120$293,7800.02%
271SCHWAB STRATEGIC TR80852460710,478$292,3370.02%
272ISHARES TR4642883565,082$289,8780.02%
273BLACKSTONE SECD LENDING FDBX11,112$289,6900.02%
274FRANKLIN TEMPLETON ETF TRFGDL4,829$286,2520.02%
275SPDR SERIES TRUST78464A66410,600$285,6700.02%
276ISHARES TR4642872345,331$284,6760.02%
277FREEPORT-MCMORAN INCFCX7,124$279,3870.02%
278ISHARES TR46435G1022,789$279,0130.02%
279VANGUARD SCOTTSDALE FDS92206C8703,295$277,1430.02%
280ISHARES TR4642898674,296$276,6030.02%
281ISHARES TR464287689725$274,7320.02%
282NORTHWEST BANCSHARES INC MDNWBI22,150$274,4390.02%
283NATIONAL STORAGE AFFILIATESNSA-PB8,950$270,4690.02%
284APPLIED MATLS INC0382221051,299$265,9580.02%
285DELL TECHNOLOGIES INCDELL1,859$263,5650.02%
286COLGATE PALMOLIVE COCL3,216$257,0880.02%
287INVESCO EXCHANGE TRADED FD TIVZ5,650$255,4470.02%
288VANGUARD INDEX FDS9229087511,004$255,1850.02%
289ISHARES TR4642885702,025$255,0490.02%
290SPDR INDEX SHS FDS78463X8895,959$254,9860.02%
291SPROTT ASSET MANAGEMENT LPSII6,854$251,4740.02%
292LINDE PLCLIN525$249,4610.02%
293DUKE ENERGY CORP NEWDUKB1,998$247,2940.02%
294NEXTERA ENERGY INCNEE-PW3,229$243,7450.02%
295ISHARES TR46429B5984,639$241,5070.02%
296MASTERCARD INCORPORATEDMA423$240,8410.02%
297HP INCHPQ8,839$240,6810.02%
298OKTA INCOKTA2,614$239,7040.02%
299CARNIVAL CORPCUKPF8,201$237,0910.02%
300INVESCO EXCH TRADED FD TR IIIVZ953$235,6190.02%
301EMERSON ELEC COEMR1,787$234,4460.02%
302VANGUARD INDEX FDS9229085532,560$234,0360.02%
303ISHARES TR46429B6554,543$232,0800.02%
304ISHARES TR4642888021,705$231,2840.02%
305ENBRIDGE INCENNPF4,560$230,0980.02%
306AUTOZONE INCAZO53$227,3830.02%
307SELECT SECTOR SPDR TR81369Y5062,543$227,1920.02%
308AFLAC INCAFL2,031$226,8630.02%
309NUTRIEN LTDNTR3,845$225,7400.02%
310ISHARES TR4642871681,567$222,6710.02%
311GEN DIGITAL INCGENVR7,711$218,9160.02%
312TEXAS INSTRS INC8825081041,188$218,3380.02%
313VULCAN MATLS CO929160109701$215,6420.02%
314ISHARES TR46436E2059,171$215,2440.02%
315FIRST SOLAR INCFSLR975$215,0170.02%
316ISHARES TR46435U5158,267$210,9740.02%
317CLEAN HARBORS INCCLH897$208,3020.02%
318ISHARES TR46435UAA98,446$205,5760.02%
319ISHARES TR46436E7182,038$205,2270.02%
320GARMIN LTDGRMN827$203,6240.02%
321CITIGROUP INCC-PR1,989$201,8840.02%
322VANECK ETF TRUST92189F42911,352$201,7220.01%
323WELLS FARGO CO NEW9497461012,391$200,4140.01%
324FS CREDIT OPPORTUNITIES CORPFSCO28,710$198,3870.01%
325NUVEEN TAXABLE MUNICPAL INMNU11,696$189,7100.01%
326FORD MTR CO34537086015,427$184,5080.01%
327XERIS BIOPHARMA HOLDINGS INCXERS22,182$180,5620.01%
328NUVEEN MUN HIGH INCOME OPPORNU15,657$165,8080.01%
329BLACKROCK MUNIHLDNGS CALI QLBLK15,252$165,4890.01%
330UDEMY INCUDMY20,000$140,4000.01%
331BLACK STONE MINERALS L PBSMLP10,000$131,4000.01%
332EATON VANCE TAX-MANAGED GLOBETN14,350$130,5850.01%
333LXP INDUSTRIAL TRUSTLXP-PC10,022$89,7980.01%
334COMPLETE SOLARIA INCSPWRW46,000$80,9600.01%
335CHEGG INCCHGG41,000$61,9100.00%
336FOLD HLDGS INCFLDDW10,100$38,9860.00%