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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 Q4 2025 · Filed February 6, 2026 · Accession 0001765380-26-000079

Total Value
$1.36B
Positions
339
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (339)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL361,313$98.2M7.21%
2ALPHABET INCGOOG172,680$54.0M3.97%
3MICROSOFT CORPMSFT109,750$53.1M3.90%
4TESLA INCTSLA82,747$37.2M2.73%
5BROADCOM INCAVGO106,477$36.9M2.70%
6INTERNATIONAL BUSINESS MACHSINTR114,202$33.8M2.48%
7ARCHER DANIELS MIDLAND COADM587,767$33.8M2.48%
8JOHNSON & JOHNSONJNJ129,270$26.8M1.96%
9MCDONALDS CORPMCD85,532$26.1M1.92%
10DANAHER CORPORATION235851102114,005$26.1M1.92%
11CISCO SYS INCCSCO330,065$25.4M1.87%
12GALLAGHER ARTHUR J & CO36357610995,470$24.7M1.81%
13ISHARES TR46428720033,358$22.8M1.68%
14NVIDIA CORPORATIONNVDA116,831$21.8M1.60%
15AMAZON COM INCAMZN93,685$21.6M1.59%
16ISHARES TR46432F339102,795$20.4M1.50%
17FIDELITY WISE ORIGIN BITCOINFBTC257,213$19.6M1.44%
18META PLATFORMS INCMETA28,863$19.1M1.40%
19AUTOMATIC DATA PROCESSING INADP73,587$18.9M1.39%
20JPMORGAN CHASE & CO.VYLD56,585$18.2M1.34%
21EATON CORP PLCETN56,181$17.9M1.31%
22BERKSHIRE HATHAWAY INC DELBRK-A35,516$17.9M1.31%
23BLACKROCK ETF TRUSTBLK288,602$17.5M1.29%
24EXXON MOBIL CORPXOM142,344$17.1M1.26%
25PEPSICO INCPEP117,612$16.9M1.24%
26ISHARES GOLD TRIAU202,434$16.4M1.21%
27BLACKROCK ETF TRUST IIBLK281,384$14.8M1.09%
28COCA COLA COKO209,927$14.7M1.08%
29BALL CORPBALL267,009$14.1M1.04%
30SHELL PLCRYDAF183,193$13.5M0.99%
31ISHARES TR46435G42589,903$13.4M0.98%
32LAM RESEARCH CORPLRCX77,558$13.3M0.97%
33SPDR S&P 500 ETF TRSPY18,802$12.8M0.94%
34EXELON CORPEXC287,413$12.5M0.92%
35ISHARES TR464288877169,462$12.1M0.89%
36COSTCO WHSL CORP NEW22160K10513,987$12.1M0.89%
37CHUBB LIMITEDCB36,355$11.3M0.83%
38ISHARES TR464287226112,586$11.2M0.83%
39QUALCOMM INCQCOM64,190$11.0M0.81%
40TJX COS INC NEW87254010970,604$10.8M0.80%
41ABBVIE INCABBV45,447$10.4M0.76%
42SPDR GOLD TRGLD25,932$10.3M0.75%
43ISHARES TR46429B69798,158$9.2M0.68%
44BANK AMERICA CORP060505104161,436$8.9M0.65%
45ILLINOIS TOOL WKS INC45230810933,202$8.2M0.60%
46ISHARES TR46428710123,635$8.1M0.59%
47TRANE TECHNOLOGIES PLCTT19,706$7.7M0.56%
48NETFLIX INCNFLX76,030$7.1M0.52%
49BERKSHIRE HATHAWAY INC DELBRK-A9$6.8M0.50%
50KINDER MORGAN INC DELEP-PC237,718$6.5M0.48%
51ISHARES TR46428828167,592$6.5M0.48%
52JOHNSON CTLS INTL PLCG5150210552,572$6.3M0.46%
53VISA INCV17,924$6.3M0.46%
54ISHARES INC46434G76483,530$6.1M0.45%
55ISHARES TR46428858863,033$6.0M0.44%
56ROPER TECHNOLOGIES INCROP13,055$5.8M0.43%
57RTX CORPORATIONRTX30,254$5.5M0.41%
58STRYKER CORPORATIONSYK15,631$5.5M0.40%
59ISHARES TR46428865353,349$5.4M0.40%
60ISHARES TR46434V860106,869$5.4M0.40%
61GRAYSCALE BITCOIN TRUST ETFGBTC77,934$5.3M0.39%
62ADOBE INCADBE14,615$5.1M0.38%
63ISHARES TR46428745761,710$5.1M0.38%
64BLACKROCK ETF TRUSTBLK132,125$5.1M0.37%
65ISHARES U S ETF TR46431W50792,930$4.7M0.35%
66NORTHERN TR CORPNTRSO34,522$4.7M0.35%
67ARISTA NETWORKS INCANET32,675$4.3M0.31%
68ISHARES TR46428863879,019$4.3M0.31%
69GENERAL DYNAMICS CORPGD11,883$4.0M0.29%
70CHEVRON CORP NEWCVX24,942$3.8M0.28%
71DISNEY WALT CO25468710633,170$3.8M0.28%
72STEEL DYNAMICS INCSTLD21,992$3.7M0.27%
73HONEYWELL INTL INC43851610619,000$3.7M0.27%
74MCKESSON CORPMCK4,392$3.6M0.26%
75FIDELITY COVINGTON TRUST31609252779,981$3.5M0.26%
76CSX CORPCSX93,454$3.4M0.25%
77INVESCO EXCHANGE TRADED FD TIVZ17,487$3.3M0.25%
78WALMART INCWMT29,816$3.3M0.24%
79MONDELEZ INTL INC60920710560,637$3.3M0.24%
80INVESCO QQQ TRIVZ4,911$3.0M0.22%
81QUALYS INCQLYS22,573$3.0M0.22%
82UNITEDHEALTH GROUP INCUNH8,843$2.9M0.21%
83EDWARDS LIFESCIENCES CORPEW34,024$2.9M0.21%
84BERKSHIRE HATHAWAY INC DELBRK-A5,592$2.8M0.21%
85ISHARES TR46429B74726,625$2.7M0.20%
86ISHARES TR46434V46411,757$2.7M0.20%
87ISHARES TR46428888523,785$2.7M0.20%
88GLOBUS MED INCGMED30,769$2.7M0.20%
89VANECK ETF TRUST92189H821162,178$2.7M0.20%
90VANGUARD SPECIALIZED FUNDS92190884411,729$2.6M0.19%
91ALPHABET INCGOOG8,101$2.5M0.19%
92CHENIERE ENERGY INCLNG12,663$2.5M0.18%
93ISHARES TR46432F3969,748$2.4M0.18%
94GLOBAL X FDS37960A52935,589$2.3M0.17%
95ORACLE CORPORCL-PD11,812$2.3M0.17%
96J P MORGAN EXCHANGE TRADED F46641Q33239,836$2.3M0.17%
97MERIT MED SYS INC58988910425,805$2.3M0.17%
98PROCTER AND GAMBLE CO74271810915,863$2.3M0.17%
99HAMILTON LANE INCHLNE16,883$2.3M0.17%
100ABBOTT LABSABLZF17,856$2.2M0.16%
101GRAYSCALE BITCOIN MINI TR ET38993020757,283$2.2M0.16%
102DECKERS OUTDOOR CORPDECK20,961$2.2M0.16%
103AMERICAN WTR WKS CO INC NEW03042010316,631$2.2M0.16%
104AMER STATES WTR CO02989910129,451$2.1M0.16%
105HOME DEPOT INCHD6,133$2.1M0.15%
106INTERCONTINENTAL EXCHANGE IN45866F10412,975$2.1M0.15%
107APPLIED INDL TECHNOLOGIES IN03820C1057,858$2.0M0.15%
108ELI LILLY & COLLY1,822$2.0M0.14%
109RLI CORPRLI30,046$1.9M0.14%
110ISHARES SILVER TRSLV29,800$1.9M0.14%
111BANK NEW YORK MELLON CORP06405810016,366$1.9M0.14%
112VIPER ENERGY INCVNOM47,357$1.8M0.13%
113VANGUARD INDEX FDS9229086375,755$1.8M0.13%
114ADDUS HOMECARE CORPADUS16,743$1.8M0.13%
115AXOS FINANCIAL INCAX20,138$1.7M0.13%
116DIGI INTL INC25379810239,285$1.7M0.12%
117CUMMINS INCCMI3,269$1.7M0.12%
118XYLEM INCXYL11,808$1.6M0.12%
119ISHARES TR46428724214,520$1.6M0.12%
120ISHARES TR4642876719,500$1.6M0.12%
121CSW INDUSTRIALS INCCSW5,388$1.6M0.12%
122STERLING INFRASTRUCTURE INCSTRL5,148$1.6M0.12%
123GRAYSCALE ETHEREUM TRUST ETF38963810762,257$1.5M0.11%
124PROGRESS SOFTWARE CORP74331210035,235$1.5M0.11%
125SPS COMM INCSPSC16,973$1.5M0.11%
126LEMAITRE VASCULAR INCLMAT18,413$1.5M0.11%
127GLOBAL X FDS37954Y48383,004$1.5M0.11%
128CLEAR SECURE INCYOU41,757$1.5M0.11%
129AMGEN INCAMGN4,450$1.5M0.11%
130CARRIER GLOBAL CORPORATIONCARR27,350$1.4M0.11%
131DIMENSIONAL ETF TRUST25434V87232,822$1.4M0.10%
132ACUITY INCAYI3,851$1.4M0.10%
133PATHWARD FINANCIAL INCCASH19,036$1.4M0.10%
134STARBUCKS CORPSBUX15,998$1.3M0.10%
135MERCK & CO INCMRK12,682$1.3M0.10%
136GIBRALTAR INDS INC37468910726,541$1.3M0.10%
137ISHARES TR46428743214,686$1.3M0.09%
138BOEING COBA-PA5,843$1.3M0.09%
139ADVANCED MICRO DEVICES INCAMD5,888$1.3M0.09%
140ACUSHNET HLDGS CORPGOLF15,631$1.2M0.09%
141BWX TECHNOLOGIES INCBWXT7,182$1.2M0.09%
142MUELLER WTR PRODS INC62475810851,405$1.2M0.09%
143INTERPARFUMS INCINTR14,230$1.2M0.09%
144VANGUARD INDEX FDS9229083631,897$1.2M0.09%
145FIDELITY NATIONAL FINANCIALFNF21,643$1.2M0.09%
146FEDERAL SIGNAL CORPFSS10,615$1.2M0.08%
147STANDEX INTL CORP8542311075,303$1.2M0.08%
148YUM BRANDS INCYUM7,508$1.1M0.08%
149ISHARES TR46435U54922,891$1.1M0.08%
150LOCKHEED MARTIN CORPLMT2,251$1.1M0.08%
151ISHARES TR46436E61924,635$1.1M0.08%
152ISHARES TR46428862020,823$1.1M0.08%
153SHERWIN WILLIAMS COSHW3,296$1.1M0.08%
154BRADY CORPBRC13,607$1.1M0.08%
155REALTY INCOME CORPO18,840$1.1M0.08%
156FIFTH THIRD BANCORPFITBM22,610$1.1M0.08%
157AIRBNB INCABNB7,650$1.0M0.08%
158PHILLIPS 66PSX7,814$1.0M0.07%
159GILEAD SCIENCES INCGILD8,180$1.0M0.07%
160LATTICE STRATEGIES TR51841640917,384$1.0M0.07%
161PALANTIR TECHNOLOGIES INCPLTR5,572$990,4230.07%
162CATERPILLAR INCCAT1,725$988,0890.07%
163BRISTOL-MYERS SQUIBB COCELG-RI18,264$985,1610.07%
164VANGUARD INDEX FDS9229087361,967$959,5170.07%
165ISHARES TR46435G1029,733$958,6860.07%
166HAWKINS INCHWKN6,723$955,0080.07%
167CLOUDFLARE INCNET4,815$949,2780.07%
168DEERE & CODE2,025$942,7170.07%
169ISHARES INC46434G86321,220$937,2800.07%
170PRESTIGE CONSMR HEALTHCARE I74112D10115,040$927,8180.07%
171VANGUARD INDEX FDS9229087692,749$921,6370.07%
172STRIDE INCLRN14,086$914,6040.07%
173SEMPRASREA10,210$901,4070.07%
174PFIZER INCPFE35,991$896,1800.07%
175MUELLER INDS INC6247561027,721$886,3430.07%
176ISHARES TR4642873096,956$857,3740.06%
177ISHARES TR46429B6636,987$849,7020.06%
178PNC FINL SVCS GROUP INC6934751054,059$847,1460.06%
179GE VERNOVA INCGEV1,282$837,8770.06%
180TRAVELERS COMPANIES INCTRV2,877$834,4790.06%
181PULTE GROUP INC7458671017,116$834,4230.06%
182ISHARES TR46435G19334,308$802,2830.06%
183ISHARES TR46429B26734,664$798,1420.06%
184WASTE MGMT INC DEL94106L1093,600$790,9560.06%
185WELLS FARGO CO NEW949746804644$780,0670.06%
186MORGAN STANLEYMS-PQ4,268$757,7250.06%
187CONOCOPHILLIPSCOP7,889$738,5320.05%
188SUN CMNTYS INC8666741045,835$723,0150.05%
189CENCORA INCCOR2,114$714,0040.05%
190FIRST HORIZON CORPORATIONFHN-PH29,760$711,2640.05%
191INTUITINTU1,052$697,1140.05%
192CROWDSTRIKE HLDGS INCCRWD1,482$694,7030.05%
193VANGUARD WHITEHALL FDS9219464064,832$693,4720.05%
194LENNAR CORPLEN-B6,519$670,1540.05%
195US BANCORP DELUSB-PS12,485$666,2000.05%
196WELLTOWER INCWELL3,561$660,9580.05%
197ISHARES TR46436E76711,324$652,0360.05%
198PHILIP MORRIS INTL INC7181721094,022$645,1960.05%
199MEDTRONIC PLCMDT6,651$638,8960.05%
200ALLSTATE CORPALL-PJ3,060$636,9390.05%
201ARES CAPITAL CORPARCC31,169$630,5520.05%
202NUVEEN CA QUALTY MUN INCOMENU53,250$628,8830.05%
203CHENIERE ENERGY PARTNERS LPLNG11,668$624,0050.05%
204ANALOG DEVICES INCADI2,212$600,0040.04%
205SPDR SERIES TRUST78468R6636,468$591,0020.04%
206REDDIT INCRDDT2,560$588,4680.04%
207ISHARES TR46428844814,842$585,5170.04%
208GE AEROSPACE3696043011,898$584,5950.04%
209SCHWAB STRATEGIC TR80852430017,855$582,4310.04%
210GRAYSCALE ETHEREUM MINI TR E38964R20320,611$578,3450.04%
211SOUTHERN COSOMN6,611$576,4800.04%
212SNOWFLAKE INCSNOW2,600$570,3360.04%
213PROLOGIS INC.PLDGP4,438$566,5560.04%
214TETRA TECHNOLOGIES INC DEL88162F10559,853$560,8230.04%
215ROYAL CARIBBEAN GROUPV7780T1032,001$558,1190.04%
216TOLL BROTHERS INCTOL4,000$540,8800.04%
217TOLL BROTHERS INCTOL4,000$540,8800.04%
218PIMCO ETF TR72201R8175,223$511,0350.04%
219VERIZON COMMUNICATIONS INCVZ12,486$508,5570.04%
220AMPLIFY ETF TR03210840911,351$505,1200.04%
221BLACKSTONE SECD LENDING FDBX19,152$504,2730.04%
222J P MORGAN EXCHANGE TRADED F46641Q15910,775$498,7750.04%
223BLACKROCK ETF TRUSTBLK6,669$494,1130.04%
224UBER TECHNOLOGIES INCUBER6,022$492,0580.04%
225CAMBRIA ETF TR1320612017,066$491,2530.04%
226SCHWAB STRATEGIC TR80852479717,700$485,5110.04%
227VANGUARD BD INDEX FDS9219378356,493$480,9370.04%
228SHOPIFY INCSHOP2,935$472,4470.03%
229SIMPLY GOOD FOODS COSMPL23,226$466,3790.03%
230VANECK ETF TRUST92189F1065,368$460,4140.03%
231CORCEPT THERAPEUTICS INCCORT13,201$459,3950.03%
232HEALTHEQUITY INCHQY5,000$458,0500.03%
233VANGUARD WORLD FD9219107333,700$447,5520.03%
234ISHARES TR46428868714,137$437,6780.03%
235WHEATON PRECIOUS METALS CORPWPM3,707$435,6470.03%
236SCHWAB STRATEGIC TR80852410216,522$433,3670.03%
237BADGER METER INCBMI2,474$431,5240.03%
238VANGUARD INTL EQUITY INDEX F9220427755,866$431,5030.03%
239DUTCH BROS INCBROS6,960$426,0920.03%
240D R HORTON INC23331A1092,952$425,1730.03%
241HINGE HEALTH INCHNGE9,002$418,1430.03%
242ESSEX PPTY TR INC2971781051,593$416,8070.03%
243NEXTERA ENERGY INCNEE-PW5,137$412,4360.03%
244ISHARES INC4642865253,470$412,0630.03%
245ISHARES TR4642874654,232$406,3990.03%
246INTEL CORPINTC10,962$404,4980.03%
247FRANKLIN TEMPLETON ETF TRFGDL6,429$392,7860.03%
248DIMENSIONAL ETF TRUST25434V5917,730$391,5250.03%
249V F CORPVFC21,550$389,6240.03%
250KB HOMEKBH6,901$389,2860.03%
251J P MORGAN EXCHANGE TRADED F46654Q2036,632$385,4370.03%
252FS KKR CAP CORPFSK25,517$377,9070.03%
253NIKE INCNKE5,875$374,3180.03%
254ISHARES BITCOIN TRUST ETFIBIT7,349$364,8780.03%
255VANGUARD INDEX FDS9229087511,402$361,6520.03%
256NUVEEN CALIFORNIA AMT QLT MUNU28,553$355,1970.03%
257ISHARES TR4642886793,218$354,5090.03%
258PALO ALTO NETWORKS INCPANW1,912$352,1910.03%
259FIRST TR EXCHNG TRADED FD VI33740F8057,897$349,9960.03%
260VANGUARD INTL EQUITY INDEX F9220428744,100$342,8010.03%
261KLA CORPKLAC277$336,7600.02%
262ISHARES TR464287614710$336,0410.02%
263HERSHEY COHSY1,800$327,5670.02%
264ALTRIA GROUP INCMO5,625$324,3100.02%
265CVS HEALTH CORPCVS4,075$323,3650.02%
266ISHARES TR4642878042,633$316,4910.02%
267VANGUARD WORLD FD92204A8761,709$316,2340.02%
268DUKE ENERGY CORP NEWDUKB2,663$312,1710.02%
269FREEPORT-MCMORAN INCFCX6,135$311,5810.02%
270SELECT SECTOR SPDR TR81369Y8032,140$308,0960.02%
271ISHARES TR4642872345,531$302,6020.02%
272SPDR SERIES TRUST78464A7632,170$302,0130.02%
273SCHWAB STRATEGIC TR80852460710,587$301,5180.02%
274APPLIED MATLS INC0382221051,149$295,2820.02%
275SELECT SECTOR SPDR TR81369Y5066,538$292,3000.02%
276ISHARES TR4642883565,060$290,7480.02%
277KIMBERLY-CLARK CORPKMB2,851$287,6750.02%
278HUNTINGTON BANCSHARES INCHBANP16,515$286,5420.02%
279ENERGY TRANSFER L PET-PI17,120$282,3090.02%
280ISHARES TR464287689725$280,4670.02%
281ISHARES TR46435UAA911,305$274,4860.02%
282SPDR SERIES TRUST78464A66410,149$268,6450.02%
283ISHARES TR46436E20511,455$268,1050.02%
284ISHARES TR46435U51510,529$268,0160.02%
285COUSINS PPTYS INC22279550210,300$265,5340.02%
286INVESCO EXCHANGE TRADED FD TIVZ5,650$265,1090.02%
287COLGATE PALMOLIVE COCL3,293$260,2130.02%
288ISHARES TR4642885702,019$260,1080.02%
289LOWES COS INC5486611071,068$257,5400.02%
290AT&T INCT-PC10,342$256,8930.02%
291ISHARES TR46436E72611,401$251,6210.02%
292ISHARES TR46429B5984,639$250,7380.02%
293INVESCO EXCH TRADED FD TR IIIVZ974$246,3120.02%
294CITIGROUP INCC-PR2,069$241,4320.02%
295BLACKSTONE INCBX1,562$240,7670.02%
296WELLS FARGO CO NEW9497461012,576$240,0840.02%
297FIRST SOLAR INCFSLR915$239,0260.02%
298NUTRIEN LTDNTR3,845$237,3140.02%
299MASTERCARD INCORPORATEDMA416$237,2310.02%
300ISHARES TR464287655960$236,3140.02%
301ISHARES TR4642888021,695$236,1900.02%
302FORD MTR CO34537086017,927$235,2040.02%
303HEALTHCARE RLTY TR42226K10513,700$232,2150.02%
304VANGUARD INDEX FDS9229085532,612$231,1360.02%
305ISHARES TR46429B6554,543$231,0570.02%
306ISHARES TR46435GAA09,368$226,9870.02%
307AFLAC INCAFL2,031$223,9590.02%
308VANGUARD SCOTTSDALE FDS92206C8702,664$223,1100.02%
3093M COMMM1,385$221,8150.02%
310ISHARES TR46436E48610,462$221,2720.02%
311ISHARES TR4642871681,567$221,1670.02%
312SPDR INDEX SHS FDS78463X8894,973$220,8510.02%
313NATIONAL FUEL GAS CONFG2,745$219,7700.02%
314NATIONAL STORAGE AFFILIATESNSA-PB7,790$219,7560.02%
315ENBRIDGE INCENNPF4,560$218,1050.02%
316VANECK ETF TRUST92189F42912,184$215,1740.02%
317GOLDMAN SACHS GROUP INCGSCE244$214,4760.02%
318TAIWAN SEMICONDUCTOR MFG LTD874039100703$213,5050.02%
319CHURCH & DWIGHT CO INCCHD2,537$212,7280.02%
320STRATEGY INCSTRK1,388$210,9070.02%
321CLEAN HARBORS INCCLH897$210,3290.02%
322EASTMAN CHEM COEMN3,286$209,7470.02%
323GEN DIGITAL INCGENVR7,711$209,6630.02%
324SPDR INDEX SHS FDS78463X8485,826$209,2570.02%
325LINDE PLCLIN475$202,6120.01%
326CONSTELLATION ENERGY CORPCEG569$201,0310.01%
327VANECK ETF TRUST92189F676556$200,0830.01%
328MORGAN STANLEY DIRECT LENDIN61774A10311,585$190,9210.01%
329BLACKROCK MUNIHLDNGS CALI QLBLK17,382$184,2490.01%
330NUVEEN TAXABLE MUNICPAL INMNU11,605$183,3590.01%
331FS CREDIT OPPORTUNITIES CORPFSCO28,710$180,8730.01%
332XERIS BIOPHARMA HOLDINGS INCXERS20,382$159,9990.01%
333NORTHWEST BANCSHARES INC MDNWBI12,650$151,8000.01%
334VALLEY NATL BANCORP91979410712,300$143,6640.01%
335EATON VANCE TAX-MANAGED GLOBETN14,350$136,7560.01%
336BLACK STONE MINERALS L PBSMLP10,000$132,9000.01%
337NUVEEN MUN HIGH INCOME OPPORNU10,312$105,0800.01%
338SUNPOWER INCSPWRW40,000$62,8000.00%
339CHEGG INCCHGG41,000$38,1300.00%