Institutional Manager · CIK 0001600145
Van Hulzen Asset Management, LLC
EL DORADO HILLS, CA · File #028-15895
Latest AUM
$1.36B
Positions
339
Top-10 Concentration
42.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025339 pos · $1.36B
- 13F HOLDINGS REPORTQ/E Sep 2025336 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Jun 2025324 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Mar 2025313 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Dec 20241,202 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Sep 2024319 pos · $1.4M
- 13F HOLDINGS REPORTQ/E Jun 2024302 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Mar 2024320 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Dec 2023300 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Sep 2023301 pos · $1.2M
- 13F HOLDINGS REPORTQ/E Jun 2023299 pos · $1.1M
- 13F HOLDINGS REPORTQ/E Mar 2023281 pos · $866,613
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 361,313 | $98.2M | 9.79% |
| 2 | ALPHABET INC | GOOG | 172,680 | $54.0M | 5.39% |
| 3 | MICROSOFT CORP | MSFT | 109,750 | $53.1M | 5.29% |
| 4 | TESLA INC | TSLA | 82,747 | $37.2M | 3.71% |
| 5 | BROADCOM INC | AVGO | 106,477 | $36.9M | 3.67% |
| 6 | INTERNATIONAL BUSINESS MACHS | INTR | 114,202 | $33.8M | 3.37% |
| 7 | ARCHER DANIELS MIDLAND CO | ADM | 587,767 | $33.8M | 3.37% |
| 8 | JOHNSON & JOHNSON | JNJ | 129,270 | $26.8M | 2.67% |
| 9 | MCDONALDS CORP | MCD | 85,532 | $26.1M | 2.61% |
| 10 | DANAHER CORPORATION | 235851102 | 114,005 | $26.1M | 2.60% |
| 11 | CISCO SYS INC | CSCO | 330,065 | $25.4M | 2.53% |
| 12 | GALLAGHER ARTHUR J & CO | 363576109 | 95,470 | $24.7M | 2.46% |
| 13 | ISHARES TR | 464287200 | 33,358 | $22.8M | 2.28% |
| 14 | NVIDIA CORPORATION | NVDA | 116,831 | $21.8M | 2.17% |
| 15 | AMAZON COM INC | AMZN | 93,685 | $21.6M | 2.16% |
| 16 | ISHARES TR | 46432F339 | 102,795 | $20.4M | 2.03% |
| 17 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 257,213 | $19.6M | 1.95% |
| 18 | META PLATFORMS INC | META | 28,863 | $19.1M | 1.90% |
| 19 | AUTOMATIC DATA PROCESSING IN | ADP | 73,587 | $18.9M | 1.89% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 56,585 | $18.2M | 1.82% |