Van Hulzen Asset Management, LLC
Q2 2026 13F filing
Updated 28 days ago388 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $95.3M | 329.2K | 6.78% | — |
| 2 | G GOOGN ALPHABET INC | $58.3M | 163.1K | 4.15% | — |
| 3 | A AVGO BROADCOM INC | $39.1M | 103.5K | 2.78% | — |
| 4 | M MSFT MICROSOFT CORP | $37.1M | 99.5K | 2.64% | — |
| 5 | A ADM ARCHER DANIELS MIDLAND CO | $35M | 458.3K | 2.49% | — |
| 6 | I IBM INTERNATIONAL BUSINESS MACHS | $31.7M | 112.7K | 2.25% | — |
| 7 | L LRCX LAM RESEARCH CORP | $31.6M | 72.9K | 2.25% | — |
| 8 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $31.2M | 62.4K | 2.22% | — |
| 9 | C CSCO CISCO SYS INC | $30.4M | 259.2K | 2.17% | — |
| 10 | J JNJ JOHNSON & JOHNSON | $30.2M | 118.9K | 2.15% | — |
| 11 | E ETHA ISHARES TR | $28.1M | 37.5K | 2.00% | — |
| 12 | A AMZN AMAZON COM INC | $26.1M | 109.3K | 1.85% | — |
| 13 | C CB CHUBB LIMITED | $24M | 70.3K | 1.70% | — |
| 14 | N NVDA NVIDIA CORPORATION | $23.9M | 119.4K | 1.70% | — |
| 15 | M MCD MCDONALDS CORP | $22.7M | 84.1K | 1.62% | — |
| 16 | X XOM EXXON MOBIL CORP | $22.7M | 166.1K | 1.62% | — |
| 17 | D DHR DANAHER CORP DEL | $22.2M | 116.6K | 1.58% | — |
| 18 | E ETHA BLACKROCK ETF TRUST | $22.1M | 325.2K | 1.57% | — |
| 19 | E ETN EATON CORP PLC | $22.1M | 51.8K | 1.57% | — |
| 20 | E ETHA ISHARES TR | $20.3M | 92.6K | 1.45% | — |
| 21 | J JPM-PM JPMORGAN CHASE & CO | $20.1M | 61.5K | 1.43% | — |
| 22 | K KO COCA COLA CO | $16.5M | 202.9K | 1.17% | — |
| 23 | P PEP PEPSICO INC | $16.3M | 120.5K | 1.16% | — |
| 24 | E ETHA BLACKROCK ETF TRUST II | $15.4M | 294.7K | 1.10% | — |
| 25 | S SPY STATE STR SPDR S&P 500 ETF T | $14.6M | 19.6K | 1.04% | — |
| 26 | I IAU ISHARES GOLD TR | $13.8M | 183.4K | 0.99% | — |
| 27 | M META META PLATFORMS INC | $13.5M | 24.0K | 0.96% | — |
| 28 | R RYDAF SHELL PLC | $13.4M | 173.2K | 0.96% | — |
| 29 | T TSLA TESLA INC | $13.1M | 31.3K | 0.94% | — |
| 30 | E ETHA ISHARES TR | $13.1M | 79.8K | 0.93% | — |
| 31 | E ETHA ISHARES TR | $12.8M | 167.3K | 0.91% | — |
| 32 | E EXC EXELON CORP | $12.5M | 267.4K | 0.89% | — |
| 33 | C COST COSTCO WHOLESALE CORPORATION | $12.2M | 13.0K | 0.86% | — |
| 34 | T TJX TJX COS INC NEW | $11.8M | 77.9K | 0.84% | — |
| 35 | A ABBV ABBVIE INC | $11.4M | 45.3K | 0.81% | — |
| 36 | J JCI JOHNSON CONTROLS INTERNATION | $11.3M | 77.1K | 0.80% | — |
| 37 | T TT TRANE TECHNOLOGIES PLC | $10M | 20.4K | 0.71% | — |
| 38 | I ITW ILLINOIS TOOL WKS INC | $9.7M | 35.9K | 0.69% | — |
| 39 | V V VISA INC | $8.9M | 26.0K | 0.64% | — |
| 40 | E EP-PC KINDER MORGAN INC DEL | $8.9M | 277.5K | 0.63% | — |
| 41 | R RPRX SLB LIMITED | $8.5M | 182.8K | 0.60% | — |
| 42 | W WM WASTE MGMT INC DEL | $8.2M | 36.8K | 0.58% | — |
| 43 | R ROP ROPER TECHNOLOGIES INC | $7.9M | 23.2K | 0.56% | — |
| 44 | E ETHA ISHARES INC | $7.8M | 76.5K | 0.56% | — |
| 45 | E ETHA ISHARES TR | $7.8M | 78.8K | 0.55% | — |
| 46 | P PANW PALO ALTO NETWORKS INC | $7.8M | 22.9K | 0.55% | — |
| 47 | G GLD SPDR GOLD TR | $7.5M | 20.4K | 0.53% | — |
| 48 | E ETHA ISHARES TR | $7.4M | 77.1K | 0.53% | — |
| 49 | E ETHA ISHARES TR | $7.4M | 20.3K | 0.53% | — |
| 50 | C CL COLGATE PALMOLIVE CO | $7.4M | 80.2K | 0.52% | — |