Van Hulzen Asset Management, LLC

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CIK 1600145

13F portfolio (2026-Q1)

$1.3B

Positions

361

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

361

Top 5

19.0%

Top 10

29.8%

Effective N

60.3

HHI

0.017

This quarter

37 new · 0 exit →

By sector

Unclassified24.0%

Information Technology23.4%

Consumer Discretionary9.5%

Financials8.7%

Industrials8.6%

Consumer Staples5.6%

Communication Services5.4%

Health Care5.0%

Other9.8%

By market cap

Mega (>$200B)42.8%

Large ($10–200B)28.8%

Unknown25.6%

Mid ($2–10B)2.4%

Small ($300M–2B)0.4%

Micro (<$300M)0.0%

By region

North America74.8%

Other24.0%

Europe1.2%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	26.26%	136
Technology Hardware & Equipment	14.43%	12
Machinery	5.94%	15
Software & IT Services	5.27%	6
Oil, Gas & Consumable Fuels	4.76%	12
Software	4.27%	14
Semiconductors & Semiconductor Equipment	4.15%	8
Specialty Retail	4.08%	10
Pharmaceuticals & Biotechnology	3.87%	11
Food Products	2.92%	4
Utilities	2.58%	16
Beverages	2.56%	2
Insurance	2.49%	8
Banks	2.48%	16
Automobiles & Components	2.35%	3
Hotels, Restaurants & Leisure	2.23%	5
Commercial Services & Supplies	1.28%	9
Aerospace & Defense	1.22%	5
Chemicals	1.07%	10
Metals & Mining	1.01%	9
Health Care Equipment & Supplies	0.99%	6
Capital Markets	0.90%	4
Distributors	0.57%	4
Equity Real Estate Investment Trusts (REITs)	0.37%	9
Communications Equipment	0.35%	1
Construction & Engineering	0.28%	5
Road & Rail	0.27%	1
Leisure Products	0.19%	3
Health Care Providers & Services	0.13%	2
Electrical Equipment & Components	0.13%	2
Marine	0.12%	1
Tobacco	0.12%	2
Media & Entertainment	0.09%	1
Diversified Consumer Services	0.09%	2
Diversified Telecommunication Services	0.06%	2
Entertainment	0.04%	1
Construction Materials	0.03%	1
Textiles, Apparel & Luxury Goods	0.03%	1
Paper & Forest Products	0.02%	1
Food & Staples Retailing	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	6.91%
2	GOOGL	Alphabet Inc.	Communication Services	3.66%
3	MSFT	MICROSOFT CORP	Information Technology	3.18%
4	ADM	Archer-Daniels-Midland Co	Consumer Staples	2.86%
5	AVGO	Broadcom Inc.	Information Technology	2.34%
6	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.26%
7	TSLA	Tesla, Inc.	Consumer Discretionary	2.25%
8	JNJ	JOHNSON & JOHNSON	Health Care	2.25%
9	IBM	INTERNATIONAL BUSINESS MACHINES CORP	Information Technology	2.08%
10	XOM	EXXON MOBIL CORP	Energy	2.05%

226/361 names classified · sector 76.0% of weight · industry 73.7% · mkt cap 74.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 50 quarters

Information TechnologyAAPL, MSFT, IBM, INTC, NET · other

Consumer DiscretionaryTSLA, WMT, BBY, SYY, TGT · other

FinancialsAIG, BAC, ICE, RF, WFC · other

Health CareJNJ, ABBV, MRK, SYK, RMD · other

IndustrialsETN, DE, EBAY, CHRW, DHI · other

Communication ServicesMETA, VZ, GOOGL, CMCSA, DIS · other

MaterialsDECK, KMB, CL, LYB, BHP · other

EnergyXOM, CVX, OXY, SHEL, MPC · other

UtilitiesSO, D, PPL, ED, WMB · other

Consumer StaplesKO, MO, HSY, CVS, ADM · other

Real EstateMPT, O, WELL, ESS, DLR · other

UnclassifiedAGG, BIL, NBB, ENSCO PLC, MEAD JOHNSON NUTRITION CO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 76.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (202 classified)Van Hulzen Asset Management, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsFinancialsConsumer StaplesCommunication ServicesHealth CareEnergyUtilitiesMaterialsReal Estate

Style box summary for Van Hulzen Asset Management, LLC: centroid Large Core. Heaviest cells: Large Core 25.7%, Large Growth 20.3%, Large Value 11.5%.

Classified: 71.5% of book weight (202/361 names) · unclassified 28.5%: BRK.B, IVV, QUAL, DYNF, SHEL, IAU, BINC, FBTC, SPY, ESGU +149 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 361 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	366,138	$93M	6.9%	HOLD
2	GOOGLALPHABET INC	171,223	$49M	3.7%	HOLD
3	MSFTMICROSOFT CORP	115,493	$43M	3.2%	ADD 5%
4	ADMARCHER DANIELS MIDLAND CO	528,967	$38M	2.9%	TRIM −10%
5	AVGOBROADCOM INC	101,796	$32M	2.3%	TRIM −4%
6	BRK.BBERKSHIRE HATHAWAY INC DEL	63,565	$30M	2.3%	ADD 55%
7	TSLATESLA INC	81,520	$30M	2.3%	HOLD
8	JNJJOHNSON & JOHNSON	123,829	$30M	2.3%	TRIM −4%
9	IBMINTERNATIONAL BUSINESS MACHS	115,282	$28M	2.1%	HOLD
10	XOMEXXON MOBIL CORP	162,161	$28M	2.0%	ADD 14%
11	MCDMCDONALDS CORP	85,394	$27M	2.0%	HOLD
12	CSCOCISCO SYS INC	322,945	$25M	1.9%	TRIM −2%
13	IVVISHARES TR	33,445	$22M	1.6%	HOLD
14	AMZNAMAZON COM INC	104,451	$22M	1.6%	ADD 11%
15	DHRDANAHER CORP DEL	113,545	$22M	1.6%	HOLD
16	CBCHUBB LIMITED	64,019	$21M	1.6%	ADD 76%
17	NVDANVIDIA CORPORATION	119,299	$21M	1.5%	ADD 2%
18	QUALISHARES TR	102,591	$20M	1.5%	HOLD
19	ETNEATON CORP PLC	54,448	$19M	1.4%	TRIM −3%
20	PEPPEPSICO INC	120,083	$19M	1.4%	ADD 2%
21	JPMJPMORGAN CHASE & CO	63,373	$19M	1.4%	ADD 12%
22	METAMETA PLATFORMS INC	30,727	$18M	1.3%	ADD 6%
23	DYNFBLACKROCK ETF TRUST	290,647	$17M	1.3%	HOLD
24	SHELSHELL PLC	173,203	$16M	1.2%	TRIM −5%
25	IAUISHARES GOLD TR	181,387	$16M	1.2%	TRIM −10%
26	LRCXLAM RESEARCH CORP	74,625	$16M	1.2%	TRIM −4%
27	KOCOCA COLA CO	208,386	$16M	1.2%	HOLD
28	BINCBLACKROCK ETF TRUST II	295,026	$15M	1.1%	ADD 5%
29	FBTCFIDELITY WISE ORIGIN BITCOIN	256,315	$15M	1.1%	HOLD
30	EXCEXELON CORP	270,653	$13M	1.0%	TRIM −6%
31	SPYSTATE STR SPDR S&P 500 ETF T	19,678	$13M	1.0%	ADD 5%
32	ESGUISHARES TR	89,844	$13M	0.9%	HOLD
33	COSTCOSTCO WHSL CORP NEW	12,696	$13M	0.9%	TRIM −9%
34	EFVISHARES TR	169,026	$13M	0.9%	HOLD
35	TJXTJX COS INC NEW	74,411	$12M	0.9%	ADD 5%
36	AGGISHARES TR	106,562	$11M	0.8%	TRIM −5%
37	JCIJOHNSON CONTROLS INTERNATION	77,966	$10M	0.8%	ADD 48%
38	ABBVABBVIE INC	45,864	$10M	0.7%	HOLD
39	ITWILLINOIS TOOL WKS INC	35,802	$9M	0.7%	ADD 8%
40	SLBSCHLUMBERGER LTD	179,080	$9M	0.7%	NEW
41	USMVISHARES TR	99,010	$9M	0.7%	HOLD
42	ROPROPER TECHNOLOGIES INC	25,944	$9M	0.7%	ADD 99%
43	TTTRANE TECHNOLOGIES PLC	20,320	$8M	0.6%	ADD 3%
44	KMIKINDER MORGAN INC DEL	251,991	$8M	0.6%	ADD 6%
45	CMECME GROUP INC	28,021	$8M	0.6%	NEW
46	GLDSPDR GOLD TR	18,772	$8M	0.6%	TRIM −28%
47	BALLBALL CORP	133,500	$8M	0.6%	TRIM −50%
48	EMBISHARES TR	80,434	$8M	0.6%	ADD 19%
49	OEFISHARES TR	23,704	$8M	0.6%	HOLD
50	WMWASTE MGMT INC DEL	30,087	$7M	0.5%	ADD 736%
51	VVISA INC	22,341	$7M	0.5%	ADD 25%
52	CLCOLGATE PALMOLIVE CO	78,507	$7M	0.5%	ADD 2284%
53	EMXCISHARES INC	84,463	$7M	0.5%	HOLD
54	BRK.ABERKSHIRE HATHAWAY INC DEL	9	$6M	0.5%	HOLD
55	MBBISHARES TR	66,871	$6M	0.5%	ADD 6%
56	AJGGALLAGHER ARTHUR J & CO	27,364	$6M	0.4%	TRIM −71%
57	RTXRTX CORPORATION	30,071	$6M	0.4%	HOLD
58	IRINGERSOLL RAND INC	71,196	$6M	0.4%	NEW
59	FCXFREEPORT MCMORAN INC	96,522	$6M	0.4%	ADD 1473%
60	TLHISHARES TR	55,238	$6M	0.4%	ADD 4%
61	TFLOISHARES TR	104,167	$5M	0.4%	TRIM −3%
62	CVXCHEVRON CORP NEW	25,086	$5M	0.4%	HOLD
63	NEARISHARES U S ETF TR	95,971	$5M	0.4%	ADD 3%
64	NTRSNORTHERN TR CORP	34,864	$5M	0.4%	HOLD
65	THROBLACKROCK ETF TRUST	134,233	$5M	0.4%	HOLD
66	SYKSTRYKER CORPORATION	14,667	$5M	0.4%	TRIM −6%
67	QCOMQUALCOMM INC	36,839	$5M	0.4%	TRIM −43%
68	ANETARISTA NETWORKS INC	35,982	$4M	0.3%	ADD 10%
69	SHYISHARES TR	52,467	$4M	0.3%	TRIM −15%
70	HONHONEYWELL INTL INC	19,153	$4M	0.3%	HOLD
71	GBTCGRAYSCALE BITCOIN TRUST ETF	77,634	$4M	0.3%	HOLD
72	IGIBISHARES TR	76,535	$4M	0.3%	TRIM −3%
73	STLDSTEEL DYNAMICS INC	22,619	$4M	0.3%	ADD 3%
74	LNGCheniere Energy, Inc	13,665	$4M	0.3%	ADD 8%
75	MCKMCKESSON CORP	4,434	$4M	0.3%	HOLD
76	GDGENERAL DYNAMICS CORP	11,158	$4M	0.3%	TRIM −6%
77	WMTWALMART INC	30,707	$4M	0.3%	ADD 3%
78	FSMDFidelity Small-Mid Multifactor - ETF	80,714	$4M	0.3%	HOLD
79	CSXCSX CORP	87,404	$4M	0.3%	TRIM −6%
80	RSPINVESCO EXCHANGE TRADED FD T	17,746	$3M	0.3%	HOLD
81	STIPISHARES TR	30,322	$3M	0.2%	ADD 14%
82	CRBNISHARES TR	13,550	$3M	0.2%	ADD 15%
83	ADBEADOBE INC	12,077	$3M	0.2%	TRIM −17%
84	QQQINVESCO QQQ TR	5,073	$3M	0.2%	ADD 3%
85	GOOGALPHABET INC	9,907	$3M	0.2%	ADD 22%
86	EWEDWARDS LIFESCIENCES CORP	34,024	$3M	0.2%	HOLD
87	UNHUNITEDHEALTH GROUP INC	9,845	$3M	0.2%	ADD 11%
88	GMEDGLOBUS MED INC	30,869	$3M	0.2%	HOLD
89	EFGISHARES TR	23,813	$3M	0.2%	HOLD
90	JEPIJPMorgan Equity Premium Income ETF	45,146	$3M	0.2%	ADD 13%
91	SHLDGLOBAL X FDS	35,786	$3M	0.2%	HOLD
92	MTUMISHARES TR	9,902	$2M	0.2%	HOLD
93	AWKAMERICAN WTR WKS CO INC NEW	17,443	$2M	0.2%	ADD 5%
94	VIGVANGUARD SPECIALIZED FUNDS	10,880	$2M	0.2%	TRIM −7%
95	PGPROCTER AND GAMBLE CO	15,380	$2M	0.2%	TRIM −3%
96	AMGNAMGEN INC	6,025	$2M	0.2%	ADD 35%
97	AITAPPLIED INDL TECHNOLOGIES IN	7,751	$2M	0.2%	HOLD
98	ICEINTERCONTINENTAL EXCHANGE IN	12,928	$2M	0.2%	HOLD
99	AWRAMER STATES WTR CO	26,462	$2M	0.1%	TRIM −10%
100	BNYBANK NEW YORK MELLON CORP	16,743	$2M	0.1%	ADD 2%
101	VNOMVIPER ENERGY INC	42,142	$2M	0.1%	TRIM −11%
102	LLYELI LILLY & CO	2,088	$2M	0.1%	ADD 15%
103	HDHOME DEPOT INC	5,785	$2M	0.1%	TRIM −6%
104	STRLSTERLING INFRASTRUCTURE INC	4,565	$2M	0.1%	TRIM −11%
105	ABTABBOTT LABS	17,889	$2M	0.1%	HOLD
106	SLVISHARES SILVER TR	26,227	$2M	0.1%	TRIM −12%
107	YOUCLEAR SECURE INC	36,831	$2M	0.1%	TRIM −12%
108	DECKDECKERS OUTDOOR CORP	17,462	$2M	0.1%	TRIM −17%
109	QLYSQUALYS INC	19,875	$2M	0.1%	TRIM −12%
110	CMICUMMINS INC	3,215	$2M	0.1%	HOLD
111	ORCLORACLE CORP	11,734	$2M	0.1%	HOLD
112	BWXTBWX TECHNOLOGIES INC	8,392	$2M	0.1%	ADD 17%
113	DAPPVANECK ETF TRUST	114,263	$2M	0.1%	TRIM −30%
114	MRKMERCK & CO INC	14,051	$2M	0.1%	ADD 11%
115	VVVANGUARD INDEX FDS	5,624	$2M	0.1%	TRIM −2%
116	RCLROYAL CARIBBEAN GROUP	6,001	$2M	0.1%	ADD 200%
117	BTCGRAYSCALE BITCOIN MINI TR ET	54,925	$2M	0.1%	TRIM −4%
118	DGIIDIGI INTL INC	33,996	$2M	0.1%	TRIM −13%
119	MMSIMERIT MED SYS INC	23,099	$2M	0.1%	TRIM −10%
120	CARRCARRIER GLOBAL CORPORATION	27,220	$2M	0.1%	HOLD
121	RLIRLI CORP	26,719	$2M	0.1%	TRIM −11%
122	HLNEHAMILTON LANE INC	15,205	$2M	0.1%	TRIM −10%
123	SBUXSTARBUCKS CORP	16,489	$1M	0.1%	ADD 3%
124	QYLDGLOBAL X FDS	84,689	$1M	0.1%	ADD 2%
125	IUSGISHARES TR	9,280	$1M	0.1%	TRIM −2%
126	PSXPHILLIPS 66	7,814	$1M	0.1%	HOLD
127	XYLXYLEM INC	11,808	$1M	0.1%	HOLD
128	DFCFDIMENSIONAL ETF TRUST	33,329	$1M	0.1%	HOLD
129	CASHPATHWARD FINANCIAL INC	15,703	$1M	0.1%	TRIM −18%
130	AMDADVANCED MICRO DEVICES INC	6,795	$1M	0.1%	ADD 15%
131	AXAXOS FINANCIAL INC	16,174	$1M	0.1%	TRIM −20%
132	ADUSADDUS HOMECARE CORP	14,534	$1M	0.1%	TRIM −13%
133	LMATLEMAITRE VASCULAR INC	11,794	$1M	0.1%	TRIM −36%
134	TLTISHARES TR	14,784	$1M	0.1%	HOLD
135	GOLFACUSHNET HLDGS CORP	13,603	$1M	0.1%	TRIM −13%
136	NFLXNETFLIX INC	13,055	$1M	0.1%	TRIM −83%
137	LMTLOCKHEED MARTIN CORP	2,058	$1M	0.1%	TRIM −9%
138	MWAMUELLER WTR PRODS INC	45,093	$1M	0.1%	TRIM −12%
139	CSWCSW INDUSTRIALS INC	4,699	$1M	0.1%	TRIM −13%
140	YUMYUM BRANDS INC	7,837	$1M	0.1%	ADD 4%
141	OREALTY INCOME CORP	19,715	$1M	0.1%	ADD 5%
142	BABOEING CO	5,998	$1M	0.1%	ADD 3%
143	LQDISHARES TR	10,781	$1M	0.1%	TRIM −26%
144	LRNSTRIDE INC	13,226	$1M	0.1%	TRIM −6%
145	SXISTANDEX INTL CORP	4,545	$1M	0.1%	TRIM −14%
146	GEVGE VERNOVA INC	1,309	$1M	0.1%	ADD 2%
147	IPARINTERPARFUMS INC	12,530	$1M	0.1%	TRIM −12%
148	DEDEERE & CO	2,020	$1M	0.1%	HOLD
149	GILDGILEAD SCIENCES INC	8,156	$1M	0.1%	HOLD
150	PRGSPROGRESS SOFTWARE CORP	44,178	$1M	0.1%	ADD 25%
151	PFEPFIZER INC	39,543	$1M	0.1%	ADD 10%
152	EAGGISHARES TR	23,329	$1M	0.1%	HOLD
153	USIGISHARES TR	21,313	$1M	0.1%	ADD 2%
154	CATCATERPILLAR INC	1,516	$1M	0.1%	TRIM −12%
155	EUSBISHARES TR	24,635	$1M	0.1%	HOLD
156	COPCONOCOPHILLIPS	8,089	$1M	0.1%	ADD 3%
157	BMYBRISTOL-MYERS SQUIBB CO	17,594	$1M	0.1%	TRIM −4%
158	SHWSHERWIN WILLIAMS CO	3,296	$1M	0.1%	HOLD
159	ROUSLATTICE STRATEGIES TR	17,848	$1M	0.1%	ADD 3%
160	PLTRPALANTIR TECHNOLOGIES INC	7,161	$1M	0.1%	ADD 29%
161	ICVTISHARES TR CONV BD ETF	10,290	$1M	0.1%	ADD 6%
162	FITBFIFTH THIRD BANCORP	22,510	$1M	0.1%	HOLD
163	MLIMUELLER INDS INC	9,386	$1M	0.1%	ADD 22%
164	ETHEGRAYSCALE ETHEREUM STAKING E	60,657	$1M	0.1%	TRIM −3%
165	FSSFEDERAL SIGNAL CORP	9,324	$1M	0.1%	TRIM −12%
166	FNFFIDELITY NATL FINL INC	21,643	$1M	0.1%	HOLD
167	ESGEISHARES INC	22,009	$1M	0.1%	ADD 4%
168	VOOVANGUARD INDEX FDS	1,668	$996,955	0.1%	TRIM −12%
169	SRESEMPRA	10,196	$990,744	0.1%	HOLD
170	SCHDSCHWAB STRATEGIC TR	32,118	$985,392	0.1%	ADD 81%
171	BRCBRADY CORP	11,825	$960,654	0.1%	TRIM −13%
172	ABNBAIRBNB INC	7,550	$953,414	0.1%	HOLD
173	ROCKGIBRALTAR INDS INC	23,792	$948,588	0.1%	TRIM −10%
174	HDVISHARES TR	6,981	$947,478	0.1%	HOLD
175	NETCLOUDFLARE INC	4,565	$941,943	0.1%	TRIM −5%
176	AYIACUITY INC	3,358	$940,990	0.1%	TRIM −13%
177	VTIVANGUARD INDEX FDS	2,889	$926,765	0.1%	ADD 5%
178	CRWDCROWDSTRIKE HLDGS INC	2,336	$911,998	0.1%	ADD 58%
179	HWKNHAWKINS INC	5,879	$902,964	0.1%	TRIM −13%
180	PMPHILIP MORRIS INTL INC	5,442	$899,849	0.1%	ADD 35%
181	CORCENCORA INC	2,828	$888,388	0.1%	ADD 34%
182	SPSCSPS COMM INC	15,886	$884,374	0.1%	TRIM −6%
183	BMIBADGER METER INC	5,725	$872,265	0.1%	ADD 131%
184	ESGVVanguard ESG US Stock - ETF	7,613	$854,723	0.1%	ADD 106%
185	PNCPNC FINL SVCS GROUP INC	3,944	$820,767	0.1%	TRIM −3%
186	SUISUN CMNTYS INC	6,315	$795,438	0.1%	ADD 8%
187	SUSCISHARES TR	34,308	$793,809	0.1%	HOLD
188	PBHPRESTIGE CONSMR HEALTHCARE I	13,003	$770,688	0.1%	TRIM −14%
189	FCFSFIRSTCASH HOLDINGS INC	4,092	$769,296	0.1%	NEW
190	IVWISHARES TR	6,653	$752,527	0.1%	TRIM −4%
191	WELLS FARGO CO NEW	642	$741,485	0.1%	HOLD
192	EFAISHARES TR	7,566	$734,886	0.1%	ADD 79%
193	MAMASTERCARD INCORPORATED	1,459	$728,781	0.1%	ADD 251%
194	VYMVANGUARD WHITEHALL FDS	4,776	$707,308	0.1%	HOLD
195	TRVTRAVELERS COMPANIES INC	2,421	$706,241	0.1%	TRIM −16%
196	WELLWELLTOWER INC	3,567	$705,251	0.1%	HOLD
197	ETHGRAYSCALE ETHEREUM STAKING	35,091	$696,908	0.1%	ADD 70%
198	FHNFIRST HORIZON CORPORATION	29,960	$681,890	0.1%	HOLD
199	PANWPALO ALTO NETWORKS INC	4,249	$681,200	0.1%	ADD 122%
200	DHID R HORTON INC	4,952	$679,510	0.1%	ADD 68%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

412K

353K

380K

376K

361K

366K

$93M

GOOGLALPHABET INC

231K

163K

171K

172K

173K

171K

$49M

MSFTMICROSOFT CORP

141K

107K

109K

108K

110K

115K

$43M

ADMARCHER DANIELS MIDLAND CO

—

588K

529K

$38M

AVGOBROADCOM INC

88K

87K

101K

107K

106K

102K

$32M

BRK.BBERKSHIRE HATHAWAY INC DEL

13K

24K

40K

41K

64K

$30M

TSLATESLA INC

74K

87K

85K

83K

82K

$30M

JNJJOHNSON & JOHNSON

153K

119K

127K

128K

129K

124K

$30M

IBMINTERNATIONAL BUSINESS MACHS

176K

114K

113K

114K

115K

$28M

XOMEXXON MOBIL CORP

157K

128K

136K

138K

142K

162K

$28M

MCDMCDONALDS CORP

103K

77K

82K

84K

86K

85K

$27M

CSCOCISCO SYS INC

437K

511K

521K

494K

330K

323K

$25M

IVVISHARES TR

32K

31K

32K

33K

$22M

AMZNAMAZON COM INC

89K

67K

84K

88K

94K

104K

$22M

DHRDANAHER CORP DEL

76K

63K

100K

102K

114K

$22M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Van Hulzen Asset Management, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 361 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Van Hulzen Asset Management, LLC