Van Hulzen Asset Management, LLC Incresed Positions in Q2 2025

Van Hulzen Asset Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.44K
+ 1.34%
$354.56 - $497.45 $510K - $715K
109K $54.1M
AVGO
Broadcom Inc.

Technology
14.1K
+ 16.21%
$146.29 - $275.65 $2.06M - $3.88M
101K $27.8M
DHR
Danaher Corp

Healthcare
36.4K
+ 57.51%
$174.64 - $205.16 $6.35M - $7.46M
99.7K $19.7M
NVDA
Nvidia Corp

Technology
8.42K
+ 7.77%
$94.31 - $157.99 $794K - $1.33M
117K $18.4M
META
Meta Platforms, Inc.

Communication Services
2.68K
+ 9.8%
$484.66 - $738.09 $1.3M - $1.98M
30K $22.2M
KMI
Kinder Morgan, Inc.

Energy
203K
+ 912.68%
$25.21 - $29.4 $5.12M - $5.97M
225K $6.62M
SYK
Stryker Corp

Healthcare
14.4K
+ 1159.42%
$337.37 - $395.63 $4.86M - $5.7M
15.6K $6.19M
AMZN
Amazon Com Inc

Consumer Cyclical
17.1K
+ 25.65%
$167.32 - $223.3 $2.86M - $3.82M
83.7K $18.4M
ETN
Eaton Corp PLC

Industrials
1.61K
+ 3.1%
$246.52 - $356.99 $397K - $575K
53.5K $19.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
70.8K
+ 39.26%
$43.53 - $54.46 $3.08M - $3.85M
251K $13.7M
GOOGL
Alphabet Inc.

Communication Services
7.14K
+ 4.37%
$144.7 - $178.6 $1.03M - $1.28M
171K $30.1M
CSCO
Cisco Systems, Inc.

Technology
9.74K
+ 1.91%
$53.19 - $69.38 $518K - $676K
521K $36.1M
COST
Costco Wholesale Corp

Consumer Defensive
2.05K
+ 16.55%
$908.13 - $1056.85 $1.87M - $2.17M
14.5K $14.3M
DIS
Walt Disney CO

Communication Services
50
+ 0.05%
$81.72 - $124.01 $4.09K - $6.2K
93.6K $11.6M
TJX
Tjx Companies Inc

Consumer Cyclical
16.4K
+ 51.07%
$119.13 - $135.03 $1.96M - $2.22M
48.7K $6.01M
ADP
Automatic Data Processing Inc

Industrials
4.84K
+ 7.38%
$276.76 - $326.81 $1.34M - $1.58M
70.3K $21.7M
HLNE
Hamilton Lane Inc

Financial Services
11.4K
+ 144.57%
$126.65 - $175.49 $1.44M - $2M
19.2K $2.73M
NDAQ
Nasdaq, Inc.

Financial Services
5.52K
+ 8.58%
$66.4 - $89.42 $366K - $493K
69.8K $6.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
413
+ 0.47%
$108.06 - $135.3 $44.6K - $55.9K
87.4K $11.8M
JJSF
J&J Snack Foods Corp

Consumer Defensive
11.3K
+ 141.7%
$111.46 - $136.93 $1.26M - $1.55M
19.3K $2.19M
NTRS
Northern Trust Corp

Financial Services
905
+ 2.74%
$84.45 - $126.79 $76.4K - $115K
33.9K $4.3M
ITW
Illinois Tool Works Inc

Industrials
4.3K
+ 15.64%
$218.41 - $252.43 $938K - $1.08M
31.8K $7.85M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
61K
+ 109.22%
$14.97 - $16.79 $913K - $1.02M
117K $1.95M
EFG
Msci Eafe Growth ETF

ETFs
1.16K
+ 1.65%
$89.8 - $112.0 $104K - $130K
71.5K $8.01M
EFV
Msci Eafe Value ETF

ETFs
1.64K
+ 1.13%
$52.4 - $64.65 $85.8K - $106K
147K $9.32M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.4K
+ 3.21%
$50.08 - $63.14 $120K - $152K
77.2K $4.88M
AYI
Acuity Brands Inc

Industrials
2.16K
+ 92.98%
$223.31 - $304.18 $482K - $656K
4.48K $1.34M
DE
Deere & CO

Industrials
1.32K
+ 139.53%
$412.99 - $531.48 $545K - $702K
2.27K $1.15M
MSTR
Microstrategy Inc

Technology
1.24K
+ 89.47%
$237.95 - $421.61 $295K - $523K
2.63K $1.06M
ROP
Roper Technologies Inc

Industrials
1.59K
+ 14.83%
$519.19 - $590.78 $825K - $939K
12.3K $6.97M
NFLX
Netflix Inc

Communication Services
309
+ 53.83%
$855.86 - $1339.13 $264K - $414K
883 $1.18M
CB
Chubb LTD

Financial Services
3.5K
+ 10.84%
$274.32 - $302.46 $959K - $1.06M
35.7K $10.4M
KO
Coca Cola CO

Consumer Defensive
10.7K
+ 5.39%
$68.37 - $73.9 $728K - $787K
208K $14.7M
HON
Honeywell International Inc

Industrials
630
+ 3.17%
$182.86 - $232.88 $115K - $147K
20.5K $4.77M
EMB
Ishares Tr

ETFs
4.61K
+ 12.33%
$86.54 - $92.62 $399K - $427K
42K $3.89M
WMT
Walmart Inc.

Consumer Defensive
2.55K
+ 10.17%
$81.79 - $99.98 $208K - $255K
27.6K $2.7M
NET
Cloudflare, Inc.

Technology
80
+ 1.5%
$97.08 - $195.83 $7.77K - $15.7K
5.41K $1.06M
QCOM
Qualcomm Inc

Technology
640
+ 1.04%
$124.66 - $159.48 $79.8K - $102K
62K $9.88M
EXC
Exelon Corp

Utilities
24.4K
+ 9.76%
$42.2 - $47.37 $1.03M - $1.16M
275K $11.9M
TFLO
Ishares Treasury Floating Rate

ETFs
7.22K
+ 4.42%
$50.47 - $50.66 $364K - $366K
171K $8.64M
OEF
Ishares S&P 100 ETF

ETFs
1.33K
+ 6.35%
N/A
22.3K $5.94M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
+ 6.89%
$152.93 - $181.74 $174K - $207K
17.6K $3.21M
CAT
Caterpillar Inc

Industrials
415
+ 28.64%
$273.94 - $388.21 $114K - $161K
1.86K $723K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.82K
+ 2.54%
$34.67 - $41.47 $63K - $75.3K
73.2K $3.04M
FSK
Fs Kkr Capital Corp

Financial Services
11.1K
+ 73.58%
$17.95 - $21.5 $199K - $238K
26.2K $542K
V
Visa Inc.

Financial Services
331
+ 1.51%
$308.27 - $373.31 $102K - $124K
22.2K $7.89M
BAC
Bank Of America Corp

Financial Services
3.46K
+ 38.37%
$34.39 - $47.46 $119K - $164K
12.5K $590K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.8K
+ 1.61%
$96.84 - $99.46 $175K - $179K
114K $11.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
98
+ 1.18%
$113.67 - $150.4 $11.1K - $14.7K
8.43K $1.27M
Activity Summary
Buys All Purchases 180 New Holdings 29 Increased Positions 151 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Van Hulzen Asset Management, LLC Portfolio

Follow Van Hulzen Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email