Van Hulzen Asset Management, LLC Reduced Holdings in Q3 2025

Van Hulzen Asset Management, LLC

  • $1.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-27K
- 5.19%
$66.2 - $71.79 $1.79M - $1.94M
494K $33.8M
AMGN
Amgen Inc

Healthcare
-7.39K
- 63.6%
$271.18 - $309.22 $2.01M - $2.29M
4.23K $1.19M
V
Visa Inc.

Financial Services
-5.02K
- 22.61%
$332.09 - $358.86 $1.67M - $1.8M
17.2K $5.87M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-6K
- 74.99%
$301.44 - $365.84 $1.81M - $2.2M
2K $647K
META
Meta Platforms, Inc.

Communication Services
-2.32K
- 7.71%
$695.21 - $791.73 $1.61M - $1.83M
27.7K $20.4M
COST
Costco Wholesale Corp

Consumer Defensive
-781
- 5.4%
$915.95 - $994.57 $715K - $777K
13.7K $12.7M
IBM
International Business Machines Corp

Technology
-412
- 0.36%
$234.77 - $292.47 $96.7K - $120K
113K $31.8M
NVO
Novo Nordisk A S

Healthcare
-300
- 0.42%
$45.38 - $71.7 $13.6K - $21.5K
72K $3.99M
PRGS
Progress Software Corp

Technology
-491
- 1.09%
$40.98 - $55.52 $20.1K - $27.3K
44.5K $1.95M
HWKN
Hawkins Inc

Basic Materials
-8.25K
- 52.54%
$144.17 - $184.75 $1.19M - $1.52M
7.45K $1.36M
SYK
Stryker Corp

Healthcare
-230
- 1.47%
$368.57 - $403.53 $84.8K - $92.8K
15.4K $5.7M
ADBE
Adobe Inc.

Technology
-50
- 0.36%
$333.65 - $392.1 $16.7K - $19.6K
13.8K $4.86M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-9.57K
- 10.49%
$52.55 - $54.37 $503K - $520K
81.7K $4.42M
JJSF
J&J Snack Foods Corp

Consumer Defensive
-622
- 3.23%
$95.27 - $119.44 $59.3K - $74.3K
18.7K $1.79M
QLYS
Qualys, Inc.

Technology
-926
- 3.76%
$127.89 - $150.07 $118K - $139K
23.7K $3.14M
LLY
Eli Lilly & CO

Healthcare
-388
- 16.96%
$625.65 - $812.69 $243K - $315K
1.9K $1.45M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.72K
- 5.34%
$82.38 - $83.0 $307K - $309K
65.9K $5.47M
STRL
Sterling Construction CO Inc

Industrials
-3.97K
- 41.06%
$222.54 - $371.84 $883K - $1.48M
5.7K $1.94M
ABNB
Airbnb, Inc.

Consumer Cyclical
-927
- 8.93%
$118.3 - $142.16 $110K - $132K
9.46K $1.15M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.15K
- 1.85%
$95.32 - $123.91 $109K - $142K
60.8K $6.16M
HLNE
Hamilton Lane Inc

Financial Services
-580
- 3.01%
$134.79 - $160.88 $78.2K - $93.3K
18.7K $2.52M
ICE
Intercontinental Exchange, Inc.

Financial Services
-60
- 0.46%
$167.28 - $188.45 $10K - $11.3K
13.1K $2.21M
BMI
Badger Meter Inc

Technology
-86
- 3.06%
$172.32 - $245.81 $14.8K - $21.1K
2.73K $487K
INTU
Intuit Inc

Technology
-118
- 10.13%
$646.03 - $807.39 $76.2K - $95.3K
1.05K $715K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-2.7K
- 31.03%
$113.78 - $148.0 $307K - $400K
6K $828K
FSK
Fs Kkr Capital Corp

Financial Services
-641
- 2.45%
$14.93 - $22.48 $9.57K - $14.4K
25.5K $380K
CASH
Meta Financial Group Inc

Financial Services
-664
- 3.07%
$72.32 - $83.85 $48K - $55.7K
21K $1.55M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.62K
- 9.94%
$107.66 - $112.36 $174K - $182K
14.7K $1.63M
DE
Deere & CO

Industrials
-74
- 3.27%
$457.26 - $524.37 $33.8K - $38.8K
2.19K $1M
PLTR
Palantir Technologies Inc.

Technology
-2.17K
- 38.29%
$130.68 - $186.97 $284K - $406K
3.5K $637K
RLI
Rli Corp

Financial Services
-381
- 2.45%
$64.17 - $71.7 $24.4K - $27.3K
15.2K $988K
BROS
Dutch Bros Inc.

Consumer Cyclical
-50
- 0.71%
$52.34 - $74.24 $2.62K - $3.71K
6.96K $364K
MRK
Merck & Co., Inc.

Healthcare
-2.24K
- 14.26%
$77.6 - $87.37 $174K - $196K
13.5K $1.13M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.22K
- 11.48%
$91.44 - $91.77 $112K - $112K
9.43K $864K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.16K
- 6.6%
$181.56 - $190.33 $211K - $222K
16.5K $3.13M
SNOW
Snowflake Inc.

Technology
-355
- 11.83%
$191.73 - $241.0 $68.1K - $85.6K
2.65K $596K
VIG
Vanguard Dividend Appreciation

ETFs
-404
- 3.3%
N/A
11.9K $2.16M
BMY
Bristol Myers Squibb CO

Healthcare
-1.02K
- 6.78%
$43.31 - $48.98 $44.2K - $50K
14K $632K
HSY
Hershey CO

Consumer Defensive
-734
- 20.72%
$161.95 - $193.45 $119K - $142K
2.81K $525K
ABT
Abbott Laboratories

Healthcare
-194
- 1.1%
$120.51 - $136.62 $23.4K - $26.5K
17.4K $2.33M
NSA
National Storage Affiliates Trust

Real Estate
-1.25K
- 12.25%
$29.44 - $33.3 $36.8K - $41.6K
8.95K $270K
HDV
Ishares Core High Dividend ETF

ETFs
-718
- 9.2%
$118.16 - $123.66 $84.8K - $88.8K
7.08K $867K
VNQ
Vanguard Specialized Funds Van

ETFs
-551
- 17.71%
$88.47 - $93.24 $48.7K - $51.4K
2.56K $234K
CQP
Cheniere Energy Partners, L.P.

Energy
-250
- 2.01%
$51.57 - $57.73 $12.9K - $14.4K
12.2K $654K
BRP
Brp Group, Inc.

Financial Services
-860
- 2.29%
N/A
36.7K $1.47M
CUZ
Cousins Properties Inc

Real Estate
-550
- 3.32%
$26.53 - $29.82 $14.6K - $16.4K
16K $463K
ADI
Analog Devices Inc

Technology
-163
- 6.93%
$220.68 - $255.63 $36K - $41.7K
2.19K $537K
KMB
Kimberly Clark Corp

Consumer Defensive
-38
- 1.14%
$121.72 - $136.77 $4.63K - $5.2K
3.3K $410K
VZ
Verizon Communications Inc

Communication Services
-663
- 4.83%
$40.84 - $45.06 $27.1K - $29.9K
13.1K $574K
Activity Summary
Buys All Purchases 155 New Holdings 25 Increased Positions 130 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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