Van Hulzen Asset Management, LLC Reduced Holdings in Q2 2025

Van Hulzen Asset Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-84.7K
- 85.8%
$122.82 - $218.63 $10.4M - $18.5M
14K $3.07M
NKE
Nike, Inc.

Consumer Cyclical
-81.5K
- 92.11%
$53.27 - $72.04 $4.34M - $5.87M
6.98K $495K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-30.9K
- 89.28%
$70.56 - $92.75 $2.18M - $2.86M
3.71K $332K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-27K
- 27.91%
$82.21 - $83.12 $2.22M - $2.24M
69.7K $5.77M
IAU
Ishares Gold Trust

ETFs
-48.4K
- 19.56%
$56.1 - $64.74 $2.71M - $3.13M
199K $12.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15.8K
- 12.37%
$152.42 - $182.82 $2.4M - $2.88M
112K $20.4M
UNH
Unitedhealth Group Inc

Healthcare
-179
- 3.11%
$274.35 - $599.47 $49.1K - $107K
5.57K $1.74M
AWR
American States Water CO

Utilities
-11.7K
- 34.58%
$75.1 - $81.3 $881K - $954K
22.2K $1.7M
CSWI
Csw Industrials, Inc.

Industrials
-2.88K
- 32.41%
$254.34 - $336.43 $732K - $969K
6.01K $1.72M
CVX
Chevron Corp

Energy
-600
- 2.46%
$133.73 - $168.51 $80.2K - $101K
23.8K $3.41M
BRP
Brp Group, Inc.

Financial Services
-15.3K
- 28.9%
N/A
37.6K $1.5M
VFC
V F Corp

Consumer Cyclical
-24.3K
- 48.67%
$9.74 - $16.39 $237K - $398K
25.6K $301K
GMED
Globus Medical Inc

Healthcare
-100
- 0.32%
$55.82 - $75.5 $5.58K - $7.55K
30.8K $1.82M
FSS
Federal Signal Corp

Industrials
-10.4K
- 45.92%
$69.23 - $106.42 $720K - $1.11M
12.2K $1.3M
MMSI
Merit Medical Systems Inc

Healthcare
-1.57K
- 10.92%
$88.48 - $107.04 $139K - $168K
12.8K $1.2M
RLI
Rli Corp

Financial Services
-1.98K
- 11.29%
$71.27 - $80.82 $141K - $160K
15.5K $1.12M
SMPL
Simply Good Foods CO

Consumer Defensive
-4.98K
- 13.49%
$31.59 - $38.0 $157K - $189K
31.9K $1.01M
MWA
Mueller Water Products, Inc.

Industrials
-7.23K
- 11.12%
$22.82 - $27.21 $165K - $197K
57.8K $1.39M
LMAT
Lemaitre Vascular Inc

Healthcare
-2.47K
- 10.59%
$77.89 - $92.6 $193K - $229K
20.9K $1.73M
SXI
Standex International Corp

Industrials
-1.17K
- 16.06%
$130.91 - $162.93 $153K - $190K
6.09K $952K
MRK
Merck & Co., Inc.

Healthcare
-409
- 2.54%
$73.47 - $87.12 $30K - $35.6K
15.7K $1.24M
ADBE
Adobe Inc.

Technology
-607
- 4.21%
$340.0 - $420.68 $206K - $255K
13.8K $5.35M
BRC
Brady Corp

Industrials
-2.01K
- 11.33%
$64.32 - $76.24 $129K - $153K
15.7K $1.07M
AIT
Applied Industrial Technologies Inc

Industrials
-1.05K
- 10.47%
$206.03 - $243.28 $216K - $255K
8.96K $2.08M
ROCK
Gibraltar Industries, Inc.

Industrials
-3.01K
- 8.75%
$50.2 - $63.09 $151K - $190K
31.4K $1.85M
LLY
Eli Lilly & CO

Healthcare
-65
- 2.76%
$713.71 - $898.95 $46.4K - $58.4K
2.29K $1.78M
SLV
I Shares Silver Trust

ETFs
-6.71K
- 20.14%
$27.08 - $33.74 $182K - $226K
26.6K $873K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.44K
- 11.9%
$91.43 - $91.74 $131K - $132K
10.6K $976K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.66K
- 11.51%
$22.54 - $23.17 $105K - $108K
35.8K $822K
ABC
Amerisourcebergen Corp

Healthcare
-555
- 21.34%
N/A
2.05K $378K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-2.45K
- 12.05%
$56.27 - $73.32 $138K - $179K
17.8K $1.3M
AON
Aon PLC

Financial Services
-140
- 15.91%
$335.85 - $398.81 $47K - $55.8K
740 $264K
CASH
Meta Financial Group Inc

Financial Services
-2.87K
- 11.72%
$67.2 - $83.08 $193K - $239K
21.6K $1.71M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.25K
- 29.8%
$41.45 - $54.46 $93.3K - $123K
5.3K $275K
MKC
Mccormick & CO Inc

Consumer Defensive
-600
- 18.08%
$71.11 - $82.25 $42.7K - $49.4K
2.72K $206K
YOU
Clear Secure, Inc.

Technology
-5.52K
- 11.35%
$23.96 - $27.76 $132K - $153K
43.1K $1.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-100
- 4.3%
$99.37 - $134.05 $9.94K - $13.4K
2.23K $252K
HBAN
Huntington Bancshares Inc

Financial Services
-4.99K
- 22.2%
$12.49 - $16.76 $62.4K - $83.7K
17.5K $293K
MLI
Mueller Industries Inc

Industrials
-946
- 9.79%
$68.45 - $79.6 $64.8K - $75.3K
8.72K $692K
GILD
Gilead Sciences, Inc.

Healthcare
-242
- 2.83%
$96.91 - $113.0 $23.5K - $27.3K
8.32K $922K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-1.07K
- 3.76%
$11.46 - $12.75 $12.3K - $13.7K
27.5K $323K
XLE
Energy Sector Spdr

ETFs
-140
- 5.15%
$76.44 - $94.13 $10.7K - $13.2K
2.58K $218K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-370
- 2.15%
$24.32 - $27.87 $9K - $10.3K
16.8K $445K
LRN
Stride, Inc.

Consumer Defensive
-2.77K
- 14.08%
$124.45 - $160.72 $344K - $444K
16.9K $2.45M
HDV
Ishares Core High Dividend ETF

ETFs
-32
- 0.41%
$108.41 - $120.51 $3.47K - $3.86K
7.8K $914K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-600
- 11.19%
$50.1 - $51.02 $30.1K - $30.6K
4.76K $243K
SPSC
Sps Commerce Inc

Technology
-499
- 4.39%
$121.61 - $152.67 $60.7K - $76.2K
10.9K $1.48M
ALL
Allstate Corp

Financial Services
-68
- 3.4%
$180.53 - $212.64 $12.3K - $14.5K
1.93K $388K
STLD
Steel Dynamics Inc

Basic Materials
-233
- 1.09%
N/A
21.2K $2.08M
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
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