Van Hulzen Asset Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 324 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78M, Microsoft Corp with a value of $54.1M, Cisco Systems, Inc. with a value of $36.1M, International Business Machines Corp with a value of $33.3M, and Alphabet Inc. with a value of $30.1M.

Examining the 13F form we can see an increase of $82.7M in the current position value, from $1.05B to 1.13B.

Below you can find more details about Van Hulzen Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.13 Billion
Technology: $287 Million
ETFs: $240 Million
Financial Services: $111 Million
Industrials: $98.5 Million
Consumer Cyclical: $96.3 Million
Healthcare: $87.5 Million
Consumer Defensive: $69.9 Million
Communication Services: $67.8 Million
Other: $71.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 324
  • Current Value $1.13 Billion
  • Prior Value $1.05 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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