Van Hulzen Asset Management, LLC Portfolio Holdings
Van Hulzen Asset Management, LLC
- $1.13 Billion
- Q2 2025
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 ETFs Only
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