Van Hulzen Asset Management, LLC Portfolio Holdings
Van Hulzen Asset Management, LLC
- $1.05 Billion
- Q1 2025
Van Hulzen Asset Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 313 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78.4M, Microsoft Corp with a value of $40.3M, Cisco Systems, Inc. with a value of $31.5M, International Business Machines Corp with a value of $28.3M, and Arthur J. Gallagher & Co. with a value of $27.3M.
Examining the 13F form we can see an decrease of $269M in the current position value, from $1.32B to 1.05B.
Below you can find more details about Van Hulzen Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.05 Billion
Technology: $251 Million
ETFs: $223 Million
Financial Services: $106 Million
Industrials: $92.2 Million
Healthcare: $91.7 Million
Consumer Cyclical: $86.4 Million
Consumer Defensive: $65.1 Million
Communication Services: $53.4 Million
Other: $79.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 313
- Current Value $1.05 Billion
- Prior Value $1.32 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks