Van Hulzen Asset Management, LLC Portfolio Holdings
Van Hulzen Asset Management, LLC
- $1.27 Billion
- Q3 2025
Van Hulzen Asset Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 336 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $96.3M, Microsoft Corp with a value of $56M, Alphabet Inc. with a value of $41.7M, Tesla, Inc. with a value of $37.1M, and Broadcom Inc. with a value of $35.2M.
Examining the 13F form we can see an increase of $135M in the current position value, from $1.13B to 1.27B.
Below you can find more details about Van Hulzen Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.27 Billion
Technology: $315 Million
ETFs: $264 Million
Financial Services: $124 Million
Consumer Cyclical: $110 Million
Consumer Defensive: $104 Million
Industrials: $101 Million
Healthcare: $94.6 Million
Communication Services: $77.3 Million
Other: $74.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 336
- Current Value $1.27 Billion
- Prior Value $1.13 Billion
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 25 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 137 stocks