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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$381B
$590,000 0.05% of portfolio
12,474
Q2 2025 Added 38.37%
$139B
$621,000 0.05% of portfolio
2,965
Q2 2025 Added 5.52%
$0
$452,000 0.04% of portfolio
3,815
Q2 2025 Reduced 5.62%
$4.18B
$496,000 0.04% of portfolio
16,550
Q2 2025 Reduced 1.43%
$94.4B
$495,000 0.04% of portfolio
6,980
Q2 2025 Reduced 92.11%
$0
$482,000 0.04% of portfolio
11,351
Q2 2025 New
$2.72B
$479,000 0.04% of portfolio
7,010
Q2 2025 Reduced 2.37%
$0
$423,000 0.04% of portfolio
3,600
Q2 2025 New
$45.1B
$430,000 0.04% of portfolio
3,337
Q2 2025 Added 0.06%
$17.7B
$434,000 0.04% of portfolio
1,593
Q2 2025 Added 0.06%
$0
$472,000 0.04% of portfolio
7,019
Q3 2024 Added 51.93%
$0
$466,000 0.04% of portfolio
15,976
Q2 2025 Added 3.61%
$23.7B
$464,000 0.04% of portfolio
6,450
Q2 2025 Reduced 5.15%
$0
$499,000 0.04% of portfolio
14,486
Q2 2025 Added 17.15%
$31.7B
$422,000 0.04% of portfolio
3,819
Q2 2025 Added 26.33%
$0
$476,000 0.04% of portfolio
15,540
Q2 2025 Reduced 1.28%
$0
$415,000 0.04% of portfolio
18,900
Q2 2025 New
$0
$405,000 0.04% of portfolio
3,700
Q4 2023 New
$0
$344,000 0.03% of portfolio
6,336
Q2 2025 Added 23.7%
$0
$340,000 0.03% of portfolio
4,628
Q2 2025 Added 35.01%
$43.5B
$332,000 0.03% of portfolio
3,707
Q2 2025 Reduced 89.28%
$0
$320,000 0.03% of portfolio
4,137
Q2 2025 New
$2.75B
$326,000 0.03% of portfolio
10,200
Q2 2025 Added 21.86%
$0
$323,000 0.03% of portfolio
27,467
Q2 2025 Reduced 3.76%
$96.8B
$321,000 0.03% of portfolio
3,055
Q2 2025 Added 69.82%
$4.98B
$325,000 0.03% of portfolio
10,600
Q2 2025 New
$203B
$317,000 0.03% of portfolio
10,969
Q2 2025 Reduced 0.15%
$0
$288,000 0.03% of portfolio
4,682
Q2 2025 Added 0.32%
$0
$289,000 0.03% of portfolio
1,142
Q2 2025 Added 12.07%
$1.53B
$290,000 0.03% of portfolio
22,750
Q2 2025 Added 9.64%
$23.8B
$293,000 0.03% of portfolio
17,502
Q2 2025 Reduced 22.2%
$86B
$296,000 0.03% of portfolio
4,304
Q2 2025 Reduced 4.33%
$0
$297,000 0.03% of portfolio
4,421
Q2 2025 Added 28.29%
$4.74B
$301,000 0.03% of portfolio
25,630
Q2 2025 Reduced 48.67%
$0
$302,000 0.03% of portfolio
12,710
Q2 2025 Reduced 1.27%
$53.7B
$312,000 0.03% of portfolio
17,220
Q2 2025 Added 0.58%
$89.6B
$315,000 0.03% of portfolio
14,067
Q2 2025 Added 5.24%
$0
$290,000 0.03% of portfolio
11,489
Q2 2025 Added 4.81%
$118B
$286,000 0.03% of portfolio
4,887
Q2 2025 Added 9.72%
$0
$346,000 0.03% of portfolio
7,897
Q1 2024 New
$0
$361,000 0.03% of portfolio
7,795
Q2 2025 Added 37.14%
$38.4B
$378,000 0.03% of portfolio
2,046
Q2 2025 Reduced 21.34%
$55.9B
$388,000 0.03% of portfolio
1,930
Q2 2025 Reduced 3.4%
$178B
$388,000 0.03% of portfolio
3,365
Q2 2025 Reduced 2.89%
$55B
$387,000 0.03% of portfolio
3,003
Q1 2025 Reduced 40.01%
$5.25B
$381,000 0.03% of portfolio
7,201
Q2 2025 Added 20.0%
$0
$371,000 0.03% of portfolio
5,720
Q2 2025 Added 5.19%
$0
$379,000 0.03% of portfolio
4,245
Q2 2025 New
$0
$380,000 0.03% of portfolio
3,915
Q2 2025 Added 0.98%

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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