Filed: 5/14/2025ACC: 0001765380-25-000232
📋 What this filing means
VAN HULZEN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 312 equity positions with a total reported market value of $1.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
312
Positions
$1.10B
Total AUM (reported)
10.14M
Total Shares
Allocation by class
COM$670.02M61.1%
CL A$46.64M4.3%
SHS$34.93M3.2%
CAP STK CL A$25.28M2.3%
MSCI USA QLT FCT$21.77M2.0%
CORE S&P500 ETF$17.34M1.6%
ISHARES NEW$14.58M1.3%
Portfolio Concentration
Top 3$150.26M13.7%
4–10$169.50M15.5%
11–25$227.51M20.8%
Rest$548.78M50.1%
Top 3 weight
13.7%
Top 10 weight
29.2%
Voting Authority Distribution
Total shares with voting rights: 10.14M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole312
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings312
Rows:
APPLE INC
SOLEShares353.03K
TypeSH
Market value$78.42M
7.15%
Sole
0.00
Shared
0.00
None
353.03K
MICROSOFT CORP
SOLEShares107.34K
TypeSH
Market value$40.29M
3.68%
Sole
0.00
Shared
0.00
None
107.34K
CISCO SYS INC
SOLEShares511.19K
TypeSH
Market value$31.55M
2.88%
Sole
0.00
Shared
0.00
None
511.19K
INTERNATIONAL BUSINESS MACHS
SOLEShares113.89K
TypeSH
Market value$28.32M
2.58%
Sole
0.00
Shared
0.00
None
113.89K
GALLAGHER ARTHUR J & CO
SOLEShares79.12K
TypeSH
Market value$27.31M
2.49%
Sole
0.00
Shared
0.00
None
79.12K
ALPHABET INC
SOLEShares163.49K
TypeSH
Market value$25.28M
2.31%
Sole
0.00
Shared
0.00
None
163.49K
MCDONALDS CORP
SOLEShares77.46K
TypeSH
Market value$24.20M
2.21%
Sole
0.00
Shared
0.00
None
77.46K
TESLA INC
SOLEShares87.23K
TypeSH
Market value$22.61M
2.06%
Sole
0.00
Shared
0.00
None
87.23K
ISHARES TR
SOLEShares127.38K
TypeSH
Market value$21.77M
1.99%
Sole
0.00
Shared
0.00
None
127.38K
AUTOMATIC DATA PROCESSING IN
SOLEShares65.50K
TypeSH
Market value$20.01M
1.83%
Sole
0.00
Shared
0.00
None
65.50K
JOHNSON & JOHNSON
SOLEShares118.84K
TypeSH
Market value$19.71M
1.80%
Sole
0.00
Shared
0.00
None
118.84K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares261.50K
TypeSH
Market value$18.82M
1.72%
Sole
0.00
Shared
0.00
None
261.50K
ISHARES TR
SOLEShares30.86K
TypeSH
Market value$17.34M
1.58%
Sole
0.00
Shared
0.00
None
30.86K
META PLATFORMS INC
SOLEShares27.35K
TypeSH
Market value$15.77M
1.44%
Sole
0.00
Shared
0.00
None
27.35K
PROCTER AND GAMBLE CO
SOLEShares91.40K
TypeSH
Market value$15.58M
1.42%
Sole
0.00
Shared
0.00
None
91.40K
EXXON MOBIL CORP
SOLEShares128.41K
TypeSH
Market value$15.27M
1.39%
Sole
0.00
Shared
0.00
None
128.41K
BECTON DICKINSON & CO
SOLEShares63.84K
TypeSH
Market value$14.62M
1.33%
Sole
0.00
Shared
0.00
None
63.84K
ISHARES GOLD TR
SOLEShares247.31K
TypeSH
Market value$14.58M
1.33%
Sole
0.00
Shared
0.00
None
247.31K
BROADCOM INC
SOLEShares86.87K
TypeSH
Market value$14.54M
1.33%
Sole
0.00
Shared
0.00
None
86.87K
COCA COLA CO
SOLEShares197.65K
TypeSH
Market value$14.16M
1.29%
Sole
0.00
Shared
0.00
None
197.65K
EATON CORP PLC
SOLEShares51.91K
TypeSH
Market value$14.11M
1.29%
Sole
0.00
Shared
0.00
None
51.91K
ORACLE CORP
SOLEShares98.77K
TypeSH
Market value$13.81M
1.26%
Sole
0.00
Shared
0.00
None
98.77K
SHELL PLC
SOLEShares181.83K
TypeSH
Market value$13.32M
1.22%
Sole
0.00
Shared
0.00
None
181.83K
DANAHER CORPORATION
SOLEShares63.27K
TypeSH
Market value$12.97M
1.18%
Sole
0.00
Shared
0.00
None
63.27K
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.25K
TypeSH
Market value$12.91M
1.18%
Sole
0.00
Shared
0.00
None
24.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 353.03K | SH | $78.42M 7.15% | 0.00 | 0.00 | 353.03K |
MICROSOFT CORPSOLE | COM | 107.34K | SH | $40.29M 3.68% | 0.00 | 0.00 | 107.34K |
CISCO SYS INCSOLE | COM | 511.19K | SH | $31.55M 2.88% | 0.00 | 0.00 | 511.19K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 113.89K | SH | $28.32M 2.58% | 0.00 | 0.00 | 113.89K |
GALLAGHER ARTHUR J & COSOLE | COM | 79.12K | SH | $27.31M 2.49% | 0.00 | 0.00 | 79.12K |
ALPHABET INCSOLE | CAP STK CL A | 163.49K | SH | $25.28M 2.31% | 0.00 | 0.00 | 163.49K |
MCDONALDS CORPSOLE | COM | 77.46K | SH | $24.20M 2.21% | 0.00 | 0.00 | 77.46K |
TESLA INCSOLE | COM | 87.23K | SH | $22.61M 2.06% | 0.00 | 0.00 | 87.23K |
ISHARES TRSOLE | MSCI USA QLT FCT | 127.38K | SH | $21.77M 1.99% | 0.00 | 0.00 | 127.38K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 65.50K | SH | $20.01M 1.83% | 0.00 | 0.00 | 65.50K |
JOHNSON & JOHNSONSOLE | COM | 118.84K | SH | $19.71M 1.80% | 0.00 | 0.00 | 118.84K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 261.50K | SH | $18.82M 1.72% | 0.00 | 0.00 | 261.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 30.86K | SH | $17.34M 1.58% | 0.00 | 0.00 | 30.86K |
META PLATFORMS INCSOLE | CL A | 27.35K | SH | $15.77M 1.44% | 0.00 | 0.00 | 27.35K |
PROCTER AND GAMBLE COSOLE | COM | 91.40K | SH | $15.58M 1.42% | 0.00 | 0.00 | 91.40K |
EXXON MOBIL CORPSOLE | COM | 128.41K | SH | $15.27M 1.39% | 0.00 | 0.00 | 128.41K |
BECTON DICKINSON & COSOLE | COM | 63.84K | SH | $14.62M 1.33% | 0.00 | 0.00 | 63.84K |
ISHARES GOLD TRSOLE | ISHARES NEW | 247.31K | SH | $14.58M 1.33% | 0.00 | 0.00 | 247.31K |
BROADCOM INCSOLE | COM | 86.87K | SH | $14.54M 1.33% | 0.00 | 0.00 | 86.87K |
COCA COLA COSOLE | COM | 197.65K | SH | $14.16M 1.29% | 0.00 | 0.00 | 197.65K |
EATON CORP PLCSOLE | SHS | 51.91K | SH | $14.11M 1.29% | 0.00 | 0.00 | 51.91K |
ORACLE CORPSOLE | COM | 98.77K | SH | $13.81M 1.26% | 0.00 | 0.00 | 98.77K |
SHELL PLCSOLE | SPON ADS | 181.83K | SH | $13.32M 1.22% | 0.00 | 0.00 | 181.83K |
DANAHER CORPORATIONSOLE | COM | 63.27K | SH | $12.97M 1.18% | 0.00 | 0.00 | 63.27K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.25K | SH | $12.91M 1.18% | 0.00 | 0.00 | 24.25K |
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