Filed: 8/13/2025ACC: 0001765380-25-000369
📋 What this filing means
VAN HULZEN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 323 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
323
Positions
$1.20B
Total AUM (reported)
10.16M
Total Shares
Allocation by class
COM$734.99M61.3%
CL A$50.97M4.3%
SHS$45.76M3.8%
CAP STK CL A$30.07M2.5%
COM NEW$21.26M1.8%
MSCI USA QLT FCT$20.41M1.7%
CORE S&P500 ETF$19.10M1.6%
Portfolio Concentration
Top 3$168.26M14.0%
4–10$193.21M16.1%
11–25$266.85M22.3%
Rest$570.30M47.6%
Top 3 weight
14.0%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 10.16M
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
10.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole323
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings323
Rows:
APPLE INC
SOLEShares380.23K
TypeSH
Market value$78.01M
6.51%
Sole
0.00
Shared
0.00
None
380.23K
MICROSOFT CORP
SOLEShares108.77K
TypeSH
Market value$54.11M
4.51%
Sole
0.00
Shared
0.00
None
108.77K
CISCO SYS INC
SOLEShares520.94K
TypeSH
Market value$36.14M
3.02%
Sole
0.00
Shared
0.00
None
520.94K
INTERNATIONAL BUSINESS MACHS
SOLEShares113.06K
TypeSH
Market value$33.33M
2.78%
Sole
0.00
Shared
0.00
None
113.06K
ALPHABET INC
SOLEShares170.63K
TypeSH
Market value$30.07M
2.51%
Sole
0.00
Shared
0.00
None
170.63K
BROADCOM INC
SOLEShares100.95K
TypeSH
Market value$27.83M
2.32%
Sole
0.00
Shared
0.00
None
100.95K
TESLA INC
SOLEShares84.72K
TypeSH
Market value$26.91M
2.25%
Sole
0.00
Shared
0.00
None
84.72K
GALLAGHER ARTHUR J & CO
SOLEShares83.12K
TypeSH
Market value$26.61M
2.22%
Sole
0.00
Shared
0.00
None
83.12K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares259.26K
TypeSH
Market value$24.37M
2.03%
Sole
0.00
Shared
0.00
None
259.26K
MCDONALDS CORP
SOLEShares82.47K
TypeSH
Market value$24.10M
2.01%
Sole
0.00
Shared
0.00
None
82.47K
META PLATFORMS INC
SOLEShares30.03K
TypeSH
Market value$22.17M
1.85%
Sole
0.00
Shared
0.00
None
30.03K
AUTOMATIC DATA PROCESSING IN
SOLEShares70.33K
TypeSH
Market value$21.69M
1.81%
Sole
0.00
Shared
0.00
None
70.33K
ISHARES TR
SOLEShares111.62K
TypeSH
Market value$20.41M
1.70%
Sole
0.00
Shared
0.00
None
111.62K
DANAHER CORPORATION
SOLEShares99.65K
TypeSH
Market value$19.69M
1.64%
Sole
0.00
Shared
0.00
None
99.65K
JOHNSON & JOHNSON
SOLEShares127K
TypeSH
Market value$19.40M
1.62%
Sole
0.00
Shared
0.00
None
127K
EATON CORP PLC
SOLEShares53.52K
TypeSH
Market value$19.11M
1.59%
Sole
0.00
Shared
0.00
None
53.52K
ISHARES TR
SOLEShares30.76K
TypeSH
Market value$19.10M
1.59%
Sole
0.00
Shared
0.00
None
30.76K
NVIDIA CORPORATION
SOLEShares116.72K
TypeSH
Market value$18.44M
1.54%
Sole
0.00
Shared
0.00
None
116.72K
AMAZON COM INC
SOLEShares83.73K
TypeSH
Market value$18.37M
1.53%
Sole
0.00
Shared
0.00
None
83.73K
PROCTER AND GAMBLE CO
SOLEShares97.85K
TypeSH
Market value$15.59M
1.30%
Sole
0.00
Shared
0.00
None
97.85K
LAM RESEARCH CORP
SOLEShares158.94K
TypeSH
Market value$15.47M
1.29%
Sole
0.00
Shared
0.00
None
158.94K
COCA COLA CO
SOLEShares208.30K
TypeSH
Market value$14.74M
1.23%
Sole
0.00
Shared
0.00
None
208.30K
EXXON MOBIL CORP
SOLEShares136.27K
TypeSH
Market value$14.69M
1.23%
Sole
0.00
Shared
0.00
None
136.27K
COSTCO WHSL CORP NEW
SOLEShares14.47K
TypeSH
Market value$14.32M
1.19%
Sole
0.00
Shared
0.00
None
14.47K
BLACKROCK ETF TRUST
SOLEShares251.07K
TypeSH
Market value$13.67M
1.14%
Sole
0.00
Shared
0.00
None
251.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 380.23K | SH | $78.01M 6.51% | 0.00 | 0.00 | 380.23K |
MICROSOFT CORPSOLE | COM | 108.77K | SH | $54.11M 4.51% | 0.00 | 0.00 | 108.77K |
CISCO SYS INCSOLE | COM | 520.94K | SH | $36.14M 3.02% | 0.00 | 0.00 | 520.94K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 113.06K | SH | $33.33M 2.78% | 0.00 | 0.00 | 113.06K |
ALPHABET INCSOLE | CAP STK CL A | 170.63K | SH | $30.07M 2.51% | 0.00 | 0.00 | 170.63K |
BROADCOM INCSOLE | COM | 100.95K | SH | $27.83M 2.32% | 0.00 | 0.00 | 100.95K |
TESLA INCSOLE | COM | 84.72K | SH | $26.91M 2.25% | 0.00 | 0.00 | 84.72K |
GALLAGHER ARTHUR J & COSOLE | COM | 83.12K | SH | $26.61M 2.22% | 0.00 | 0.00 | 83.12K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 259.26K | SH | $24.37M 2.03% | 0.00 | 0.00 | 259.26K |
MCDONALDS CORPSOLE | COM | 82.47K | SH | $24.10M 2.01% | 0.00 | 0.00 | 82.47K |
META PLATFORMS INCSOLE | CL A | 30.03K | SH | $22.17M 1.85% | 0.00 | 0.00 | 30.03K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 70.33K | SH | $21.69M 1.81% | 0.00 | 0.00 | 70.33K |
ISHARES TRSOLE | MSCI USA QLT FCT | 111.62K | SH | $20.41M 1.70% | 0.00 | 0.00 | 111.62K |
DANAHER CORPORATIONSOLE | COM | 99.65K | SH | $19.69M 1.64% | 0.00 | 0.00 | 99.65K |
JOHNSON & JOHNSONSOLE | COM | 127K | SH | $19.40M 1.62% | 0.00 | 0.00 | 127K |
EATON CORP PLCSOLE | SHS | 53.52K | SH | $19.11M 1.59% | 0.00 | 0.00 | 53.52K |
ISHARES TRSOLE | CORE S&P500 ETF | 30.76K | SH | $19.10M 1.59% | 0.00 | 0.00 | 30.76K |
NVIDIA CORPORATIONSOLE | COM | 116.72K | SH | $18.44M 1.54% | 0.00 | 0.00 | 116.72K |
AMAZON COM INCSOLE | COM | 83.73K | SH | $18.37M 1.53% | 0.00 | 0.00 | 83.73K |
PROCTER AND GAMBLE COSOLE | COM | 97.85K | SH | $15.59M 1.30% | 0.00 | 0.00 | 97.85K |
LAM RESEARCH CORPSOLE | COM NEW | 158.94K | SH | $15.47M 1.29% | 0.00 | 0.00 | 158.94K |
COCA COLA COSOLE | COM | 208.30K | SH | $14.74M 1.23% | 0.00 | 0.00 | 208.30K |
EXXON MOBIL CORPSOLE | COM | 136.27K | SH | $14.69M 1.23% | 0.00 | 0.00 | 136.27K |
COSTCO WHSL CORP NEWSOLE | COM | 14.47K | SH | $14.32M 1.19% | 0.00 | 0.00 | 14.47K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 251.07K | SH | $13.67M 1.14% | 0.00 | 0.00 | 251.07K |
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