Filed: 11/13/2025ACC: 0001765380-25-000494
📋 What this filing means
VAN HULZEN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 335 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
335
Positions
$1.35B
Total AUM (reported)
11.20M
Total Shares
Allocation by class
COM$828.04M61.5%
CL A$49.04M3.6%
SHS$49.00M3.6%
CAP STK CL A$41.72M3.1%
COM NEW$27.30M2.0%
MSCI USA QLT FCT$22.29M1.7%
CORE S&P500 ETF$21.42M1.6%
Portfolio Concentration
Top 3$193.36M14.4%
4–10$226.20M16.8%
11–25$306.31M22.8%
Rest$619.60M46.1%
Top 3 weight
14.4%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 11.20M
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
11.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole335
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings335
Rows:
APPLE INC
SOLEShares375.73K
TypeSH
Market value$95.67M
7.11%
Sole
0.00
Shared
0.00
None
375.73K
MICROSOFT CORP
SOLEShares108.06K
TypeSH
Market value$55.97M
4.16%
Sole
0.00
Shared
0.00
None
108.06K
ALPHABET INC
SOLEShares171.60K
TypeSH
Market value$41.72M
3.10%
Sole
0.00
Shared
0.00
None
171.60K
TESLA INC
SOLEShares83.49K
TypeSH
Market value$37.13M
2.76%
Sole
0.00
Shared
0.00
None
83.49K
BROADCOM INC
SOLEShares106.58K
TypeSH
Market value$35.16M
2.61%
Sole
0.00
Shared
0.00
None
106.58K
ARCHER DANIELS MIDLAND CO
SOLEShares587.77K
TypeSH
Market value$35.11M
2.61%
Sole
0.00
Shared
0.00
None
587.77K
CISCO SYS INC
SOLEShares493.91K
TypeSH
Market value$33.79M
2.51%
Sole
0.00
Shared
0.00
None
493.91K
INTERNATIONAL BUSINESS MACHS
SOLEShares112.65K
TypeSH
Market value$31.79M
2.36%
Sole
0.00
Shared
0.00
None
112.65K
GALLAGHER ARTHUR J & CO
SOLEShares88.44K
TypeSH
Market value$27.39M
2.04%
Sole
0.00
Shared
0.00
None
88.44K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares258.64K
TypeSH
Market value$25.82M
1.92%
Sole
0.00
Shared
0.00
None
258.64K
MCDONALDS CORP
SOLEShares84.19K
TypeSH
Market value$25.58M
1.90%
Sole
0.00
Shared
0.00
None
84.19K
JOHNSON & JOHNSON
SOLEShares127.89K
TypeSH
Market value$23.71M
1.76%
Sole
0.00
Shared
0.00
None
127.89K
ISHARES TR
SOLEShares114.60K
TypeSH
Market value$22.29M
1.66%
Sole
0.00
Shared
0.00
None
114.60K
NVIDIA CORPORATION
SOLEShares116.10K
TypeSH
Market value$21.66M
1.61%
Sole
0.00
Shared
0.00
None
116.10K
ISHARES TR
SOLEShares32K
TypeSH
Market value$21.42M
1.59%
Sole
0.00
Shared
0.00
None
32K
LAM RESEARCH CORP
SOLEShares159.43K
TypeSH
Market value$21.35M
1.59%
Sole
0.00
Shared
0.00
None
159.43K
AUTOMATIC DATA PROCESSING IN
SOLEShares71.74K
TypeSH
Market value$21.06M
1.56%
Sole
0.00
Shared
0.00
None
71.74K
META PLATFORMS INC
SOLEShares27.72K
TypeSH
Market value$20.36M
1.51%
Sole
0.00
Shared
0.00
None
27.72K
DANAHER CORPORATION
SOLEShares102.47K
TypeSH
Market value$20.32M
1.51%
Sole
0.00
Shared
0.00
None
102.47K
BERKSHIRE HATHAWAY INC DEL
SOLEShares40.11K
TypeSH
Market value$20.17M
1.50%
Sole
0.00
Shared
0.00
None
40.11K
EATON CORP PLC
SOLEShares53.23K
TypeSH
Market value$19.92M
1.48%
Sole
0.00
Shared
0.00
None
53.23K
AMAZON COM INC
SOLEShares87.86K
TypeSH
Market value$19.29M
1.43%
Sole
0.00
Shared
0.00
None
87.86K
JPMORGAN CHASE & CO.
SOLEShares55.05K
TypeSH
Market value$17.36M
1.29%
Sole
0.00
Shared
0.00
None
55.05K
BLACKROCK ETF TRUST
SOLEShares273.95K
TypeSH
Market value$16.22M
1.21%
Sole
0.00
Shared
0.00
None
273.95K
EXXON MOBIL CORP
SOLEShares138.43K
TypeSH
Market value$15.61M
1.16%
Sole
0.00
Shared
0.00
None
138.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 375.73K | SH | $95.67M 7.11% | 0.00 | 0.00 | 375.73K |
MICROSOFT CORPSOLE | COM | 108.06K | SH | $55.97M 4.16% | 0.00 | 0.00 | 108.06K |
ALPHABET INCSOLE | CAP STK CL A | 171.60K | SH | $41.72M 3.10% | 0.00 | 0.00 | 171.60K |
TESLA INCSOLE | COM | 83.49K | SH | $37.13M 2.76% | 0.00 | 0.00 | 83.49K |
BROADCOM INCSOLE | COM | 106.58K | SH | $35.16M 2.61% | 0.00 | 0.00 | 106.58K |
ARCHER DANIELS MIDLAND COSOLE | COM | 587.77K | SH | $35.11M 2.61% | 0.00 | 0.00 | 587.77K |
CISCO SYS INCSOLE | COM | 493.91K | SH | $33.79M 2.51% | 0.00 | 0.00 | 493.91K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 112.65K | SH | $31.79M 2.36% | 0.00 | 0.00 | 112.65K |
GALLAGHER ARTHUR J & COSOLE | COM | 88.44K | SH | $27.39M 2.04% | 0.00 | 0.00 | 88.44K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 258.64K | SH | $25.82M 1.92% | 0.00 | 0.00 | 258.64K |
MCDONALDS CORPSOLE | COM | 84.19K | SH | $25.58M 1.90% | 0.00 | 0.00 | 84.19K |
JOHNSON & JOHNSONSOLE | COM | 127.89K | SH | $23.71M 1.76% | 0.00 | 0.00 | 127.89K |
ISHARES TRSOLE | MSCI USA QLT FCT | 114.60K | SH | $22.29M 1.66% | 0.00 | 0.00 | 114.60K |
NVIDIA CORPORATIONSOLE | COM | 116.10K | SH | $21.66M 1.61% | 0.00 | 0.00 | 116.10K |
ISHARES TRSOLE | CORE S&P500 ETF | 32K | SH | $21.42M 1.59% | 0.00 | 0.00 | 32K |
LAM RESEARCH CORPSOLE | COM NEW | 159.43K | SH | $21.35M 1.59% | 0.00 | 0.00 | 159.43K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 71.74K | SH | $21.06M 1.56% | 0.00 | 0.00 | 71.74K |
META PLATFORMS INCSOLE | CL A | 27.72K | SH | $20.36M 1.51% | 0.00 | 0.00 | 27.72K |
DANAHER CORPORATIONSOLE | COM | 102.47K | SH | $20.32M 1.51% | 0.00 | 0.00 | 102.47K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.11K | SH | $20.17M 1.50% | 0.00 | 0.00 | 40.11K |
EATON CORP PLCSOLE | SHS | 53.23K | SH | $19.92M 1.48% | 0.00 | 0.00 | 53.23K |
AMAZON COM INCSOLE | COM | 87.86K | SH | $19.29M 1.43% | 0.00 | 0.00 | 87.86K |
JPMORGAN CHASE & CO.SOLE | COM | 55.05K | SH | $17.36M 1.29% | 0.00 | 0.00 | 55.05K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 273.95K | SH | $16.22M 1.21% | 0.00 | 0.00 | 273.95K |
EXXON MOBIL CORPSOLE | COM | 138.43K | SH | $15.61M 1.16% | 0.00 | 0.00 | 138.43K |
Page 1 of 14
…