Filed: 2/6/2026ACC: 0001765380-26-000079
📋 What this filing means
VAN HULZEN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 338 equity positions with a total reported market value of $1.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
338
Positions
$1.36B
Total AUM (reported)
11.15M
Total Shares
Allocation by class
COM$835.18M61.3%
CAP STK CL A$54.05M4.0%
SHS$53.83M4.0%
CL A$40.98M3.0%
CORE S&P500 ETF$22.85M1.7%
CL B NEW$20.66M1.5%
MSCI USA QLT FCT$20.42M1.5%
Portfolio Concentration
Top 3$205.35M15.1%
4–10$220.67M16.2%
11–25$302.75M22.2%
Rest$633.66M46.5%
Top 3 weight
15.1%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 11.15M
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
11.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole338
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings338
Rows:
APPLE INC
SOLEShares361.31K
TypeSH
Market value$98.23M
7.21%
Sole
0.00
Shared
0.00
None
361.31K
ALPHABET INC
SOLEShares172.68K
TypeSH
Market value$54.05M
3.97%
Sole
0.00
Shared
0.00
None
172.68K
MICROSOFT CORP
SOLEShares109.75K
TypeSH
Market value$53.08M
3.90%
Sole
0.00
Shared
0.00
None
109.75K
TESLA INC
SOLEShares82.75K
TypeSH
Market value$37.21M
2.73%
Sole
0.00
Shared
0.00
None
82.75K
BROADCOM INC
SOLEShares106.48K
TypeSH
Market value$36.85M
2.70%
Sole
0.00
Shared
0.00
None
106.48K
INTERNATIONAL BUSINESS MACHS
SOLEShares114.20K
TypeSH
Market value$33.83M
2.48%
Sole
0.00
Shared
0.00
None
114.20K
ARCHER DANIELS MIDLAND CO
SOLEShares587.77K
TypeSH
Market value$33.79M
2.48%
Sole
0.00
Shared
0.00
None
587.77K
JOHNSON & JOHNSON
SOLEShares129.27K
TypeSH
Market value$26.75M
1.96%
Sole
0.00
Shared
0.00
None
129.27K
MCDONALDS CORP
SOLEShares85.53K
TypeSH
Market value$26.14M
1.92%
Sole
0.00
Shared
0.00
None
85.53K
DANAHER CORPORATION
SOLEShares114K
TypeSH
Market value$26.10M
1.92%
Sole
0.00
Shared
0.00
None
114K
CISCO SYS INC
SOLEShares330.06K
TypeSH
Market value$25.42M
1.87%
Sole
0.00
Shared
0.00
None
330.06K
GALLAGHER ARTHUR J & CO
SOLEShares95.47K
TypeSH
Market value$24.71M
1.81%
Sole
0.00
Shared
0.00
None
95.47K
ISHARES TR
SOLEShares33.36K
TypeSH
Market value$22.85M
1.68%
Sole
0.00
Shared
0.00
None
33.36K
NVIDIA CORPORATION
SOLEShares116.83K
TypeSH
Market value$21.79M
1.60%
Sole
0.00
Shared
0.00
None
116.83K
AMAZON COM INC
SOLEShares93.69K
TypeSH
Market value$21.62M
1.59%
Sole
0.00
Shared
0.00
None
93.69K
BERKSHIRE HATHAWAY INC DEL
SOLEShares41.11K
TypeSH
Market value$20.66M
1.52%
Sole
0.00
Shared
0.00
None
41.11K
ISHARES TR
SOLEShares102.80K
TypeSH
Market value$20.42M
1.50%
Sole
0.00
Shared
0.00
None
102.80K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares257.21K
TypeSH
Market value$19.61M
1.44%
Sole
0.00
Shared
0.00
None
257.21K
META PLATFORMS INC
SOLEShares28.86K
TypeSH
Market value$19.05M
1.40%
Sole
0.00
Shared
0.00
None
28.86K
AUTOMATIC DATA PROCESSING IN
SOLEShares73.59K
TypeSH
Market value$18.93M
1.39%
Sole
0.00
Shared
0.00
None
73.59K
JPMORGAN CHASE & CO.
SOLEShares56.59K
TypeSH
Market value$18.23M
1.34%
Sole
0.00
Shared
0.00
None
56.59K
EATON CORP PLC
SOLEShares56.18K
TypeSH
Market value$17.89M
1.31%
Sole
0.00
Shared
0.00
None
56.18K
BLACKROCK ETF TRUST
SOLEShares288.60K
TypeSH
Market value$17.55M
1.29%
Sole
0.00
Shared
0.00
None
288.60K
EXXON MOBIL CORP
SOLEShares142.34K
TypeSH
Market value$17.13M
1.26%
Sole
0.00
Shared
0.00
None
142.34K
PEPSICO INC
SOLEShares117.61K
TypeSH
Market value$16.88M
1.24%
Sole
0.00
Shared
0.00
None
117.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 361.31K | SH | $98.23M 7.21% | 0.00 | 0.00 | 361.31K |
ALPHABET INCSOLE | CAP STK CL A | 172.68K | SH | $54.05M 3.97% | 0.00 | 0.00 | 172.68K |
MICROSOFT CORPSOLE | COM | 109.75K | SH | $53.08M 3.90% | 0.00 | 0.00 | 109.75K |
TESLA INCSOLE | COM | 82.75K | SH | $37.21M 2.73% | 0.00 | 0.00 | 82.75K |
BROADCOM INCSOLE | COM | 106.48K | SH | $36.85M 2.70% | 0.00 | 0.00 | 106.48K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 114.20K | SH | $33.83M 2.48% | 0.00 | 0.00 | 114.20K |
ARCHER DANIELS MIDLAND COSOLE | COM | 587.77K | SH | $33.79M 2.48% | 0.00 | 0.00 | 587.77K |
JOHNSON & JOHNSONSOLE | COM | 129.27K | SH | $26.75M 1.96% | 0.00 | 0.00 | 129.27K |
MCDONALDS CORPSOLE | COM | 85.53K | SH | $26.14M 1.92% | 0.00 | 0.00 | 85.53K |
DANAHER CORPORATIONSOLE | COM | 114K | SH | $26.10M 1.92% | 0.00 | 0.00 | 114K |
CISCO SYS INCSOLE | COM | 330.06K | SH | $25.42M 1.87% | 0.00 | 0.00 | 330.06K |
GALLAGHER ARTHUR J & COSOLE | COM | 95.47K | SH | $24.71M 1.81% | 0.00 | 0.00 | 95.47K |
ISHARES TRSOLE | CORE S&P500 ETF | 33.36K | SH | $22.85M 1.68% | 0.00 | 0.00 | 33.36K |
NVIDIA CORPORATIONSOLE | COM | 116.83K | SH | $21.79M 1.60% | 0.00 | 0.00 | 116.83K |
AMAZON COM INCSOLE | COM | 93.69K | SH | $21.62M 1.59% | 0.00 | 0.00 | 93.69K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.11K | SH | $20.66M 1.52% | 0.00 | 0.00 | 41.11K |
ISHARES TRSOLE | MSCI USA QLT FCT | 102.80K | SH | $20.42M 1.50% | 0.00 | 0.00 | 102.80K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 257.21K | SH | $19.61M 1.44% | 0.00 | 0.00 | 257.21K |
META PLATFORMS INCSOLE | CL A | 28.86K | SH | $19.05M 1.40% | 0.00 | 0.00 | 28.86K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 73.59K | SH | $18.93M 1.39% | 0.00 | 0.00 | 73.59K |
JPMORGAN CHASE & CO.SOLE | COM | 56.59K | SH | $18.23M 1.34% | 0.00 | 0.00 | 56.59K |
EATON CORP PLCSOLE | SHS | 56.18K | SH | $17.89M 1.31% | 0.00 | 0.00 | 56.18K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 288.60K | SH | $17.55M 1.29% | 0.00 | 0.00 | 288.60K |
EXXON MOBIL CORPSOLE | COM | 142.34K | SH | $17.13M 1.26% | 0.00 | 0.00 | 142.34K |
PEPSICO INCSOLE | COM | 117.61K | SH | $16.88M 1.24% | 0.00 | 0.00 | 117.61K |
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