Filed: 5/14/2026ACC: 0001765380-26-000214
📋 What this filing means
VAN HULZEN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 362 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.
362
Positions
$1.35B
Total AUM (reported)
11.17M
Total Shares
Allocation by class
COM$800.08M59.4%
SHS$54.71M4.1%
CAP STK CL A$49.24M3.7%
CL A$34.91M2.6%
CL B NEW$30.46M2.3%
COM NEW$23.46M1.7%
CORE S&P500 ETF$21.85M1.6%
Portfolio Concentration
Top 3$184.91M13.7%
4–10$216.45M16.1%
11–25$301.43M22.4%
Rest$643.03M47.8%
Top 3 weight
13.7%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 11.17M
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
11.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole362
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings362
Rows:
APPLE INC
SOLEShares366.14K
TypeSH
Market value$92.92M
6.90%
Sole
0.00
Shared
0.00
None
366.14K
ALPHABET INC
SOLEShares171.22K
TypeSH
Market value$49.24M
3.66%
Sole
0.00
Shared
0.00
None
171.22K
MICROSOFT CORP
SOLEShares115.49K
TypeSH
Market value$42.75M
3.18%
Sole
0.00
Shared
0.00
None
115.49K
ARCHER DANIELS MIDLAND CO
SOLEShares528.97K
TypeSH
Market value$38.45M
2.86%
Sole
0.00
Shared
0.00
None
528.97K
BROADCOM INC
SOLEShares101.80K
TypeSH
Market value$31.51M
2.34%
Sole
0.00
Shared
0.00
None
101.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares63.56K
TypeSH
Market value$30.46M
2.26%
Sole
0.00
Shared
0.00
None
63.56K
TESLA INC
SOLEShares81.52K
TypeSH
Market value$30.31M
2.25%
Sole
0.00
Shared
0.00
None
81.52K
JOHNSON & JOHNSON
SOLEShares123.83K
TypeSH
Market value$30.27M
2.25%
Sole
0.00
Shared
0.00
None
123.83K
INTERNATIONAL BUSINESS MACHS
SOLEShares115.28K
TypeSH
Market value$27.94M
2.08%
Sole
0.00
Shared
0.00
None
115.28K
EXXON MOBIL CORP
SOLEShares162.16K
TypeSH
Market value$27.51M
2.04%
Sole
0.00
Shared
0.00
None
162.16K
MCDONALDS CORP
SOLEShares85.39K
TypeSH
Market value$26.54M
1.97%
Sole
0.00
Shared
0.00
None
85.39K
CISCO SYS INC
SOLEShares322.94K
TypeSH
Market value$25.06M
1.86%
Sole
0.00
Shared
0.00
None
322.94K
ISHARES TR
SOLEShares33.45K
TypeSH
Market value$21.85M
1.62%
Sole
0.00
Shared
0.00
None
33.45K
AMAZON COM INC
SOLEShares104.45K
TypeSH
Market value$21.75M
1.62%
Sole
0.00
Shared
0.00
None
104.45K
DANAHER CORP DEL
SOLEShares113.55K
TypeSH
Market value$21.53M
1.60%
Sole
0.00
Shared
0.00
None
113.55K
CHUBB LTD SWITZ
SOLEShares64.02K
TypeSH
Market value$20.87M
1.55%
Sole
0.00
Shared
0.00
None
64.02K
NVIDIA CORPORATION
SOLEShares119.30K
TypeSH
Market value$20.81M
1.55%
Sole
0.00
Shared
0.00
None
119.30K
ISHARES TR
SOLEShares102.59K
TypeSH
Market value$19.68M
1.46%
Sole
0.00
Shared
0.00
None
102.59K
EATON CORP PLC
SOLEShares54.45K
TypeSH
Market value$19.47M
1.45%
Sole
0.00
Shared
0.00
None
54.45K
PEPSICO INC
SOLEShares120.08K
TypeSH
Market value$18.65M
1.39%
Sole
0.00
Shared
0.00
None
120.08K
JPMORGAN CHASE & CO
SOLEShares63.37K
TypeSH
Market value$18.64M
1.39%
Sole
0.00
Shared
0.00
None
63.37K
META PLATFORMS INC
SOLEShares30.73K
TypeSH
Market value$17.58M
1.31%
Sole
0.00
Shared
0.00
None
30.73K
BLACKROCK ETF TRUST
SOLEShares290.65K
TypeSH
Market value$16.91M
1.26%
Sole
0.00
Shared
0.00
None
290.65K
SHELL PLC
SOLEShares173.20K
TypeSH
Market value$16.11M
1.20%
Sole
0.00
Shared
0.00
None
173.20K
ISHARES GOLD TR
SOLEShares181.39K
TypeSH
Market value$15.99M
1.19%
Sole
0.00
Shared
0.00
None
181.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 366.14K | SH | $92.92M 6.90% | 0.00 | 0.00 | 366.14K |
ALPHABET INCSOLE | CAP STK CL A | 171.22K | SH | $49.24M 3.66% | 0.00 | 0.00 | 171.22K |
MICROSOFT CORPSOLE | COM | 115.49K | SH | $42.75M 3.18% | 0.00 | 0.00 | 115.49K |
ARCHER DANIELS MIDLAND COSOLE | COM | 528.97K | SH | $38.45M 2.86% | 0.00 | 0.00 | 528.97K |
BROADCOM INCSOLE | COM | 101.80K | SH | $31.51M 2.34% | 0.00 | 0.00 | 101.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 63.56K | SH | $30.46M 2.26% | 0.00 | 0.00 | 63.56K |
TESLA INCSOLE | COM | 81.52K | SH | $30.31M 2.25% | 0.00 | 0.00 | 81.52K |
JOHNSON & JOHNSONSOLE | COM | 123.83K | SH | $30.27M 2.25% | 0.00 | 0.00 | 123.83K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 115.28K | SH | $27.94M 2.08% | 0.00 | 0.00 | 115.28K |
EXXON MOBIL CORPSOLE | COM | 162.16K | SH | $27.51M 2.04% | 0.00 | 0.00 | 162.16K |
MCDONALDS CORPSOLE | COM | 85.39K | SH | $26.54M 1.97% | 0.00 | 0.00 | 85.39K |
CISCO SYS INCSOLE | COM | 322.94K | SH | $25.06M 1.86% | 0.00 | 0.00 | 322.94K |
ISHARES TRSOLE | CORE S&P500 ETF | 33.45K | SH | $21.85M 1.62% | 0.00 | 0.00 | 33.45K |
AMAZON COM INCSOLE | COM | 104.45K | SH | $21.75M 1.62% | 0.00 | 0.00 | 104.45K |
DANAHER CORP DELSOLE | COM | 113.55K | SH | $21.53M 1.60% | 0.00 | 0.00 | 113.55K |
CHUBB LTD SWITZSOLE | COM | 64.02K | SH | $20.87M 1.55% | 0.00 | 0.00 | 64.02K |
NVIDIA CORPORATIONSOLE | COM | 119.30K | SH | $20.81M 1.55% | 0.00 | 0.00 | 119.30K |
ISHARES TRSOLE | MSCI USA QLT FCT | 102.59K | SH | $19.68M 1.46% | 0.00 | 0.00 | 102.59K |
EATON CORP PLCSOLE | SHS | 54.45K | SH | $19.47M 1.45% | 0.00 | 0.00 | 54.45K |
PEPSICO INCSOLE | COM | 120.08K | SH | $18.65M 1.39% | 0.00 | 0.00 | 120.08K |
JPMORGAN CHASE & COSOLE | COM | 63.37K | SH | $18.64M 1.39% | 0.00 | 0.00 | 63.37K |
META PLATFORMS INCSOLE | CL A | 30.73K | SH | $17.58M 1.31% | 0.00 | 0.00 | 30.73K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 290.65K | SH | $16.91M 1.26% | 0.00 | 0.00 | 290.65K |
SHELL PLCSOLE | SPON ADS | 173.20K | SH | $16.11M 1.20% | 0.00 | 0.00 | 173.20K |
ISHARES GOLD TRSOLE | ISHARES NEW | 181.39K | SH | $15.99M 1.19% | 0.00 | 0.00 | 181.39K |
Page 1 of 15
…