VAN HULZEN ASSET MANAGEMENT, LLC

PrivateCIK: 1600145
Location

EL DORADO HILLS, CA

362
Positions
$1.35B
Total AUM (reported)
11.17M
Total Shares

Allocation by class

TOTAL AUM$1.35B362 positions
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 313.7%4–1016.1%11–2522.4%Rest47.8%TOP 1029.8%0%100%
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

SOLE
COM
Shares366.14K
TypeSH
Market value$92.92M
6.90%
Sole
0.00
Shared
0.00
None
366.14K

ALPHABET INC

SOLE
CAP STK CL A
Shares171.22K
TypeSH
Market value$49.24M
3.66%
Sole
0.00
Shared
0.00
None
171.22K

MICROSOFT CORP

SOLE
COM
Shares115.49K
TypeSH
Market value$42.75M
3.18%
Sole
0.00
Shared
0.00
None
115.49K

ARCHER DANIELS MIDLAND CO

SOLE
COM
Shares528.97K
TypeSH
Market value$38.45M
2.86%
Sole
0.00
Shared
0.00
None
528.97K

BROADCOM INC

SOLE
COM
Shares101.80K
TypeSH
Market value$31.51M
2.34%
Sole
0.00
Shared
0.00
None
101.80K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares63.56K
TypeSH
Market value$30.46M
2.26%
Sole
0.00
Shared
0.00
None
63.56K

TESLA INC

SOLE
COM
Shares81.52K
TypeSH
Market value$30.31M
2.25%
Sole
0.00
Shared
0.00
None
81.52K

JOHNSON & JOHNSON

SOLE
COM
Shares123.83K
TypeSH
Market value$30.27M
2.25%
Sole
0.00
Shared
0.00
None
123.83K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares115.28K
TypeSH
Market value$27.94M
2.08%
Sole
0.00
Shared
0.00
None
115.28K

EXXON MOBIL CORP

SOLE
COM
Shares162.16K
TypeSH
Market value$27.51M
2.04%
Sole
0.00
Shared
0.00
None
162.16K

MCDONALDS CORP

SOLE
COM
Shares85.39K
TypeSH
Market value$26.54M
1.97%
Sole
0.00
Shared
0.00
None
85.39K

CISCO SYS INC

SOLE
COM
Shares322.94K
TypeSH
Market value$25.06M
1.86%
Sole
0.00
Shared
0.00
None
322.94K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares33.45K
TypeSH
Market value$21.85M
1.62%
Sole
0.00
Shared
0.00
None
33.45K

AMAZON COM INC

SOLE
COM
Shares104.45K
TypeSH
Market value$21.75M
1.62%
Sole
0.00
Shared
0.00
None
104.45K

DANAHER CORP DEL

SOLE
COM
Shares113.55K
TypeSH
Market value$21.53M
1.60%
Sole
0.00
Shared
0.00
None
113.55K

CHUBB LTD SWITZ

SOLE
COM
Shares64.02K
TypeSH
Market value$20.87M
1.55%
Sole
0.00
Shared
0.00
None
64.02K

NVIDIA CORPORATION

SOLE
COM
Shares119.30K
TypeSH
Market value$20.81M
1.55%
Sole
0.00
Shared
0.00
None
119.30K

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares102.59K
TypeSH
Market value$19.68M
1.46%
Sole
0.00
Shared
0.00
None
102.59K

EATON CORP PLC

SOLE
SHS
Shares54.45K
TypeSH
Market value$19.47M
1.45%
Sole
0.00
Shared
0.00
None
54.45K

PEPSICO INC

SOLE
COM
Shares120.08K
TypeSH
Market value$18.65M
1.39%
Sole
0.00
Shared
0.00
None
120.08K

JPMORGAN CHASE & CO

SOLE
COM
Shares63.37K
TypeSH
Market value$18.64M
1.39%
Sole
0.00
Shared
0.00
None
63.37K

META PLATFORMS INC

SOLE
CL A
Shares30.73K
TypeSH
Market value$17.58M
1.31%
Sole
0.00
Shared
0.00
None
30.73K

BLACKROCK ETF TRUST

SOLE
ISHARES US EQUIT
Shares290.65K
TypeSH
Market value$16.91M
1.26%
Sole
0.00
Shared
0.00
None
290.65K

SHELL PLC

SOLE
SPON ADS
Shares173.20K
TypeSH
Market value$16.11M
1.20%
Sole
0.00
Shared
0.00
None
173.20K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares181.39K
TypeSH
Market value$15.99M
1.19%
Sole
0.00
Shared
0.00
None
181.39K
Page 1 of 15