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CIK: 0001600145
Total reported value
$1.4B
$1.4B
1158 檔
19.6%
During the Q4 2024 filing period, Van Hulzen Asset Management, LLC (CIK: 0001600145) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 1158 reported positions.
During Q4 2024, Van Hulzen Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1158 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.56% | -0.12% | -9.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.54% | +1.37% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | +0.49% | +0.99% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.82% | +0.17% | -5.73% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.20% | +0.07% | +1.79% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.19% | -1.31% | +0.75% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.19% | -0.35% | +2.12% | |
| 8 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.03% | -0.20% | +1.97% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.89% | +0.31% | -0.19% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 1.72% | +0.12% | +0.03% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.69% | -0.01% | +1.74% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 1.67% | — | +1.02% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +0.15% | -24.77% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.10% | +1.19% | |
| 15 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.55% | -0.96% | -2.77% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.51% | -0.01% | +0.33% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.44% | +27.22% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.01% | +658.10% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | +0.23% | +0.99% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.38% | +2.45% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.28% | -0.02% | +1.20% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | +0.14% | +4.10% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.42% | +4.01% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.12% | -0.01% | +0.87% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.02% | -0.01% | +2.98% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.35% | -2.31% | |
| 27 | EXC | Exelon CORP | Stock-Utilities | 0.97% | -0.10% | +1.76% | |
| 28 | SLB | Slb LTD | Stock-Energy | 0.94% | -0.08% | — | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.88% | -0.20% | +1.82% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.87% | -0.24% | +1.90% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.84% | -0.01% | -2.44% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.04% | +2.50% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.15% | +1.75% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.82% | +0.14% | +3.71% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.09% | +1.14% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.81% | -0.24% | +1.41% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.08% | -1.15% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.79% | -0.12% | +1.22% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | -0.32% | EXIT | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.77% | — | +2.55% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.73% | +0.15% | +2622.73% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | -0.04% | +6.05% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.12% | +1.95% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.60% | +0.01% | +2.43% | |
| 45 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.59% | — | +2.27% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | -0.16% | +2.67% | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.58% | -0.04% | +22.49% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.03% | +0.45% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.57% | -0.02% | +1.85% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.14% | +1.15% |
According to official SEC Form 13F filings, Van Hulzen Asset Management, LLC reported a total U.S. public equity portfolio value of $1.4B across 1158 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 19.6% of total reported equity market value during Q4 2024.
During Q4 2024, Van Hulzen Asset Management, LLC's top holdings by market value included AAPL (7.6%)、MSFT (4.4%)、GOOGL (3.2%). The largest single position, AAPL, represented 7.6% of total portfolio value.
In Q4 2024, Van Hulzen Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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