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CIK: 0001600145
Total reported value
$1.4B
$1.4B
322 檔
16.5%
The Q2 2025 SEC filing reveals that Van Hulzen Asset Management, LLC held a total portfolio value of $1.4B, covering 322 public equity positions.
During Q2 2025, 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 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.51% | -0.12% | +7.71% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.54% | +1.34% | |
| 3 | CSCO | Cisco Systems Inc | Stock-Tech | 3.02% | +0.31% | +1.91% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.78% | +0.17% | -0.72% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | +0.49% | +4.37% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.32% | +0.44% | +16.21% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.25% | -1.31% | -2.88% | |
| 8 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.22% | -0.20% | +5.06% | |
| 9 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.03% | -0.96% | -0.86% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.01% | -0.35% | +6.46% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.35% | +9.80% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 1.81% | — | +7.38% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.70% | -0.01% | -12.37% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.64% | -0.02% | +57.51% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.10% | +6.86% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.59% | +0.12% | +3.10% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.38% | -0.32% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.15% | +7.77% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.23% | +25.65% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.01% | +7.06% | |
| 21 | LRCX | Lam Research CORP | Stock-Tech | 1.29% | +1.07% | +181.86% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.23% | -0.01% | +5.39% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.42% | +6.12% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.19% | -0.08% | +16.55% | |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.14% | +0.31% | +39.26% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.04% | -0.79% | |
| 27 | SHEL | Shell Plc-adr | Stock-Energy | 1.07% | -0.24% | +0.55% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.20% | -19.56% | |
| 29 | EXC | Exelon CORP | Stock-Utilities | 0.99% | -0.10% | +9.76% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.09% | +4.40% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | +0.14% | +1.03% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.99% | -0.01% | +0.47% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.97% | -0.01% | +0.05% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.94% | -0.04% | +7.43% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.94% | -0.24% | +1.61% | |
| 36 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.91% | — | +2.48% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.86% | +0.15% | +10.84% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.12% | +1.04% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | -0.02% | +1.13% | |
| 40 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.72% | -0.03% | +4.42% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.72% | -0.16% | +2.07% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.07% | +2.84% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.14% | -12.32% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.67% | +0.03% | +1.65% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.14% | +1.51% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.66% | — | +15.64% | |
| 47 | ROP | Roper Technologies Inc | Stock-Tech | 0.58% | -0.12% | +14.83% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.57% | -0.03% | +6.35% | |
| 49 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.56% | -0.06% | -5.44% | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.55% | — | +912.68% |
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 322 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, CSCO) accounted for 16.5% of total reported equity market value during Q2 2025.
During Q2 2025, Van Hulzen Asset Management, LLC's top holdings by market value included AAPL (6.5%)、MSFT (4.5%)、CSCO (3.0%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q2 2025, 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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