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CIK: 0001600145
Total reported value
$1.4B
$1.4B
333 檔
18.9%
In Q3 2025, Van Hulzen Asset Management, LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 333 disclosed stock positions.
In Q3 2025, Van Hulzen Asset Management, LLC displayed an active expansion posture, initiating 42 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 333 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.16% | -0.12% | -0.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.54% | -0.65% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.10% | +0.49% | +0.57% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.76% | -1.31% | -1.45% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.61% | +0.44% | +5.57% | |
| 6 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 2.61% | -0.37% | — | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.51% | +0.31% | -5.19% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 2.36% | +0.17% | -0.36% | |
| 9 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.04% | -0.20% | +6.40% | |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.92% | -0.96% | -0.24% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.90% | -0.35% | +2.09% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.76% | -0.10% | +0.70% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.66% | -0.01% | +2.66% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.15% | +1.18% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.38% | +4.04% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.59% | +1.07% | +0.31% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 1.56% | — | +2.00% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.35% | -7.71% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 1.51% | -0.02% | +2.83% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.50% | +0.14% | +63.74% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.48% | +0.12% | -0.54% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | +0.23% | +4.93% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.04% | +17.91% | |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.21% | +0.31% | +9.11% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.42% | +1.59% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.01% | +1.32% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.11% | -0.20% | +2.92% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | -0.01% | +0.40% | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 0.97% | -0.24% | +0.14% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.95% | -0.01% | +0.50% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.08% | -5.40% | |
| 32 | EXC | Exelon CORP | Stock-Utilities | 0.92% | -0.10% | -0.01% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.09% | -6.96% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.89% | -0.04% | +4.69% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.84% | -0.24% | -0.32% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.01% | +1.44% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | +0.12% | +0.69% | |
| 38 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.77% | — | +2.85% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.07% | +1.27% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.77% | -0.02% | +3.39% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.75% | +0.15% | +0.57% | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.68% | -0.03% | +6.11% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.67% | -0.16% | +4.08% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.14% | -4.54% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | — | +5.03% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.62% | +0.03% | +3.23% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.01% | +1135.67% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.58% | -0.03% | +5.66% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.58% | -0.04% | +11.30% | |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.52% | -0.06% | -1.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | +5.57% | Add |
| 2 | LRCX | Lam Research CORP | +1.2% | +0.31% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.57% | Add |
| 4 | TSLA | Tesla Inc | +0.7% | -1.45% | Trim |
| 5 | NVDA | Nvidia CORP | +0.6% | +1.18% | Add |
| 6 | BAC | Bank Of America CORP | +0.6% | +1135.67% | Add |
| 7 | MSFT | Microsoft CORP | +0.5% | -0.65% | Add |
| 8 | KMI | Kinder Morgan, Inc. | +0.4% | +1.20% | Add |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | +9.11% | Add |
| 10 | SYK | Stryker CORP | +0.4% | -1.47% | Add |
| 11 | DHR | Danaher CORP | +0.3% | +2.83% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +63.74% | Add |
| 13 | DECK | Deckers Outdoor CORP | +0.3% | -1.85% | Add |
| 14 | AMZN | Amazon.com Inc | +0.3% | +4.93% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +17.91% | Add |
| 16 | TJX | Tjx Companies Inc | +0.2% | +11.30% | Add |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | -0.24% | Trim |
| 18 | ETN | Eaton Corporation plc | +0.2% | -0.54% | Add |
| 19 | PEP | Pepsico Inc | +0.2% | +235.32% | Add |
| 20 | ANET | Arista Networks Inc | +0.1% | -4.51% | Trim |
| 21 | HLNE | Hamilton Lane Inc-class A | +0.1% | -3.01% | Add |
| 22 | QYLD | Global X Nasd 100 Cov Call | +0.1% | +8.49% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -7.71% | Add |
| 24 | OEF | Ishares S&p 100 ETF | +0.1% | +5.66% | Add |
| 25 | NFLX | Netflix Inc | +0.1% | +33.86% | Add |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +20.58% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +20.36% | Add |
| 28 | ETHE | Grayscale Ethereum Staking E | +0.1% | -10.39% | Trim |
| 29 | AYI | Acuity Inc | +0.1% | -3.66% | Add |
| 30 | NTRS | Northern Trust CORP | 0% | -0.13% | Add |
| 31 | UNH | Unitedhealth Group Inc | 0% | +117.54% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | +20.70% | Add |
| 33 | ETH | Grayscale Ethereum Staking M | 0% | +4.04% | Add |
| 34 | ITW | Illinois Tool Works | 0% | +5.03% | Add |
| 35 | SPSC | Sps Commerce Inc | 0% | +104.28% | Add |
| 36 | MMSI | Merit Medical Systems Inc | 0% | +115.36% | Add |
| 37 | JJSF | J & J Snack Foods CORP | 0% | -3.23% | Add |
| 38 | STRL | Sterling Infrastructure Inc | 0% | -41.06% | Trim |
| 39 | DE | Deere & Co | 0% | -3.27% | Add |
| 40 | NET | Cloudflare Inc - Class A | 0% | -2.78% | Trim |
| 41 | MSTR | Strategy Inc | 0% | +5.71% | Add |
| 42 | LEN | Lennar Corp-a | 0% | +70.70% | Add |
| 43 | VUG | Vanguard Growth ETF | 0% | +42.19% | Add |
| 44 | PHM | Pultegroup Inc | 0% | +16.62% | Add |
| 45 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -1.32% | Trim |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +4.47% | Add |
| 47 | BTC | Grayscale Bitcoin Mini ETF | 0% | +11.51% | Add |
| 48 | BWXT | Bwx Technologies Inc | 0% | -4.13% | Trim |
| 49 | CMI | Cummins Inc | 0% | +26.63% | Add |
| 50 | AMD | Advanced Micro Devices | 0% | +9.93% | Add |
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 333 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 18.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
ADM
市值: $35.1M
Top Position Liquidated / Trimmed
BDX
前期市值: $14.6M
During Q3 2025, Van Hulzen Asset Management, LLC's top holdings by market value included AAPL (7.2%)、MSFT (4.2%)、GOOGL (3.1%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q3 2025, Van Hulzen Asset Management, LLC made 195 total portfolio adjustments, initiating 42 new buys, adding to 81 positions, trimming 51 holdings, and fully liquidating 21 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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