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CIK: 0001600145
Total reported value
$1.4B
$1.4B
337 檔
19.9%
At the close of Q4 2025, Van Hulzen Asset Management, LLC disclosed equity holdings valued at approximately $1.4B, spread across 337 reported holdings.
Van Hulzen Asset Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 24 new positions while fully exiting 18 holdings and trimming 74 positions.
Showing top 200 holdings (of 337 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.21% | -0.12% | -4.47% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.97% | +0.49% | +0.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | -0.54% | +1.56% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.73% | -1.31% | -0.89% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.70% | +0.44% | -0.10% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.48% | +0.17% | +1.38% | |
| 7 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 2.48% | -0.37% | — | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | -0.10% | +1.08% | |
| 9 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.92% | -0.35% | +1.60% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 1.92% | -0.02% | +11.25% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.87% | +0.31% | -33.17% | |
| 12 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.81% | -0.20% | +7.94% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.38% | +4.25% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.15% | -1.08% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.23% | +6.63% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | +0.14% | +2.49% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.50% | -0.01% | -10.30% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.44% | -0.96% | -0.55% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.35% | +4.13% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.39% | — | +2.57% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.04% | +2.79% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.31% | +0.12% | +5.54% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.29% | +0.31% | +5.35% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -0.42% | +2.83% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.24% | -0.23% | +365.18% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 1.21% | -0.20% | -1.13% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.09% | -0.04% | +25.43% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.08% | -0.01% | +0.37% | |
| 29 | BALL | Ball CORP | Stock-Consumer Disc | 1.04% | -0.59% | EXIT | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.99% | -0.24% | +0.06% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.98% | -0.01% | +2.34% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.97% | +1.07% | -51.35% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.09% | +4.83% | |
| 34 | EXC | Exelon CORP | Stock-Utilities | 0.92% | -0.10% | +4.66% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.89% | -0.02% | +11.65% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.08% | +2.21% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.83% | +0.15% | +1.12% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | -0.24% | -0.51% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.81% | +0.12% | +2.75% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.04% | +30.38% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.07% | +2.01% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.14% | +2.17% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.68% | -0.16% | +2.99% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | +0.01% | +4.73% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.60% | — | -0.47% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.59% | -0.03% | +0.10% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.56% | +0.08% | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | — | +6332.32% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.50% | -0.43% | — | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.48% | — | +4.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +1% | +365.18% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | +0.63% | Add |
| 3 | DHR | Danaher CORP | +0.4% | +11.25% | Add |
| 4 | NFLX | Netflix Inc | +0.4% | +6332.32% | Add |
| 5 | MBB | Ishares Mbs ETF | +0.3% | +164.50% | Add |
| 6 | TJX | Tjx Companies Inc | +0.2% | +30.38% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +1.08% | Add |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +25.43% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +6.63% | Add |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +1.38% | Add |
| 11 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +11.65% | Add |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +33.54% | Add |
| 13 | IAU | Ishares Gold Trust | +0.1% | -1.13% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +2.83% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | -0.10% | Trim |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.25% | Add |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +5.35% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | +2.17% | Add |
| 19 | CB | Chubb Limited | +0.1% | +1.12% | Add |
| 20 | RLI | Rli CORP | +0.1% | +98.19% | Add |
| 21 | GMED | Globus Medical Inc - A | +0.1% | — | Unchanged |
| 22 | BAC | Bank Of America CORP | +0.1% | +4.73% | Add |
| 23 | CRBN | Ish Low Car Opt Ms Ac Etf-us | +0.1% | +39.73% | Add |
| 24 | AAPL | Apple Inc | +0.1% | -4.47% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.83% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +2.79% | Add |
| 27 | KO | Coca-cola Co/the | +0.1% | +0.37% | Add |
| 28 | STLD | Steel Dynamics Inc | +0.1% | +2.63% | Add |
| 29 | SLV | Ishares Silver Trust | +0.1% | +2.08% | Add |
| 30 | ICVT | Ishares Convertible Bond ETF | +0.1% | +248.98% | Add |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +3.54% | Add |
| 32 | BA | Boeing Co/the | 0% | +101.07% | Add |
| 33 | QCOM | Qualcomm Inc | 0% | +2.75% | Add |
| 34 | RTX | Rtx CORP | 0% | +0.79% | Add |
| 35 | GOOG | Alphabet Inc-cl C | 0% | -3.73% | Trim |
| 36 | ESGU | Ishares Esg Aware Msci USA | 0% | +2.34% | Add |
| 37 | LLY | Eli Lilly & Co | 0% | -4.11% | Trim |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +9.75% | Add |
| 39 | MCD | Mcdonald's CORP | 0% | +1.60% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.49% | Add |
| 41 | V | Visa Inc-class A Shares | 0% | +4.25% | Add |
| 42 | SHEL | Shell Plc-adr | 0% | +0.06% | Add |
| 43 | BMY | Bristol-myers Squibb Co | 0% | +30.23% | Add |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | +59.34% | Add |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +14.11% | Add |
| 46 | TLH | Ishares 10-20 Year Treasury | 0% | +7.28% | Add |
| 47 | PFE | Pfizer Inc | 0% | +46.25% | Add |
| 48 | CMI | Cummins Inc | 0% | -1.51% | Trim |
| 49 | AMGN | Amgen Inc | 0% | +5.18% | Add |
| 50 | ADBE | Adobe Inc | 0% | +6.07% | 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 337 disclosed positions in Q4 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, GOOGL, MSFT) accounted for 19.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
BALL
市值: $14.1M
Top Position Liquidated / Trimmed
NVO
前期市值: $4.0M
During Q4 2025, Van Hulzen Asset Management, LLC's top holdings by market value included AAPL (7.2%)、GOOGL (4.0%)、MSFT (3.9%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q4 2025, Van Hulzen Asset Management, LLC made 193 total portfolio adjustments, initiating 24 new buys, adding to 77 positions, trimming 74 holdings, and fully liquidating 18 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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