§ 13F · FUND PROFILE
Van Hulzen Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 336Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 366K | $93M | 6.9% | +1% |
| 2 | GOOGL | ALPHABET INC | 171K | $49M | 3.7% | −1% |
| 3 | MSFT | MICROSOFT CORP | 115K | $43M | 3.2% | +5% |
| 4 | ADM | ARCHER DANIELS MIDLAND CO | 529K | $38M | 2.9% | −10% |
| 5 | AVGO | BROADCOM INC | 102K | $32M | 2.3% | −4% |
| 6 | TSLA | TESLA INC | 82K | $30M | 2.3% | −1% |
| 7 | JNJ | JOHNSON & JOHNSON | 124K | $30M | 2.2% | −4% |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 115K | $28M | 2.1% | +1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 58K | $28M | 2.1% | +55% |
| 10 | XOM | EXXON MOBIL CORP | 162K | $28M | 2.0% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAN SIGNAL
AC read
Van Hulzen Asset Management, LLC is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 336 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed