§ 13F · FUND PROFILE
Van Hulzen Asset Management, LLC.
AUM · $1.4B (13F)Positions · 388Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 329K | $95M | 6.8% | −10% |
| 2 | GOOGL | ALPHABET INC | 163K | $58M | 4.1% | −5% |
| 3 | AVGO | BROADCOM INC | 104K | $39M | 2.8% | +2% |
| 4 | MSFT | MICROSOFT CORP | 99K | $37M | 2.6% | −14% |
| 5 | ADM | ARCHER DANIELS MIDLAND CO | 458K | $35M | 2.5% | −13% |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | 113K | $32M | 2.3% | −2% |
| 7 | LRCX | LAM RESEARCH CORP | 73K | $32M | 2.2% | −2% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 62K | $31M | 2.2% | +6% |
| 9 | CSCO | CISCO SYS INC | 259K | $30M | 2.2% | −20% |
| 10 | JNJ | JOHNSON & JOHNSON | 119K | $30M | 2.1% | −4% |
§ 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 $1.4 billion in assets. The fund runs a broad portfolio of 388 positions.
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