Q2 2026 13F · SEC CIK 1600145

Van Hulzen Asset Management, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 387
Top holdings a year, 3 yrs: +14.9%
Assets under management: $2.1B

Van Hulzen Asset Management, LLC is a wealth manager that reported 387 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Apple Inc (AAPL, 6.8%), Alphabet Inc (GOOGL, 4.1%), Broadcom Inc (AVGO, 2.8%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Van Hulzen Asset Management, LLC holdings largest 50 of 387 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Van Hulzen Asset Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.8%	6.9%	329,239	-10.1%	$95.3M
GOOGLAlphabet Inc	4.1%	3.7%	163,138	-4.7%	$58.3M
AVGOBroadcom Inc	2.8%	2.3%	103,516	+1.7%	$39.1M
MSFTMicrosoft Corp	2.6%	3.2%	99,491	-13.9%	$37.1M
ADMArcher Daniels Midland Co	2.5%	2.9%	458,267	-13.4%	$35.0M
BRK-BBerkshire Hathaway Inc Del	2.4%	2.3%	67,274	+5.8%	$33.7M
IBMInternational Business Machs	2.3%	2.1%	112,688	-2.3%	$31.7M
LRCXLam Research Corp	2.2%	1.2%	72,928	-2.3%	$31.6M
CSCOCisco Sys Inc	2.2%	1.9%	259,194	-19.7%	$30.4M
JNJJohnson & Johnson	2.1%	2.3%	118,886	-4.0%	$30.2M
IVVIshares Tr	2.0%	1.6%	37,516	+12.2%	$28.1M
AMZNAmazon Com Inc	1.9%	1.6%	109,314	+4.7%	$26.1M
CBChubb Limited	1.7%	1.6%	70,297	+9.8%	$24.0M
NVDANvidia Corporation	1.7%	1.5%	119,405	+0.1%	$23.9M
MCDMcdonalds Corp	1.6%	2.0%	84,094	-1.5%	$22.7M
XOMExxon Mobil Corp	1.6%	2.0%	166,116	+2.4%	$22.7M
DHRDanaher Corp Del	1.6%	1.6%	116,555	+2.7%	$22.2M
DYNFBlackrock ETF Trust	1.6%	1.3%	325,210	+11.9%	$22.1M
ETNEaton Corp PLC	1.6%	1.4%	51,780	-4.9%	$22.1M
QUALIshares Tr	1.4%	1.5%	92,649	-9.7%	$20.3M
JPMJpmorgan Chase & Co	1.4%	1.4%	61,539	-2.9%	$20.1M
KOCoca Cola Co	1.2%	1.2%	202,915	-2.6%	$16.5M
PEPPepsico Inc	1.2%	1.4%	120,514	+0.4%	$16.3M
BINCBlackrock ETF Trust II	1.1%	1.1%	294,719	-0.1%	$15.4M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.0%	19,608	-0.4%	$14.6M
IAUIshares Gold Tr	1.0%	1.2%	183,362	+1.1%	$13.8M
METAMeta Platforms Inc	1.0%	1.3%	24,046	-21.7%	$13.5M
SHELShell PLC	1.0%	1.2%	173,215	+0.0%	$13.4M
TSLATesla Inc	0.9%	2.3%	31,256	-61.7%	$13.1M
ESGUIshares Tr	0.9%	0.9%	79,800	-11.2%	$13.1M
EFVIshares Tr	0.9%	0.9%	167,256	-1.0%	$12.8M
EXCExelon Corp	0.9%	1.0%	267,381	-1.2%	$12.5M
COSTCostco Wholesale Corporation	0.9%	0.9%	12,989	+2.3%	$12.2M
TJXTjx Cos Inc New	0.8%	0.9%	77,901	+4.7%	$11.8M
ABBVAbbvie Inc	0.8%	0.7%	45,296	-1.2%	$11.4M
JCIJohnson Controls Internation	0.8%	0.8%	77,054	-1.2%	$11.3M
TTTrane Technologies PLC	0.7%	0.6%	20,361	+0.2%	$10.0M
ITWIllinois Tool Wks Inc	0.7%	0.7%	35,860	+0.2%	$9.7M
VVisa Inc	0.6%	—	26,014	—	$8.9M
KMIKinder Morgan Inc Del	0.6%	0.6%	277,516	+10.1%	$8.9M
SLBSlb Limited	0.6%	0.7%	182,753	+2.1%	$8.5M
WMWaste Mgmt Inc Del	0.6%	0.5%	36,813	+22.4%	$8.2M
ROPRoper Technologies Inc	0.6%	0.7%	23,226	-10.5%	$7.9M
EMXCIshares Inc	0.6%	—	76,486	—	$7.8M
AGGIshares Tr	0.6%	0.8%	78,753	-26.1%	$7.8M
PANWPalo Alto Networks Inc	0.6%	—	22,856	—	$7.8M
GLDSpdr Gold Tr	0.5%	0.6%	20,393	+8.6%	$7.5M
EMBIshares Tr	0.5%	0.6%	77,066	-4.2%	$7.4M
OEFIshares Tr	0.5%	0.6%	20,271	-14.5%	$7.4M
CLColgate Palmolive Co	0.5%	—	80,200	—	$7.4M

What Van Hulzen Asset Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	387
Q1 2026	$1.3B	361
Q4 2025	$1.4B	337
Q3 2025	$1.3B	333
Q2 2025	$1.2B	322
Q1 2025	$1.1B	312
Q4 2024	$1.4B	1,158
Q3 2024	$1.4B	319
Q2 2024	$1.5B	302
Q1 2024	$1.5B	320
Q4 2023	$1.4B	309
Q3 2023	$1.3B	299

Questions about Van Hulzen Asset Management, LLC's portfolio

What stocks does Van Hulzen Asset Management, LLC own?

Van Hulzen Asset Management, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 387 positions worth $1.4B. The largest are Apple Inc (AAPL) at 6.8%, Alphabet Inc (GOOGL) at 4.1%, Broadcom Inc (AVGO) at 2.8%, Microsoft Corp (MSFT) at 2.6% and Archer Daniels Midland Co (ADM) at 2.5%.

What did Van Hulzen Asset Management, LLC buy last quarter?

In Q2 2026, Van Hulzen Asset Management, LLC added Waste Mgmt Inc Del (WM) (+22.4% shares), Ishares Tr (IVV) (+12.2% shares) and Blackrock ETF Trust (DYNF) (+11.9% shares), compared with its Q1 2026 filing.

What did Van Hulzen Asset Management, LLC sell last quarter?

In Q2 2026, Van Hulzen Asset Management, LLC cut from its top 50 Fidelity Wise Origin Bitcoin (FBTC), cut from its top 50 Ishares Tr (USMV), cut from its top 50 Cme Group Inc (CME), cut from its top 50 Ball Corp (BALL), Tesla Inc (TSLA) (-61.7% shares), Ishares Tr (AGG) (-26.1% shares) and Meta Platforms Inc (META) (-21.7% shares), compared with its Q1 2026 filing.

How has Van Hulzen Asset Management, LLC's portfolio performed?

A portfolio copying Van Hulzen Asset Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is Van Hulzen Asset Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Van Hulzen Asset Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Van Hulzen Asset Management, LLC manage?

Van Hulzen Asset Management, LLC reported $2.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.