Van Hulzen Asset Management, LLC 13F Holdings · Q2 2026
Van Hulzen Asset Management, LLC reported 387 securities worth $1.41B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (6.78%), GOOGL (4.15%), AVGO (2.78%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $95.3M | 6.78% | 329,239 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $58.3M | 4.15% | 163,138 | Trimmed |
| 3 | AVGO | BROADCOM INC | $39.1M | 2.78% | 103,516 | Added |
| 4 | MSFT | MICROSOFT CORP | $37.1M | 2.64% | 99,491 | Trimmed |
| 5 | ADM | ARCHER DANIELS MIDLAND CO | $35.0M | 2.49% | 458,267 | Trimmed |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $33.7M | 2.40% | 67,274 | Added |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | $31.7M | 2.25% | 112,688 | Trimmed |
| 8 | LRCX | LAM RESEARCH CORP | $31.6M | 2.25% | 72,928 | Trimmed |
| 9 | CSCO | CISCO SYS INC | $30.4M | 2.17% | 259,194 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $30.2M | 2.15% | 118,886 | Trimmed |
| 11 | IVV | ISHARES TR | $28.1M | 2.00% | 37,516 | Added |
| 12 | AMZN | AMAZON COM INC | $26.1M | 1.85% | 109,314 | Added |
| 13 | CB | CHUBB LIMITED | $24.0M | 1.70% | 70,297 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $23.9M | 1.70% | 119,405 | Added |
| 15 | MCD | MCDONALDS CORP | $22.7M | 1.62% | 84,094 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $22.7M | 1.62% | 166,116 | Added |
| 17 | DHR | DANAHER CORP DEL | $22.2M | 1.58% | 116,555 | Added |
| 18 | DYNF | BLACKROCK ETF TRUST | $22.1M | 1.57% | 325,210 | Added |
| 19 | ETN | EATON CORP PLC | $22.1M | 1.57% | 51,780 | Trimmed |
| 20 | QUAL | ISHARES TR | $20.3M | 1.45% | 92,649 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $20.1M | 1.43% | 61,539 | Trimmed |
| 22 | KO | COCA COLA CO | $16.5M | 1.17% | 202,915 | Trimmed |
| 23 | PEP | PEPSICO INC | $16.3M | 1.16% | 120,514 | Added |
| 24 | BINC | BLACKROCK ETF TRUST II | $15.4M | 1.10% | 294,719 | Trimmed |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $14.6M | 1.04% | 19,608 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR