Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Van Hulzen Asset Management, LLC (CIK 1600145) reported $1.35B across 361 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($92.9M, 6.90%), GOOGL ($49.2M, 3.66%), MSFT ($42.8M, 3.18%), ADM ($38.5M, 2.86%), AVGO ($31.5M, 2.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $92.9M | 6.90% | 366,138 | Added |
| 2 | GOOGL | ALPHABET INC | $49.2M | 3.66% | 171,223 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $42.8M | 3.18% | 115,493 | Added |
| 4 | ADM | ARCHER DANIELS MIDLAND CO | $38.5M | 2.86% | 528,967 | Trimmed |
| 5 | AVGO | BROADCOM INC | $31.5M | 2.34% | 101,796 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.5M | 2.26% | 63,565 | Added |
| 7 | TSLA | TESLA INC | $30.3M | 2.25% | 81,520 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $30.3M | 2.25% | 123,829 | Trimmed |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | $27.9M | 2.08% | 115,282 | Added |
| 10 | XOM | EXXON MOBIL CORP | $27.5M | 2.04% | 162,161 | Added |
| 11 | MCD | MCDONALDS CORP | $26.5M | 1.97% | 85,394 | Trimmed |
| 12 | CSCO | CISCO SYS INC | $25.1M | 1.86% | 322,945 | Trimmed |
| 13 | IVV | ISHARES TR | $21.8M | 1.62% | 33,445 | Added |
| 14 | AMZN | AMAZON COM INC | $21.8M | 1.62% | 104,451 | Added |
| 15 | DHR | DANAHER CORP DEL | $21.5M | 1.60% | 113,545 | Trimmed |
| 16 | CB | CHUBB LTD SWITZ | $20.9M | 1.55% | 64,019 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $20.8M | 1.55% | 119,299 | Added |
| 18 | QUAL | ISHARES TR | $19.7M | 1.46% | 102,591 | Trimmed |
| 19 | ETN | EATON CORP PLC | $19.5M | 1.45% | 54,448 | Trimmed |
| 20 | PEP | PEPSICO INC | $18.6M | 1.39% | 120,083 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $18.6M | 1.39% | 63,373 | Added |
| 22 | META | META PLATFORMS INC | $17.6M | 1.31% | 30,727 | Added |
| 23 | DYNF | BLACKROCK ETF TRUST | $16.9M | 1.26% | 290,647 | Added |
| 24 | SHEL | SHELL PLC | $16.1M | 1.20% | 173,203 | Trimmed |
| 25 | IAU | ISHARES GOLD TR | $16.0M | 1.19% | 181,387 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31