13F filer

Van Hulzen Asset Management

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 1600145 SEC filings ↗

13F Value

$1.41B

Positions

387

Top Position

AAPL6.8%

Top 5

18.8%

Latest filing changes

vs Mar 31, 2026

1 PANW Palo Alto Networks +437.9%+$6.3M

2 AWK American Wtr Wks +149.8%+$3.4M

3 TSM Taiwan Semiconductor Manufacturing +420.2%+$3.2M

4 IVV iShares Core S&P 500 ETF +12.2%+$3.0M

5 ABNB Airbnb +281.2%+$3.0M

Holdings387

#
1	AAPL Apple	6.8%	$95.3M	-10.1%	329.2K	6.9%	Common Stock
2	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 163,138 reported quantity $58,300,549 reported value	4.1%	$58.3M	-4.7%	163.1K	3.7%	Common Stock
3	AVGO Broadcom	2.8%	$39.1M	+1.7%	103.5K	2.3%	Common Stock
4	MSFT Microsoft	2.6%	$37.1M	-13.9%	99.5K	3.2%	Common Stock
5	ADM Archer Daniels Midland	2.5%	$35.0M	-13.4%	458.3K	2.9%	Common Stock
6	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 67,274 reported quantity $33,663,238 reported value	2.4%	$33.7M	+5.8%	67.3K	2.3%	Common Stock
7	IBM IBM	2.3%	$31.7M	-2.3%	112.7K	2.1%	Common Stock
8	LRCX Lam Research Filing details 512807306 Jun 30, 2026 72,928 reported quantity $31,601,949 reported value	2.2%	$31.6M	-2.3%	72.9K	1.2%	Common Stock
9	CSCO Cisco Systems	2.2%	$30.4M	-19.7%	259.2K	1.9%	Common Stock
10	JNJ Johnson & Johnson	2.1%	$30.2M	-4.0%	118.9K	2.2%	Common Stock
11	IVV iShares Core S&P 500 ETF	2.0%	$28.1M	+12.2%	37.5K	1.6%	ETF
12	AMZN Amazon	1.9%	$26.1M	+4.7%	109.3K	1.6%	Common Stock
13	CB Chubb	1.7%	$24.0M	+9.8%	70.3K	1.6%	Common Stock
14	NVDA NVIDIA	1.7%	$23.9M	+0.1%	119.4K	1.5%	Common Stock
15	MCD McDonald's	1.6%	$22.7M	-1.5%	84.1K	2.0%	Common Stock
16	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 166,116 reported quantity $22,711,372 reported value	1.6%	$22.7M	+2.4%	166.1K	2.0%	Common Stock
17	DHR Danaher	1.6%	$22.2M	+2.7%	116.6K	1.6%	Common Stock
18	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.6%	$22.1M	+11.9%	325.2K	1.3%	ETF
19	ETN Eaton	1.6%	$22.1M	-4.9%	51.8K	1.4%	Common Stock
20	QUAL iShares MSCI USA Quality Factor ETF	1.4%	$20.3M	-9.7%	92.6K	1.5%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing27

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.