Van Hulzen Asset Management, LLC
CIK 1600145
13F filing for Q2 2026・No. 2,081
- Holdings
- US$1.41B
- Quarter change
- +US$59.7M
- Entries
- 388
- Net bought (estimate)
- −US$53.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 53
- Sold out 27
- Cut 177
- Added 116
- Corporate actions 2
- Unchanged 41
Largest holdings
387 stocks worth US$1.41B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 329,239 | US$95.27M | 6.78% |
| GOOGLAlphabetCAP STK CL A | Cut | 163,138 | US$58.3M | 4.15% |
| AVGOBroadcomCOM | Added | 103,516 | US$39.1M | 2.78% |
| MSFTMicrosoftCOM | Cut | 99,491 | US$37.11M | 2.64% |
| ADMARCHER DANIELS MIDLAND COCOM | Cut | 458,267 | US$35.01M | 2.49% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 67,274 | US$33.66M | 2.40% |
| INTERNATIONAL BUSINESS MACHSCOM | Cut | 112,688 | US$31.69M | 2.25% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 72,928 | US$31.6M | 2.25% |
| CSCOCISCO SYS INCCOM | Cut | 259,194 | US$30.44M | 2.17% |
| JNJJOHNSON & JOHNSONCOM | Cut | 118,886 | US$30.19M | 2.15% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.