Van Hulzen Asset Management, LLC

CIK 0001600145 · EL DORADO HILLS, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Van Hulzen Asset Management, LLC reported 387 positions worth $1.41B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AAPL (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.41B
2026 Q2
Positions
387
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.1%
Est. Net Flow (Q)
2026 Q2
10 / 387 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$95.3M6.78%329,239
2GOOGLALPHABET INCSH$58.3M4.15%163,138
3AVGOBROADCOM INCSH$39.1M2.78%103,516
4MSFTMICROSOFT CORPSH$37.1M2.64%99,491
5ADMARCHER DANIELS MIDLAND COSH$35.0M2.49%458,267
6BRK-BBERKSHIRE HATHAWAY INC DELSH$33.7M2.40%67,274
7IBMINTERNATIONAL BUSINESS MACHSSH$31.7M2.25%112,688
8LRCXLAM RESEARCH CORPSH$31.6M2.25%72,928
9CSCOCISCO SYS INCSH$30.4M2.17%259,194
10JNJJOHNSON & JOHNSONSH$30.2M2.15%118,886

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Van Hulzen Asset Management, LLC hold as of Q2 2026?

Van Hulzen Asset Management, LLC reported 387 positions worth $1.41B in its Q2 2026 13F filing. Largest positions: AAPL (6.8%), GOOGL (4.1%), AVGO (2.8%), MSFT (2.6%) and ADM (2.5%).

What did Van Hulzen Asset Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Van Hulzen Asset Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.