Van Hulzen Asset Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VH Van Hulzen Asset Management, LLC | Institutional Filer | ▼ 1.22% | $1.35B | 361 |
Current Portfolio Holdings
Showing all 361 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 366K | $92.9M | 6.90% |
| 2 | GOOGL | Alphabet Inc. | Technology | 171K | $49.2M | 3.66% |
| 3 | MSFT | Microsoft Corporation | Technology | 115K | $42.8M | 3.18% |
| 4 | ADM | Archer-Daniels-Midland Company | Consumer Defensive | 529K | $38.5M | 2.86% |
| 5 | AVGO | Broadcom Inc. | Technology | 102K | $31.5M | 2.34% |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 64K | $30.5M | 2.26% |
| 7 | TSLA | Tesla, Inc. | Consumer Cyclical | 82K | $30.3M | 2.25% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 124K | $30.3M | 2.25% |
| 9 | IBM | International Business Machines Corporation | Technology | 115K | $27.9M | 2.08% |
| 10 | XOM | Exxon Mobil Corporation | Energy | 162K | $27.5M | 2.04% |
| 11 | MCD | McDonald's Corporation | Consumer Cyclical | 85K | $26.5M | 1.97% |
| 12 | CSCO | Cisco Systems, Inc. | Technology | 323K | $25.1M | 1.86% |
| 13 | IVV | ISHARES TR | — | 33K | $21.8M | 1.62% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 104K | $21.8M | 1.62% |
| 15 | DHR | Danaher Corporation | Healthcare | 114K | $21.5M | 1.60% |
Showing 1 to 15 of 361 holdings