Van Hulzen Asset Management, LLC Q3 2016 Filing

Filed November 3, 2016

Portfolio Value

$184.2B

Holdings

157

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (157 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
115,183$13.0B7.07%
2
GEGeneral Electric
235,864$7.0B3.79%
3
XOMExxonMobil
69,862$6.1B3.31%
4
SLViShares Silver Trust
297,840$5.4B2.94%
5
METAFacebook
39,540$5.1B2.75%
6
BACVerizon Communications
94,955$4.9B2.68%
7
INTCIntel
122,946$4.6B2.52%
8
CSCOCisco
135,753$4.3B2.34%
9
IAUUSDiShares Gold Trust
306,572$3.9B2.11%
10
VVisa
44,226$3.7B1.99%
11
SOSouthern Company
69,545$3.6B1.94%
12
ABBVAbbvie Inc
55,692$3.5B1.91%
13
KOCoca Cola
80,370$3.4B1.85%
14
WMTWalMart
46,454$3.4B1.82%
15
CMCSAComcast
48,407$3.2B1.74%
16
PPLPPL Corporation
92,587$3.2B1.74%
17
ACNAccenture Limited
25,351$3.1B1.68%
18
CLColgate Palmolive
40,400$3.0B1.63%
19
DHRDanaher
37,809$3.0B1.61%
20
Eaton
44,617$2.9B1.59%
21
PFEPfizer
85,415$2.9B1.57%
22
NKENike
52,085$2.7B1.49%
23
Regions Bank 6.375% Pref
104,800$2.7B1.47%
24
KSSKohls Corp
60,944$2.7B1.45%
25
BXUSDBlackstone Group
103,200$2.6B1.43%
26
ORCLOracle
65,049$2.6B1.39%
27
USBUS Bancorp
58,956$2.5B1.37%
28
HSYHershey
25,471$2.4B1.32%
29
EMREmerson Electric
44,502$2.4B1.32%
30
SPYS&P 500 Unit Trust
10,835$2.3B1.27%
31
DDominion Resources
30,504$2.3B1.23%
32
BRK/BBerkshire Hathaway
15,340$2.2B1.20%
33
COSTCostco
14,024$2.1B1.16%
34
OXYOccidental Petroleum
28,605$2.1B1.13%
35
BMYBristol Myers Squibb
35,433$1.9B1.04%
36
BBTUSDBB&T
50,000$1.9B1.02%
37
GILDGilead Sciences
23,548$1.9B1.01%
38
C V0 10/30/40Citigroup 7.85% Pref
70,773$1.9B1.01%
39
DECKDecker's Outdoor
30,429$1.8B0.98%
40
GOOGLGoogle A Shares
2,242$1.8B0.98%
41
TSLATesla Motors
8,565$1.7B0.95%
42
CVXChevron
16,280$1.7B0.91%
43
HN9Hanesbrands Inc
55,896$1.4B0.77%
44
WFC 7.5 PERP LWells Fargo 7.5% Pref
1,068$1.4B0.76%
45
SYKStryker Corporation
11,885$1.4B0.75%
46
FIVEFive Below
32,845$1.3B0.72%
47
Reynolds American
24,622$1.2B0.63%
48
PGProcter & Gamble
12,306$1.1B0.60%
49
FITBFifth Third Bancorp
52,800$1.1B0.59%
50
TDToronto Dominion Bank
23,567$1.0B0.57%
51
CHGGChegg
146,000$1.0B0.56%
52
CQPCheniere Energy Partners
34,319$1.0B0.54%
53
NXPINXP Semiconductor
9,775$997.0M0.54%
54
SBUXStarbucks
17,869$967.0M0.52%
55
CMGChipotle Mexican Grill
2,273$963.0M0.52%
56
IBMIBM
5,644$897.0M0.49%
57
NTRSNorthern Trust
12,705$864.0M0.47%
58
BKBank of New York
21,081$841.0M0.46%
59
IFNIndia Fund
33,137$824.0M0.45%
60
RFRegions Financial
83,000$819.0M0.44%
61
MPTMedical Properties Trust
52,650$778.0M0.42%
62
SLBSchlumberger
9,770$768.0M0.42%
63
IVViShares S&P 500 Index
3,433$747.0M0.41%
64
DWS High Income Trust
80,900$745.0M0.40%
65
HCQAMN Healthcare Services
21,390$682.0M0.37%
66
Pattern Energy Group
30,250$680.0M0.37%
67
AWRAmerican States Water
16,065$643.0M0.35%
68
SLG 6.5 PERP ISL Green Realty 6.5% Pref
24,200$639.0M0.35%
69
EightpointThree Energy
42,836$617.0M0.33%
70
CVSCVS Health
6,650$592.0M0.32%
71
EFAiShares MSCI EAFE Index
9,220$545.0M0.30%
72
SYYSysco
10,542$517.0M0.28%
73
JNJJohnson & Johnson
4,280$506.0M0.27%
74
ORealty Income
7,450$499.0M0.27%
75
Sabra Health Pref 7.125%
18,334$492.0M0.27%
76
Real Estate Trust 7.95% Pref
17,700$457.0M0.25%
77
WFCWells Fargo
9,697$429.0M0.23%
78
Tortoise MLP Fund
20,370$407.0M0.22%
79
DBLDoubleLine Credit Fund
15,700$403.0M0.22%
80
Proshares Ultrashort S&P 500
24,000$393.0M0.21%
81
MSFTMicrosoft
6,520$376.0M0.20%
82
ESSEssex Property Trust
1,625$362.0M0.20%
83
TWTRUSDTwitter
15,186$350.0M0.19%
84
PEPPepsico
3,221$350.0M0.19%
85
DISWalt Disney
3,729$346.0M0.19%
86
MRKMerck
5,504$344.0M0.19%
87
JCIJohnson Controls Intl
6,796$316.0M0.17%
88
BABoeing
2,400$316.0M0.17%
89
BANXStoneCastle Financial
15,000$280.0M0.15%
90
Health Care Property REIT
7,344$279.0M0.15%
91
VWOVanguard Emerging Mrkt ETF
7,382$278.0M0.15%
92
DYHTarget
3,947$271.0M0.15%
93
Whole Foods Market
9,530$270.0M0.15%
94
MOAltria Group
4,055$256.0M0.14%
95
EPDEnterprise Products Partners
9,210$254.0M0.14%
96
WhiteWave Foods
4,600$250.0M0.14%
97
CECOCeco Environmental Corp
21,645$244.0M0.13%
98
KELKellogg
3,150$244.0M0.13%
99
ETEnergy Transfer Partners
6,500$241.0M0.13%
100
FASTFastenal
5,492$229.0M0.12%
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