Van Hulzen Asset Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.3T
Holdings
333
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (333 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 378,227 | $96.3B | 7.16% | |
| 2 | MSFTMICROSOFT CORP | 108,065 | $56.0B | 4.16% | |
| 3 | GOOGLALPHABET INC | 171,600 | $41.7B | 3.10% | |
| 4 | TSLATESLA INC | 83,493 | $37.1B | 2.76% | |
| 5 | AVGOBROADCOM INC | 106,580 | $35.2B | 2.61% | |
| 6 | ADMARCHER DANIELS MIDLAND CO | 587,767 | $35.1B | 2.61% | |
| 7 | CSCOCISCO SYS INC | 493,911 | $33.8B | 2.51% | |
| 8 | IBMINTERNATIONAL BUSINESS MACHS | 112,650 | $31.8B | 2.36% | |
| 9 | AJGGALLAGHER ARTHUR J & CO | 88,445 | $27.4B | 2.04% | |
| 10 | FBTCFIDELITY WISE ORIGIN BITCOIN | 258,644 | $25.8B | 1.92% | |
| 11 | MCDMCDONALDS CORP | 84,189 | $25.6B | 1.90% | |
| 12 | JNJJOHNSON & JOHNSON | 127,892 | $23.7B | 1.76% | |
| 13 | QUALISHARES TR | 114,598 | $22.3B | 1.66% | |
| 14 | NVDANVIDIA CORPORATION | 118,102 | $22.0B | 1.64% | |
| 15 | IVVISHARES TR | 31,997 | $21.4B | 1.59% | |
| 16 | LRCXLAM RESEARCH CORP | 159,434 | $21.3B | 1.59% | |
| 17 | ADPAUTOMATIC DATA PROCESSING IN | 71,741 | $21.1B | 1.56% | |
| 18 | METAMETA PLATFORMS INC | 27,718 | $20.4B | 1.51% | |
| 19 | DHRDANAHER CORPORATION | 102,473 | $20.3B | 1.51% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 40,111 | $20.2B | 1.50% | |
| 21 | ETNEATON CORP PLC | 53,232 | $19.9B | 1.48% | |
| 22 | AMZNAMAZON COM INC | 87,860 | $19.3B | 1.43% | |
| 23 | JPMJPMORGAN CHASE & CO. | 55,048 | $17.4B | 1.29% | |
| 24 | DYNFBLACKROCK ETF TRUST | 273,946 | $16.2B | 1.21% | |
| 25 | XOMEXXON MOBIL CORP | 138,430 | $15.6B | 1.16% | |
| 26 | PGPROCTER AND GAMBLE CO | 99,145 | $15.2B | 1.13% | |
| 27 | IAU*ISHARES GOLD TR | 204,746 | $14.9B | 1.11% | |
| 28 | KOCOCA COLA CO | 209,145 | $13.9B | 1.03% | |
| 29 | SHELSHELL PLC | 183,090 | $13.1B | 0.97% | |
| 30 | ESGUISHARES TR | 87,848 | $12.8B | 0.95% | |
| 31 | COSTCOSTCO WHSL CORP NEW | 13,685 | $12.7B | 0.94% | |
| 32 | PEOEXELON CORP | 274,622 | $12.4B | 0.92% | |
| 33 | SPYSPDR S&P 500 ETF TR | 17,935 | $11.9B | 0.89% | |
| 34 | BINCBLACKROCK ETF TRUST II | 224,336 | $11.9B | 0.89% | |
| 35 | AGGISHARES TR | 113,167 | $11.3B | 0.84% | |
| 36 | DISDISNEY WALT CO | 94,903 | $10.9B | 0.81% | |
| 37 | QCOMQUALCOMM INC | 62,473 | $10.4B | 0.77% | |
| 38 | MDLZMONDELEZ INTL INC | 166,230 | $10.4B | 0.77% | |
| 39 | ABBVABBVIE INC | 44,552 | $10.3B | 0.77% | |
| 40 | EFVISHARES TR | 151,776 | $10.3B | 0.77% | |
| 41 | CBCHUBB LIMITED | 35,951 | $10.1B | 0.75% | |
| 42 | TFLOISHARES TR | 180,965 | $9.2B | 0.68% | |
| 43 | USMVISHARES TR | 95,305 | $9.1B | 0.67% | |
| 44 | GQ9SPDR GOLD TR | 25,382 | $9.0B | 0.67% | |
| 45 | ITWILLINOIS TOOL WKS INC | 33,359 | $8.7B | 0.65% | |
| 46 | EFGISHARES TR | 73,823 | $8.4B | 0.62% | |
| 47 | BACBANK AMERICA CORP | 154,138 | $8.0B | 0.59% | |
| 48 | OEFISHARES TR | 23,612 | $7.9B | 0.58% | |
| 49 | TJXTJX COS INC NEW | 54,151 | $7.8B | 0.58% | |
| 50 | GBTCGRAYSCALE BITCOIN TRUST ETF | 78,572 | $7.1B | 0.52% | |
| 51 | BRK-BBERKSHIRE HATHAWAY INC DEL | 9 | $6.8B | 0.50% | |
| 52 | KMIKINDER MORGAN INC DEL | 228,020 | $6.5B | 0.48% | |
| 53 | ROPROPER TECHNOLOGIES INC | 12,499 | $6.2B | 0.46% | |
| 54 | DECKDECKERS OUTDOOR CORP | 60,754 | $6.2B | 0.46% | |
| 55 | VVISA INC | 17,194 | $5.9B | 0.44% | |
| 56 | SYKSTRYKER CORPORATION | 15,412 | $5.7B | 0.42% | |
| 57 | SHYISHARES TR | 65,945 | $5.5B | 0.41% | |
| 58 | EMXCISHARES INC | 80,675 | $5.4B | 0.40% | |
| 59 | TLHISHARES TR | 49,727 | $5.1B | 0.38% | |
| 60 | RTXRTX CORPORATION | 30,016 | $5.0B | 0.37% | |
| 61 | ADBEADOBE INC | 13,778 | $4.9B | 0.36% | |
| 62 | EMBISHARES TR | 50,616 | $4.8B | 0.36% | |
| 63 | ANETARISTA NETWORKS INC | 32,344 | $4.7B | 0.35% | |
| 64 | NTRSNORTHERN TR CORP | 33,862 | $4.6B | 0.34% | |
| 65 | IGIBISHARES TR | 81,681 | $4.4B | 0.33% | |
| 66 | NEARISHARES U S ETF TR | 84,675 | $4.3B | 0.32% | |
| 67 | HONHONEYWELL INTL INC | 20,005 | $4.2B | 0.31% | |
| 68 | GDGENERAL DYNAMICS CORP | 12,336 | $4.2B | 0.31% | |
| 69 | UNHUNITEDHEALTH GROUP INC | 12,119 | $4.2B | 0.31% | |
| 70 | NVONOVO-NORDISK A S | 71,970 | $4.0B | 0.30% | |
| 71 | CVXCHEVRON CORP NEW | 23,644 | $3.7B | 0.27% | |
| 72 | PEPPEPSICO INC | 25,283 | $3.6B | 0.26% | |
| 73 | WMTWALMART INC | 33,211 | $3.4B | 0.25% | |
| 74 | FSMDFIDELITY COVINGTON TRUST | 77,279 | $3.4B | 0.25% | |
| 75 | ORCLORACLE CORP | 12,026 | $3.4B | 0.25% | |
| 76 | MCKMCKESSON CORP | 4,307 | $3.3B | 0.25% | |
| 77 | CSXCSX CORP | 93,000 | $3.3B | 0.25% | |
| 78 | DAPPVANECK ETF TRUST | 147,952 | $3.2B | 0.24% | |
| 79 | QLYSQUALYS INC | 23,731 | $3.1B | 0.23% | |
| 80 | RSPINVESCO EXCHANGE TRADED FD T | 16,475 | $3.1B | 0.23% | |
| 81 | STLDSTEEL DYNAMICS INC | 21,428 | $3.0B | 0.22% | |
| 82 | NDQINVESCO QQQ TR | 4,910 | $2.9B | 0.22% | |
| 83 | LNGCHENIERE ENERGY INC | 12,159 | $2.9B | 0.21% | |
| 84 | MTUMISHARES TR | 10,828 | $2.8B | 0.21% | |
| 85 | EWEDWARDS LIFESCIENCES CORP | 34,024 | $2.6B | 0.20% | |
| 86 | HDHOME DEPOT INC | 6,351 | $2.6B | 0.19% | |
| 87 | VIGVANGUARD SPECIALIZED FUNDS | 11,852 | $2.6B | 0.19% | |
| 88 | HLNEHAMILTON LANE INC | 18,663 | $2.5B | 0.19% | |
| 89 | LRNSTRIDE INC | 16,504 | $2.5B | 0.18% | |
| 90 | AWCAMERICAN WTR WKS CO INC NEW | 17,634 | $2.5B | 0.18% | |
| 91 | STIPISHARES TR | 23,332 | $2.4B | 0.18% | |
| 92 | AWRAMER STATES WTR CO | 32,057 | $2.4B | 0.17% | |
| 93 | ABTABBOTT LABS | 17,377 | $2.3B | 0.17% | |
| 94 | SPSCSPS COMM INC | 22,181 | $2.3B | 0.17% | |
| 95 | MMSIMERIT MED SYS INC | 27,538 | $2.3B | 0.17% | |
| 96 | JEPIJ P MORGAN EXCHANGE TRADED F | 39,745 | $2.3B | 0.17% | |
| 97 | MBBISHARES TR | 23,831 | $2.3B | 0.17% | |
| 98 | AITAPPLIED INDL TECHNOLOGIES IN | 8,619 | $2.3B | 0.17% | |
| 99 | ICEINTERCONTINENTAL EXCHANGE IN | 13,124 | $2.2B | 0.16% | |
| 100 | ADUSADDUS HOMECARE CORP | 18,554 | $2.2B | 0.16% |
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