Van Hulzen Asset Management, LLC Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$660.0M

Holdings

293

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (293 positions)

StockValue
DSIISHARES TR
$815K
CMCSACOMCAST CORP NEW
$811K
FIVEFIVE BELOW INC
$806K
NETCLOUDFLARE INC
$758K
NIONIO INC
$738K
ATVIEURACTIVISION BLIZZARD INC
$724K
NEMNEWMONT CORP
$710K
CQPCHENIERE ENERGY PARTNERS LP
$702K
ADBEADOBE SYSTEMS INCORPORATED
$701K
NVDANVIDIA CORPORATION
$692K
HDVISHARES TR
$668K
QLYSQUALYS INC
$657K
VOOVANGUARD INDEX FDS
$654K
XYZSQUARE INC
$651K
BKBANK NEW YORK MELLON CORP
$648K
AQLTISHARES TR
$646K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$639K
ETSYETSY INC
$639K
SUSCISHARES TR
$636K
GW PHARMACEUTICALS PLC
$634K
BIOTELEMETRY INC
$631K
XIFRNEXTERA ENERGY PARTNERS LP
$618K
FLIRFLIR SYS INC
$613K
TMOTHERMO FISHER SCIENTIFIC INC
$588K
DBLDOUBLELINE OPPORTUNISTIC CR
$584K
SCHASCHWAB STRATEGIC TR
$582K
BABAALIBABA GROUP HLDG LTD
$581K
TMUST-MOBILE US INC
$560K
PNCPNC FINL SVCS GROUP INC
$559K
TJXTJX COS INC NEW
$557K
SHOPSHOPIFY INC
$549K
OREALTY INCOME CORP
$547K
FIRSTCASH INC
$544K
ELVANTHEM INC
$539K
LITELUMENTUM HLDGS INC
$525K
AVGOBROADCOM INC
$524K
DWDMORGAN STANLEY
$515K
PETSPETMED EXPRESS INC
$514K
ACWVISHARES INC
$514K
CVSCVS HEALTH CORP
$501K
MBBISHARES TR
$493K
TTDTHE TRADE DESK INC
$489K
IDV*ISHARES TR
$487K
EEMISHARES TR
$486K
IVWISHARES TR
$484K
PFFISHARES TR
$484K
IWFISHARES TR
$483K
CCLCARNIVAL CORP
$479K
NKENIKE INC
$475K
VTIVANGUARD INDEX FDS
$472K
SYYSYSCO CORP
$467K
CRMSALESFORCE COM INC
$465K
AQLTISHARES TR
$456K
ABTABBOTT LABS
$451K
SWSSMITH & WESSON BRANDS INC
$445K
CARRCARRIER GLOBAL CORPORATION
$443K
NMI1EURKIRKLAND LAKE GOLD LTD
$434K
AWCAMERICAN WTR WKS CO INC NEW
$433K
JAZZJAZZ PHARMACEUTICALS PLC
$432K
SH1USDPROSHARES TR
$432K
EPPISHARES INC
$430K
ENVUSDENVESTNET INC
$430K
VYMVANGUARD WHITEHALL FDS
$426K
NFLXNETFLIX INC
$420K
CICIGNA CORP NEW
$419K
CFGCITIZENS FINL GROUP INC
$417K
FQIDIGITAL RLTY TR INC
$415K
FITBFIFTH THIRD BANCORP
$414K
TXNTEXAS INSTRS INC
$413K
HONHONEYWELL INTL INC
$413K
VPUVANGUARD WORLD FDS
$411K
SLVISHARES SILVER TR
$410K
GSGOLDMAN SACHS GROUP INC
$407K
GDOTGREEN DOT CORP
$403K
GOLDGOLDMINING INC
$401K
PBVPRESTIGE CONSMR HEALTHCARE I
$400K
LMTLOCKHEED MARTIN CORP
$393K
XNCMXNUVEEN CALIFORNIA AMT QLT MU
$390K
MCDMCDONALDS CORP
$389K
BB4AXOS FINANCIAL INC
$387K
SOSOUTHERN CO
$371K
ESSESSEX PPTY TR INC
$369K
MRTNMARTEN TRANS LTD
$365K
A4SAMERIPRISE FINL INC
$363K
FNVFRANCO NEV CORP
$363K
NBBNUVEEN TAXABLE MUNICPAL INM
$360K
MAMASTERCARD INCORPORATED
$359K
FISFIDELITY NATL INFORMATION SV
$355K
ITCIEURINTRA CELLULAR THERAPIES INC
$350K
BRK-BBERKSHIRE HATHAWAY INC DEL
$348K
PRFINVESCO EXCHANGE TRADED FD T
$345K
ALSALLSTATE CORP
$342K
SPDWSPDR INDEX SHS FDS
$341K
IBMINTERNATIONAL BUSINESS MACHS
$337K
CMICUMMINS INC
$335K
SPTMSPDR SER TR
$333K
CNCCENTENE CORP DEL
$332K
ECLECOLAB INC
$331K
PLUSEPLUS INC
$329K
NSCNORFOLK SOUTHN CORP
$325K
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