Van Hulzen Asset Management, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.4B
Holdings
337
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (337 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 361,313 | $98.2M | 7.21% | |
| 2 | GOOGLALPHABET INC | 172,680 | $54.0M | 3.97% | |
| 3 | MSFTMICROSOFT CORP | 109,750 | $53.1M | 3.90% | |
| 4 | TSLATESLA INC | 82,747 | $37.2M | 2.73% | |
| 5 | AVGOBROADCOM INC | 106,477 | $36.9M | 2.70% | |
| 6 | IBMINTERNATIONAL BUSINESS MACHS | 114,202 | $33.8M | 2.48% | |
| 7 | ADMARCHER DANIELS MIDLAND CO | 587,767 | $33.8M | 2.48% | |
| 8 | JNJJOHNSON & JOHNSON | 129,270 | $26.8M | 1.96% | |
| 9 | MCDMCDONALDS CORP | 85,532 | $26.1M | 1.92% | |
| 10 | DHRDANAHER CORPORATION | 114,005 | $26.1M | 1.92% | |
| 11 | CSCOCISCO SYS INC | 330,065 | $25.4M | 1.87% | |
| 12 | AJGGALLAGHER ARTHUR J & CO | 95,470 | $24.7M | 1.81% | |
| 13 | IVVISHARES TR | 33,358 | $22.8M | 1.68% | |
| 14 | NVDANVIDIA CORPORATION | 116,831 | $21.8M | 1.60% | |
| 15 | AMZNAMAZON COM INC | 93,685 | $21.6M | 1.59% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 41,108 | $20.7M | 1.52% | |
| 17 | QUALISHARES TR | 102,795 | $20.4M | 1.50% | |
| 18 | FBTCFIDELITY WISE ORIGIN BITCOIN | 257,213 | $19.6M | 1.44% | |
| 19 | METAMETA PLATFORMS INC | 28,863 | $19.1M | 1.40% | |
| 20 | ADPAUTOMATIC DATA PROCESSING IN | 73,587 | $18.9M | 1.39% | |
| 21 | JPMJPMORGAN CHASE & CO. | 56,585 | $18.2M | 1.34% | |
| 22 | ETNEATON CORP PLC | 56,181 | $17.9M | 1.31% | |
| 23 | DYNFBLACKROCK ETF TRUST | 288,602 | $17.5M | 1.29% | |
| 24 | XOMEXXON MOBIL CORP | 142,344 | $17.1M | 1.26% | |
| 25 | PEPPEPSICO INC | 117,612 | $16.9M | 1.24% | |
| 26 | IAU*ISHARES GOLD TR | 202,434 | $16.4M | 1.21% | |
| 27 | BINCBLACKROCK ETF TRUST II | 281,384 | $14.8M | 1.09% | |
| 28 | KOCOCA COLA CO | 209,927 | $14.7M | 1.08% | |
| 29 | BALLBALL CORP | 267,009 | $14.1M | 1.04% | |
| 30 | SHELSHELL PLC | 183,193 | $13.5M | 0.99% | |
| 31 | ESGUISHARES TR | 89,903 | $13.4M | 0.98% | |
| 32 | LRCXLAM RESEARCH CORP | 77,558 | $13.3M | 0.97% | |
| 33 | SPYSPDR S&P 500 ETF TR | 18,802 | $12.8M | 0.94% | |
| 34 | PEOEXELON CORP | 287,413 | $12.5M | 0.92% | |
| 35 | EFVISHARES TR | 169,462 | $12.1M | 0.89% | |
| 36 | COSTCOSTCO WHSL CORP NEW | 13,987 | $12.1M | 0.89% | |
| 37 | CBCHUBB LIMITED | 36,355 | $11.3M | 0.83% | |
| 38 | AGGISHARES TR | 112,586 | $11.2M | 0.83% | |
| 39 | QCOMQUALCOMM INC | 64,190 | $11.0M | 0.81% | |
| 40 | TJXTJX COS INC NEW | 70,604 | $10.8M | 0.80% | |
| 41 | ABBVABBVIE INC | 45,447 | $10.4M | 0.76% | |
| 42 | GQ9SPDR GOLD TR | 25,932 | $10.3M | 0.75% | |
| 43 | USMVISHARES TR | 98,158 | $9.2M | 0.68% | |
| 44 | BACBANK AMERICA CORP | 161,436 | $8.9M | 0.65% | |
| 45 | ITWILLINOIS TOOL WKS INC | 33,202 | $8.2M | 0.60% | |
| 46 | OEFISHARES TR | 23,635 | $8.1M | 0.59% | |
| 47 | TTTRANE TECHNOLOGIES PLC | 19,706 | $7.7M | 0.56% | |
| 48 | NFLXNETFLIX INC | 76,030 | $7.1M | 0.52% | |
| 49 | BRK-BBERKSHIRE HATHAWAY INC DEL | 9 | $6.8M | 0.50% | |
| 50 | KMIKINDER MORGAN INC DEL | 237,718 | $6.5M | 0.48% | |
| 51 | EMBISHARES TR | 67,592 | $6.5M | 0.48% | |
| 52 | JCIJOHNSON CTLS INTL PLC | 52,572 | $6.3M | 0.46% | |
| 53 | VVISA INC | 17,924 | $6.3M | 0.46% | |
| 54 | EMXCISHARES INC | 83,530 | $6.1M | 0.45% | |
| 55 | MBBISHARES TR | 63,033 | $6.0M | 0.44% | |
| 56 | ROPROPER TECHNOLOGIES INC | 13,055 | $5.8M | 0.43% | |
| 57 | RTXRTX CORPORATION | 30,254 | $5.5M | 0.41% | |
| 58 | SYKSTRYKER CORPORATION | 15,631 | $5.5M | 0.40% | |
| 59 | TLHISHARES TR | 53,349 | $5.4M | 0.40% | |
| 60 | TFLOISHARES TR | 106,869 | $5.4M | 0.40% | |
| 61 | GBTCGRAYSCALE BITCOIN TRUST ETF | 77,934 | $5.3M | 0.39% | |
| 62 | ADBEADOBE INC | 14,615 | $5.1M | 0.38% | |
| 63 | SHYISHARES TR | 61,710 | $5.1M | 0.38% | |
| 64 | THROBLACKROCK ETF TRUST | 132,125 | $5.1M | 0.37% | |
| 65 | NEARISHARES U S ETF TR | 92,930 | $4.7M | 0.35% | |
| 66 | NTRSNORTHERN TR CORP | 34,522 | $4.7M | 0.35% | |
| 67 | ANETARISTA NETWORKS INC | 32,675 | $4.3M | 0.31% | |
| 68 | IGIBISHARES TR | 79,019 | $4.3M | 0.31% | |
| 69 | GDGENERAL DYNAMICS CORP | 11,883 | $4.0M | 0.29% | |
| 70 | CVXCHEVRON CORP NEW | 24,942 | $3.8M | 0.28% | |
| 71 | DISDISNEY WALT CO | 33,170 | $3.8M | 0.28% | |
| 72 | STLDSTEEL DYNAMICS INC | 21,992 | $3.7M | 0.27% | |
| 73 | HONHONEYWELL INTL INC | 19,000 | $3.7M | 0.27% | |
| 74 | MCKMCKESSON CORP | 4,392 | $3.6M | 0.26% | |
| 75 | FSMDFIDELITY COVINGTON TRUST | 79,981 | $3.5M | 0.26% | |
| 76 | CSXCSX CORP | 93,454 | $3.4M | 0.25% | |
| 77 | RSPINVESCO EXCHANGE TRADED FD T | 17,487 | $3.3M | 0.25% | |
| 78 | WMTWALMART INC | 29,816 | $3.3M | 0.24% | |
| 79 | MDLZMONDELEZ INTL INC | 60,637 | $3.3M | 0.24% | |
| 80 | NDQINVESCO QQQ TR | 4,911 | $3.0M | 0.22% | |
| 81 | QLYSQUALYS INC | 22,573 | $3.0M | 0.22% | |
| 82 | UNHUNITEDHEALTH GROUP INC | 8,843 | $2.9M | 0.21% | |
| 83 | EWEDWARDS LIFESCIENCES CORP | 34,024 | $2.9M | 0.21% | |
| 84 | STIPISHARES TR | 26,625 | $2.7M | 0.20% | |
| 85 | CRBNISHARES TR | 11,757 | $2.7M | 0.20% | |
| 86 | EFGISHARES TR | 23,785 | $2.7M | 0.20% | |
| 87 | GMEDGLOBUS MED INC | 30,769 | $2.7M | 0.20% | |
| 88 | DAPPVANECK ETF TRUST | 162,178 | $2.7M | 0.20% | |
| 89 | VIGVANGUARD SPECIALIZED FUNDS | 11,729 | $2.6M | 0.19% | |
| 90 | GOOGALPHABET INC | 8,101 | $2.5M | 0.19% | |
| 91 | LNGCHENIERE ENERGY INC | 12,663 | $2.5M | 0.18% | |
| 92 | MTUMISHARES TR | 9,748 | $2.4M | 0.18% | |
| 93 | SHLDGLOBAL X FDS | 35,589 | $2.3M | 0.17% | |
| 94 | ORCLORACLE CORP | 11,812 | $2.3M | 0.17% | |
| 95 | JEPIJ P MORGAN EXCHANGE TRADED F | 39,836 | $2.3M | 0.17% | |
| 96 | MMSIMERIT MED SYS INC | 25,805 | $2.3M | 0.17% | |
| 97 | PGPROCTER AND GAMBLE CO | 15,863 | $2.3M | 0.17% | |
| 98 | HLNEHAMILTON LANE INC | 16,883 | $2.3M | 0.17% | |
| 99 | ABTABBOTT LABS | 17,856 | $2.2M | 0.16% | |
| 100 | BTCGRAYSCALE BITCOIN MINI TR ET | 57,283 | $2.2M | 0.16% |
Page 1 of 4Next