Van Hulzen Asset Management, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.4T
Holdings
337
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (337 positions)
| Stock | Value |
|---|---|
DECKDECKERS OUTDOOR CORP | $2.2B |
AWCAMERICAN WTR WKS CO INC NEW | $2.2B |
AWRAMER STATES WTR CO | $2.1B |
HDHOME DEPOT INC | $2.1B |
ICEINTERCONTINENTAL EXCHANGE IN | $2.1B |
AITAPPLIED INDL TECHNOLOGIES IN | $2.0B |
LLYELI LILLY & CO | $2.0B |
RLIRLI CORP | $1.9B |
SLVISHARES SILVER TR | $1.9B |
BKBANK NEW YORK MELLON CORP | $1.9B |
VNOMVIPER ENERGY INC | $1.8B |
VVVANGUARD INDEX FDS | $1.8B |
ADUSADDUS HOMECARE CORP | $1.8B |
BB4AXOS FINANCIAL INC | $1.7B |
DGIIDIGI INTL INC | $1.7B |
CMICUMMINS INC | $1.7B |
XYLXYLEM INC | $1.6B |
LQDISHARES TR | $1.6B |
IUSGISHARES TR | $1.6B |
CSWCSW INDUSTRIALS INC | $1.6B |
STRLSTERLING INFRASTRUCTURE INC | $1.6B |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $1.5B |
PRGSPROGRESS SOFTWARE CORP | $1.5B |
SPSCSPS COMM INC | $1.5B |
LMATLEMAITRE VASCULAR INC | $1.5B |
QYLDGLOBAL X FDS | $1.5B |
YOUCLEAR SECURE INC | $1.5B |
AMGNAMGEN INC | $1.5B |
CARRCARRIER GLOBAL CORPORATION | $1.4B |
DFCFDIMENSIONAL ETF TRUST | $1.4B |
AYIACUITY INC | $1.4B |
CASHPATHWARD FINANCIAL INC | $1.4B |
SBUXSTARBUCKS CORP | $1.3B |
MRKMERCK & CO INC | $1.3B |
ROCKGIBRALTAR INDS INC | $1.3B |
TLTISHARES TR | $1.3B |
BABOEING CO | $1.3B |
AMDADVANCED MICRO DEVICES INC | $1.3B |
GOLFACUSHNET HLDGS CORP | $1.2B |
BWXTBWX TECHNOLOGIES INC | $1.2B |
JT5MUELLER WTR PRODS INC | $1.2B |
IPARINTERPARFUMS INC | $1.2B |
VOOVANGUARD INDEX FDS | $1.2B |
FNFFIDELITY NATIONAL FINANCIAL | $1.2B |
SXISTANDEX INTL CORP | $1.2B |
FSSFEDERAL SIGNAL CORP | $1.2B |
YUMYUM BRANDS INC | $1.1B |
EAGGISHARES TR | $1.1B |
LMTLOCKHEED MARTIN CORP | $1.1B |
EUSBISHARES TR | $1.1B |
TOLTOLL BROTHERS INC | $1.1B |
USIGISHARES TR | $1.1B |
SHWSHERWIN WILLIAMS CO | $1.1B |
BRCBRADY CORP | $1.1B |
OREALTY INCOME CORP | $1.1B |
FITBFIFTH THIRD BANCORP | $1.1B |
ABNBAIRBNB INC | $1.0B |
PSXPHILLIPS 66 | $1.0B |
GILDGILEAD SCIENCES INC | $1.0B |
ROUSLATTICE STRATEGIES TR | $1.0B |
PLTRPALANTIR TECHNOLOGIES INC | $990.0M |
CATCATERPILLAR INC | $988.0M |
BMYBRISTOL-MYERS SQUIBB CO | $985.0M |
VUGVANGUARD INDEX FDS | $959.0M |
ICVTISHARES TR | $958.0M |
HWKNHAWKINS INC | $955.0M |
NETCLOUDFLARE INC | $949.0M |
DEDEERE & CO | $942.0M |
ESGEISHARES INC | $937.0M |
PBVPRESTIGE CONSMR HEALTHCARE I | $927.0M |
VTIVANGUARD INDEX FDS | $921.0M |
LRNSTRIDE INC | $914.0M |
SRESEMPRA | $901.0M |
PFEPFIZER INC | $896.0M |
MLIMUELLER INDS INC | $886.0M |
IVWISHARES TR | $857.0M |
HDVISHARES TR | $849.0M |
PNCPNC FINL SVCS GROUP INC | $847.0M |
GEVGE VERNOVA INC | $837.0M |
PHMPULTE GROUP INC | $834.0M |
TRVTRAVELERS COMPANIES INC | $834.0M |
SUSCISHARES TR | $802.0M |
AQLTISHARES TR | $798.0M |
WMWASTE MGMT INC DEL | $790.0M |
WFC 7.5 PERP LWELLS FARGO CO NEW | $780.0M |
DWDMORGAN STANLEY | $757.0M |
COPCONOCOPHILLIPS | $738.0M |
SUISUN CMNTYS INC | $723.0M |
ABGCENCORA INC | $714.0M |
FT2FIRST HORIZON CORPORATION | $711.0M |
INTUINTUIT | $697.0M |
CRWDCROWDSTRIKE HLDGS INC | $694.0M |
VYMVANGUARD WHITEHALL FDS | $693.0M |
LENLENNAR CORP | $670.0M |
USBUS BANCORP DEL | $666.0M |
WELLWELLTOWER INC | $660.0M |
USXFISHARES TR | $652.0M |
4I1PHILIP MORRIS INTL INC | $645.0M |
MDTMEDTRONIC PLC | $638.0M |
ALSALLSTATE CORP | $636.0M |