Funds › Van Hulzen Asset Management, LLC
Van Hulzen Asset Management, LLC
13F for Q3 2026, filed Nov 13, 2026. 398 positions worth $1.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$1.8B
+$380.4M (27.1%) vs Q2 2026
Positions
398
387 in Q2 2026
Top 10 share
43.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp. | 2.31M | $348.4M | 19.5% | +23925% | 13F ↗ |
| 2 | AAPL Apple Inc. | 356,532 | $118.7M | 6.6% | +8.3% | 13F ↗ |
| 3 | GOOGL Alphabet Inc. Class A | 168,538 | $58.0M | 3.2% | +3.3% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 100,398 | $51.5M | 2.9% | +0.9% | 13F ↗ |
| 5 | AVGO Broadcom Inc. | 108,033 | $37.9M | 2.1% | +4.4% | 13F ↗ |
| 6 | BRK-B Berkshire Hathaway Inc. Class B | 71,444 | $35.6M | 2.0% | +6.2% | 13F ↗ |
| 7 | NVDA NVIDIA Corporation | 144,236 | $32.9M | 1.8% | +20.8% | 13F ↗ |
| 8 | XOM ExxonMobil Holdings Corporation | 195,391 | $31.8M | 1.8% | New | 13F ↗ |
| 9 | JNJ Johnson & Johnson | 116,530 | $30.9M | 1.7% | -2.0% | 13F ↗ |
| 10 | AMZN Amazon.com, Inc. | 123,355 | $30.7M | 1.7% | +12.8% | 13F ↗ |
| 11 | iShares Tr Core S&P500 Etf | 38,860 | $29.8M | 1.7% | +3.6% | 13F ↗ |
| 12 | ADM Archer-Daniels-Midland Company | 358,277 | $28.4M | 1.6% | -21.8% | 13F ↗ |
| 13 | CSCO Cisco Systems, Inc. | 251,457 | $27.1M | 1.5% | -3.0% | 13F ↗ |
| 14 | DHR Danaher Corporation | 116,861 | $25.9M | 1.4% | +0.3% | 13F ↗ |
| 15 | IBM International Business Machines Corporation | 111,979 | $24.6M | 1.4% | -0.6% | 13F ↗ |
| 16 | BlackRock ETF Trust Ishares Us Equit | 331,313 | $22.9M | 1.3% | +1.9% | 13F ↗ |
| 17 | CB Chubb Limited | 68,915 | $22.4M | 1.3% | -2.0% | 13F ↗ |
| 18 | ETN Eaton Corporation, PLC | 51,153 | $22.0M | 1.2% | -1.2% | 13F ↗ |
| 19 | JPM JPMorgan Chase & Co. | 61,347 | $20.3M | 1.1% | -0.3% | 13F ↗ |
| 20 | MCD McDonald's Corporation | 84,909 | $19.6M | 1.1% | +1.0% | 13F ↗ |
| 21 | iShares Tr Msci Usa Qlt Fct | 83,483 | $18.6M | 1.0% | -9.9% | 13F ↗ |
| 22 | META Meta Platforms, Inc. | 24,196 | $17.5M | 1.0% | +0.6% | 13F ↗ |
| 23 | KO Coca-Cola Company | 198,073 | $17.1M | 1.0% | -2.4% | 13F ↗ |
| 24 | SHEL Shell PLC · ADR | 173,121 | $16.5M | 0.9% | -0.1% | 13F ↗ |
| 25 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 21,330 | $16.3M | 0.9% | +8.8% | 13F ↗ |
| 26 | PEP PepsiCo, Inc. | 125,212 | $15.9M | 0.9% | +3.9% | 13F ↗ |
| 27 | BlackRock ETF Trust II Isha Flex In Etf | 299,324 | $15.2M | 0.9% | +1.6% | 13F ↗ |
| 28 | iShares Tr Eafe Value Etf | 165,966 | $13.1M | 0.7% | -0.8% | 13F ↗ |
| 29 | iShares Tr Esg Awr Msci Usa | 76,247 | $12.7M | 0.7% | -4.5% | 13F ↗ |
| 30 | COST Costco Wholesale Corporation | 13,341 | $12.1M | 0.7% | +2.7% | 13F ↗ |
| 31 | IAU iShares Gold Trust · Ishares New | 153,733 | $12.0M | 0.7% | -16.2% | 13F ↗ |
| 32 | ABBV AbbVie Inc. | 45,524 | $11.9M | 0.7% | +0.5% | 13F ↗ |
| 33 | JCI Johnson Controls International plc | 75,638 | $11.2M | 0.6% | -1.8% | 13F ↗ |
| 34 | EXC Exelon Corporation | 264,901 | $10.7M | 0.6% | -0.9% | 13F ↗ |
| 35 | TJX TJX Companies, Inc. | 79,722 | $10.5M | 0.6% | +2.3% | 13F ↗ |
| 36 | TSLA Tesla, Inc. | 29,654 | $10.5M | 0.6% | -5.1% | 13F ↗ |
| 37 | TT Trane Technologies plc | 21,330 | $9.6M | 0.5% | +4.8% | 13F ↗ |
| 38 | V Visa Inc. | 26,542 | $9.5M | 0.5% | +2.0% | 13F ↗ |
| 39 | ITW Illinois Tool Works Inc. | 36,258 | $9.3M | 0.5% | +1.1% | 13F ↗ |
| 40 | PANW Palo Alto Networks, Inc. | 22,804 | $9.1M | 0.5% | -0.2% | 13F ↗ |
| 41 | LRCX Lam Research Corporation | 25,787 | $8.5M | 0.5% | -64.6% | 13F ↗ |
| 42 | WM Waste Management, Inc. | 40,981 | $8.4M | 0.5% | +11.3% | 13F ↗ |
| 43 | KMI Kinder Morgan, Inc. | 276,795 | $8.3M | 0.5% | -0.3% | 13F ↗ |
| 44 | ROP Roper Technologies, Inc. | 23,500 | $8.2M | 0.5% | +1.2% | 13F ↗ |
| 45 | SLB SLB Limited | 167,333 | $8.2M | 0.5% | -8.4% | 13F ↗ |
| 46 | CME CME Group Inc. | 30,775 | $8.1M | 0.5% | -0.9% | 13F ↗ |
| 47 | ANET Arista Networks, Inc. | 36,137 | $7.4M | 0.4% | +1.3% | 13F ↗ |
| 48 | iShares Tr S&P 100 Etf | 19,238 | $7.4M | 0.4% | -5.1% | 13F ↗ |
| 49 | iShares Inc Msci Emrg Chn | 73,580 | $7.3M | 0.4% | -3.8% | 13F ↗ |
| 50 | iShares Tr Msci Usa Min Etf | 74,716 | $7.3M | 0.4% | -1.7% | 13F ↗ |
Showing the top 50 of 398 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
33 new, 158 added to, 163 trimmed, 22 exited, 44 unchanged. By estimated dollars.
New positions (33)
| XOM ExxonMobil Holdings Corporation | 195,391 | New | $31.8M |
| BALL Ball Corporation | 77,911 | New | $4.4M |
| IAUM iShares Gold Trust Micro · Shs Repstg Un Tr | 97,686 | New | $4.0M |
| WDC Western Digital Corporation | 6,053 | New | $2.8M |
| STX Seagate Technology Holdings PLC | 2,001 | New | $1.8M |
| UPS United Parcel Service, Inc. | 18,293 | New | $1.7M |
| FIG Figma, Inc. | 69,033 | New | $1.5M |
| Vanguard World Fd Inf Tech Etf | 11,124 | New | $1.4M |
| CBSH Commerce Bancshares, Inc. | 25,000 | New | $1.4M |
| FORM FormFactor, Inc. | 7,605 | New | $1.1M |
Added to (158)
| SPCX Space Exploration Technologies Corp. | 2.31M | +23925% | $347.0M |
| AAPL Apple Inc. | 356,532 | +8.3% | $9.1M |
| NVDA NVIDIA Corporation | 144,236 | +20.8% | $5.7M |
| AMZN Amazon.com, Inc. | 123,355 | +12.8% | $3.5M |
| UNP Union Pacific Corporation | 22,265 | +70.4% | $2.5M |
| BRK-B Berkshire Hathaway Inc. Class B | 71,444 | +6.2% | $2.1M |
| GOOGL Alphabet Inc. Class A | 168,538 | +3.3% | $1.9M |
| AVGO Broadcom Inc. | 108,033 | +4.4% | $1.6M |
| GOOG Alphabet Inc. Class C | 17,613 | +32.8% | $1.5M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 21,330 | +8.8% | $1.3M |
Trimmed (163)
| LRCX Lam Research Corporation | 25,787 | -64.6% | -$15.5M |
| ADM Archer-Daniels-Midland Company | 358,277 | -21.8% | -$7.9M |
| P Everpure, Inc. | 22,912 | -66.5% | -$5.9M |
| QLYS Qualys, Inc. | 14,523 | -46.9% | -$2.4M |
| IAU iShares Gold Trust · Ishares New | 153,733 | -16.2% | -$2.3M |
| iShares Tr Trs Flt Rt Bd | 59,801 | -40.6% | -$2.1M |
| iShares Tr Msci Usa Qlt Fct | 83,483 | -9.9% | -$2.0M |
| GLD SPDR Gold Shares · Gold Shs | 16,127 | -20.9% | -$1.6M |
| MMSI Merit Medical Systems, Inc. | 10,748 | -62.8% | -$1.6M |
| iShares Tr Jpmorgan Usd Emg | 65,041 | -15.6% | -$1.1M |
Exited (22)
| Exxon Mobil Corp | 166,116 | Exited | -$22.7M |
| HONA Honeywell Aerospace Inc. | 9,513 | Exited | -$2.1M |
| PRGS Progress Software Corporation | 36,055 | Exited | -$1.2M |
| HLNE Hamilton Lane Incorporated | 11,584 | Exited | -$913.2K |
| ELS Equity Lifestyle Properties, Inc. | 11,000 | Exited | -$709.0K |
| MS Morgan Stanley | 1,818 | Exited | -$380.1K |
| LEN Lennar Corporation Class A | 3,501 | Exited | -$316.8K |
| KMB Kimberly-Clark Corporation | 2,877 | Exited | -$315.8K |
| EGP EastGroup Properties, Inc. | 1,420 | Exited | -$287.6K |
| OTIS Otis Worldwide Corporation | 4,000 | Exited | -$286.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 398 | $1.8B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 387 | $1.4B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 362 | $1.3B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 338 | $1.4B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 335 | $1.3B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 323 | $1.2B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 312 | $1.1B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer