Van Hulzen Asset Management, LLC

Q1 2025 13F Holdings

  • Location
    el dorado hills, CA
  • Num holdings

    312

  • Value ($000)

    $1,096,049

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0001600145
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$78.42M
7 %

353,028

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$40.29M
4 %

107,336

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$31.55M
3 %

511,193

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$28.32M
3 %

113,886

AJG
AJG

GALLAGHER ARTHUR J & CO

COM
363576109
$27.31M
3 %

79,117

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$25.28M
2 %

163,493

MCD
MCD

MCDONALDS CORP

COM
580135101
$24.20M
2 %

77,463

TSLA
TSLA

TESLA INC

COM
88160R101
$22.61M
2 %

87,229

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$21.77M
2 %

127,378

AUDP
AUDP

AUTOMATIC DATA PROCESSING IN

COM
053015103
$20.01M
2 %

65,498

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