Van Hulzen Asset Management, LLC

Q2 2025 13F Holdings

  • Location
    el dorado hills, CA
  • Num holdings

    323

  • Value ($000)

    $1,198,621

  • Date Filed
    08/13/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$78.01M
7 %

380,231

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$54.11M
5 %

108,774

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$36.14M
3 %

520,937

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$33.33M
3 %

113,062

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$30.07M
3 %

170,634

AVGO
AVGO

BROADCOM INC

COM
11135F101
$27.83M
2 %

100,954

TSLA
TSLA

TESLA INC

COM
88160R101
$26.91M
2 %

84,718

AJG
AJG

GALLAGHER ARTHUR J & CO

COM
363576109
$26.61M
2 %

83,122

FBTC
FBTC

FIDELITY WISE ORIGIN BITCOIN

SHS
315948109
$24.37M
2 %

259,260

MCD
MCD

MCDONALDS CORP

COM
580135101
$24.10M
2 %

82,469

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