Van Hulzen Asset Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Van Hulzen Asset Management, LLC reported 386 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Alphabet Class A (GOOGL, 4.2%) and Broadcom (AVGO, 2.8%). Compared with Q1 2026, it opened 51 new positions, sold out of 26, added to 115 and reduced 178. The biggest buy was Palo Alto Networks (PANW, shares +438%) and the biggest sale Tesla (TSLA, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- EL DORADO HILLS, CA
- CIK
- 0001600145
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001765380-26-000374 ↗ filed Aug 13, 2026
Holdings Value
Holdings 386 stocks · $1.4B
| AAPL Apple Inc. | 6.78% | 329,239 | $95.3M | Reduce -10.1% |
| GOOGL Alphabet Inc. Class A | 4.15% | 163,138 | $58.3M | Reduce -4.7% |
| AVGO Broadcom Inc. | 2.78% | 103,516 | $39.1M | Add +1.7% |
| MSFT Microsoft Corp. | 2.64% | 99,491 | $37.1M | Reduce -13.9% |
| ADM Archer-Daniels-Midland Co. | 2.49% | 458,267 | $35.0M | Reduce -13.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.40% | 67,274 | $33.7M | Add +5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.26% | 112,688 | $31.7M | Reduce -2.3% |
| LRCX Lam Research Corp. | 2.25% | 72,928 | $31.6M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 2.17% | 259,194 | $30.4M | Reduce -19.7% |
| JNJ Johnson & Johnson | 2.15% | 118,886 | $30.2M | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 2.00% | 37,516 | $28.1M | Add +12.2% |
| AMZN Amazon.com Inc. | 1.85% | 109,314 | $26.1M | Add +4.7% |
| CB Chubb Ltd. | 1.71% | 70,297 | $24.0M | Add +9.8% |
| NVDA Nvidia Corp. | 1.70% | 119,405 | $23.9M | Add +0.1% |
| MCD McDonald's Corp. | 1.62% | 84,094 | $22.7M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 1.62% | 166,116 | $22.7M | Add +2.4% |
| DHR Danaher Corp. | 1.58% | 116,555 | $22.2M | Add +2.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.57% | 325,210 | $22.1M | Add +11.9% |
| ETN Eaton Corp. PLC | 1.57% | 51,780 | $22.1M | Reduce -4.9% |
| QUAL iShares MSCI USA Quality Fac | 1.45% | 92,649 | $20.3M | Reduce -9.7% |
| JPM JPMorgan Chase & Co. | 1.43% | 61,539 | $20.1M | Reduce -2.9% |
| KO The Coca-Cola Co. | 1.17% | 202,915 | $16.5M | Reduce -2.6% |
| PEP Pepsico Inc. | 1.16% | 120,514 | $16.3M | Add +0.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.10% | 294,719 | $15.4M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 19,608 | $14.6M | Reduce -0.4% |
| IAU iShares Gold Trust | 0.99% | 183,362 | $13.8M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.96% | 24,046 | $13.5M | Reduce -21.7% |
| SHEL Shell PLC-ADR | 0.96% | 173,215 | $13.4M | Add +0.0% |
| TSLA Tesla Inc. | 0.94% | 31,256 | $13.1M | Reduce -61.7% |
| ESGU iShares ESG Aware MSCI USA | 0.93% | 79,800 | $13.1M | Reduce -11.2% |
| EFV iShares MSCI Eafe Value ETF | 0.91% | 167,256 | $12.8M | Reduce -1.1% |
| EXC Exelon Corp. | 0.89% | 267,381 | $12.5M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.86% | 12,989 | $12.2M | Add +2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.84% | 77,901 | $11.8M | Add +4.7% |
| ABBV Abbvie Inc. | 0.81% | 45,296 | $11.4M | Reduce -1.2% |
| JCI Johnson Controls Internation | 0.80% | 77,054 | $11.3M | Reduce -1.2% |
| TT Trane Technologies PLC | 0.71% | 20,361 | $10.0M | Add +0.2% |
| ITW Illinois Tool Works | 0.69% | 35,860 | $9.7M | Add +0.2% |
| V Visa Inc. Class A | 0.64% | 26,014 | $8.9M | Add +16.4% |
| KMI Kinder Morgan Inc. | 0.63% | 277,516 | $8.9M | Add +10.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.60% | 182,753 | $8.5M | Add +2.0% |
| WM Waste Management Inc. | 0.58% | 36,813 | $8.2M | Add +22.4% |
| ROP Roper Technologies Inc. | 0.56% | 23,226 | $7.9M | Reduce -10.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.56% | 76,486 | $7.8M | Reduce -9.4% |
| AGG iShares Core U.S. Aggregate | 0.55% | 78,753 | $7.8M | Reduce -26.1% |
| PANW Palo Alto Networks Inc. | 0.55% | 22,856 | $7.8M | Add +437.9% |
| GLD SPDR Gold Shares | 0.53% | 20,393 | $7.5M | Add +8.6% |
| EMB iShares JP Morgan Usd Emergi | 0.53% | 77,066 | $7.4M | Reduce -4.2% |
| OEF iShares S&P 100 ETF | 0.53% | 20,271 | $7.4M | Reduce -14.5% |
| CL Colgate-Palmolive Co. | 0.52% | 80,200 | $7.4M | Add +2.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.52% | 76,015 | $7.3M | Reduce -23.2% |
| CME Cme Group Inc. | 0.49% | 31,062 | $6.9M | Add +10.8% |
| QCOM Qualcomm Inc. | 0.47% | 35,540 | $6.6M | Reduce -3.5% |
| ANET Arista Networks Inc. | 0.43% | 35,685 | $6.1M | Reduce -0.8% |
| THRO iShares U.S. Thematic Rotati | 0.42% | 137,278 | $5.9M | Add +2.3% |
| TLH iShares 10-20 Year Treasury | 0.42% | 58,327 | $5.9M | Add +5.6% |
| AWK American Water Works Co. Inc. | 0.41% | 43,572 | $5.7M | Add +149.8% |
| RTX RTX Corp. | 0.40% | 29,971 | $5.7M | Reduce -0.3% |
| P Everpure Inc. Class A | 0.38% | 68,312 | $5.4M | New |
| MSCI MSCI Inc. | 0.38% | 9,448 | $5.3M | New |
| STLD Steel Dynamics Inc. | 0.37% | 22,438 | $5.1M | Reduce -0.8% |
| TFLO iShares Treasury Floating Ra | 0.36% | 100,634 | $5.1M | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 0.35% | 11,817 | $4.9M | Add +20.0% |
| SYK Stryker Corp. | 0.34% | 15,148 | $4.8M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 0.33% | 13,259 | $4.7M | Add +33.8% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.32% | 88,576 | $4.5M | Reduce -7.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.32% | 13,068 | $4.5M | Add +32.0% |
| MBB iShares MBS ETF | 0.31% | 45,661 | $4.3M | Reduce -31.7% |
| CSX CSX Corp. | 0.30% | 87,709 | $4.2M | Add +0.3% |
| CVX Chevron Corp. | 0.30% | 25,033 | $4.1M | Reduce -0.2% |
| ABNB Airbnb Inc. Class A | 0.29% | 28,777 | $4.1M | Add +281.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 50,112 | $4.1M | Reduce -4.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 8,380 | $4.0M | Add +420.2% |
| AMD Advanced Micro Devices | 0.28% | 6,654 | $3.9M | Reduce -2.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.27% | 70,867 | $3.8M | Reduce -7.4% |
| QLYS Qualys Inc. | 0.27% | 27,342 | $3.8M | Add +37.6% |
| MCK McKesson Corp. | 0.26% | 4,803 | $3.6M | Add +8.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 4,907 | $3.6M | Reduce -3.3% |
| UNP Union Pacific Corp. | 0.25% | 13,067 | $3.6M | New |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 16,419 | $3.5M | Reduce -7.5% |
| GD General Dynamics Corp. | 0.25% | 9,794 | $3.5M | Reduce -12.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.24% | 14,687 | $3.4M | Reduce -46.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.24% | 72,892 | $3.3M | Reduce -6.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.23% | 26,408 | $3.3M | Add +10.9% |
| MRVL Marvell Technology Inc. | 0.23% | 11,013 | $3.3M | New |
| FCX Freeport-McMoran Inc. | 0.23% | 51,590 | $3.2M | Reduce -46.5% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.23% | 12,767 | $3.2M | Reduce -5.8% |
| EW Edwards Lifesciences Corp. | 0.23% | 35,500 | $3.2M | Add +4.3% |
| WMT Walmart Inc. | 0.23% | 28,281 | $3.2M | Reduce -7.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.22% | 30,690 | $3.1M | Add +1.2% |
| LNG Cheniere Energy Inc. | 0.22% | 13,062 | $3.1M | Reduce -4.4% |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 54,220 | $3.1M | Add +20.1% |
| CAT Caterpillar Inc. | 0.21% | 2,809 | $3.0M | Add +85.3% |
| NTRS Northern Trust Corp. | 0.21% | 16,664 | $2.9M | Reduce -52.2% |
| BAI Ishrs AI in and Tech Act ETF | 0.20% | 53,669 | $2.8M | New |
| GMED Globus Medical Inc. Class A | 0.18% | 32,869 | $2.6M | Add +6.5% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 10,883 | $2.6M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.18% | 2,080 | $2.5M | Reduce -0.4% |
| FSMD Fidelity Small-Mid Multifact | 0.18% | 46,753 | $2.5M | Reduce -42.1% |
| AMGN Amgen Inc. | 0.17% | 6,577 | $2.4M | Add +9.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $743K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 642 | $743K | No change |
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q1 2026 → Q2 2026
| TSLA Tesla Inc. | Reduce -61.7% | 0.94% | −1.32 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -83.2% | 0.16% | −0.97 |
| BALL Ball Corp. | Sold out | 0.00% | −0.59 |
| MSFT Microsoft Corp. | Reduce -13.9% | 2.64% | −0.54 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -88.9% | 0.05% | −0.43 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.42 |
| ADM Archer-Daniels-Midland Co. | Reduce -13.4% | 2.49% | −0.37 |
| MCD McDonald's Corp. | Reduce -1.5% | 1.62% | −0.36 |
| META Meta Platforms Inc. Class A | Reduce -21.7% | 0.96% | −0.34 |
| AGG iShares Core U.S. Aggregate | Reduce -26.1% | 0.55% | −0.23 |
| AJG Arthur J Gallagher & Co. | Reduce -46.3% | 0.24% | −0.20 |
| FCX Freeport-McMoran Inc. | Reduce -46.5% | 0.23% | −0.19 |
| ADBE Adobe Inc. | Reduce -82.7% | 0.03% | −0.19 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.15% | −0.17 |
| MBB iShares MBS ETF | Reduce -31.7% | 0.31% | −0.17 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -23.2% | 0.52% | −0.16 |
| NTRS Northern Trust Corp. | Reduce -52.2% | 0.21% | −0.16 |
| AAPL Apple Inc. | Reduce -10.1% | 6.78% | −0.13 |
| ROP Roper Technologies Inc. | Reduce -10.5% | 0.56% | −0.12 |
| RLI Rli Corp. | Sold out | 0.00% | −0.11 |
| DECK Deckers Outdoor Corp. | Reduce -78.9% | 0.03% | −0.10 |
| JNJ Johnson & Johnson | Reduce -4.0% | 2.15% | −0.10 |
| EXC Exelon Corp. | Reduce -1.2% | 0.89% | −0.10 |
| FSMD Fidelity Small-Mid Multifact | Reduce -42.1% | 0.18% | −0.09 |
| CVX Chevron Corp. | Reduce -0.2% | 0.30% | −0.09 |
| BNY Bank of New York Mellon Corp. | Reduce -63.5% | 0.06% | −0.08 |
| ROUS Hartford Multifact US Eqty | Sold out | 0.00% | −0.08 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -6.1% | 0.24% | −0.07 |
| LNG Cheniere Energy Inc. | Reduce -4.4% | 0.22% | −0.07 |
| WMT Walmart Inc. | Reduce -7.9% | 0.23% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -50.8% | 0.04% | −0.06 |
| HLNE Hamilton Lane Inc. Class A | Reduce -23.8% | 0.07% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -42.9% | 0.08% | −0.05 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -7.7% | 0.32% | −0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -0.1% | 1.10% | −0.04 |
| VNOM Viper Energy Inc. Class A | Reduce -16.6% | 0.11% | −0.04 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.04 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -19.2% | 0.08% | −0.04 |
| GD General Dynamics Corp. | Reduce -12.2% | 0.25% | −0.04 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -7.4% | 0.27% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -14.5% | 0.53% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -4.2% | 0.53% | −0.03 |
| TFLO iShares Treasury Floating Ra | Reduce -3.4% | 0.36% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.5% | 0.29% | −0.03 |
| INCE Franklin Income Equity Focus | Sold out | 0.00% | −0.03 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.03 |
| LRN Stride Inc. | Reduce -27.6% | 0.06% | −0.03 |
| LMAT Lemaitre Vascular Inc. | Reduce -15.3% | 0.07% | −0.03 |
| RTX RTX Corp. | Reduce -0.3% | 0.40% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +437.9% | 0.55% | +0.50 |
| AVGO Broadcom Inc. | Add +1.7% | 2.78% | +0.44 |
| P Everpure Inc. Class A | New | 0.38% | +0.38 |
| MSCI MSCI Inc. | New | 0.38% | +0.38 |
| IVV iShares Core S&P 500 ETF | Add +12.2% | 2.00% | +0.37 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +11.9% | 1.57% | +0.32 |
| UNP Union Pacific Corp. | New | 0.25% | +0.25 |
| TSM Taiwan Semiconductor-SP ADR | Add +420.2% | 0.28% | +0.24 |
| AMZN Amazon.com Inc. | Add +4.7% | 1.85% | +0.24 |
| MRVL Marvell Technology Inc. | New | 0.23% | +0.23 |
| AWK American Water Works Co. Inc. | Add +149.8% | 0.41% | +0.23 |
| ABNB Airbnb Inc. Class A | Add +281.1% | 0.29% | +0.22 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.20% | +0.20 |
| NVDA Nvidia Corp. | Add +0.1% | 1.70% | +0.15 |
| CB Chubb Ltd. | Add +9.8% | 1.71% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +20.0% | 0.35% | +0.15 |
| MTUM iShares MSCI USA Momentum Fa | Add +32.0% | 0.32% | +0.14 |
| QLYS Qualys Inc. | Add +37.6% | 0.27% | +0.14 |
| CAT Caterpillar Inc. | Add +85.3% | 0.21% | +0.13 |
| V Visa Inc. Class A | Add +16.4% | 0.64% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.8% | 2.40% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +33.8% | 0.33% | +0.12 |
| SPCX Space Exploration Techn Class A | New | 0.12% | +0.12 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.11% | +0.11 |
| ORLY O'reilly Automotive Inc. | New | 0.11% | +0.11 |
| INTC Intel Corp. | Add +28.9% | 0.14% | +0.10 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.10% | +0.10 |
| TT Trane Technologies PLC | Add +0.2% | 0.71% | +0.08 |
| RBRK Rubrik Inc. Class A | New | 0.08% | +0.08 |
| WM Waste Management Inc. | Add +22.4% | 0.58% | +0.07 |
| KOMP SS SPDR S&P Kensho Ne Comp | New | 0.07% | +0.07 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.06% | +0.06 |
| THRO iShares U.S. Thematic Rotati | Add +2.3% | 0.42% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +83.0% | 0.13% | +0.06 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +155.9% | 0.10% | +0.06 |
| HNGE Hinge Health Inc. Class A | Add +69.0% | 0.08% | +0.06 |
| IEMG iShares Core MSCI Emerging | New | 0.06% | +0.06 |
| ACNB Acnb Corp. | New | 0.06% | +0.06 |
| DHI D.R. Horton Inc. | Add +80.8% | 0.10% | +0.05 |
| ELS Equity Lifestyle Properties | New | 0.05% | +0.05 |
| DSGX The Descartes Systems Grp | New | 0.05% | +0.05 |
| LITE Lumentum Holdings Inc. | New | 0.05% | +0.05 |
| FLHY Franklin High Yield Corporat | New | 0.04% | +0.04 |
| KBH KB Home | New | 0.04% | +0.04 |
| TOL Toll Brothers Inc. | Add +155.0% | 0.06% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Add +10.9% | 0.23% | +0.04 |
| WDAY Workday Inc. Class A | New | 0.04% | +0.04 |
| SYSB iShares Systematic Bond ETF | New | 0.03% | +0.03 |
| HEI Heico Corp. | New | 0.03% | +0.03 |
| CSX CSX Corp. | Add +0.3% | 0.30% | +0.03 |
Notes & Other Activity Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | GOLD SHS · principal | Sold out | 2,200 | $947Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 386 | $1.4B | AAPL, GOOGL, AVGO, MSFT, ADM |
| Q1 2026 | 360 | $1.3B | AAPL, GOOGL, MSFT, ADM, AVGO |
| Q4 2025 | 336 | $1.4B | AAPL, GOOGL, MSFT, TSLA, AVGO |
| Q3 2025 | 332 | $1.3B | AAPL, MSFT, GOOGL, TSLA, AVGO |
| Q2 2025 | 321 | $1.2B | AAPL, MSFT, CSCO, IBM, GOOGL |
| Q1 2025 | 311 | $1.1B | AAPL, MSFT, CSCO, IBM, AJG |
| Q4 2024 | 1,153 | $1.4B | AAPL, MSFT, GOOGL, IBM, ABBV |
| Q3 2024 | 318 | $1.4B | AAPL, MSFT, IBM, BBY, GOOGL |
| Q2 2024 | 301 | $1.5B | AAPL, MSFT, BBY, GOOGL, IBM |
| Q1 2024 | 319 | $1.5B | AAPL, MSFT, BBY, GOOGL, ABBV |