13F Insight
DOSSIER · 13F-HR · Q2 2026

Van Hulzen Asset Management, LLC

$1.4B in tracked AUM across 388 positions as of Q2 2026.

VH
CIK 0001600145 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
388
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Van Hulzen Asset Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$95M329K6.8%02
GOOGL
ALPHABET INC
$58M163K4.1%03
AVGO
BROADCOM INC
$39M104K2.8%04
MSFT
MICROSOFT CORP
$37M99K2.6%05
ADM
ARCHER DANIELS MIDLAND CO
$35M458K2.5%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$34M67K2.4%07
IBM
INTERNATIONAL BUSINESS MACHS
$32M113K2.3%08
LRCX
LAM RESEARCH CORP
$32M73K2.2%09
CSCO
CISCO SYS INC
$30M259K2.2%10
JNJ
JOHNSON & JOHNSON
$30M119K2.1%

Filing history

2026Q2Jun 30
$1.4B▲ 4.4%
388 positionsView →2026Q1Mar 31
$1.3B▼ 1.2%
363 positionsView →2025Q4Dec 31
$1.4B▲ 1.2%
339 positionsView →2025Q3Sep 30
$1.3B▲ 12.3%
336 positionsView →2025Q2Jun 30
$1.2B▲ 9.4%
324 positionsLocked2025Q1Mar 31
$1.1B▼ 19.9%
313 positionsLocked2024Q4Dec 31
$1.4B▼ 0.9%
1,202 positionsLocked2024Q3Sep 30
$1.4B▼ 7.4%
319 positionsLocked2024Q2Jun 30
$1.5B▼ 1.6%
302 positionsLocked2024Q1Mar 31
$1.5B▲ 6.5%
320 positionsLocked2023Q4Dec 31
$1.4B▲ 9.4%
309 positionsLocked2023Q3Sep 30
$1.3B▲ 10.9%
300 positionsLocked
Showing 12 of 48