StockDriftsStockDriftsTop 50 Van Hulzen Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.9% | 366.1K | $92.9M | +1.34%(+4.83K) | $104.00(+186.75%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.66% | 171.2K | $49.2M | -0.84%(-1.46K) | $110.11(+264.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.18% | 115.5K | $42.8M | +5.23%(+5.74K) | $275.95(+48.37%) | 2026-03-31 | |
| ADM | ARCHER DANIELS MIDLAND CO | 2.86% | 529.0K | $38.5M | -10.00%(-58.80K) | $56.26(+44.70%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.34% | 101.8K | $31.5M | -4.40%(-4.68K) | $126.37(+248.01%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.26% | 63.6K | $30.5M | +54.63%(+22.46K) | $433.83(+11.58%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.25% | 81.5K | $30.3M | -1.48%(-1.23K) | $90.03(+392.40%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.25% | 123.8K | $30.3M | -4.21%(-5.44K) | $168.10(+37.30%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.08% | 115.3K | $27.9M | +0.95%(+1.08K) | $158.82(+37.50%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.04% | 162.2K | $27.5M | +13.92%(+19.82K) | $99.64(+53.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.53% | +42.50% |
| Top 20 Holdings Unweighted | +11.19% | +37.48% |
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