StockDriftsStockDriftsTop 50 Van Hulzen Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.78% | 329.2K | $95.3M | -10.08%(-36.90K) | $104.00(+193.65%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.15% | 163.1K | $58.3M | -4.72%(-8.09K) | $110.11(+213.07%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.78% | 103.5K | $39.1M | +1.69%(+1.72K) | $129.85(+203.24%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.64% | 99.5K | $37.1M | -13.86%(-16.00K) | $275.95(+76.15%) | 2026-06-30 | |
| ADM | ARCHER DANIELS MIDLAND CO | 2.49% | 458.3K | $35.0M | -13.37%(-70.70K) | $56.26(+43.00%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.4% | 67.3K | $33.7M | +5.83%(+3.71K) | $436.78(+14.78%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.25% | 112.7K | $31.7M | -2.25%(-2.59K) | $158.82(+45.24%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.25% | 72.9K | $31.6M | -2.27%(-1.70K) | $66.65(+406.27%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.17% | 259.2K | $30.4M | -19.74%(-63.75K) | $51.82(+119.14%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.15% | 118.9K | $30.2M | -3.99%(-4.94K) | $168.10(+54.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.91% | +51.73% | +8.36% | +49.38% |
| Top 20 Holdings Unweighted | +13.10% | +44.66% | +7.22% | +41.71% |
Van Hulzen Asset Management LLC reports $1.41B in US-listed equity holdings across 387 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.8%), GOOGL (4.2%) and AVGO (2.8%). The top 20 holdings account for 46.72% of reported assets. Its disclosed equity book has returned +51.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Van Hulzen Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1600145). View Van Hulzen Asset Management LLC’s 13F filings on SEC