Van-Hulzen-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMSI",
  "SPSC",
  "HLNE",
  "AX",
  "AZEK",
  "GDX",
  null,
  "BROS",
  "STRL",
  "PRGS",
  "IMNN",
  "AWR",
  "SNOW",
  "ITT",
  "KBH",
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "MWA",
  null,
  "ALL",
  "GOOGL",
  "NMZ",
  "T",
  "GOLF",
  "AYI",
  "CAT",
  "AVGO",
  "AIT",
  "ROCK",
  null,
  "FELE",
  null,
  "LXP",
  "CMI",
  "DUK",
  "NBB",
  "NWBI",
  "ESS",
  "SMPL",
  "SXI",
  "IPAR",
  "FITB",
  "GD",
  "GILD",
  "GIS",
  "MUC",
  "HON",
  "BIAF",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  "EMXC",
  null,
  "LEN",
  "ITW",
  "EMR",
  null,
  "ICE",
  "META",
  null,
  null,
  "IVW",
  "TTI",
  null,
  null,
  null,
  "NAC",
  null,
  null,
  "NKX",
  null,
  "KMI",
  "LRCX",
  "LIN",
  null,
  "EXG",
  null,
  null,
  null,
  "MA",
  "MDT",
  "BMI",
  "MSFT",
  "MDLZ",
  "MS",
  "NDAQ",
  "EXC",
  "FSS",
  "FHN",
  "GE",
  "NTRS",
  "HSY",
  "EFG",
  "ANET",
  "ORCL",
  null,
  "PEP",
  "PNC",
  null,
  "BSM",
  null,
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  "MSTR",
  null,
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TJX",
  "TRV",
  "UBER",
  "VNQ",
  "ADUS",
  "UDMY",
  "VV",
  "RCL",
  "EOSE",
  null,
  null,
  "ACWV",
  "NSA",
  "IWV",
  "HR",
  null,
  null,
  "VIG",
  null,
  "MRTN",
  null,
  "GMED",
  "LRN",
  "CHPT",
  "FSK",
  "VYM",
  null,
  "EW",
  "RLI",
  "QLYS",
  "MLI",
  null,
  "AON",
  "VNOM",
  "TOL",
  "AMD",
  "VFC",
  "SDY",
  "F",
  "DECK",
  "AJG",
  "WM",
  "VLY",
  "HWKN",
  "NVO",
  "DHI",
  "AMZN",
  "SCHB",
  null,
  "LMAT",
  null,
  null,
  "HBAN",
  null,
  "VEU",
  "USB",
  "ESGV",
  "VUG",
  "BND",
  "VB",
  "VOO",
  null,
  "V",
  "WMT",
  null,
  "WELL",
  "WPM",
  "XERS",
  "YUM",
  "XYL",
  "IUSG",
  null,
  "JJSF",
  null,
  "FNF",
  "SCHD",
  "ET",
  null,
  "DVY",
  "SCHG",
  "SCHA",
  null,
  null,
  null,
  "SO",
  "TTD",
  "OTIS",
  "PSX",
  "SUI",
  "DIA",
  null,
  null,
  "MTUM",
  "GEV",
  "MCK",
  null,
  null,
  "ESGU",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  null,
  null,
  "BA",
  "BMY",
  "BRC",
  "WHD",
  "BWXT",
  "CARR",
  "CHGG",
  "CVX",
  "LNG",
  "CB",
  "CHD",
  "CSCO",
  "NET",
  "YOU",
  "KO",
  "CL",
  "COP",
  "COST",
  "CUZ",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "DHR",
  "DE",
  "DGII",
  "RSP",
  null,
  "ADI",
  "USMV",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  null,
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 312
Total Value: 1085999445
Accession Number: 0001765380-25-000232
Form Type: 13F-HR
CIK: van-hulzen-asset-management
Manager Name: Van-Hulzen-Asset-Management

Data Enrichment

80% identified

249 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

312 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 16

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PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.7K

Value:$658.6K

% of Portfolio:0.1% ($658.6K/$1.1B)

Snowflake Inc.

SNOW|833445109

Shares:4.5K

Value:$657.7K

% of Portfolio:0.1% ($657.7K/$1.1B)

464287309

IVW|464287309

Shares:6.9K

Value:$641.8K

% of Portfolio:0.1% ($641.8K/$1.1B)

518416409

Shares:12.6K

Value:$638.1K

% of Portfolio:0.1% ($638.1K/$1.1B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:6.2K

Value:$637.4K

% of Portfolio:0.1% ($637.4K/$1.1B)

921946406

VYM|921946406

Shares:4.9K

Value:$637.0K

% of Portfolio:0.1% ($637.0K/$1.1B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:22.3K

Value:$634.8K

% of Portfolio:0.1% ($634.8K/$1.1B)

US BANCORP \DE\

USB|902973304

Shares:14.9K

Value:$630.6K

% of Portfolio:0.1% ($630.6K/$1.1B)

SOUTHERN CO

SO|842587107

Shares:6.8K

Value:$622.6K

% of Portfolio:0.1% ($622.6K/$1.1B)

PFIZER INC

PFE|717081103

Shares:24.5K

Value:$621.9K

% of Portfolio:0.1% ($621.9K/$1.1B)

ACUITY BRANDS INC

AYI|00508Y102

Shares:2.3K

Value:$611.2K

% of Portfolio:0.1% ($611.2K/$1.1B)

46116X101

Shares:4.6K

Value:$606.8K

% of Portfolio:0.1% ($606.8K/$1.1B)

BADGER METER INC

BMI|056525108

Shares:3.2K

Value:$604.2K

% of Portfolio:0.1% ($604.2K/$1.1B)

Cloudflare, Inc.

NET|18915M107

Shares:5.3K

Value:$600.1K

% of Portfolio:0.1% ($600.1K/$1.1B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:13.2K

Value:$598.1K

% of Portfolio:0.1% ($598.1K/$1.1B)

WELLTOWER INC.

WELL|95040Q104

Shares:3.9K

Value:$590.2K

% of Portfolio:0.1% ($590.2K/$1.1B)

Nuveen California Quality Municipal Income Fund

NAC|67066Y105

Shares:51.0K

Value:$572.7K

% of Portfolio:0.1% ($572.7K/$1.1B)

922908736

VUG|922908736

Shares:1.5K

Value:$565.0K

% of Portfolio:0.1% ($565.0K/$1.1B)

Philip Morris International Inc.

PM|718172109

Shares:3.6K

Value:$564.5K

% of Portfolio:0.1% ($564.5K/$1.1B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.6K

Value:$561.1K

% of Portfolio:0.1% ($561.1K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.7K	QoQ -10.16% (-424) YoY +7.48% (+261)	All Managers (Combined)	$658.6K	0.1% ($658.6K/$1.1B)	QoQ -18.12% (-$145.8K) YoY +116882.41% (+$658.0K)
Snowflake Inc.(SNOWcusip833445109)	4.5K	QoQ -21.05% (-1.2K) YoY +34.93% (+1.2K)	All Managers (Combined)	$657.7K	0.1% ($657.7K/$1.1B)	QoQ -25.27% (-$222.4K) YoY +121925.97% (+$657.2K)
(IVWcusip464287309)	6.9K	QoQ -5.19% (-379) YoY -0.54% (-38)	All Managers (Combined)	$641.8K	0.1% ($641.8K/$1.1B)	QoQ -13.31% (-$98.6K) YoY +109227.59% (-$641.2K)
(cusip518416409)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$638.1K	0.1% ($638.1K/$1.1B)	QoQ NEW(+$638.1K) YoY NEW(+$638.1K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	6.2K	QoQ -1.78% (-113) YoY -69.01% (-13.8K)	All Managers (Combined)	$637.4K	0.1% ($637.4K/$1.1B)	QoQ -16.46% (-$125.6K) YoY +17536.93% (-$633.8K)
(VYMcusip921946406)	4.9K	QoQ -1.61% (-81) YoY -0.58% (-29)	All Managers (Combined)	$637.0K	0.1% ($637.0K/$1.1B)	QoQ -0.55% (-$3.6K) YoY +105887.18% (-$636.4K)
KINDER MORGAN, INC.(KMIcusip49456B101)	22.3K	QoQ -38.18% (-13.7K) YoY -96.91% (-698.0K)	All Managers (Combined)	$634.8K	0.1% ($634.8K/$1.1B)	QoQ -35.63% (-$351.5K) YoY +4705.48% (-$621.6K)
US BANCORP \DE\(USBcusip902973304)	14.9K	QoQ -13.41% (-2.3K) YoY -17.87% (-3.3K)	All Managers (Combined)	$630.6K	0.1% ($630.6K/$1.1B)	QoQ -23.56% (-$194.4K) YoY +77459.16% (-$629.7K)
SOUTHERN CO(SOcusip842587107)	6.8K	QoQ +0.01% (+1) YoY -1.35% (-93)	All Managers (Combined)	$622.6K	0.1% ($622.6K/$1.1B)	QoQ +11.71% (+$65.3K) YoY +126443.49% (-$622.1K)
PFIZER INC(PFEcusip717081103)	24.5K	QoQ +3.50% (-830) YoY -2.50% (-631)	All Managers (Combined)	$621.9K	0.1% ($621.9K/$1.1B)	QoQ -1.14% (-$7.2K) YoY +88867.66% (-$621.2K)
ACUITY BRANDS INC(AYIcusip00508Y102)	2.3K	QoQ -7.08% (-177) YoY NEW(+2.3K)	All Managers (Combined)	$611.2K	0.1% ($611.2K/$1.1B)	QoQ -16.23% (-$118.5K) YoY NEW(+$611.2K)
(cusip46116X101)✕	4.6K	QoQ -8.00% (-400) YoY -13.20% (-700)	All Managers (Combined)	$606.8K	0.1% ($606.8K/$1.1B)	QoQ +45.31% (-$189.2K) YoY +165249.31% (-$606.5K)
BADGER METER INC(BMIcusip056525108)	3.2K	QoQ -5.64% (-190) YoY NEW(+3.2K)	All Managers (Combined)	$604.2K	0.1% ($604.2K/$1.1B)	QoQ -15.37% (-$109.8K) YoY NEW(+$604.2K)
Cloudflare, Inc.(NETcusip18915M107)	5.3K	QoQ -21.63% (-1.5K) YoY -60.78% (-8.3K)	All Managers (Combined)	$600.1K	0.1% ($600.1K/$1.1B)	QoQ -17.98% (-$131.6K) YoY +45533.07% (-$598.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	13.2K	QoQ +18.45% (+2.1K) YoY +10.72% (+1.3K)	All Managers (Combined)	$598.1K	0.1% ($598.1K/$1.1B)	QoQ +34.35% (+$152.9K) YoY +119524.80% (+$597.6K)
WELLTOWER INC.(WELLcusip95040Q104)	3.9K	QoQ +0.20% (+8) YoY NEW(+3.9K)	All Managers (Combined)	$590.2K	0.1% ($590.2K/$1.1B)	QoQ +21.81% (+$105.7K) YoY NEW(+$590.2K)
Nuveen California Quality Municipal Income Fund(NACcusip67066Y105)	51.0K	QoQ 0.00% (-0) YoY -16.91% (-10.4K)	All Managers (Combined)	$572.7K	0.1% ($572.7K/$1.1B)	QoQ -0.44% (-$2.5K) YoY +84615.68% (-$572.0K)
(VUGcusip922908736)	1.5K	QoQ +24.71% (+302) YoY +125.44% (+848)	All Managers (Combined)	$565.0K	0.1% ($565.0K/$1.1B)	QoQ +12.68% (+$63.6K) YoY +242380.25% (+$564.7K)
Philip Morris International Inc.(PMcusip718172109)	3.6K	QoQ -0.78% (-28) YoY +51.96% (+1.2K)	All Managers (Combined)	$564.5K	0.1% ($564.5K/$1.1B)	QoQ +30.85% (-$133.1K) YoY +263689.71% (+$564.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	6.6K	QoQ +38.93% (+1.9K) YoY NEW(+6.6K)	All Managers (Combined)	$561.1K	0.1% ($561.1K/$1.1B)	QoQ +55.04% (+$199.2K) YoY NEW(+$561.1K)