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 11 of 16

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NETFLIX INC

NFLX|64110L106

Shares:574

Value:$535.3K

% of Portfolio:0.0% ($535.3K/$1.1B)

FIRST HORIZON CORP

FHN|320517105

Shares:27.4K

Value:$533.1K

% of Portfolio:0.0% ($533.1K/$1.1B)

COUSINS PROPERTIES INC

CUZ|222795502

Shares:16.8K

Value:$495.3K

% of Portfolio:0.0% ($495.3K/$1.1B)

ANALOG DEVICES INC

ADI|032654105

Shares:2.5K

Value:$494.2K

% of Portfolio:0.0% ($494.2K/$1.1B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.4K

Value:$491.1K

% of Portfolio:0.0% ($491.1K/$1.1B)

SUN COMMUNITIES INC

SUI|866674104

Shares:3.8K

Value:$488.2K

% of Portfolio:0.0% ($488.2K/$1.1B)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:1.6K

Value:$488.0K

% of Portfolio:0.0% ($488.0K/$1.1B)

464288687

Shares:15.7K

Value:$483.8K

% of Portfolio:0.0% ($483.8K/$1.1B)

808524797

SCHD|808524797

Shares:17.2K

Value:$480.2K

% of Portfolio:0.0% ($480.2K/$1.1B)

BOEING CO

BA|097023105

Shares:2.8K

Value:$479.2K

% of Portfolio:0.0% ($479.2K/$1.1B)

CATERPILLAR INC

CAT|149123101

Shares:1.4K

Value:$477.9K

% of Portfolio:0.0% ($477.9K/$1.1B)

92204A876

Shares:2.8K

Value:$477.2K

% of Portfolio:0.0% ($477.2K/$1.1B)

PULTEGROUP INC/MI/

PHM|745867101

Shares:4.6K

Value:$474.5K

% of Portfolio:0.0% ($474.5K/$1.1B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.3K

Value:$474.4K

% of Portfolio:0.0% ($474.4K/$1.1B)

464286525

ACWV|464286525

Shares:4.0K

Value:$470.4K

% of Portfolio:0.0% ($470.4K/$1.1B)

STRYKER CORP

SYK|863667101

Shares:1.2K

Value:$462.2K

% of Portfolio:0.0% ($462.2K/$1.1B)

Healthcare Realty Trust Inc

HR|42226K105

Shares:27.0K

Value:$456.1K

% of Portfolio:0.0% ($456.1K/$1.1B)

Medtronic plc

MDT|G5960L103

Shares:5.1K

Value:$454.8K

% of Portfolio:0.0% ($454.8K/$1.1B)

HERSHEY CO

HSY|427866108

Shares:2.6K

Value:$452.6K

% of Portfolio:0.0% ($452.6K/$1.1B)

GE Vernova Inc.

GEV|36828A101

Shares:1.5K

Value:$444.2K

% of Portfolio:0.0% ($444.2K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	574	QoQ -11.14% (-72) YoY -34.17% (-298)	All Managers (Combined)	$535.3K	0.0% ($535.3K/$1.1B)	QoQ -7.03% (-$40.5K) YoY +100894.90% (-$534.7K)
FIRST HORIZON CORP(FHNcusip320517105)	27.4K	QoQ -15.01% (-4.8K) YoY -14.21% (-4.5K)	All Managers (Combined)	$533.1K	0.0% ($533.1K/$1.1B)	QoQ -18.05% (-$117.4K) YoY +108029.61% (-$532.6K)
COUSINS PROPERTIES INC(CUZcusip222795502)	16.8K	QoQ +5.33% (+850) YoY NEW(+16.8K)	All Managers (Combined)	$495.3K	0.0% ($495.3K/$1.1B)	QoQ +1.41% (+$6.9K) YoY NEW(+$495.3K)
ANALOG DEVICES INC(ADIcusip032654105)	2.5K	QoQ -11.67% (-324) YoY NEW(+2.5K)	All Managers (Combined)	$494.2K	0.0% ($494.2K/$1.1B)	QoQ -16.17% (-$95.3K) YoY NEW(+$494.2K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.4K	QoQ -17.47% (-295) YoY -65.08% (-2.6K)	All Managers (Combined)	$491.1K	0.0% ($491.1K/$1.1B)	QoQ -14.96% (-$86.4K) YoY +38300.62% (-$489.9K)
SUN COMMUNITIES INC(SUIcusip866674104)	3.8K	QoQ -13.65% (-600) YoY NEW(+3.8K)	All Managers (Combined)	$488.2K	0.0% ($488.2K/$1.1B)	QoQ -9.67% (-$52.3K) YoY NEW(+$488.2K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	1.6K	QoQ +0.12% (+2) YoY +0.12% (+2)	All Managers (Combined)	$488.0K	0.0% ($488.0K/$1.1B)	QoQ +7.53% (+$34.2K) YoY +125350.38% (+$487.6K)
(cusip464288687)✕	15.7K	QoQ +23.99% (+3.0K) YoY +26.27% (+3.3K)	All Managers (Combined)	$483.8K	0.0% ($483.8K/$1.1B)	QoQ +21.19% (+$84.6K) YoY +120236.56% (+$483.4K)
(SCHDcusip808524797)	17.2K	QoQ +0.04% (+8) YoY +123.38% (+9.5K)	All Managers (Combined)	$480.2K	0.0% ($480.2K/$1.1B)	QoQ +2.38% (+$11.2K) YoY +77347.90% (+$479.6K)
BOEING CO(BAcusip097023105)	2.8K	QoQ -3.43% (-100) YoY -20.03% (-704)	All Managers (Combined)	$479.2K	0.0% ($479.2K/$1.1B)	QoQ -6.95% (-$35.8K) YoY +70585.25% (-$478.6K)
CATERPILLAR INC(CATcusip149123101)	1.4K	QoQ -11.32% (-185) YoY -9.03% (-144)	All Managers (Combined)	$477.9K	0.0% ($477.9K/$1.1B)	QoQ -19.39% (-$115.0K) YoY +81725.00% (-$477.3K)
(cusip92204A876)✕	2.8K	QoQ +2.08% (+57) YoY +5.15% (+137)	All Managers (Combined)	$477.2K	0.0% ($477.2K/$1.1B)	QoQ +6.69% (+$30.0K) YoY +125821.89% (+$476.9K)
PULTEGROUP INC/MI/(PHMcusip745867101)	4.6K	QoQ -25.81% (-1.6K) YoY NEW(+4.6K)	All Managers (Combined)	$474.5K	0.0% ($474.5K/$1.1B)	QoQ -29.96% (-$203.1K) YoY NEW(+$474.5K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.3K	QoQ +13.12% (+387) YoY +3.12% (+101)	All Managers (Combined)	$474.4K	0.0% ($474.4K/$1.1B)	QoQ +22.77% (+$88.0K) YoY +113382.05% (+$473.9K)
(ACWVcusip464286525)	4.0K	QoQ 0.00% (+0) YoY -6.17% (-266)	All Managers (Combined)	$470.4K	0.0% ($470.4K/$1.1B)	QoQ +6.56% (+$29.0K) YoY +103505.28% (-$469.9K)
STRYKER CORP(SYKcusip863667101)	1.2K	QoQ +29.91% (+286) YoY +29.91% (+286)	All Managers (Combined)	$462.2K	0.0% ($462.2K/$1.1B)	QoQ +34.27% (+$118.0K) YoY +135038.01% (+$461.8K)
Healthcare Realty Trust Inc(HRcusip42226K105)	27.0K	QoQ 0.00% (-0) YoY +52.57% (+9.3K)	All Managers (Combined)	$456.1K	0.0% ($456.1K/$1.1B)	QoQ -0.29% (-$1.4K) YoY +182352.40% (+$455.9K)
Medtronic plc(MDTcusipG5960L103)	5.1K	QoQ -39.56% (-3.3K) YoY -33.73% (-2.6K)	All Managers (Combined)	$454.8K	0.0% ($454.8K/$1.1B)	QoQ -32.01% (-$214.1K) YoY +68185.58% (-$454.1K)
HERSHEY CO(HSYcusip427866108)	2.6K	QoQ -91.84% (-29.8K) YoY -98.27% (-150.7K)	All Managers (Combined)	$452.6K	0.0% ($452.6K/$1.1B)	QoQ -91.75% (-$5.0M) YoY +1417.14% (-$422.8K)
GE Vernova Inc.(GEVcusip36828A101)	1.5K	QoQ -17.51% (-309) YoY NEW(+1.5K)	All Managers (Combined)	$444.2K	0.0% ($444.2K/$1.1B)	QoQ -23.44% (-$136.1K) YoY NEW(+$444.2K)