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 12 of 16

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DEERE & CO

DE|244199105

Shares:946

Value:$444.0K

% of Portfolio:0.0% ($444.0K/$1.1B)

Dutch Bros Inc.

BROS|26701L100

Shares:7.2K

Value:$443.3K

% of Portfolio:0.0% ($443.3K/$1.1B)

Uber Technologies, Inc

UBER|90353T100

Shares:5.9K

Value:$427.9K

% of Portfolio:0.0% ($427.9K/$1.1B)

09290C509

Shares:7.0K

Value:$425.4K

% of Portfolio:0.0% ($425.4K/$1.1B)

ALLSTATE CORP

ALL|020002101

Shares:2.0K

Value:$413.6K

% of Portfolio:0.0% ($413.6K/$1.1B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.4K

Value:$399.8K

% of Portfolio:0.0% ($399.8K/$1.1B)

MORGAN STANLEY

MS|617446448

Shares:3.3K

Value:$389.8K

% of Portfolio:0.0% ($389.8K/$1.1B)

46438F101

Shares:8.3K

Value:$387.5K

% of Portfolio:0.0% ($387.5K/$1.1B)

808524300

SCHG|808524300

Shares:15.4K

Value:$386.1K

% of Portfolio:0.0% ($386.1K/$1.1B)

464288448

Shares:12.4K

Value:$383.6K

% of Portfolio:0.0% ($383.6K/$1.1B)

HORTON D R INC /DE/

DHI|23331A109

Shares:3.0K

Value:$381.8K

% of Portfolio:0.0% ($381.8K/$1.1B)

38964R203

Shares:22.2K

Value:$381.6K

% of Portfolio:0.0% ($381.6K/$1.1B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:4.7K

Value:$379.3K

% of Portfolio:0.0% ($379.3K/$1.1B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:9.0K

Value:$376.2K

% of Portfolio:0.0% ($376.2K/$1.1B)

72201R817

Shares:3.9K

Value:$375.2K

% of Portfolio:0.0% ($375.2K/$1.1B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.9K

Value:$375.1K

% of Portfolio:0.0% ($375.1K/$1.1B)

Trade Desk, Inc.

TTD|88339J105

Shares:6.8K

Value:$372.1K

% of Portfolio:0.0% ($372.1K/$1.1B)

921910733

ESGV|921910733

Shares:3.7K

Value:$362.4K

% of Portfolio:0.0% ($362.4K/$1.1B)

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

NKX|670651108

Shares:28.5K

Value:$359.3K

% of Portfolio:0.0% ($359.3K/$1.1B)

Aon plc

AON|G0403H108

Shares:880

Value:$351.2K

% of Portfolio:0.0% ($351.2K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DEERE & CO(DEcusip244199105)	946	QoQ -89.60% (-8.2K) YoY -96.45% (-25.7K)	All Managers (Combined)	$444.0K	0.0% ($444.0K/$1.1B)	QoQ -88.47% (-$3.4M) YoY +3953.27% (-$433.1K)
Dutch Bros Inc.(BROScusip26701L100)	7.2K	QoQ -35.72% (-4.0K) YoY -41.09% (-5.0K)	All Managers (Combined)	$443.3K	0.0% ($443.3K/$1.1B)	QoQ -24.23% (-$141.8K) YoY +110172.13% (-$442.9K)
Uber Technologies, Inc(UBERcusip90353T100)	5.9K	QoQ -23.70% (-1.8K) YoY -20.14% (-1.5K)	All Managers (Combined)	$427.9K	0.0% ($427.9K/$1.1B)	QoQ -7.84% (-$36.4K) YoY +75501.94% (-$427.3K)
(cusip09290C509)✕	7.0K	QoQ 0.00% (-0) YoY +51.92% (+2.4K)	All Managers (Combined)	$425.4K	0.0% ($425.4K/$1.1B)	QoQ -5.37% (-$24.2K) YoY +160423.39% (+$425.1K)
ALLSTATE CORP(ALLcusip020002101)	2.0K	QoQ -45.97% (-1.7K) YoY -46.16% (-1.7K)	All Managers (Combined)	$413.6K	0.0% ($413.6K/$1.1B)	QoQ -41.98% (-$299.4K) YoY +64327.25% (-$413.0K)
MICROSTRATEGY Inc(MSTRcusip594972408)	1.4K	QoQ +54.11% (+487) YoY NEW(+1.4K)	All Managers (Combined)	$399.8K	0.0% ($399.8K/$1.1B)	QoQ +53.39% (+$139.2K) YoY NEW(+$399.8K)
MORGAN STANLEY(MScusip617446448)	3.3K	QoQ -3.15% (-109) YoY -93.66% (-49.4K)	All Managers (Combined)	$389.8K	0.0% ($389.8K/$1.1B)	QoQ -10.13% (-$43.9K) YoY +7744.87% (-$384.8K)
(cusip46438F101)✕	8.3K	QoQ +0.06% (-5) YoY NEW(+8.3K)	All Managers (Combined)	$387.5K	0.0% ($387.5K/$1.1B)	QoQ -11.70% (-$51.4K) YoY NEW(+$387.5K)
(SCHGcusip808524300)	15.4K	QoQ +2.68% (-403) YoY +310.73% (+11.7K)	All Managers (Combined)	$386.1K	0.0% ($386.1K/$1.1B)	QoQ -7.74% (-$32.4K) YoY +110845.97% (+$385.7K)
(cusip464288448)✕	12.4K	QoQ -3.61% (-464) YoY -6.26% (-827)	All Managers (Combined)	$383.6K	0.0% ($383.6K/$1.1B)	QoQ +9.19% (-$32.3K) YoY +103565.67% (-$383.2K)
HORTON D R INC /DE/(DHIcusip23331A109)	3.0K	QoQ -40.01% (-2.0K) YoY +50.07% (+1.0K)	All Managers (Combined)	$381.8K	0.0% ($381.8K/$1.1B)	QoQ -45.45% (-$318.2K) YoY +115938.90% (+$381.4K)
(cusip38964R203)✕	22.2K	QoQ +26.96% (-4.7K) YoY NEW(+22.2K)	All Managers (Combined)	$381.6K	0.0% ($381.6K/$1.1B)	QoQ -30.57% (-$168.0K) YoY NEW(+$381.6K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	4.7K	QoQ -37.94% (-2.9K) YoY -36.46% (-2.7K)	All Managers (Combined)	$379.3K	0.0% ($379.3K/$1.1B)	QoQ -35.93% (-$212.7K) YoY +56337.05% (-$378.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	9.0K	QoQ +1.24% (-111) YoY -22.47% (-2.6K)	All Managers (Combined)	$376.2K	0.0% ($376.2K/$1.1B)	QoQ -3.86% (-$15.1K) YoY +85202.04% (-$375.7K)
(cusip72201R817)✕	3.9K	QoQ +134.25% (+2.2K) YoY NEW(+3.9K)	All Managers (Combined)	$375.2K	0.0% ($375.2K/$1.1B)	QoQ +138.45% (+$217.8K) YoY NEW(+$375.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.9K	QoQ +0.64% (+12) YoY -2.29% (-44)	All Managers (Combined)	$375.1K	0.0% ($375.1K/$1.1B)	QoQ +20.78% (+$64.6K) YoY +111214.24% (-$374.8K)
Trade Desk, Inc.(TTDcusip88339J105)	6.8K	QoQ +12.02% (-730) YoY +7.76% (+490)	All Managers (Combined)	$372.1K	0.0% ($372.1K/$1.1B)	QoQ -47.84% (-$341.3K) YoY +67308.69% (+$371.5K)
(ESGVcusip921910733)	3.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$362.4K	0.0% ($362.4K/$1.1B)	QoQ -6.61% (-$25.7K) YoY +104947.82% (+$362.1K)
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND(NKXcusip670651108)	28.5K	QoQ +0.06% (-18) YoY +20.43% (+4.8K)	All Managers (Combined)	$359.3K	0.0% ($359.3K/$1.1B)	QoQ -0.33% (-$1.2K) YoY +124659.72% (+$359.0K)
Aon plc(AONcusipG0403H108)	880	QoQ -0.11% (-1) YoY -98.08% (-45.0K)	All Managers (Combined)	$351.2K	0.0% ($351.2K/$1.1B)	QoQ +10.99% (-$34.8K) YoY +2193.77% (-$335.9K)