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 13 of 16

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KB HOME

KBH|48666K109

Shares:6.0K

Value:$348.8K

% of Portfolio:0.0% ($348.8K/$1.1B)

92189F106

GDX|92189F106

Shares:7.5K

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$1.1B)

LENNAR CORP /NEW/

LEN|526057104

Shares:3.0K

Value:$347.0K

% of Portfolio:0.0% ($347.0K/$1.1B)

132061201

Shares:5.4K

Value:$347.0K

% of Portfolio:0.0% ($347.0K/$1.1B)

33740F805

Shares:7.9K

Value:$346.2K

% of Portfolio:0.0% ($346.2K/$1.1B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:22.5K

Value:$337.7K

% of Portfolio:0.0% ($337.7K/$1.1B)

SHOPIFY INC.

SHOP|82509L107

Shares:3.5K

Value:$330.8K

% of Portfolio:0.0% ($330.8K/$1.1B)

National Storage Affiliates Trust

NSA|637870106

Shares:8.4K

Value:$329.8K

% of Portfolio:0.0% ($329.8K/$1.1B)

Energy Transfer LP

ET|29273V100

Shares:17.1K

Value:$318.3K

% of Portfolio:0.0% ($318.3K/$1.1B)

FS KKR Capital Corp

FSK|302635206

Shares:15.1K

Value:$315.7K

% of Portfolio:0.0% ($315.7K/$1.1B)

AT&T INC.

T|00206R102

Shares:11.0K

Value:$310.7K

% of Portfolio:0.0% ($310.7K/$1.1B)

LINDE PLC

LIN|G54950103

Shares:662

Value:$308.3K

% of Portfolio:0.0% ($308.3K/$1.1B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.3K

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$1.1B)

CVS HEALTH Corp

CVS|126650100

Shares:4.5K

Value:$304.8K

% of Portfolio:0.0% ($304.8K/$1.1B)

INTEL CORP

INTC|458140100

Shares:13.4K

Value:$303.6K

% of Portfolio:0.0% ($303.6K/$1.1B)

808524102

SCHB|808524102

Shares:12.9K

Value:$277.2K

% of Portfolio:0.0% ($277.2K/$1.1B)

46429B655

Shares:5.4K

Value:$273.8K

% of Portfolio:0.0% ($273.8K/$1.1B)

MCCORMICK & CO INC

MKC|579780206

Shares:3.3K

Value:$273.1K

% of Portfolio:0.0% ($273.1K/$1.1B)

78467V848

Shares:6.7K

Value:$269.9K

% of Portfolio:0.0% ($269.9K/$1.1B)

464289867

Shares:4.7K

Value:$268.7K

% of Portfolio:0.0% ($268.7K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
KB HOME(KBHcusip48666K109)	6.0K	QoQ +199.90% (+4.0K) YoY NEW(+6.0K)	All Managers (Combined)	$348.8K	0.0% ($348.8K/$1.1B)	QoQ +165.21% (+$217.3K) YoY NEW(+$348.8K)
(GDXcusip92189F106)	7.5K	QoQ -21.35% (-2.0K) YoY NEW(+7.5K)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$1.1B)	QoQ +6.61% (-$21.5K) YoY NEW(+$347.1K)
LENNAR CORP /NEW/(LENcusip526057104)	3.0K	QoQ +140.30% (+1.8K) YoY NEW(+3.0K)	All Managers (Combined)	$347.0K	0.0% ($347.0K/$1.1B)	QoQ +102.25% (+$175.4K) YoY NEW(+$347.0K)
(cusip132061201)✕	5.4K	QoQ +34.97% (+1.4K) YoY +39.22% (+1.5K)	All Managers (Combined)	$347.0K	0.0% ($347.0K/$1.1B)	QoQ +25.76% (+$71.1K) YoY +121213.28% (+$346.7K)
(cusip33740F805)✕	7.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$346.2K	0.0% ($346.2K/$1.1B)	QoQ +2.02% (+$6.9K) YoY +100540.98% (+$345.9K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	22.5K	QoQ -3.40% (-793) YoY -16.26% (-4.4K)	All Managers (Combined)	$337.7K	0.0% ($337.7K/$1.1B)	QoQ -10.88% (-$41.3K) YoY +89940.26% (-$337.3K)
SHOPIFY INC.(SHOPcusip82509L107)	3.5K	QoQ +12.24% (+378) YoY +11.59% (+360)	All Managers (Combined)	$330.8K	0.0% ($330.8K/$1.1B)	QoQ +0.79% (+$2.6K) YoY +137749.58% (+$330.6K)
National Storage Affiliates Trust(NSAcusip637870106)	8.4K	QoQ +48.14% (+2.7K) YoY NEW(+8.4K)	All Managers (Combined)	$329.8K	0.0% ($329.8K/$1.1B)	QoQ +53.96% (+$115.6K) YoY NEW(+$329.8K)
Energy Transfer LP(ETcusip29273V100)	17.1K	QoQ -1.72% (-300) YoY 0.00% (+0)	All Managers (Combined)	$318.3K	0.0% ($318.3K/$1.1B)	QoQ -6.73% (-$23.0K) YoY +118212.63% (+$318.0K)
FS KKR Capital Corp(FSKcusip302635206)	15.1K	QoQ -6.21% (-998) YoY NEW(+15.1K)	All Managers (Combined)	$315.7K	0.0% ($315.7K/$1.1B)	QoQ -9.53% (-$33.3K) YoY NEW(+$315.7K)
AT&T INC.(Tcusip00206R102)	11.0K	QoQ -7.21% (-854) YoY NEW(+11.0K)	All Managers (Combined)	$310.7K	0.0% ($310.7K/$1.1B)	QoQ +15.23% (-$41.1K) YoY NEW(+$310.7K)
LINDE PLC(LINcusipG54950103)	662	QoQ +0.76% (+5) YoY +22.82% (+123)	All Managers (Combined)	$308.3K	0.0% ($308.3K/$1.1B)	QoQ +12.06% (+$33.2K) YoY +123201.60% (+$308.0K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.3K	QoQ +136.24% (+1.3K) YoY NEW(+2.3K)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$1.1B)	QoQ +268.41% (+$224.2K) YoY NEW(+$307.7K)
CVS HEALTH Corp(CVScusip126650100)	4.5K	QoQ -3.08% (-143) YoY -20.01% (-1.1K)	All Managers (Combined)	$304.8K	0.0% ($304.8K/$1.1B)	QoQ +46.24% (-$96.4K) YoY +67780.17% (-$304.3K)
INTEL CORP(INTCcusip458140100)	13.4K	QoQ -7.37% (-1.1K) YoY +12.48% (+1.5K)	All Managers (Combined)	$303.6K	0.0% ($303.6K/$1.1B)	QoQ +4.90% (-$14.2K) YoY +57721.90% (+$303.0K)
(SCHBcusip808524102)	12.9K	QoQ +57.48% (+4.7K) YoY NEW(+12.9K)	All Managers (Combined)	$277.2K	0.0% ($277.2K/$1.1B)	QoQ +49.38% (+$91.6K) YoY NEW(+$277.2K)
(cusip46429B655)✕	5.4K	QoQ -2.70% (-149) YoY -4.74% (-267)	All Managers (Combined)	$273.8K	0.0% ($273.8K/$1.1B)	QoQ -2.37% (-$6.7K) YoY +95294.42% (-$273.5K)
MCCORMICK & CO INC(MKCcusip579780206)	3.3K	QoQ 0.00% (+0) YoY +22.07% (+600)	All Managers (Combined)	$273.1K	0.0% ($273.1K/$1.1B)	QoQ +7.96% (+$20.1K) YoY +130553.58% (+$272.9K)
(cusip78467V848)✕	6.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$269.9K	0.0% ($269.9K/$1.1B)	QoQ +2.28% (+$6.0K) YoY +100625.00% (+$269.7K)
(cusip464289867)✕	4.7K	QoQ +8.73% (+375) YoY -18.53% (-1.1K)	All Managers (Combined)	$268.7K	0.0% ($268.7K/$1.1B)	QoQ +9.21% (+$22.7K) YoY +84133.22% (-$268.4K)