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 15 of 16

Sort by:

922908751

VB|922908751

Shares:1.0K

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$1.1B)

78464A763

SDY|78464A763

Shares:1.6K

Value:$217.4K

% of Portfolio:0.0% ($217.4K/$1.1B)

Mastercard Inc

MA|57636Q104

Shares:393

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$1.1B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.0K

Value:$214.8K

% of Portfolio:0.0% ($214.8K/$1.1B)

TETRA TECHNOLOGIES INC

TTI|88162F105

Shares:63.0K

Value:$211.7K

% of Portfolio:0.0% ($211.7K/$1.1B)

464287168

DVY|464287168

Shares:1.6K

Value:$210.4K

% of Portfolio:0.0% ($210.4K/$1.1B)

81369Y803

XLK|81369Y803

Shares:1.0K

Value:$210.4K

% of Portfolio:0.0% ($210.4K/$1.1B)

922042775

VEU|922042775

Shares:3.4K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$1.1B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.2K

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$1.1B)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:13.5K

Value:$208.5K

% of Portfolio:0.0% ($208.5K/$1.1B)

464288570

Shares:2.0K

Value:$207.4K

% of Portfolio:0.0% ($207.4K/$1.1B)

ENBRIDGE INC

ENB|29250N105

Shares:4.7K

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$1.1B)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.0K

Value:$206.4K

% of Portfolio:0.0% ($206.4K/$1.1B)

AUTOZONE INC

AZO|053332102

Shares:53

Value:$202.1K

% of Portfolio:0.0% ($202.1K/$1.1B)

3M CO

MMM|88579Y101

Shares:1.4K

Value:$201.9K

% of Portfolio:0.0% ($201.9K/$1.1B)

Prologis, Inc.

PLD|74340W103

Shares:1.8K

Value:$201.1K

% of Portfolio:0.0% ($201.1K/$1.1B)

Eos Energy Enterprises, Inc.

EOSE|29415C101

Shares:50.0K

Value:$189.0K

% of Portfolio:0.0% ($189.0K/$1.1B)

Nuveen Taxable Municipal Income Fund

NBB|67074C103

Shares:11.7K

Value:$187.4K

% of Portfolio:0.0% ($187.4K/$1.1B)

NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND

NMZ|670682103

Shares:15.7K

Value:$170.8K

% of Portfolio:0.0% ($170.8K/$1.1B)

FORD MOTOR CO

F|345370860

Shares:16.5K

Value:$165.3K

% of Portfolio:0.0% ($165.3K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	1.0K	QoQ 0.00% (-0) YoY -1.47% (-15)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$1.1B)	QoQ -7.68% (-$18.5K) YoY +95390.98% (-$222.3K)
(SDYcusip78464A763)	1.6K	QoQ -13.63% (-253) YoY -32.98% (-789)	All Managers (Combined)	$217.4K	0.0% ($217.4K/$1.1B)	QoQ -11.31% (-$27.7K) YoY +69145.22% (-$217.1K)
Mastercard Inc(MAcusip57636Q104)	393	QoQ +7.08% (+26) YoY -91.95% (-4.5K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$1.1B)	QoQ +11.50% (+$22.2K) YoY +9054.12% (-$213.1K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.0K	QoQ -0.96% (-19) YoY +1.61% (+31)	All Managers (Combined)	$214.8K	0.0% ($214.8K/$1.1B)	QoQ +4.12% (-$8.5K) YoY +107293.00% (+$214.6K)
TETRA TECHNOLOGIES INC(TTIcusip88162F105)	63.0K	QoQ +65.78% (+25.0K) YoY NEW(+63.0K)	All Managers (Combined)	$211.7K	0.0% ($211.7K/$1.1B)	QoQ +55.60% (+$75.6K) YoY NEW(+$211.7K)
(DVYcusip464287168)	1.6K	QoQ 0.00% (+0) YoY -25.02% (-523)	All Managers (Combined)	$210.4K	0.0% ($210.4K/$1.1B)	QoQ +2.28% (+$4.7K) YoY +81780.54% (-$210.2K)
(XLKcusip81369Y803)	1.0K	QoQ +2.00% (-20) YoY NEW(+1.0K)	All Managers (Combined)	$210.4K	0.0% ($210.4K/$1.1B)	QoQ -9.42% (-$21.9K) YoY NEW(+$210.4K)
(VEUcusip922042775)	3.4K	QoQ +23.24% (+650) YoY -41.79% (-2.5K)	All Managers (Combined)	$209.0K	0.0% ($209.0K/$1.1B)	QoQ +30.22% (+$48.5K) YoY +60140.63% (-$208.7K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.2K	QoQ +14.13% (+276) YoY NEW(+2.2K)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$1.1B)	QoQ +17.64% (+$31.3K) YoY NEW(+$208.8K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	13.5K	QoQ -56.36% (-17.4K) YoY NEW(+13.5K)	All Managers (Combined)	$208.5K	0.0% ($208.5K/$1.1B)	QoQ -68.46% (-$452.5K) YoY NEW(+$208.5K)
(cusip464288570)✕	2.0K	QoQ 0.00% (-0) YoY -45.88% (-1.7K)	All Managers (Combined)	$207.4K	0.0% ($207.4K/$1.1B)	QoQ -7.11% (-$15.9K) YoY +54908.22% (-$207.0K)
ENBRIDGE INC(ENBcusip29250N105)	4.7K	QoQ +1.10% (+51) YoY NEW(+4.7K)	All Managers (Combined)	$206.5K	0.0% ($206.5K/$1.1B)	QoQ +5.58% (+$10.9K) YoY NEW(+$206.5K)
Otis Worldwide Corp(OTIScusip68902V107)	2.0K	QoQ 0.00% (+0) YoY -85.18% (-11.5K)	All Managers (Combined)	$206.4K	0.0% ($206.4K/$1.1B)	QoQ +11.43% (+$21.2K) YoY +15302.98% (-$205.1K)
AUTOZONE INC(AZOcusip053332102)	53	QoQ -20.89% (-14) YoY -97.46% (-2.0K)	All Managers (Combined)	$202.1K	0.0% ($202.1K/$1.1B)	QoQ -5.80% (-$12.5K) YoY +2967.83% (-$195.5K)
3M CO(MMMcusip88579Y101)	1.4K	QoQ -14.91% (-241) YoY -30.86% (-614)	All Managers (Combined)	$201.9K	0.0% ($201.9K/$1.1B)	QoQ -3.19% (-$6.7K) YoY +95606.63% (-$201.7K)
Prologis, Inc.(PLDcusip74340W103)	1.8K	QoQ +5.63% (+96) YoY NEW(+1.8K)	All Managers (Combined)	$201.1K	0.0% ($201.1K/$1.1B)	QoQ +11.72% (+$21.1K) YoY NEW(+$201.1K)
Eos Energy Enterprises, Inc.(EOSEcusip29415C101)	50.0K	QoQ +11.11% (-5.0K) YoY NEW(+50.0K)	All Managers (Combined)	$189.0K	0.0% ($189.0K/$1.1B)	QoQ -13.58% (-$29.7K) YoY NEW(+$189.0K)
Nuveen Taxable Municipal Income Fund(NBBcusip67074C103)	11.7K	QoQ 0.00% (+0) YoY -3.30% (-400)	All Managers (Combined)	$187.4K	0.0% ($187.4K/$1.1B)	QoQ +6.94% (+$12.2K) YoY +101181.08% (-$187.2K)
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND(NMZcusip670682103)	15.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$170.8K	0.0% ($170.8K/$1.1B)	QoQ +0.92% (+$1.6K) YoY +103426.06% (+$170.7K)
FORD MOTOR CO(Fcusip345370860)	16.5K	QoQ -42.62% (-12.2K) YoY -65.14% (-30.8K)	All Managers (Combined)	$165.3K	0.0% ($165.3K/$1.1B)	QoQ -41.87% (-$119.1K) YoY +26216.08% (-$164.6K)