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 16 of 16

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Udemy, Inc.

UDMY|902685106

Shares:20.0K

Value:$155.3K

% of Portfolio:0.0% ($155.3K/$1.1B)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:14.3K

Value:$116.8K

% of Portfolio:0.0% ($116.8K/$1.1B)

BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.

MUC|09254L107

Shares:10.7K

Value:$114.5K

% of Portfolio:0.0% ($114.5K/$1.1B)

VALLEY NATIONAL BANCORP

VLY|919794107

Shares:11.8K

Value:$104.9K

% of Portfolio:0.0% ($104.9K/$1.1B)

Xeris Biopharma Holdings, Inc.

XERS|98422E103

Shares:16.3K

Value:$89.4K

% of Portfolio:0.0% ($89.4K/$1.1B)

LXP Industrial Trust

LXP|529043101

Shares:10.0K

Value:$86.7K

% of Portfolio:0.0% ($86.7K/$1.1B)

29103K100

Shares:10.0K

Value:$62.2K

% of Portfolio:0.0% ($62.2K/$1.1B)

20460L104

Shares:31.0K

Value:$48.0K

% of Portfolio:0.0% ($48.0K/$1.1B)

CHEGG, INC

CHGG|163092109

Shares:41.0K

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$1.1B)

ChargePoint Holdings, Inc.

CHPT|15961R105

Shares:40.6K

Value:$24.6K

% of Portfolio:0.0% ($24.6K/$1.1B)

Imunon, Inc.

IMNN|15117N602

Shares:10.3K

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$1.1B)

bioAffinity Technologies, Inc.

BIAF|09076W109

Shares:16.0K

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Udemy, Inc.(UDMYcusip902685106)	20.0K	QoQ 0.00% (-0) YoY -50.00% (-20.0K)	All Managers (Combined)	$155.3K	0.0% ($155.3K/$1.1B)	QoQ -5.65% (-$9.3K) YoY +35275.85% (-$154.9K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	14.3K	QoQ 0.00% (-0) YoY -1.40% (-205)	All Managers (Combined)	$116.8K	0.0% ($116.8K/$1.1B)	QoQ -0.36% (-$431) YoY +98058.82% (-$116.7K)
BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.(MUCcusip09254L107)	10.7K	QoQ +16.55% (+1.5K) YoY NEW(+10.7K)	All Managers (Combined)	$114.5K	0.0% ($114.5K/$1.1B)	QoQ +17.42% (+$17.0K) YoY NEW(+$114.5K)
VALLEY NATIONAL BANCORP(VLYcusip919794107)	11.8K	QoQ +9.25% (+1.0K) YoY 0.00% (+0)	All Managers (Combined)	$104.9K	0.0% ($104.9K/$1.1B)	QoQ +7.20% (+$7.1K) YoY +111497.87% (+$104.8K)
Xeris Biopharma Holdings, Inc.(XERScusip98422E103)	16.3K	QoQ -9.70% (-1.8K) YoY -9.70% (-1.8K)	All Managers (Combined)	$89.4K	0.0% ($89.4K/$1.1B)	QoQ +46.22% (-$28.2K) YoY +223290.00% (-$89.3K)
LXP Industrial Trust(LXPcusip529043101)	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$86.7K	0.0% ($86.7K/$1.1B)	QoQ +6.52% (+$5.3K) YoY NEW(+$86.7K)
(cusip29103K100)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$62.2K	0.0% ($62.2K/$1.1B)	QoQ NEW(+$62.2K) YoY NEW(+$62.2K)
(cusip20460L104)✕	31.0K	QoQ -40.38% (-21.0K) YoY NEW(+31.0K)	All Managers (Combined)	$48.0K	0.0% ($48.0K/$1.1B)	QoQ -48.37% (-$45.0K) YoY NEW(+$48.0K)
CHEGG, INC(CHGGcusip163092109)	41.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$26.2K	0.0% ($26.2K/$1.1B)	QoQ -60.29% (-$39.8K) YoY +8354.19% (+$25.9K)
ChargePoint Holdings, Inc.(CHPTcusip15961R105)	40.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$24.6K	0.0% ($24.6K/$1.1B)	QoQ -43.45% (-$18.9K) YoY +31840.25% (+$24.5K)
Imunon, Inc.(IMNNcusip15117N602)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$1.1B)	QoQ NEW(+$10.8K) YoY NEW(+$10.8K)
bioAffinity Technologies, Inc.(BIAFcusip09076W109)	16.0K	QoQ NEW(+16.0K) YoY NEW(+16.0K)	All Managers (Combined)	$4.2K	0.0% ($4.2K/$1.1B)	QoQ NEW(+$4.2K) YoY NEW(+$4.2K)