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

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Eaton Corp plc

ETN|G29183103

Shares:51.9K

Value:$14.1M

% of Portfolio:1.3% ($14.1M/$1.1B)

ORACLE CORP

ORCL|68389X105

Shares:98.8K

Value:$13.8M

% of Portfolio:1.3% ($13.8M/$1.1B)

Shell plc

SHEL|780259305

Shares:181.8K

Value:$13.3M

% of Portfolio:1.2% ($13.3M/$1.1B)

DANAHER CORP /DE/

DHR|235851102

Shares:63.3K

Value:$13.0M

% of Portfolio:1.2% ($13.0M/$1.1B)

AMAZON COM INC

AMZN|023135106

Shares:66.6K

Value:$12.7M

% of Portfolio:1.2% ($12.7M/$1.1B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:12.4K

Value:$11.7M

% of Portfolio:1.1% ($11.7M/$1.1B)

NVIDIA CORP

NVDA|67066G104

Shares:108.3K

Value:$11.7M

% of Portfolio:1.1% ($11.7M/$1.1B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:47.1K

Value:$11.5M

% of Portfolio:1.1% ($11.5M/$1.1B)

EXELON CORP

EXC|30161N101

Shares:250.2K

Value:$11.5M

% of Portfolio:1.1% ($11.5M/$1.1B)

464287226

Shares:111.7K

Value:$11.1M

% of Portfolio:1.0% ($11.1M/$1.1B)

Mondelez International, Inc.

MDLZ|609207105

Shares:157.7K

Value:$10.7M

% of Portfolio:1.0% ($10.7M/$1.1B)

46435G425

ESGU|46435G425

Shares:87.0K

Value:$10.6M

% of Portfolio:1.0% ($10.6M/$1.1B)

092528603

Shares:199.5K

Value:$10.4M

% of Portfolio:1.0% ($10.4M/$1.1B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:18.5K

Value:$10.3M

% of Portfolio:1.0% ($10.3M/$1.1B)

Chubb Ltd

CB|H1467J104

Shares:32.3K

Value:$9.7M

% of Portfolio:0.9% ($9.7M/$1.1B)

QUALCOMM INC/DE

QCOM|747525103

Shares:61.4K

Value:$9.4M

% of Portfolio:0.9% ($9.4M/$1.1B)

Walt Disney Co

DIS|254687106

Shares:93.5K

Value:$9.2M

% of Portfolio:0.8% ($9.2M/$1.1B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:219.2K

Value:$9.2M

% of Portfolio:0.8% ($9.2M/$1.1B)

AbbVie Inc.

ABBV|00287Y109

Shares:42.8K

Value:$9.0M

% of Portfolio:0.8% ($9.0M/$1.1B)

09290C103

Shares:180.3K

Value:$8.8M

% of Portfolio:0.8% ($8.8M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Eaton Corp plc(ETNcusipG29183103)	51.9K	QoQ +150.77% (+31.2K) YoY -47.96% (-47.8K)	All Managers (Combined)	$14.1M	1.3% ($14.1M/$1.1B)	QoQ +105.54% (+$7.2M) YoY +45136.59% (-$14.1M)
ORACLE CORP(ORCLcusip68389X105)	98.8K	QoQ +238.25% (+69.6K) YoY -25.82% (-34.4K)	All Managers (Combined)	$13.8M	1.3% ($13.8M/$1.1B)	QoQ +183.94% (+$8.9M) YoY +82454.97% (-$13.8M)
Shell plc(SHELcusip780259305)	181.8K	QoQ -3.95% (-7.5K) YoY -7.11% (-13.9K)	All Managers (Combined)	$13.3M	1.2% ($13.3M/$1.1B)	QoQ +12.34% (-$1.5M) YoY +101427.75% (-$13.3M)
DANAHER CORP /DE/(DHRcusip235851102)	63.3K	QoQ +197.04% (+42.0K) YoY -26.46% (-22.8K)	All Managers (Combined)	$13.0M	1.2% ($13.0M/$1.1B)	QoQ +165.42% (+$8.1M) YoY +60269.06% (-$12.9M)
AMAZON COM INC(AMZNcusip023135106)	66.6K	QoQ +96.00% (+32.6K) YoY -55.04% (-81.6K)	All Managers (Combined)	$12.7M	1.2% ($12.7M/$1.1B)	QoQ +70.07% (+$5.2M) YoY +47319.13% (-$12.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	12.4K	QoQ +3.70% (+444) YoY +1.80% (+220)	All Managers (Combined)	$11.7M	1.1% ($11.7M/$1.1B)	QoQ +7.05% (+$773.5K) YoY +131328.99% (+$11.7M)
NVIDIA CORP(NVDAcusip67066G104)	108.3K	QoQ +80.20% (+48.2K) YoY +461.14% (+89.0K)	All Managers (Combined)	$11.7M	1.1% ($11.7M/$1.1B)	QoQ +45.35% (+$3.7M) YoY +67205.91% (+$11.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	47.1K	QoQ -1.45% (-693) YoY -32.10% (-22.3K)	All Managers (Combined)	$11.5M	1.1% ($11.5M/$1.1B)	QoQ +0.84% (-$96.9K) YoY +83049.04% (-$11.5M)
EXELON CORP(EXCcusip30161N101)	250.2K	QoQ +113.31% (+132.9K) YoY -43.21% (-190.4K)	All Managers (Combined)	$11.5M	1.1% ($11.5M/$1.1B)	QoQ +161.10% (+$7.1M) YoY +69545.99% (-$11.5M)
(cusip464287226)✕	111.7K	QoQ -2.17% (-2.5K) YoY -1.79% (-2.0K)	All Managers (Combined)	$11.1M	1.0% ($11.1M/$1.1B)	QoQ -0.13% (-$14.9K) YoY +99088.60% (-$11.0M)
Mondelez International, Inc.(MDLZcusip609207105)	157.7K	QoQ +501.94% (+131.5K) YoY -16.49% (-31.2K)	All Managers (Combined)	$10.7M	1.0% ($10.7M/$1.1B)	QoQ +583.65% (+$9.1M) YoY +80842.20% (-$10.7M)
(ESGUcusip46435G425)	87.0K	QoQ -2.63% (-2.4K) YoY -37.54% (-52.3K)	All Managers (Combined)	$10.6M	1.0% ($10.6M/$1.1B)	QoQ -7.86% (-$904.8K) YoY +66126.76% (-$10.6M)
(cusip092528603)✕	199.5K	QoQ +30.41% (+46.5K) YoY NEW(+199.5K)	All Managers (Combined)	$10.4M	1.0% ($10.4M/$1.1B)	QoQ +31.31% (+$2.5M) YoY NEW(+$10.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	18.5K	QoQ -2.21% (-419) YoY +1.06% (+195)	All Managers (Combined)	$10.3M	1.0% ($10.3M/$1.1B)	QoQ -6.67% (-$738.4K) YoY +107991.47% (+$10.3M)
Chubb Ltd(CBcusipH1467J104)	32.3K	QoQ +388.66% (+25.7K) YoY +2592.15% (+31.1K)	All Managers (Combined)	$9.7M	0.9% ($9.7M/$1.1B)	QoQ +434.66% (+$7.9M) YoY +3141770.64% (+$9.7M)
QUALCOMM INC/DE(QCOMcusip747525103)	61.4K	QoQ -0.01% (-11) YoY -24.86% (-20.3K)	All Managers (Combined)	$9.4M	0.9% ($9.4M/$1.1B)	QoQ -0.02% (-$2.4K) YoY +68071.49% (-$9.4M)
Walt Disney Co(DIScusip254687106)	93.5K	QoQ +219.14% (+64.2K) YoY -37.28% (-55.6K)	All Managers (Combined)	$9.2M	0.8% ($9.2M/$1.1B)	QoQ +182.83% (+$6.0M) YoY +50488.90% (-$9.2M)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	219.2K	QoQ +82.68% (+99.2K) YoY NEW(+219.2K)	All Managers (Combined)	$9.2M	0.8% ($9.2M/$1.1B)	QoQ +99.19% (+$4.6M) YoY NEW(+$9.2M)
AbbVie Inc.(ABBVcusip00287Y109)	42.8K	QoQ -6.80% (-3.1K) YoY -77.81% (-150.1K)	All Managers (Combined)	$9.0M	0.8% ($9.0M/$1.1B)	QoQ +9.87% (-$805.7K) YoY +25422.75% (-$8.9M)
(cusip09290C103)✕	180.3K	QoQ +8360.39% (+178.2K) YoY NEW(+180.3K)	All Managers (Combined)	$8.8M	0.8% ($8.8M/$1.1B)	QoQ +7950.74% (+$8.7M) YoY NEW(+$8.8M)