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 4 of 16

Sort by:

LAM RESEARCH CORP

LRCX|512807306

Shares:56.4K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.1B)

CHEVRON CORP

CVX|166764100

Shares:24.4K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.1B)

46431W507

Shares:79.8K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.1B)

RTX Corp

RTX|75513E101

Shares:30.1K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$1.1B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:32.2K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$1.1B)

AMGEN INC

AMGN|031162100

Shares:11.5K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.1B)

QUALYS, INC.

QLYS|74758T303

Shares:27.9K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.1B)

464288281

Shares:37.4K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:12.3K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

NORTHERN TRUST CORP

NTRS|665859104

Shares:33.0K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.1B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:5.8K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$1.1B)

MCKESSON CORP

MCK|58155Q103

Shares:4.5K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.4K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$1.1B)

46137V357

RSP|46137V357

Shares:16.5K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$1.1B)

316092527

Shares:71.4K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$1.1B)

CSX CORP

CSX|126408103

Shares:93.0K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$1.1B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:11.7K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.1B)

STEEL DYNAMICS INC

STLD|858119100

Shares:21.5K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.1B)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:34.6K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.1B)

AMERICAN STATES WATER CO

AWR|029899101

Shares:33.9K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LAM RESEARCH CORP(LRCXcusip512807306)	56.4K	QoQ -1.39% (-800) YoY NEW(+56.4K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.1B)	QoQ -0.75% (-$31.3K) YoY NEW(+$4.1M)
CHEVRON CORP(CVXcusip166764100)	24.4K	QoQ -6.89% (-1.8K) YoY -4.03% (-1.0K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.1B)	QoQ +7.53% (-$285.9K) YoY +101680.46% (-$4.1M)
(cusip46431W507)✕	79.8K	QoQ +6.93% (+5.2K) YoY NEW(+79.8K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.1B)	QoQ +7.71% (+$290.7K) YoY NEW(+$4.1M)
RTX Corp(RTXcusip75513E101)	30.1K	QoQ +0.37% (+113) YoY -0.23% (-70)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$1.1B)	QoQ +14.89% (+$517.3K) YoY +135410.56% (-$4.0M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	32.2K	QoQ +21.53% (+5.7K) YoY +41.86% (+9.5K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$1.1B)	QoQ +22.71% (+$726.0K) YoY +170304.38% (+$3.9M)
AMGEN INC(AMGNcusip031162100)	11.5K	QoQ -2.43% (-287) YoY -16.54% (-2.3K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.1B)	QoQ +16.62% (-$510.0K) YoY +91353.19% (-$3.6M)
QUALYS, INC.(QLYScusip74758T303)	27.9K	QoQ -5.72% (-1.7K) YoY +83.87% (+12.7K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.1B)	QoQ -15.33% (-$636.6K) YoY +138686.49% (+$3.5M)
(cusip464288281)✕	37.4K	QoQ +7.81% (+2.7K) YoY +60.42% (+14.1K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ +9.69% (+$299.1K) YoY +161953.42% (+$3.4M)
GENERAL DYNAMICS CORP(GDcusip369550108)	12.3K	QoQ -0.16% (-21) YoY +0.57% (+70)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ +3.27% (-$106.6K) YoY +96946.86% (+$3.4M)
NORTHERN TRUST CORP(NTRScusip665859104)	33.0K	QoQ +0.03% (-12) YoY -43.33% (-25.2K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.1B)	QoQ -3.72% (-$125.9K) YoY +62770.78% (-$3.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	5.8K	QoQ +6.48% (+350) YoY -77.77% (-20.1K)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$1.1B)	QoQ +10.15% (+$277.7K) YoY +23423.40% (-$3.0M)
MCKESSON CORP(MCKcusip58155Q103)	4.5K	QoQ -0.22% (-10) YoY -4.93% (-232)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$1.1B)	QoQ +17.82% (-$454.6K) YoY +119047.54% (-$3.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.4K	QoQ +3913.43% (+5.2K) YoY -63.41% (-9.3K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$1.1B)	QoQ +4615.53% (+$2.8M) YoY +46239.03% (-$2.9M)
(RSPcusip46137V357)	16.5K	QoQ +3.22% (+515) YoY +91.39% (+7.9K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$1.1B)	QoQ +2.04% (+$57.2K) YoY +195697.39% (+$2.9M)
(cusip316092527)✕	71.4K	QoQ NEW(+71.4K) YoY NEW(+71.4K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$1.1B)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
CSX CORP(CSXcusip126408103)	93.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$1.1B)	QoQ -8.80% (-$264.1K) YoY +79279.06% (+$2.7M)
Cheniere Energy, Inc.(LNGcusip16411R208)	11.7K	QoQ -25.98% (-4.1K) YoY -71.39% (-29.2K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.1B)	QoQ -20.28% (-$688.3K) YoY +40939.81% (-$2.7M)
STEEL DYNAMICS INC(STLDcusip858119100)	21.5K	QoQ -8.89% (-2.1K) YoY -13.52% (-3.4K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.1B)	QoQ -0.09% (-$2.7K) YoY +72861.64% (-$2.7M)
Wheaton Precious Metals Corp.(WPMcusip962879102)	34.6K	QoQ -7.55% (-2.8K) YoY -56.63% (-45.2K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.1B)	QoQ +27.76% (-$583.4K) YoY +71324.56% (-$2.7M)
AMERICAN STATES WATER CO(AWRcusip029899101)	33.9K	QoQ -3.64% (-1.3K) YoY +27.65% (+7.4K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.1B)	QoQ -2.45% (-$67.1K) YoY +138964.11% (+$2.7M)