Van Hulzen Asset Management, LLC: 13F holdings
CIK 16001452026Q2
| Positions | 387 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 329,239 | $95.3m | 6.8% |
| GOOGL ALPHABET INC | 163,138 | $58.3m | 4.1% |
| AVGO BROADCOM INC | 103,516 | $39.1m | 2.8% |
| MSFT MICROSOFT CORP | 99,491 | $37.1m | 2.6% |
| ADM ARCHER DANIELS MIDLAND CO | 458,267 | $35.0m | 2.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 67,274 | $33.7m | 2.4% |
| IBM INTERNATIONAL BUSINESS MACHS | 112,688 | $31.7m | 2.3% |
| LRCX LAM RESEARCH CORP | 72,928 | $31.6m | 2.2% |
| CSCO CISCO SYS INC | 259,194 | $30.4m | 2.2% |
| JNJ JOHNSON & JOHNSON | 118,886 | $30.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1600145")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.