Van Hulzen Asset Management, LLC
13F filer · CIK 1600145 · El Dorado Hills, CA
Summary
Van Hulzen Asset Management, LLC reported $1.41B across 387 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are AAPL (6.8%), GOOGL (4.1%), AVGO (2.8%). Versus 2026 Q1, leaving options aside, it opened 53 new positions, added to 118, trimmed 174 and sold out of 27.
Reported value$1.41B
Positions387
Report period2026 Q2
FiledAug 13, 2026
New positions53
Added118
Trimmed174
Sold out27
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.8%Value $95.27MPrice $329.40Shares 329K -10.08%Since Jun 30 +13.84%
Weight 4.1%Value $58.30MPrice $342.75Shares 163K -4.72%Since Jun 30 -4.09%
Weight 2.8%Value $39.10MPrice $355.10Shares 104K +1.69%Since Jun 30 -6.00%
Weight 2.6%Value $37.11MPrice $509.22Shares 99K -13.86%Since Jun 30 +36.51%
Weight 2.5%Value $35.01MPrice $79.40Shares 458K -13.37%Since Jun 30 +3.93%
Weight 2.4%Value $33.66MPrice $502.35Shares 67K +5.83%Since Jun 30 +0.39%
Weight 2.3%Value $31.69MPrice $220.67Shares 113K -2.25%Since Jun 30 -21.53%
Weight 2.2%Value $31.60MPrice $314.47Shares 73K -2.27%Since Jun 30 -27.43%
Weight 2.2%Value $30.44MPrice $106.74Shares 259K -19.74%Since Jun 30 -9.13%
Weight 2.1%Value $30.19MPrice $271.95Shares 119K -3.99%Since Jun 30 +7.08%
Weight 2.0%Value $28.10MPrice $768.93Shares 38K +12.17%Since Jun 30 +2.68%
Weight 1.9%Value $26.05MPrice $246.67Shares 109K +4.66%Since Jun 30 +3.49%
Weight 1.7%Value $23.95MPrice $332.08Shares 70K +9.81%Since Jun 30 -2.54%
Weight 1.7%Value $23.89MPrice $228.86Shares 119K +0.09%Since Jun 30 +14.38%
Weight 1.6%Value $22.73MPrice $233.60Shares 84K -1.52%Since Jun 30 -13.58%
Weight 1.6%Value $22.71MPrice $162.52Shares 166K +2.44%Since Jun 30 +18.87%
Weight 1.6%Value $22.20MPrice $227.33Shares 117K +2.65%Since Jun 30 +19.35%
Weight 1.6%Value $22.12MPrice $69.41Shares 325K +11.89%Since Jun 30 +2.06%
Weight 1.6%Value $22.06MPrice $431.41Shares 52K -4.90%Since Jun 30 +1.24%
Weight 1.4%Value $20.33MPrice $222.87Shares 93K -9.69%Since Jun 30 +1.57%
Weight 1.4%Value $20.14MPrice $336.59Shares 62K -2.89%Since Jun 30 +2.83%
Weight 1.2%Value $16.49MPrice $87.18Shares 203K -2.63%Since Jun 30 +7.27%
Weight 1.2%Value $16.32MPrice $128.50Shares 121K +0.36%Since Jun 30 -5.10%
Weight 1.1%Value $15.43MPrice $50.83Shares 295K -0.10%Since Jun 30 -2.89%
Weight 1.0%Value $14.64MPrice $765.61Shares 20K -0.36%Since Jun 30 +2.52%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.8% | $95.27M | +13.84% | -10.08% | Trim | |
| 4.1% | $58.30M | -4.09% | -4.72% | Trim | |
| 2.8% | $39.10M | -6.00% | +1.69% | Add | |
| 2.6% | $37.11M | +36.51% | -13.86% | Trim | |
| 2.5% | $35.01M | +3.93% | -13.37% | Trim | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 2.4% | $33.66M | +0.39% | +5.83% | Add |
| 2.3% | $31.69M | -21.53% | -2.25% | Trim | |
| 2.2% | $31.60M | -27.43% | -2.27% | Trim | |
| 2.2% | $30.44M | -9.13% | -19.74% | Trim | |
| 2.1% | $30.19M | +7.08% | -3.99% | Trim | |
| 2.0% | $28.10M | +2.68% | +12.17% | Add | |
| 1.9% | $26.05M | +3.49% | +4.66% | Add | |
| 1.7% | $23.95M | -2.54% | +9.81% | Add | |
| 1.7% | $23.89M | +14.38% | +0.09% | Add | |
| 1.6% | $22.73M | -13.58% | -1.52% | Trim | |
| 1.6% | $22.71M | +18.87% | +2.44% | Add | |
| 1.6% | $22.20M | +19.35% | +2.65% | Add | |
| 1.6% | $22.12M | +2.06% | +11.89% | Add | |
| 1.6% | $22.06M | +1.24% | -4.90% | Trim | |
| 1.4% | $20.33M | +1.57% | -9.69% | Trim | |
| 1.4% | $20.14M | +2.83% | -2.89% | Trim | |
| 1.2% | $16.49M | +7.27% | -2.63% | Trim | |
| 1.2% | $16.32M | -5.10% | +0.36% | Add | |
| 1.1% | $15.43M | -2.89% | -0.10% | Trim | |
| 1.0% | $14.64M | +2.52% | -0.36% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.