Van Hulzen Asset Management
Van Hulzen Asset Management reported 387 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (6.8%), GOOGL (4.2%) and AVGO (2.8%). Compared with Q1 2026, the fund opened new positions in P, MSCI and UNP, added to AVGO, BRK.B and IVV, trimmed AAPL, GOOGL and MSFT and sold out of BALL, IR and RLI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $95.3M | 6.8% | 329K | −37K (−10%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $58.3M | 4.2% | 163K | −8,085 (−5%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $39.1M | 2.8% | 104K | +1,720 (+2%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $37.1M | 2.6% | 99K | −16K (−14%) | 8 of 8 | |
| 5 |  ADM Archer Daniels Midland Co | $35M | 2.5% | 458K | −71K (−13%) | 4 of 8 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $33.7M | 2.4% | 67K | +3,709 (+6%) | 8 of 8 | |
| 7 |  IBM Ibm Corp | $31.7M | 2.3% | 113K | −2,594 (−2%) | 8 of 8 | |
| 8 |  LRCX Lam Research Corp | $31.6M | 2.3% | 73K | −1,697 (−2%) | 7 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $30.4M | 2.2% | 259K | −64K (−20%) | 8 of 8 | |
| 10 |  JNJ Johnson & Johnson | $30.2M | 2.1% | 119K | −4,943 (−4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BALL Ball Corp | $7.9M | 134K |
 IR Ingersoll Rand Inc | $5.7M | 71K |
HONEYWELL INTL INC | $4.3M | 19K |
 RLI Rli Corp | $1.5M | 27K |
 ROUS Lattice Strategies TR | $1.1M | 18K |
🔒 Free account: see all 27.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Van Hulzen Asset Management 13F FAQ
What does Van Hulzen Asset Management own?
Van Hulzen Asset Management reported 387 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (6.8%), GOOGL (4.2%) and AVGO (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Van Hulzen Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 53 new positions, 113 added to, 172 trimmed and 27 sold out. New positions include P, MSCI and UNP. It sold all of BALL, IR and RLI.
When will Van Hulzen Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Van Hulzen Asset Management's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.