Institutional Fund
Van Hulzen Asset Management, LLC
El Dorado Hills, CACIK 16001455 filings on record
Portfolio Value
$1.34B
Q1 2026
Holdings
361
Reported positions
New Buys
37
Opened this quarter
QoQ Change
-1.3%
from $1.36B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.9%
- Alphabet Inc3.7%
- Microsoft Corp3.2%
- Archer Daniels Midland Co2.9%
- Broadcom Inc2.3%
- Berkshire Hathaway Inc Del2.3%
- Other78.8%
Portfolio Holdings
361 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 366.1K | $92.92M | 6.9% | +4.8K | Added |
| 2 | Alphabet Inc | 171.2K | $49.24M | 3.7% | −1.5K | Reduced |
| 3 | Microsoft Corp | 115.5K | $42.75M | 3.2% | +5.7K | Added |
| 4 | Archer Daniels Midland Co | 529.0K | $38.45M | 2.9% | −58.8K | Reduced |
| 5 | Broadcom Inc | 101.8K | $31.51M | 2.3% | −4.7K | Reduced |
| 6 | Berkshire Hathaway Inc Del | 63.6K | $30.46M | 2.3% | +22.5K | Added |
| 7 | Tesla Inc | 81.5K | $30.31M | 2.3% | −1.2K | Reduced |
| 8 | Johnson & Johnson | 123.8K | $30.27M | 2.3% | −5.4K | Reduced |
| 9 | International Business Machs | 115.3K | $27.94M | 2.1% | +1.1K | Added |
| 10 | Exxon Mobil Corp | 162.2K | $27.51M | 2.0% | +19.8K | Added |
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