1y return+14.7%S&P 500 +20.9%
3y return+51.3%S&P 500 +68.5%
5y return+46.6%S&P 500 +74.5%
10y return+144.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $244 against $357 in the S&P 500.2
Van Hulzen Asset Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $95.3M | 6.8% | −10.1% |
| GOOGLAlphabet Inc | $58.3M | 4.1% | −4.7% |
| AVGOBroadcom Inc | $39.1M | 2.8% | +1.7% |
| MSFTMicrosoft Corp | $37.1M | 2.6% | −13.9% |
| ADMArcher Daniels Midland Co | $35.0M | 2.5% | −13.4% |
| BRK/BBerkshire Hathaway Inc Del | $33.7M | 2.4% | +5.8% |
| IBMInternational Business Machs | $31.7M | 2.3% | −2.3% |
| LRCXLam Research Corp | $31.6M | 2.2% | −2.3% |
| CSCOCisco Sys Inc | $30.4M | 2.2% | −19.7% |
| JNJJohnson & Johnson | $30.2M | 2.1% | −4.0% |
| IVVIshares Tr | $28.1M | 2.0% | +12.2% |
| AMZNAmazon Com Inc | $26.1M | 1.9% | +4.7% |
| Chubb LimitedCUSIP H1467J104 | $24.0M | 1.7% | +9.8% |
| NVDANvidia Corporation | $23.9M | 1.7% | |
| MCDMcdonalds Corp | $22.7M | 1.6% | −1.5% |
| Exxon Mobil CorpCUSIP 30231G102 | $22.7M | 1.6% | +2.4% |
| DHRDanaher Corp Del | $22.2M | 1.6% | +2.7% |
| DYNFBlackrock Etf Trust | $22.1M | 1.6% | +11.9% |
| Eaton Corp PLCCUSIP G29183103 | $22.1M | 1.6% | −4.9% |
| QUALIshares Tr | $20.3M | 1.4% | −9.7% |
| JPMJpmorgan Chase & Co | $20.1M | 1.4% | −2.9% |
| KOCoca Cola Co | $16.5M | 1.2% | −2.6% |
| PEPPepsico Inc | $16.3M | 1.2% | |
| BINCBlackrock Etf Trust II | $15.4M | 1.1% | |
| SPYState Str Spdr S&p 500 Etf T | $14.6M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $23.9M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $31.6M |
| AVGOBroadcom Inc | March 31, 2022 | +499.9% | $39.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $58.3M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $22.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $20.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $95.3M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $12.2M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $22.7M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $33.7M |
Sold off last quarter
- BALLBall Corp was $7.9M
- IRIngersoll Rand Inc was $5.7M
- Honeywell Intl IncCUSIP 438516106 was $4.3M
- RLIRli Corp was $1.5M
- ROUSLattice Strategies Tr was $1.1M
- ARCCAres Capital Corp was $552K
- BXSLBlackstone Secd Lending Fd was $481K
- INCEFranklin Templeton Etf Tr was $387K
- SHVIshares Tr was $375K
- FIXDFirst Tr Exchng Traded Fd Vi was $344K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.6% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +7.5% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +7.5% | +7.1% |
| September 30, 2022 | −7.0% | −5.3% |
| June 30, 2022 | −15.3% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Van Hulzen Asset Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1600145&type=13F-HR&dateb=&owner=include&count=40CIK 1600145
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1600145/000176538026000374/Filed August 13, 2026 · accession 0001765380-26-000374