Van Hulzen Asset Management, LLC Q3 2023 Filing

Filed November 7, 2023

Portfolio Value

$1.3T

Holdings

299

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (299 positions)

#StockSharesValue% PortfolioType
1
CRBNISHARES TR
6,545$983.0M0.08%
2
PCRXPACIRA BIOSCIENCES INC
31,641$971.0M0.07%
3
HLNEHAMILTON LANE INC
10,651$963.0M0.07%
4
PSXPHILLIPS 66
7,803$938.0M0.07%
5
YUMYUM BRANDS INC
7,500$937.0M0.07%
6
EUSBISHARES TR
22,659$926.0M0.07%
7
OTISOTIS WORLDWIDE CORP
11,500$924.0M0.07%
8
RCLROYAL CARIBBEAN GROUP
10,001$921.0M0.07%
9
JEPIJ P MORGAN EXCHANGE TRADED F
17,195$921.0M0.07%
10
WECWEC ENERGY GROUP INC
11,428$921.0M0.07%
11
HDVISHARES TR
9,296$919.0M0.07%
12
CQPCHENIERE ENERGY PARTNERS LP
16,868$914.0M0.07%
13
JJSFJ & J SNACK FOODS CORP
5,560$910.0M0.07%
14
RSPINVESCO EXCHANGE TRADED FD T
6,320$895.0M0.07%
15
TEAMATLASSIAN CORPORATION
4,434$893.0M0.07%
16
FNFFIDELITY NATIONAL FINANCIAL
21,634$893.0M0.07%
17
PFEPFIZER INC
26,792$889.0M0.07%
18
SITESITEONE LANDSCAPE SUPPLY INC
5,428$887.0M0.07%
19
PRGSPROGRESS SOFTWARE CORP
16,700$878.0M0.07%
20
WFC 7.5 PERP LWELLS FARGO CO NEW
783$873.0M0.07%
21
NETCLOUDFLARE INC
13,784$869.0M0.07%
22
RLIRLI CORP
6,350$863.0M0.07%
23
INSTRUCTURE HLDGS INC
33,844$860.0M0.07%
24
SPSCSPS COMM INC
4,966$847.0M0.07%
25
GOLFACUSHNET HLDGS CORP
15,129$802.0M0.06%
26
FELEFRANKLIN ELEC INC
8,913$795.0M0.06%
27
EEMISHARES TR
20,364$773.0M0.06%
28
SLVISHARES SILVER TR
37,206$757.0M0.06%
29
VVVANGUARD INDEX FDS
3,800$744.0M0.06%
30
MRTNMARTEN TRANS LTD
37,720$743.0M0.06%
31
CRCCANADIAN NAT RES LTD
11,385$736.0M0.06%
32
LMATLEMAITRE VASCULAR INC
13,312$725.0M0.06%
33
TXRHTEXAS ROADHOUSE INC
7,510$722.0M0.06%
34
CRWDCROWDSTRIKE HLDGS INC
4,273$715.0M0.05%
35
BWINBRP GROUP INC
30,791$715.0M0.05%
36
GEHCGE HEALTHCARE TECHNOLOGIES I
10,404$708.0M0.05%
37
FLOFLOWERS FOODS INC
31,715$703.0M0.05%
38
VOOVANGUARD INDEX FDS
1,756$690.0M0.05%
39
SCHBSCHWAB STRATEGIC TR
13,258$661.0M0.05%
40
CMICUMMINS INC
2,818$644.0M0.05%
41
BKBANK NEW YORK MELLON CORP
14,802$631.0M0.05%
42
HCSGHEALTHCARE SVCS GROUP INC
60,288$629.0M0.05%
43
NACNUVEEN CA QUALTY MUN INCOME
65,110$628.0M0.05%
44
IUSGISHARES TR
6,625$628.0M0.05%
45
TRVTRAVELERS COMPANIES INC
3,793$619.0M0.05%
46
DGIIDIGI INTL INC
22,834$617.0M0.05%
47
USBUS BANCORP DEL
18,605$615.0M0.05%
48
FITBFIFTH THIRD BANCORP
24,122$611.0M0.05%
49
SNOWSNOWFLAKE INC
3,862$590.0M0.05%
50
ITTITT INC
5,900$578.0M0.04%
51
FFORD MTR CO DEL
45,957$571.0M0.04%
52
XLKSELECT SECTOR SPDR TR
3,343$548.0M0.04%
53
ATVIEURACTIVISION BLIZZARD INC
5,744$538.0M0.04%
54
DFCFDIMENSIONAL ETF TRUST
13,145$531.0M0.04%
55
MDTMEDTRONIC PLC
6,650$521.0M0.04%
56
MRVLMARVELL TECHNOLOGY INC
9,520$515.0M0.04%
57
VYMVANGUARD WHITEHALL FDS
4,893$506.0M0.04%
58
DDOGDATADOG INC
5,481$499.0M0.04%
59
OREALTY INCOME CORP
9,980$498.0M0.04%
60
CLHCLEAN HARBORS INC
2,971$497.0M0.04%
61
IVWISHARES TR
7,190$492.0M0.04%
62
BRK/BBERKSHIRE HATHAWAY INC DEL
15,504$487.0M0.04%
63
BACVERIZON COMMUNICATIONS INC
14,335$465.0M0.04%
64
USIGISHARES TR
9,540$459.0M0.04%
65
SOSOUTHERN CO
7,060$457.0M0.04%
66
VPUVANGUARD WORLD FDS
3,581$457.0M0.04%
67
INTCINTEL CORP
12,781$454.0M0.03%
68
SH1USDPROSHARES TR
30,887$447.0M0.03%
69
ACWVISHARES INC
4,568$436.0M0.03%
70
SCHDSCHWAB STRATEGIC TR
6,141$435.0M0.03%
71
XIFRNEXTERA ENERGY PARTNERS LP
14,345$426.0M0.03%
72
PNCPNC FINL SVCS GROUP INC
3,456$424.0M0.03%
73
IDV*ISHARES TR
16,664$423.0M0.03%
74
TTDTHE TRADE DESK INC
5,360$419.0M0.03%
75
NFLXNETFLIX INC
1,107$418.0M0.03%
76
PFFISHARES TR
13,676$412.0M0.03%
77
BWABORGWARNER INC
9,900$400.0M0.03%
78
HONHONEYWELL INTL INC
2,163$400.0M0.03%
79
KMBKIMBERLY-CLARK CORP
3,294$398.0M0.03%
80
CVSCVS HEALTH CORP
5,690$397.0M0.03%
81
TKRTIMKEN CO
5,334$392.0M0.03%
82
USXFISHARES TR
11,043$383.0M0.03%
83
BSRRSIERRA BANCORP
20,000$379.0M0.03%
84
UBERUBER TECHNOLOGIES INC
8,130$374.0M0.03%
85
ARRYARRAY TECHNOLOGIES INC
16,800$373.0M0.03%
86
CATCATERPILLAR INC
1,347$368.0M0.03%
87
MMM3M CO
3,908$366.0M0.03%
88
CHGGCHEGG INC
41,000$366.0M0.03%
89
VTIVANGUARD INDEX FDS
1,711$363.0M0.03%
90
XLESELECT SECTOR SPDR TR
3,770$341.0M0.03%
91
ESSESSEX PPTY TR INC
1,590$337.0M0.03%
92
FT2FIRST HORIZON CORPORATION
30,400$335.0M0.03%
93
7HPHP INC
12,588$324.0M0.02%
94
PRFINVESCO EXCHANGE TRADED FD T
10,150$323.0M0.02%
95
DYHTARGET CORP
2,847$315.0M0.02%
96
NWBINORTHWEST BANCSHARES INC MD
30,700$314.0M0.02%
97
ITCIEURINTRA-CELLULAR THERAPIES INC
6,000$313.0M0.02%
98
BMYBRISTOL-MYERS SQUIBB CO
5,373$312.0M0.02%
99
AQLTISHARES TR
2,890$311.0M0.02%
100
MEARISHARES U S ETF TR
6,200$309.0M0.02%
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