Van Hulzen Asset Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.3T
Holdings
333
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (333 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 63,677 | $2.2B | 0.16% | |
| 102 | QYLDGLOBAL X FDS | 126,694 | $2.2B | 0.16% | |
| 103 | BTCGRAYSCALE BITCOIN MINI TR ET | 40,597 | $2.1B | 0.15% | |
| 104 | GOOGALPHABET INC | 8,415 | $2.0B | 0.15% | |
| 105 | PRGSPROGRESS SOFTWARE CORP | 44,496 | $2.0B | 0.15% | |
| 106 | VNOMVIPER ENERGY INC | 50,899 | $1.9B | 0.14% | |
| 107 | STRLSTERLING INFRASTRUCTURE INC | 5,698 | $1.9B | 0.14% | |
| 108 | ROCKGIBRALTAR INDS INC | 30,464 | $1.9B | 0.14% | |
| 109 | CRBNISHARES TR | 8,414 | $1.9B | 0.14% | |
| 110 | BB4AXOS FINANCIAL INC | 22,404 | $1.9B | 0.14% | |
| 111 | IPARINTERPARFUMS INC | 18,611 | $1.8B | 0.14% | |
| 112 | SMPLSIMPLY GOOD FOODS CO | 72,962 | $1.8B | 0.13% | |
| 113 | JJSFJ & J SNACK FOODS CORP | 18,651 | $1.8B | 0.13% | |
| 114 | BKBANK NEW YORK MELLON CORP | 16,366 | $1.8B | 0.13% | |
| 115 | LMATLEMAITRE VASCULAR INC | 20,150 | $1.8B | 0.13% | |
| 116 | GMEDGLOBUS MED INC | 30,769 | $1.8B | 0.13% | |
| 117 | XYLXYLEM INC | 11,808 | $1.7B | 0.13% | |
| 118 | VVVANGUARD INDEX FDS | 5,410 | $1.7B | 0.12% | |
| 119 | LQDISHARES TR | 14,655 | $1.6B | 0.12% | |
| 120 | CARRCARRIER GLOBAL CORPORATION | 27,232 | $1.6B | 0.12% | |
| 121 | DGIIDIGI INTL INC | 43,574 | $1.6B | 0.12% | |
| 122 | YOUCLEAR SECURE INC | 46,654 | $1.6B | 0.12% | |
| 123 | CASHPATHWARD FINANCIAL INC | 20,965 | $1.6B | 0.12% | |
| 124 | BWXTBWX TECHNOLOGIES INC | 8,081 | $1.5B | 0.11% | |
| 125 | AYIACUITY INC | 4,315 | $1.5B | 0.11% | |
| 126 | LLYELI LILLY & CO | 1,900 | $1.4B | 0.11% | |
| 127 | JT5MUELLER WTR PRODS INC | 56,066 | $1.4B | 0.11% | |
| 128 | CSWCSW INDUSTRIALS INC | 5,858 | $1.4B | 0.11% | |
| 129 | NFLXNETFLIX INC | 1,182 | $1.4B | 0.11% | |
| 130 | FSSFEDERAL SIGNAL CORP | 11,855 | $1.4B | 0.10% | |
| 131 | CMICUMMINS INC | 3,319 | $1.4B | 0.10% | |
| 132 | IUSGISHARES TR | 8,501 | $1.4B | 0.10% | |
| 133 | HTDCORCEPT THERAPEUTICS INC | 16,590 | $1.4B | 0.10% | |
| 134 | TLTISHARES TR | 15,332 | $1.4B | 0.10% | |
| 135 | HWKNHAWKINS INC | 7,447 | $1.4B | 0.10% | |
| 136 | GOLFACUSHNET HLDGS CORP | 17,259 | $1.4B | 0.10% | |
| 137 | SBUXSTARBUCKS CORP | 15,914 | $1.3B | 0.10% | |
| 138 | FNFFIDELITY NATIONAL FINANCIAL | 21,643 | $1.3B | 0.10% | |
| 139 | DFCFDIMENSIONAL ETF TRUST | 30,612 | $1.3B | 0.10% | |
| 140 | SXISTANDEX INTL CORP | 5,868 | $1.2B | 0.09% | |
| 141 | SLVISHARES SILVER TR | 29,193 | $1.2B | 0.09% | |
| 142 | PBVPRESTIGE CONSMR HEALTHCARE I | 19,567 | $1.2B | 0.09% | |
| 143 | AMGNAMGEN INC | 4,231 | $1.2B | 0.09% | |
| 144 | BRCBRADY CORP | 15,206 | $1.2B | 0.09% | |
| 145 | VOOVANGUARD INDEX FDS | 1,933 | $1.2B | 0.09% | |
| 146 | LMTLOCKHEED MARTIN CORP | 2,334 | $1.2B | 0.09% | |
| 147 | ABNBAIRBNB INC | 9,458 | $1.1B | 0.09% | |
| 148 | SHWSHERWIN WILLIAMS CO | 3,296 | $1.1B | 0.08% | |
| 149 | YUMYUM BRANDS INC | 7,508 | $1.1B | 0.08% | |
| 150 | OREALTY INCOME CORP | 18,740 | $1.1B | 0.08% | |
| 151 | MRKMERCK & CO INC | 13,463 | $1.1B | 0.08% | |
| 152 | NETCLOUDFLARE INC | 5,255 | $1.1B | 0.08% | |
| 153 | AMDADVANCED MICRO DEVICES INC | 6,787 | $1.1B | 0.08% | |
| 154 | EUSBISHARES TR | 24,762 | $1.1B | 0.08% | |
| 155 | PSXPHILLIPS 66 | 7,814 | $1.1B | 0.08% | |
| 156 | ITTITT INC | 5,900 | $1.1B | 0.08% | |
| 157 | EAGGISHARES TR | 21,861 | $1.1B | 0.08% | |
| 158 | VUGVANGUARD INDEX FDS | 2,167 | $1.0B | 0.08% | |
| 159 | BWINTHE BALDWIN INSURANCE GRP IN | 36,719 | $1.0B | 0.08% | |
| 160 | FITBFIFTH THIRD BANCORP | 22,510 | $1.0B | 0.07% | |
| 161 | DEDEERE & CO | 2,192 | $1.0B | 0.07% | |
| 162 | RLIRLI CORP | 15,160 | $988.8M | 0.07% | |
| 163 | USIGISHARES TR | 18,864 | $985.1M | 0.07% | |
| 164 | ETHGRAYSCALE ETHEREUM MINI TR E | 24,995 | $979.3M | 0.07% | |
| 165 | ESGEISHARES INC | 22,076 | $958.5M | 0.07% | |
| 166 | PHMPULTE GROUP INC | 7,016 | $927.0M | 0.07% | |
| 167 | GILDGILEAD SCIENCES INC | 8,323 | $923.9M | 0.07% | |
| 168 | SRESEMPRA | 10,006 | $900.4M | 0.07% | |
| 169 | MIGASTRATEGY INC | 2,778 | $895.1M | 0.07% | |
| 170 | VTIVANGUARD INDEX FDS | 2,719 | $892.4M | 0.07% | |
| 171 | HDVISHARES TR | 7,084 | $867.4M | 0.06% | |
| 172 | BILSPDR SERIES TRUST | 9,426 | $864.8M | 0.06% | |
| 173 | CATCATERPILLAR INC | 1,811 | $864.1M | 0.06% | |
| 174 | TRVTRAVELERS COMPANIES INC | 3,076 | $858.8M | 0.06% | |
| 175 | MLIMUELLER INDS INC | 8,455 | $854.8M | 0.06% | |
| 176 | WMWASTE MGMT INC DEL | 3,859 | $852.2M | 0.06% | |
| 177 | WFC 7.5 PERP LWELLS FARGO CO NEW | 678 | $837.2M | 0.06% | |
| 178 | IVWISHARES TR | 6,915 | $834.7M | 0.06% | |
| 179 | TOLTOLL BROTHERS INC | 6,000 | $828.8M | 0.06% | |
| 180 | AQLTISHARES TR | 35,745 | $826.4M | 0.06% | |
| 181 | LENLENNAR CORP | 6,519 | $821.7M | 0.06% | |
| 182 | ROUSLATTICE STRATEGIES TR | 14,243 | $818.8M | 0.06% | |
| 183 | GEVGE VERNOVA INC | 1,323 | $813.5M | 0.06% | |
| 184 | SUSCISHARES TR | 34,308 | $808.3M | 0.06% | |
| 185 | COPCONOCOPHILLIPS | 8,156 | $771.5M | 0.06% | |
| 186 | PNCPNC FINL SVCS GROUP INC | 3,729 | $749.3M | 0.06% | |
| 187 | USXFISHARES TR | 12,859 | $737.0M | 0.05% | |
| 188 | UBERUBER TECHNOLOGIES INC | 7,517 | $736.4M | 0.05% | |
| 189 | INTUINTUIT | 1,047 | $715.2M | 0.05% | |
| 190 | FT2FIRST HORIZON CORPORATION | 31,010 | $701.1M | 0.05% | |
| 191 | WELLWELLTOWER INC | 3,861 | $687.8M | 0.05% | |
| 192 | CRWDCROWDSTRIKE HLDGS INC | 1,393 | $683.1M | 0.05% | |
| 193 | USBUS BANCORP DEL | 13,985 | $675.9M | 0.05% | |
| 194 | VYMVANGUARD WHITEHALL FDS | 4,779 | $673.6M | 0.05% | |
| 195 | INTCINTEL CORP | 19,940 | $669.0M | 0.05% | |
| 196 | ABGCENCORA INC | 2,102 | $656.9M | 0.05% | |
| 197 | CQPCHENIERE ENERGY PARTNERS LP | 12,168 | $654.9M | 0.05% | |
| 198 | DWDMORGAN STANLEY | 4,088 | $649.9M | 0.05% | |
| 199 | RCLROYAL CARIBBEAN GROUP | 2,001 | $647.5M | 0.05% | |
| 200 | SOSOUTHERN CO | 6,811 | $645.5M | 0.05% |