Van Hulzen Asset Management, LLC Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$660.0B

Holdings

293

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (293 positions)

#StockSharesValue% PortfolioType
101
DSIISHARES TR
11,394$815.0M0.12%
102
CMCSACOMCAST CORP NEW
15,479$811.0M0.12%
103
FIVEFIVE BELOW INC
4,606$806.0M0.12%
104
NETCLOUDFLARE INC
9,980$758.0M0.11%
105
NIONIO INC
15,150$738.0M0.11%
106
ATVIEURACTIVISION BLIZZARD INC
7,800$724.0M0.11%
107
NEMNEWMONT CORP
11,850$710.0M0.11%
108
CQPCHENIERE ENERGY PARTNERS LP
19,918$702.0M0.11%
109
ADBEADOBE SYSTEMS INCORPORATED
1,401$701.0M0.11%
110
NVDANVIDIA CORPORATION
1,325$692.0M0.10%
111
HDVISHARES TR
7,617$668.0M0.10%
112
QLYSQUALYS INC
5,395$657.0M0.10%
113
VOOVANGUARD INDEX FDS
1,904$654.0M0.10%
114
XYZSQUARE INC
2,993$651.0M0.10%
115
BKBANK NEW YORK MELLON CORP
15,272$648.0M0.10%
116
AQLTISHARES TR
9,346$646.0M0.10%
117
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,859$639.0M0.10%
118
ETSYETSY INC
3,594$639.0M0.10%
119
SUSCISHARES TR
22,440$636.0M0.10%
120
GW PHARMACEUTICALS PLC
5,490$634.0M0.10%
121
BIOTELEMETRY INC
8,751$631.0M0.10%
122
XIFRNEXTERA ENERGY PARTNERS LP
9,210$618.0M0.09%
123
FLIRFLIR SYS INC
13,995$613.0M0.09%
124
TMOTHERMO FISHER SCIENTIFIC INC
1,263$588.0M0.09%
125
DBLDOUBLELINE OPPORTUNISTIC CR
29,722$584.0M0.09%
126
SCHASCHWAB STRATEGIC TR
6,540$582.0M0.09%
127
BABAALIBABA GROUP HLDG LTD
2,497$581.0M0.09%
128
TMUST-MOBILE US INC
4,153$560.0M0.08%
129
PNCPNC FINL SVCS GROUP INC
3,750$559.0M0.08%
130
TJXTJX COS INC NEW
8,156$557.0M0.08%
131
SHOPSHOPIFY INC
485$549.0M0.08%
132
OREALTY INCOME CORP
8,800$547.0M0.08%
133
FIRSTCASH INC
7,761$544.0M0.08%
134
ELVANTHEM INC
1,680$539.0M0.08%
135
LITELUMENTUM HLDGS INC
5,542$525.0M0.08%
136
AVGOBROADCOM INC
1,197$524.0M0.08%
137
DWDMORGAN STANLEY
7,508$515.0M0.08%
138
PETSPETMED EXPRESS INC
16,018$514.0M0.08%
139
ACWVISHARES INC
5,302$514.0M0.08%
140
CVSCVS HEALTH CORP
7,338$501.0M0.08%
141
MBBISHARES TR
4,481$493.0M0.07%
142
TTDTHE TRADE DESK INC
610$489.0M0.07%
143
IDV*ISHARES TR
16,542$487.0M0.07%
144
EEMISHARES TR
9,410$486.0M0.07%
145
IVWISHARES TR
7,576$484.0M0.07%
146
PFFISHARES TR
12,559$484.0M0.07%
147
IWFISHARES TR
2,005$483.0M0.07%
148
CCLCARNIVAL CORP
22,127$479.0M0.07%
149
NKENIKE INC
3,357$475.0M0.07%
150
VTIVANGUARD INDEX FDS
2,423$472.0M0.07%
151
SYYSYSCO CORP
6,283$467.0M0.07%
152
CRMSALESFORCE COM INC
2,089$465.0M0.07%
153
AQLTISHARES TR
4,740$456.0M0.07%
154
ABTABBOTT LABS
4,120$451.0M0.07%
155
SWSSMITH & WESSON BRANDS INC
25,044$445.0M0.07%
156
CARRCARRIER GLOBAL CORPORATION
11,750$443.0M0.07%
157
NMI1EURKIRKLAND LAKE GOLD LTD
10,528$434.0M0.07%
158
AWCAMERICAN WTR WKS CO INC NEW
2,823$433.0M0.07%
159
JAZZJAZZ PHARMACEUTICALS PLC
2,617$432.0M0.07%
160
SH1USDPROSHARES TR
24,050$432.0M0.07%
161
EPPISHARES INC
8,973$430.0M0.07%
162
ENVUSDENVESTNET INC
5,229$430.0M0.07%
163
VYMVANGUARD WHITEHALL FDS
4,653$426.0M0.06%
164
NFLXNETFLIX INC
776$420.0M0.06%
165
CICIGNA CORP NEW
2,013$419.0M0.06%
166
CFGCITIZENS FINL GROUP INC
11,650$417.0M0.06%
167
FQIDIGITAL RLTY TR INC
2,976$415.0M0.06%
168
FITBFIFTH THIRD BANCORP
15,020$414.0M0.06%
169
TXNTEXAS INSTRS INC
2,515$413.0M0.06%
170
HONHONEYWELL INTL INC
1,943$413.0M0.06%
171
VPUVANGUARD WORLD FDS
2,996$411.0M0.06%
172
SLVISHARES SILVER TR
16,679$410.0M0.06%
173
GSGOLDMAN SACHS GROUP INC
1,543$407.0M0.06%
174
GDOTGREEN DOT CORP
7,227$403.0M0.06%
175
GOLDGOLDMINING INC
184,000$401.0M0.06%
176
PBVPRESTIGE CONSMR HEALTHCARE I
11,476$400.0M0.06%
177
LMTLOCKHEED MARTIN CORP
1,107$393.0M0.06%
178
XNCMXNUVEEN CALIFORNIA AMT QLT MU
24,750$390.0M0.06%
179
MCDMCDONALDS CORP
1,815$389.0M0.06%
180
BB4AXOS FINANCIAL INC
10,320$387.0M0.06%
181
SOSOUTHERN CO
6,034$371.0M0.06%
182
ESSESSEX PPTY TR INC
1,555$369.0M0.06%
183
MRTNMARTEN TRANS LTD
21,211$365.0M0.06%
184
A4SAMERIPRISE FINL INC
1,867$363.0M0.06%
185
FNVFRANCO NEV CORP
2,895$363.0M0.06%
186
NBBNUVEEN TAXABLE MUNICPAL INM
15,156$360.0M0.05%
187
MAMASTERCARD INCORPORATED
1,007$359.0M0.05%
188
FISFIDELITY NATL INFORMATION SV
2,510$355.0M0.05%
189
ITCIEURINTRA CELLULAR THERAPIES INC
11,000$350.0M0.05%
190
BRK-BBERKSHIRE HATHAWAY INC DEL
1$348.0M0.05%
191
PRFINVESCO EXCHANGE TRADED FD T
2,586$345.0M0.05%
192
ALSALLSTATE CORP
3,108$342.0M0.05%
193
SPDWSPDR INDEX SHS FDS
10,103$341.0M0.05%
194
IBMINTERNATIONAL BUSINESS MACHS
2,677$337.0M0.05%
195
CMICUMMINS INC
1,475$335.0M0.05%
196
SPTMSPDR SER TR
7,221$333.0M0.05%
197
CNCCENTENE CORP DEL
5,534$332.0M0.05%
198
ECLECOLAB INC
1,528$331.0M0.05%
199
PLUSEPLUS INC
3,740$329.0M0.05%
200
NSCNORFOLK SOUTHN CORP
1,369$325.0M0.05%
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