Van Hulzen Asset Management, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.4T
Holdings
337
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (337 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | ARCCARES CAPITAL CORP | 31,169 | $630.0M | 0.05% | |
| 202 | NACNUVEEN CA QUALTY MUN INCOME | 53,250 | $628.0M | 0.05% | |
| 203 | CQPCHENIERE ENERGY PARTNERS LP | 11,668 | $624.0M | 0.05% | |
| 204 | ADIANALOG DEVICES INC | 2,212 | $600.0M | 0.04% | |
| 205 | BILSPDR SERIES TRUST | 6,468 | $591.0M | 0.04% | |
| 206 | RDDTREDDIT INC | 2,560 | $588.0M | 0.04% | |
| 207 | IDV*ISHARES TR | 14,842 | $585.0M | 0.04% | |
| 208 | GEGE AEROSPACE | 1,898 | $584.0M | 0.04% | |
| 209 | SCHGSCHWAB STRATEGIC TR | 17,855 | $582.0M | 0.04% | |
| 210 | ETHGRAYSCALE ETHEREUM MINI TR E | 20,611 | $578.0M | 0.04% | |
| 211 | SOSOUTHERN CO | 6,611 | $576.0M | 0.04% | |
| 212 | SNOWSNOWFLAKE INC | 2,600 | $570.0M | 0.04% | |
| 213 | PLDPROLOGIS INC. | 4,438 | $566.0M | 0.04% | |
| 214 | TTITETRA TECHNOLOGIES INC DEL | 59,853 | $560.0M | 0.04% | |
| 215 | RCLROYAL CARIBBEAN GROUP | 2,001 | $558.0M | 0.04% | |
| 216 | PMBSPIMCO ETF TR | 5,223 | $511.0M | 0.04% | |
| 217 | BACVERIZON COMMUNICATIONS INC | 12,486 | $508.0M | 0.04% | |
| 218 | DIVOAMPLIFY ETF TR | 11,351 | $505.0M | 0.04% | |
| 219 | BXSLBLACKSTONE SECD LENDING FD | 19,152 | $504.0M | 0.04% | |
| 220 | JPIEJ P MORGAN EXCHANGE TRADED F | 10,775 | $498.0M | 0.04% | |
| 221 | LCTUBLACKROCK ETF TRUST | 6,669 | $494.0M | 0.04% | |
| 222 | UBERUBER TECHNOLOGIES INC | 6,022 | $492.0M | 0.04% | |
| 223 | SYLDCAMBRIA ETF TR | 7,066 | $491.0M | 0.04% | |
| 224 | SCHDSCHWAB STRATEGIC TR | 17,700 | $485.0M | 0.04% | |
| 225 | BNDVANGUARD BD INDEX FDS | 6,493 | $480.0M | 0.04% | |
| 226 | SHOPSHOPIFY INC | 2,935 | $472.0M | 0.03% | |
| 227 | SMPLSIMPLY GOOD FOODS CO | 23,226 | $466.0M | 0.03% | |
| 228 | GDXVANECK ETF TRUST | 5,368 | $460.0M | 0.03% | |
| 229 | HTDCORCEPT THERAPEUTICS INC | 13,201 | $459.0M | 0.03% | |
| 230 | HQYHEALTHEQUITY INC | 5,000 | $458.0M | 0.03% | |
| 231 | ESGVVANGUARD WORLD FD | 3,700 | $447.0M | 0.03% | |
| 232 | PFFISHARES TR | 14,137 | $437.0M | 0.03% | |
| 233 | WPMWHEATON PRECIOUS METALS CORP | 3,707 | $435.0M | 0.03% | |
| 234 | SCHBSCHWAB STRATEGIC TR | 16,522 | $433.0M | 0.03% | |
| 235 | BMIBADGER METER INC | 2,474 | $431.0M | 0.03% | |
| 236 | VEUVANGUARD INTL EQUITY INDEX F | 5,866 | $431.0M | 0.03% | |
| 237 | BROSDUTCH BROS INC | 6,960 | $426.0M | 0.03% | |
| 238 | DHID R HORTON INC | 2,952 | $425.0M | 0.03% | |
| 239 | HNGEHINGE HEALTH INC | 9,002 | $418.0M | 0.03% | |
| 240 | ESSESSEX PPTY TR INC | 1,593 | $416.0M | 0.03% | |
| 241 | ACWVISHARES INC | 3,470 | $412.0M | 0.03% | |
| 242 | NEENEXTERA ENERGY INC | 5,137 | $412.0M | 0.03% | |
| 243 | EFAISHARES TR | 4,232 | $406.0M | 0.03% | |
| 244 | INTCINTEL CORP | 10,962 | $404.0M | 0.03% | |
| 245 | INCEFRANKLIN TEMPLETON ETF TR | 6,429 | $392.0M | 0.03% | |
| 246 | DUSBDIMENSIONAL ETF TRUST | 7,730 | $391.0M | 0.03% | |
| 247 | VFCV F CORP | 21,550 | $389.0M | 0.03% | |
| 248 | KBHKB HOME | 6,901 | $389.0M | 0.03% | |
| 249 | JEPQJ P MORGAN EXCHANGE TRADED F | 6,632 | $385.0M | 0.03% | |
| 250 | FSKFS KKR CAP CORP | 25,517 | $377.0M | 0.03% | |
| 251 | NKENIKE INC | 5,875 | $374.0M | 0.03% | |
| 252 | IBITISHARES BITCOIN TRUST ETF | 7,349 | $364.0M | 0.03% | |
| 253 | VBVANGUARD INDEX FDS | 1,402 | $361.0M | 0.03% | |
| 254 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 28,553 | $355.0M | 0.03% | |
| 255 | SHVISHARES TR | 3,218 | $354.0M | 0.03% | |
| 256 | PANWPALO ALTO NETWORKS INC | 1,912 | $352.0M | 0.03% | |
| 257 | FIXDFIRST TR EXCHNG TRADED FD VI | 7,897 | $349.0M | 0.03% | |
| 258 | VGKVANGUARD INTL EQUITY INDEX F | 4,100 | $342.0M | 0.03% | |
| 259 | IWFISHARES TR | 710 | $336.0M | 0.02% | |
| 260 | KLACKLA CORP | 277 | $336.0M | 0.02% | |
| 261 | HSYHERSHEY CO | 1,800 | $327.0M | 0.02% | |
| 262 | MOALTRIA GROUP INC | 5,625 | $324.0M | 0.02% | |
| 263 | CVSCVS HEALTH CORP | 4,075 | $323.0M | 0.02% | |
| 264 | VPUVANGUARD WORLD FD | 1,709 | $316.0M | 0.02% | |
| 265 | IJRISHARES TR | 2,633 | $316.0M | 0.02% | |
| 266 | DUKDUKE ENERGY CORP NEW | 2,663 | $312.0M | 0.02% | |
| 267 | FCXFREEPORT-MCMORAN INC | 6,135 | $311.0M | 0.02% | |
| 268 | XLKSELECT SECTOR SPDR TR | 2,140 | $308.0M | 0.02% | |
| 269 | SDYSPDR SERIES TRUST | 2,170 | $302.0M | 0.02% | |
| 270 | EEMISHARES TR | 5,531 | $302.0M | 0.02% | |
| 271 | SCHASCHWAB STRATEGIC TR | 10,587 | $301.0M | 0.02% | |
| 272 | AMATAPPLIED MATLS INC | 1,149 | $295.0M | 0.02% | |
| 273 | XLESELECT SECTOR SPDR TR | 6,538 | $292.0M | 0.02% | |
| 274 | CMFISHARES TR | 5,060 | $290.0M | 0.02% | |
| 275 | KMBKIMBERLY-CLARK CORP | 2,851 | $287.0M | 0.02% | |
| 276 | HBANHUNTINGTON BANCSHARES INC | 16,515 | $286.0M | 0.02% | |
| 277 | ETENERGY TRANSFER L P | 17,120 | $282.0M | 0.02% | |
| 278 | IWVISHARES TR | 725 | $280.0M | 0.02% | |
| 279 | IBDSISHARES TR | 11,305 | $274.0M | 0.02% | |
| 280 | IBDTISHARES TR | 10,529 | $268.0M | 0.02% | |
| 281 | IBDUISHARES TR | 11,455 | $268.0M | 0.02% | |
| 282 | SPTLSPDR SERIES TRUST | 10,149 | $268.0M | 0.02% | |
| 283 | CUZCOUSINS PPTYS INC | 10,300 | $265.0M | 0.02% | |
| 284 | PRFINVESCO EXCHANGE TRADED FD T | 5,650 | $265.0M | 0.02% | |
| 285 | CLCOLGATE PALMOLIVE CO | 3,293 | $260.0M | 0.02% | |
| 286 | DSIISHARES TR | 2,019 | $260.0M | 0.02% | |
| 287 | LOWLOWES COS INC | 1,068 | $257.0M | 0.02% | |
| 288 | TAT&T INC | 10,342 | $256.0M | 0.02% | |
| 289 | IBDVISHARES TR | 11,401 | $251.0M | 0.02% | |
| 290 | INDAISHARES TR | 4,639 | $250.0M | 0.02% | |
| 291 | QQQMINVESCO EXCH TRADED FD TR II | 974 | $246.0M | 0.02% | |
| 292 | TRVCCITIGROUP INC | 2,069 | $241.0M | 0.02% | |
| 293 | WFCWELLS FARGO CO NEW | 2,576 | $240.0M | 0.02% | |
| 294 | BXBLACKSTONE INC | 1,562 | $240.0M | 0.02% | |
| 295 | FSLRFIRST SOLAR INC | 915 | $239.0M | 0.02% | |
| 296 | MAMASTERCARD INCORPORATED | 416 | $237.0M | 0.02% | |
| 297 | NTRNUTRIEN LTD | 3,845 | $237.0M | 0.02% | |
| 298 | IWMISHARES TR | 960 | $236.0M | 0.02% | |
| 299 | SUSAISHARES TR | 1,695 | $236.0M | 0.02% | |
| 300 | FFORD MTR CO | 17,927 | $235.0M | 0.02% |