Van Hulzen Asset Management, LLC - Portfolio overview

Van Hulzen Asset Management, LLC has 388 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 6.92%
  2. GOOGL - ALPHABET INC, 3.67%
  3. MSFT - MICROSOFT CORP, 3.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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