Van Hulzen Asset Management, LLC — 13F holdings

Van Hulzen Asset Management, LLC reported 388 holdings worth $1.41B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AAPL APPLE INC — $95.3M (6.8%)
2. GOOGL ALPHABET INC — $58.3M (4.1%)
3. AVGO BROADCOM INC — $39.1M (2.8%)
4. MSFT MICROSOFT CORP — $37.1M (2.6%)
5. ADM ARCHER DANIELS MIDLAND CO — $35.0M (2.5%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $33.7M (2.4%)
7. IBM INTERNATIONAL BUSINESS MACHS — $31.7M (2.3%)
8. LRCX LAM RESEARCH CORP — $31.6M (2.2%)
9. CSCO CISCO SYS INC — $30.4M (2.2%)
10. JNJ Johnson & Johnson — $30.2M (2.1%)