Van Hulzen Asset Management, LLC
Position in HLNE — Hamilton Lane INC
CIK 1600145
EL DORADO HILLS, CA
Position in HLNE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,511,377
-$756,178 QoQ
Shares Held
15,205
-9.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HLNE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Van Hulzen Asset Management, LLC holds $9,408,228 across 13 Asset Management names. HLNE ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
34,864 | $4,865,968 | |
| 2 | HLNE |
Hamilton Lane INC
This page
|
15,205 | $1,511,377 | |
| 3 | ARCC |
Ares Capital Corp
|
30,630 | $551,952 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
20,303 | $480,978 | |
| 5 | NAC |
Nuveen California Quality Municipal Income Fund
|
40,290 | $469,378 | |
| 6 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
28,372 | $337,626 | |
| 7 | FSK |
FS KKR Capital Corp
|
27,877 | $283,787 | |
| 8 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
17,882 | $185,972 |
All Filings in HLNE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,511,377 | 15,205 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,267,555 | 16,883 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,515,585 | 18,663 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,734,815 | 19,243 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,169,735 | 7,868 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,225,854 | 8,280 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,102,517 | 12,486 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,555,377 | 12,586 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,352,330 | 11,993 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,229,689 | 10,840 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $963,276 | 10,651 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $615,606 | 7,697 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $466,887 | 6,311 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||