Van Hulzen Asset Management, LLC
Position in HLNE — Hamilton Lane INC
CIK 1600145
EL DORADO HILLS, CA
Position in HLNE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$913,166
-$598,211 QoQ
Shares Held
11,584
-23.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#176
of 380 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLNE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $6,088,339 across 12 Asset Management names. HLNE ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
16,664 | $2,896,869 | |
| 2 | HLNE |
Hamilton Lane INC
This page
|
11,584 | $913,166 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
39,986 | $484,630 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
28,372 | $355,501 | |
| 5 | BX |
Blackstone Inc.
|
2,350 | $276,524 | |
| 6 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
20,532 | $225,646 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,300 | $206,965 | |
| 8 | NBB |
Nuveen Taxable Municipal Income Fund
|
11,605 | $183,126 |
All Filings in HLNE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,166 | 11,584 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||