Van Hulzen Asset Management, LLC
Top Portfolio Positions
250 positions ·
$1,088,216,868 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
366,138 | $92,922,163 | 8.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
171,223 | $49,236,885 | 4.52% | |
| MSFT |
Microsoft Corp
Technology
|
115,493 | $42,752,043 | 3.93% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
528,967 | $38,450,611 | 3.53% | |
| AVGO |
Broadcom Inc.
Technology
|
101,796 | $31,506,879 | 2.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
63,565 | $30,460,348 | 2.80% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
81,520 | $30,305,060 | 2.78% | |
| JNJ |
Johnson & Johnson
Healthcare
|
123,829 | $30,268,760 | 2.78% | |
| IBM |
International Business Machines Corp
Technology
|
115,282 | $27,943,203 | 2.57% | |
| XOM |
Exxon Mobil Corp
Energy
|
162,161 | $27,512,235 | 2.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SPWR
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,640 | 32,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $62,800 | 40,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $80,960 | 46,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $82,800 | 45,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48,050 | 31,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $93,080 | 52,000 | Shares | Sole | 2025-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||