Van Hulzen Asset Management, LLC
Position in YOU — Clear Secure, Inc.
CIK 1600145
EL DORADO HILLS, CA
Position in YOU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,676,692
-$106,296 QoQ
Shares Held
30,086
-18.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#170
of 446 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $14,321,228 across 12 Software - Application names. YOU ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
23,226 | $7,859,446 | |
| 2 | YOU |
Clear Secure, Inc.
This page
|
30,086 | $1,676,692 | |
| 3 | SPSC |
Sps Commerce Inc
|
11,835 | $676,606 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
9,665 | $669,204 | |
| 5 | SNOW |
Snowflake Inc.
|
2,477 | $630,396 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,502 | $560,322 | |
| 7 | WDAY |
Workday, Inc.
|
4,171 | $510,613 | |
| 8 | SHOP |
Shopify Inc.
|
4,190 | $478,414 |
All Filings in YOU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,676,692 | 30,086 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,782,988 | 36,831 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,464,835 | 41,757 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,557,310 | 46,654 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,197,705 | 43,145 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,260,961 | 48,667 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,350,594 | 50,698 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||