Van Hulzen Asset Management, LLC
SEC Form 13F institutional filer · CIK 0001600145
13F-HR · 171 reported holdings · 2026-03-31
Van Hulzen Asset Management, LLC is an asset manager.
Reported long-US-equity value
$1.04B
Top-10 concentration
39.6%
Van Hulzen Asset Management, LLC — $1.04B AUM allocation strategy
Van Hulzen Asset Management, LLC files SEC Form 13F and reports $1.04B of long US equity value across 171 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.2%, followed by Consumer Discretionary 7.5% and Communication Services 6.6%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Van Hulzen Asset Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.04B
total across 171 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FCX +90.4K sh · +$5.36M+$CL +75.2K sh · +$6.43M+$CB +27.7K sh · +$9.52M
Biggest trims (shares)
−$BAC −152K sh · −$8.42M−$BALL −134K sh · −$6.25M−$ADP −71.1K sh · −$18.4M
Exited to nil (held last quarter, gone now)
$MDLZ ($3.26M last qtr)$LEN ($670K last qtr)$MDT ($639K last qtr)$BX ($241K last qtr)$FSLR ($239K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals8.9%—
- Interactive Media & Services6.6%—
- Semiconductors5.0%—
- Systems Software4.1%—
- Agricultural Products & Services3.7%—
- Multi-Sector Holdings2.9%—
- Automobile Manufacturers2.9%—
- Pharmaceuticals2.9%—
- Other holdings62.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 366K | $92.9M | +4.83K | 8.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 171K | $49.2M | -1.46K | 4.7% |
| $MSFT | Microsoft Corporation | 115K | $42.8M | +5.74K | 4.1% |
| $ADM | Archer-Daniels-Midland Company | 529K | $38.5M | -58.8K | 3.7% |
| $AVGO | Broadcom Inc | 102K | $31.5M | -4.68K | 3.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 63.6K | $30.5M | +22.5K | 2.9% |
| $TSLA | Tesla Inc | 81.5K | $30.3M | -1.23K | 2.9% |
| $JNJ | Johnson & Johnson | 124K | $30.3M | -5.44K | 2.9% |
| $IBM | International Business Machines Corporation | 115K | $27.9M | +1.08K | 2.7% |
…and 162 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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