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Van Hulzen Asset Management, LLC

CIK:0001600145
Investment Adviser
$2B AUM
323 holdings
El Dorado Hills, CA, United States
Founded:2003
23 employees
vanhulzenadvisors.com
Latest filing:Jun 30, 2025

Van Hulzen Asset Management, LLC is a registered investment adviser headquartered in El Dorado Hills, California. Founded in 2003, the firm serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. As of 2025, the firm has 23 employees, the majority being investment professionals. The firm is privately held with Craig Dennis Van Hulzen as the founder and Executive Chairman.

Investment Strategy

Van Hulzen Asset Management provides individualized investment advisory and wealth management services, focusing on discretionary account management for a variety of clients, including high-net-worth individuals, pooled vehicles, pension plans, charities, and businesses. The firm emphasizes personalized portfolio construction and client-defined investment objectives, offering strategies across equities and fixed income, and allows clients to impose specific investment restrictions.

Latest 13F Filing Activity

Van Hulzen Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 318 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Broadcom Inc., Lam Research Corp. among other positions. Van Hulzen Asset Management, LLC reduced exposure to Becton Dickinson & Co., Oracle Corp., Schlumberger LTD among others.

Top Buys
M
MSFTMICROSOFT CORP
+$13.8M
A
AVGOBROADCOM INC
+$13.3M
L
LRCXLAM RESEARCH CORP
+$11.4M
D
DHRDANAHER CORPORATION
+$6.7M
N
NVDANVIDIA CORPORATION
+$6.7M
Top Sells
B
BDXBECTON DICKINSON & CO
-$14.6M
O
ORCLORACLE CORP
-$10.7M
S
SLBSCHLUMBERGER LTD
-$9.2M
N
NKENIKE INC
-$5.1M
W
WPMWHEATON PRECIOUS METALS CORP
-$2.4M

Top Holdings

A
AAPLAPPLE INC
+6.5%$78.0M
M
MSFTMICROSOFT CORP
+4.5%$54.1M
C
CSCOCISCO SYS INC
+3.0%$36.1M
I
IBMINTERNATIONAL BUSINESS MACHS
+2.8%$33.3M
G
GOOGLALPHABET INC
+2.5%$30.1M

Equity Positions (318)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
APPLE INC6.51%$78.0M380,231$107.69$205.17-$406.1K
M
MSFT
MICROSOFT CORP4.51%$54.1M108,774$269.52$497.41+$13.8M
C
CSCO
CISCO SYS INC3.02%$36.1M520,937$52.50$69.38+$4.6M
I
IBM
INTERNATIONAL BUSINESS MACHS2.78%$33.3M113,062$156.41$294.78+$5.0M
G
GOOGL
ALPHABET INC2.51%$30.1M170,634$115.44$176.23+$4.8M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
S
SPY
SPDR S&P 500 ETF TRNew
Put
$617.9K10$617.85$617.85+10+$617.9K

Industry Allocation

ELECTRONIC COMPUTERS
+7.2%
SERVICES-PREPACKAGED SOFTWARE
+5.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.9%
SEMICONDUCTORS & RELATED DEVICES
+4.5%
PHARMACEUTICAL PREPARATIONS
+3.5%
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