Van Hulzen Asset Management, LLC
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.
Top Holdings
Equity Positions (318)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.51% | $78.0M | 380,231 | $107.69 | $205.17 | -$406.1K |
M MSFT | MICROSOFT CORP | 4.51% | $54.1M | 108,774 | $269.52 | $497.41 | +$13.8M |
C CSCO | CISCO SYS INC | 3.02% | $36.1M | 520,937 | $52.50 | $69.38 | +$4.6M |
I IBM | INTERNATIONAL BUSINESS MACHS | 2.78% | $33.3M | 113,062 | $156.41 | $294.78 | +$5.0M |
G GOOGL | ALPHABET INC | 2.51% | $30.1M | 170,634 | $115.44 | $176.23 | +$4.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $617.9K | 10 | $617.85 | $617.85 | +10 | +$617.9K |