Van Hulzen Asset Management, LLC

Q3 2026 13F-HR Holdings

Location
El Dorado Hills, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
398
Total value ($000)
$1,785,899
Net value change ($000)
+380,382 (27.1%)
New positions
33
Sold out positions
22
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPACE EXPLORATION TECHN CORP 346,778 21119.2%
XOM 31,800 NEW
AAPL 23,463 24.6%
MSFT 14,382 38.8%
NVDA 9,049 37.9%
AMZN 4,680 18.0%
BALL 4,365 NEW
IAUM 4,046 NEW
META 4,001 29.5%
DHR 3,689 16.6%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -23,131 -73.2%
XOM -22,711 -100.0%
IBM -7,061 -22.3%
ADM -6,572 -18.8%
CSCO -3,381 -11.1%
MCD -3,123 -13.7%
TSLA -2,624 -20.0%
PSTG -2,386 -44.3%
HONA -2,103 -100.0%
TFLO -2,065 -40.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type