Long-term investor

Van Hulzen Asset Management, LLC @vanhulzenassetmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001600145).

Record

  • Tracked since 2025-06-30 (450 days), 91 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.3% · 1 year n/a · all +10.7%
  • Max drawdown n/a · win rate 45% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 6.8% · long · since 2025-06-30
  • GOOGL · 4.1% · long · since 2025-06-30
  • AVGO · 2.8% · long · since 2025-06-30
  • MSFT · 2.6% · long · since 2025-06-30
  • ADM · 2.5% · long · since 2025-09-30
  • BRK-B · 2.4% · long · since 2025-06-30
  • IBM · 2.3% · long · since 2025-06-30
  • 512807306 · 2.2% · long · since 2025-06-30
  • CSCO · 2.2% · long · since 2025-06-30
  • JNJ · 2.1% · long · since 2025-06-30
  • 464287200 · 2.0% · long · since 2025-06-30
  • AMZN · 1.9% · long · since 2025-06-30

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