Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 The Goldman Sachs Group, Inc. | GS | 231 | $233.63K |
 Micron Technology, Inc. | MU | 277 | $319.83K |
 Thermo Fisher Scientific Inc. | TMO | 518 | $259.7K |
 Linde plc | LIN | 564 | $292.61K |
 Watsco, Inc. | WSO | 600 | $250.04K |
 Carpenter Technology Corporation | CRS | 612 | $377.51K |
 Wells Fargo & Company | WFC-PL | 642 | $743.2K |
 Applied Materials, Inc. | AMAT | 722 | $522.01K |
 Lumentum Holdings Inc. | LITE | 750 | $643.54K |
 Curtiss-Wright Corporation | CW | 794 | $601.66K |
 American Express Company | AXP | 796 | $269.25K |
 Clean Harbors, Inc. | CLH | 797 | $238.1K |
 Nebius Group N.V. | NBIS | 798 | $220.38K |
 Intuit Inc. | INTU | 839 | $218.91K |
 Vertiv Holdings Co | VRT | 857 | $286.95K |
 Quanta Services, Inc. | PWR | 863 | $621.39K |
 Essex Property Trust, Inc. | ESS | 864 | $251.93K |
 First Solar, Inc. | FSLR | 985 | $232.42K |
 Capital One Financial Corporation | COF | 1.01K | $201.82K |