Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Boeing Company | BA | 5.97K | $1.29M |
 Royal Caribbean Cruises Ltd. | RCL | 6K | $1.91M |
 PulteGroup, Inc. | PHM | 6.02K | $825.73K |
 The Southern Company | SO | 6.22K | $595.41K |
 The Home Depot, Inc. | HD | 6.29K | $2.22M |
 Amgen Inc. | AMGN | 6.58K | $2.38M |
 Advanced Micro Devices, Inc. | AMD | 6.65K | $3.87M |
 Sun Communities, Inc. | SUI | 6.68K | $801.6K |
 Applied Industrial Technologies, Inc. | AIT | 6.92K | $2.34M |
 Dutch Bros Inc. | BROS | 6.96K | $499.8K |
 Palantir Technologies Inc. | PLTR | 7.05K | $822.06K |
 Phillips 66 | PSX | 7.74K | $1.31M |
 BWX Technologies, Inc. | BWXT | 7.74K | $1.51M |
 Federal Signal Corporation | FSS | 7.8K | $1M |
 EQT Corporation | EQT | 7.84K | $416.7K |
 Mueller Industries, Inc. | MLI | 7.92K | $973.53K |
 Amcor plc | AMCR | 8.01K | $347.02K |
 Yum! Brands, Inc. | YUM | 8.01K | $1.28M |
 Kimco Realty Corporation | KIM | 8.01K | $203.01K |
 ConocoPhillips | COP | 8.09K | $840.98K |