Stock Taper

VAN HULZEN ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Brookfield Infrastructure CorporationBIPC8.1K$311.85K
Gilead Sciences, Inc.GILD8.16K$1.03M
Taiwan Semiconductor Manufacturing Company LimitedTSM8.38K$4M
Carnival Corporation & plcCCL8.6K$245.81K
Bank of America CorporationBAC8.81K$501.84K
D.R. Horton, Inc.DHI8.95K$1.46M
KB HomeKBH9K$563.37K
MSCI Inc.MSCI9.45K$5.29M
Cheniere Energy Partners, L.P.CQP9.55K$582.07K
Honeywell International Inc.HON9.55K$2.14M
Stride, Inc.LRN9.58K$826.18K
Space Exploration Technologies Corp.SPCX9.61K$1.64M
Brady CorporationBRC9.66K$884.33K
The Descartes Systems Group Inc.DSGX9.66K$669.21K
General Dynamics CorporationGD9.79K$3.47M
LeMaitre Vascular, Inc.LMAT9.99K$958.74K
The Kraft Heinz CompanyKHC10.03K$236.88K
Prestige Consumer Healthcare Inc.PBH10.08K$476.34K
Inter Parfums, Inc.IPAR10.16K$1.14M
Verizon Communications Inc.VZ10.16K$430.35K