Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sempra | SRE | 10.55K | $978.06K |
 Equity LifeStyle Properties, Inc. | ELS | 11K | $708.95K |
 Marvell Technology, Inc. | MRVL | 11.01K | $3.28M |
 U.S. Bancorp | USB | 11.24K | $678.72K |
 Acushnet Holdings Corp. | GOLF | 11.34K | $1.34M |
 Hamilton Lane Incorporated | HLNE | 11.58K | $913.16K |
 Cousins Properties Incorporated | CUZ | 11.6K | $347.77K |
 Xylem Inc. | XYL | 11.8K | $1.39M |
 Oracle Corporation | ORCL | 11.81K | $1.73M |
 UnitedHealth Group Incorporated | UNH | 11.82K | $4.91M |
 SPS Commerce, Inc. | SPSC | 11.84K | $676.61K |
 Addus HomeCare Corporation | ADUS | 12.04K | $1.21M |
 Northwest Bancshares, Inc. | NWBI | 12.65K | $191.77K |
 Altria Group, Inc. | MO | 12.69K | $913K |
 Pathward Financial, Inc. | CASH | 12.74K | $1.11M |
 Healthcare Realty Trust Incorporated | HR | 12.9K | $260.19K |
 Costco Wholesale Corporation | COST | 12.99K | $12.15M |
 Valley National Bancorp | VLY | 13K | $190.45K |
 FS KKR Capital Corp. | FSK | 13K | $136.54K |
 Cheniere Energy, Inc. | LNG | 13.06K | $3.12M |