Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 2.81K | $2.99M |
 Kimberly-Clark Corporation | KMB | 2.88K | $315.8K |
 Acuity Brands, Inc. | AYI | 2.95K | $1.11M |
 Reddit, Inc. | RDDT | 2.99K | $518.66K |
 Nucor Corporation | NUE | 3.01K | $669.59K |
 The Allstate Corporation | ALL | 3.06K | $728.1K |
 Cummins Inc. | CMI | 3.07K | $2.19M |
 Peoples Financial Services Corp. | PFIS | 3.24K | $214.91K |
 The Sherwin-Williams Company | SHW | 3.3K | $1.13M |
 FirstCash Holdings, Inc | FCFS | 3.32K | $717.97K |
 Wheaton Precious Metals Corp. | WPM | 3.36K | $377.06K |
 Nutrien Ltd. | NTR | 3.4K | $213.97K |
 DexCom, Inc. | DXCM | 3.42K | $230.34K |
 CVS Health Corp. | CVS | 3.45K | $357.26K |
 Lennar Corporation | LEN | 3.5K | $316.81K |
 Welltower Inc. | WELL | 3.6K | $816.21K |
 Extra Space Storage Inc. | EXR | 3.63K | $527.44K |
 Deckers Outdoor Corporation | DECK | 3.69K | $366.48K |
 Standex International Corporation | SXI | 3.79K | $1.35M |
 Uber Technologies, Inc. | UBER | 3.86K | $278.47K |