Stock Taper

VAN HULZEN ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The PNC Financial Services Group, Inc.PNC3.89K$958.85K
Otis Worldwide CorporationOTIS4K$286.4K
The Walt Disney CompanyDIS4.04K$389.29K
U.S. Physical Therapy, Inc.USPH4.11K$282.07K
Workday, Inc.WDAY4.17K$510.61K
Shopify Inc.SHOP4.19K$478.42K
Prologis, Inc.PLD4.43K$600.13K
Wells Fargo & CompanyWFC4.53K$374.46K
Eastman Chemical CompanyEMN4.54K$304.45K
Cloudflare, Inc.NET4.67K$1.15M
NextEra Energy, Inc.NEE4.68K$411.01K
McKesson CorporationMCK4.8K$3.63M
Badger Meter, Inc.BMI4.83K$715.88K
Hawkins, Inc.HWKN4.97K$705.92K
HealthEquity, Inc.HQY5K$451.6K
Toll Brothers, Inc.TOL5.1K$840.23K
HA Sustainable Infrastructure Capital, Inc.HASI5.3K$206.97K
Enbridge Inc.ENB5.42K$293.82K
Enterprise Products Partners L.P.EPD5.46K$200.71K
Philip Morris International Inc.PM5.69K$1.03M