Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Honeywell International Inc. | HON | 9.55K | $2.14M |
 Cheniere Energy Partners, L.P. | CQP | 9.55K | $582.07K |
 MSCI Inc. | MSCI | 9.45K | $5.29M |
 KB Home | KBH | 9K | $563.37K |
 D.R. Horton, Inc. | DHI | 8.95K | $1.46M |
 Bank of America Corporation | BAC | 8.81K | $501.84K |
 Carnival Corporation & plc | CCL | 8.6K | $245.81K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 8.38K | $4M |
 Gilead Sciences, Inc. | GILD | 8.16K | $1.03M |
 Brookfield Infrastructure Corporation | BIPC | 8.1K | $311.85K |
 ConocoPhillips | COP | 8.09K | $840.98K |
 Yum! Brands, Inc. | YUM | 8.01K | $1.28M |
 Kimco Realty Corporation | KIM | 8.01K | $203.01K |
 Amcor plc | AMCR | 8.01K | $347.02K |
 Mueller Industries, Inc. | MLI | 7.92K | $973.53K |
 EQT Corporation | EQT | 7.84K | $416.7K |
 Federal Signal Corporation | FSS | 7.8K | $1M |
 BWX Technologies, Inc. | BWXT | 7.74K | $1.51M |
 Phillips 66 | PSX | 7.74K | $1.31M |
 Palantir Technologies Inc. | PLTR | 7.05K | $822.06K |