Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dutch Bros Inc. | BROS | 6.96K | $499.8K |
 Applied Industrial Technologies, Inc. | AIT | 6.92K | $2.34M |
 Sun Communities, Inc. | SUI | 6.68K | $801.6K |
 Advanced Micro Devices, Inc. | AMD | 6.65K | $3.87M |
 Amgen Inc. | AMGN | 6.58K | $2.38M |
 The Home Depot, Inc. | HD | 6.29K | $2.22M |
 The Southern Company | SO | 6.22K | $595.41K |
 PulteGroup, Inc. | PHM | 6.02K | $825.73K |
 Royal Caribbean Cruises Ltd. | RCL | 6K | $1.91M |
 The Boeing Company | BA | 5.97K | $1.29M |
 Philip Morris International Inc. | PM | 5.69K | $1.03M |
 Enterprise Products Partners L.P. | EPD | 5.46K | $200.71K |
 Enbridge Inc. | ENB | 5.42K | $293.82K |
 HA Sustainable Infrastructure Capital, Inc. | HASI | 5.3K | $206.97K |
 Toll Brothers, Inc. | TOL | 5.1K | $840.23K |
 HealthEquity, Inc. | HQY | 5K | $451.6K |
 Hawkins, Inc. | HWKN | 4.97K | $705.92K |
 Badger Meter, Inc. | BMI | 4.83K | $715.88K |
 McKesson Corporation | MCK | 4.8K | $3.63M |
 NextEra Energy, Inc. | NEE | 4.68K | $411.01K |