Stock Taper

VAN HULZEN ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cloudflare, Inc.NET4.67K$1.15M
Eastman Chemical CompanyEMN4.54K$304.45K
Wells Fargo & CompanyWFC4.53K$374.46K
Prologis, Inc.PLD4.43K$600.13K
Shopify Inc.SHOP4.19K$478.42K
Workday, Inc.WDAY4.17K$510.61K
U.S. Physical Therapy, Inc.USPH4.11K$282.07K
The Walt Disney CompanyDIS4.04K$389.29K
Otis Worldwide CorporationOTIS4K$286.4K
The PNC Financial Services Group, Inc.PNC3.89K$958.85K
Uber Technologies, Inc.UBER3.86K$278.47K
Standex International CorporationSXI3.79K$1.35M
Deckers Outdoor CorporationDECK3.69K$366.48K
Extra Space Storage Inc.EXR3.63K$527.44K
Welltower Inc.WELL3.6K$816.21K
Lennar CorporationLEN3.5K$316.81K
CVS Health Corp.CVS3.45K$357.26K
DexCom, Inc.DXCM3.42K$230.34K
Nutrien Ltd.NTR3.4K$213.97K
Wheaton Precious Metals Corp.WPM3.36K$377.06K