Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 FirstCash Holdings, Inc | FCFS | 3.32K | $717.97K |
 The Sherwin-Williams Company | SHW | 3.3K | $1.13M |
 Peoples Financial Services Corp. | PFIS | 3.24K | $214.91K |
 Cummins Inc. | CMI | 3.07K | $2.19M |
 The Allstate Corporation | ALL | 3.06K | $728.1K |
 Nucor Corporation | NUE | 3.01K | $669.59K |
 Reddit, Inc. | RDDT | 2.99K | $518.66K |
 Acuity Brands, Inc. | AYI | 2.95K | $1.11M |
 Kimberly-Clark Corporation | KMB | 2.88K | $315.8K |
 Caterpillar Inc. | CAT | 2.81K | $2.99M |
 KLA Corporation | KLAC | 2.77K | $836.12K |
 Cencora, Inc. | COR | 2.69K | $761.5K |
 United States Lime & Minerals, Inc. | USLM | 2.67K | $279.57K |
 Duke Energy Corporation | DUK | 2.64K | $334.64K |
 Automatic Data Processing, Inc. | ADP | 2.5K | $560.32K |
 Target Corporation | TGT | 2.49K | $324.96K |
 Snowflake Inc. | SNOW | 2.48K | $630.4K |
 Constellation Energy Corporation | CEG | 2.45K | $608.78K |
 Blackstone Inc. | BX | 2.35K | $276.52K |
 The Travelers Companies, Inc. | TRV | 2.26K | $744.97K |