Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Moody's Corporation | MCO | 1.46K | $661.72K |
 The Progressive Corporation | PGR | 1.43K | $312.82K |
 EastGroup Properties, Inc. | EGP | 1.42K | $287.59K |
 Veeva Systems Inc. | VEEV | 1.42K | $251.12K |
 GE Vernova Inc. | GEV | 1.29K | $1.51M |
 HEICO Corporation | HEI | 1.21K | $430.99K |
 S&P Global Inc. | SPGI | 1.21K | $491.16K |
 Amphenol Corporation | APH | 1.2K | $211.76K |
 Lowe's Companies, Inc. | LOW | 1.07K | $236.26K |
 Lockheed Martin Corporation | LMT | 1.01K | $516.04K |
 Capital One Financial Corporation | COF | 1.01K | $201.82K |
 First Solar, Inc. | FSLR | 985 | $232.42K |
 Essex Property Trust, Inc. | ESS | 864 | $251.93K |
 Quanta Services, Inc. | PWR | 863 | $621.39K |
 Vertiv Holdings Co | VRT | 857 | $286.95K |
 Intuit Inc. | INTU | 839 | $218.91K |
 Nebius Group N.V. | NBIS | 798 | $220.38K |
 Clean Harbors, Inc. | CLH | 797 | $238.1K |
 American Express Company | AXP | 796 | $269.25K |
 Curtiss-Wright Corporation | CW | 794 | $601.66K |