Stock Taper 
VAN HULZEN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arthur J. Gallagher & Co. | AJG | 14.69K | $3.37M |
 Intercontinental Exchange, Inc. | ICE | 14.39K | $1.77M |
 Realty Income Corporation | O | 14.34K | $888.76K |
 Rubrik, Inc. | RBRK | 14.1K | $1.13M |
 Merck & Co., Inc. | MRK | 13.76K | $1.77M |
 Intel Corp. | INTC | 13.62K | $1.9M |
 Hinge Health, Inc. | HNGE | 13.47K | $1.12M |
 Axos Financial, Inc. | AX | 13.42K | $1.31M |
 Alphabet Inc. | GOOG | 13.26K | $4.68M |
 Union Pacific Corporation | UNP | 13.07K | $3.55M |
 Cheniere Energy, Inc. | LNG | 13.06K | $3.12M |
 FS KKR Capital Corp. | FSK | 13K | $136.54K |
 Valley National Bancorp | VLY | 13K | $190.45K |
 Costco Wholesale Corporation | COST | 12.99K | $12.15M |
 Healthcare Realty Trust Incorporated | HR | 12.9K | $260.19K |
 Pathward Financial, Inc. | CASH | 12.74K | $1.11M |
 Altria Group, Inc. | MO | 12.69K | $913K |
 Northwest Bancshares, Inc. | NWBI | 12.65K | $191.77K |
 Addus HomeCare Corporation | ADUS | 12.04K | $1.21M |
 SPS Commerce, Inc. | SPSC | 11.84K | $676.61K |