Van Hulzen Asset Management LLC 13F Portfolio

Hedge FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Van Hulzen Asset Management LLCVan Hulzen Asset Management LLC0.88%$1367575000 1157

Top Holdings Performance History

Van Hulzen Asset Management LLC Holdings Map

Top 50 Van Hulzen Asset Management LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Van Hulzen Asset Management LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds