Van Hulzen Asset Management, LLC

**Van Hulzen Asset Management, LLC** manages $1.4B across a diversified portfolio of 337 positions. The firm maintains significant exposure to mega-cap technology names, notably holding $98.2M in AAPL, $54.0M in GOOGL, and $53.1M in MSFT. Further allocations include substantial positions in TSLA ($37.2M) and AVGO ($36.9M), indicating a focus on established growth leaders and technology infrastructure. This concentrated approach suggests a conviction-driven strategy targeting market leaders across various sectors.

📌 Top Holdings