Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAN HULZEN ASSET MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 309 | 1,421,805,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $100,780,000 | 523,450 | 7.09 | 7.05 | -11,580 | -2.16 | 12-31-2023 |
| BEST BUY INC | COM | 2 | $75,149,000 | 960,000 | 5.29 | 3.96 | 219,392 | 29.62 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $70,582,000 | 187,697 | 4.96 | 4.57 | -663 | -0.35 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 4 | $44,664,000 | 319,734 | 3.14 | 3.32 | -9,854 | -2.99 | 12-31-2023 |
