Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAN HULZEN ASSET MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 320 | 1,514,762,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 451 | $233,000 | 676 | 0.02 | 0.02 | -400 | -37.17 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | Liquidated | $0 | 0 | 0.02 | 0.05 | -575 | -55.50 | 12-31-2023 |
| SEMPRA | COM | 453 | $230,000 | 3,202 | 0.02 | 0.02 | 203 | 6.77 | 03-31-2024 |
| ELANCO ANIMAL HEALTH INC | COM | 454 | $228,000 | 14,010 | 0.02 | 0.01 | 400 | 2.94 | 03-31-2024 |
