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Van Hulzen Asset Management, LLC
Craig Van Hulzen · Asset Manager · Value
Van Hulzen Asset Management, LLC, doing business as Van Hulzen Financial Advisors, is an independent investment firm and SEC-registered investment advisor founded in 1998 by Craig Van Hulzen. Based in El Dorado Hills, California, the firm specializes in managing equity portfolios with a focus on institutional-quality covered call strategies and "Growth at a Reasonable Profile" (GARP) methodologies. Van Hulzen provides a range of services, including wealth management, retirement planning, and custom asset management for high-net-worth individuals and institutional clients. With more than $2 billion in discretionary assets under management, the firm emphasizes high-quality, profitable companies and risk-managed income generation through disciplined fundamental research and option overlay techniques.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.1% |
| YTD return | +10.2% |
| Sharpe ratio | 3.12 |
| Win rate | 56% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.vanhulzenadvisors.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 15.4% | +31.4% |
| GOOGL | Alphabet Inc Class A | 9.1% | +36.8% |
| MSFT | Microsoft Corporation | 7.2% | -0.8% |
| AVGO | Broadcom Inc | 5.9% | +5.9% |
| ADM | Archer-Daniels-Midland Company | 5.7% | +39.4% |
| BRK-A | Berkshire Hathaway Inc | 5.1% | +3.3% |
| JNJ | Johnson & Johnson | 4.8% | +38.0% |
| CSCO | Cisco Systems Inc | 4.3% | +57.3% |
| AMZN | Amazon.com Inc | 4.3% | +10.7% |
| XOM | Exxon Mobil Corp | 4.1% | +18.0% |
| NVDA | NVIDIA Corporation | 4.0% | +16.3% |
| IBM | International Business Machines | 3.9% | -17.6% |
| CB | Chubb Ltd | 3.7% | +2.5% |
| LRCX | Lam Research Corp | 3.6% | +27.8% |
| DHR | Danaher Corporation | 3.5% | +1.0% |
| MCD | McDonald’s Corporation | 3.4% | -17.0% |
| ETN | Eaton Corporation PLC | 3.4% | +13.8% |
| JPM | JPMorgan Chase & Co | 3.3% | +12.8% |
| KO | The Coca-Cola Company | 2.7% | +0.6% |
| PEP | PepsiCo Inc | 2.5% | -9.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 7.9% → 7.2% |
| Aug 24, 2026 | BUY | ETN | 3.5% → 3.4% |
| Aug 24, 2026 | BUY | XOM | 3.6% → 4.1% |
| Aug 24, 2026 | SELL | ADM | 5.9% → 5.7% |
| Aug 24, 2026 | BUY | GOOGL | 8.7% → 9.1% |
Investment Style Analysis
Van Hulzen Asset Management, LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Van Hulzen Asset Management, LLC made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Van Hulzen’s philosophy centers on risk-adjusted income generation and long-term capital preservation. The firm employs a "Growth at a Reasonable Profile" (GARP) approach, focusing on high-quality, industry-leading companies with established profitability and returns above their cost of capital. A core component of their strategy is the use of covered call options on dividend-paying equities to enhance portfolio yield and mitigate downside volatility. This disciplined, fundamental framework avoids speculative investments in favor of cash-flow-rich companies, aiming for a consistent total return composed of capital appreciation, dividends, and option premiums.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Van Hulzen Asset Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Van Hulzen Asset Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Van Hulzen Asset Management, LLC's largest holding?
As of the latest filing, Van Hulzen Asset Management, LLC's top position is Apple Inc (AAPL), representing 15.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Van Hulzen Asset Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +15.1% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.12, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Van Hulzen Asset Management, LLC primarily invest in?
Van Hulzen Asset Management, LLC has a strong preference for the Consumer Electronics sector, which makes up 15.4% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Van Hulzen Asset Management, LLC's portfolio concentrated or diversified?
Van Hulzen Asset Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Van Hulzen Asset Management, LLC performed in 2026?
Our AI-simulated model portfolio for Van Hulzen Asset Management, LLC tracks a Year-to-Date (YTD) return of +10.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Craig Van Hulzen manage Van Hulzen Asset Management, LLC directly?
Yes, Craig Van Hulzen serves as the key portfolio manager for Van Hulzen Asset Management, LLC, overseeing the investment strategy and final capital allocation decisions.