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Van Hulzen Asset Management, LLC Buys 3, Sells 2 in 1st Quarter

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May 20, 2022
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Van Hulzen Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

4370 TOWN CENTER BLVD. EL DORADO HILLS, CA 95762

As of the latest 13F report, the guru’s equity portfolio contained 309 stocks valued at a total of $943,000,000. The top holdings were AAPL(5.98%), MSFT(3.38%), and ABBV(3.24%).

According to GuruFocus data, these were Van Hulzen Asset Management, LLC’s top five trades of the quarter.

Gilead Sciences Inc


Van Hulzen Asset Management, LLC reduced their investment in NAS:GILD by 168,720 shares. The trade had a 1.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $64.

On 05/20/2022, Gilead Sciences Inc traded for a price of $63.34 per share and a market cap of $79,360,412,000. The stock has returned -3.46% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Gilead Sciences Inc has a price-earnings ratio of 17.67, a price-book ratio of 3.98, a EV-to-Ebitda ratio of 11.21 and a price-sales ratio of 2.91.

The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.

Chevron Corp


Van Hulzen Asset Management, LLC reduced their investment in NYSE:CVX by 89,546 shares. The trade had a 1.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $143.03.

On 05/20/2022, Chevron Corp traded for a price of $170.0167 per share and a market cap of $327,848,773,000. The stock has returned 67.03% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Chevron Corp has a price-earnings ratio of 15.68, a price-book ratio of 2.24, a price-earnings-to-growth (PEG) ratio of 3.34, a EV-to-Ebitda ratio of 7.40 and a price-sales ratio of 1.82.

The price-to-GF Value ratio is 1.13, earning the stock a GF Value rank of 3.

The Home Depot Inc


During the quarter, Van Hulzen Asset Management, LLC bought 26,711 shares of NYSE:HD for a total holding of 29,620. The trade had a 0.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $347.27.

On 05/20/2022, The Home Depot Inc traded for a price of $289.02 per share and a market cap of $297,877,993,000. The stock has returned -6.31% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, The Home Depot Inc has a price-earnings ratio of 18.58, a price-earnings-to-growth (PEG) ratio of 1.40, a EV-to-Ebitda ratio of 13.19 and a price-sales ratio of 2.00.

The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.

Oracle Corp


During the quarter, Van Hulzen Asset Management, LLC bought 94,597 shares of NYSE:ORCL for a total holding of 183,201. The trade had a 0.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $80.99.

On 05/20/2022, Oracle Corp traded for a price of $68.08 per share and a market cap of $178,873,245,000. The stock has returned -13.23% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Oracle Corp has a price-earnings ratio of 25.67, a price-earnings-to-growth (PEG) ratio of 2.29, a EV-to-Ebitda ratio of 16.74 and a price-sales ratio of 4.49.

The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 7.

Kinder Morgan Inc


During the quarter, Van Hulzen Asset Management, LLC bought 406,265 shares of NYSE:KMI for a total holding of 466,908. The trade had a 0.82% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.59.

On 05/20/2022, Kinder Morgan Inc traded for a price of $19.19 per share and a market cap of $43,127,327,000. The stock has returned 8.87% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Kinder Morgan Inc has a price-earnings ratio of 42.83, a price-book ratio of 1.44, a price-earnings-to-growth (PEG) ratio of 38.94, a EV-to-Ebitda ratio of 13.00 and a price-sales ratio of 2.77.

The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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