Portfolio Adjustments
Van Hulzen Asset Management Cuts Three Portfolio Stakes While Boosting CME Group
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Key Points
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Van Hulzen’s remaining Archer Daniels Midland position totaled 458,267 shares, valued at $35.012 million, and represented approximately 2.5% of the firm’s portfolio, making ADM its fifth-largest holding.
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After the sale, Van Hulzen held 45,661 shares of the iShares MBS ETF, valued at $4.316 million at the end of the quarter.
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Van Hulzen’s remaining iShares S&P 100 ETF stake was 20,271 shares worth $7.417 million at the end of the quarter; OEF was trading near $378.94, close to its 52-week high of $385.05.
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Van Hulzen held 31,062 CME Group shares worth $6.86 million after its purchase. Institutional investors collectively owned 87.75% of CME’s stock, while analyst views were mixed, including Bank of America’s “underperform” rating and Morgan Stanley’s “overweight” rating.
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Analyst sentiment on ADM was mixed: MarketBeat data showed an average rating of “Hold” and an average price target of $79.67, despite recent upgrades from several firms.
Van Hulzen Asset Management trimmed its holdings across four major securities during the second quarter, signaling a shift in portfolio strategy. The firm reduced stakes in three positions—the iShares MBS ETF, Archer Daniels Midland, and the iShares S&P 100 ETF—while adding to its CME Group holding. These moves suggest the asset manager is rotating away from commodities and bond-focused investments toward financial services.
The largest reduction came in mortgage-backed securities. Van Hulzen sold 21,210 MBS shares, cutting its position by 31.7% to 45,661 shares worth $4.316 million Ticker Report. At the same time, the firm purchased 3,041 CME shares, boosting that position by 10.9% to 31,062 shares valued at $6.86 million Ticker Report.
Stepping Back From Agriculture and Bonds
Van Hulzen reduced its Archer Daniels Midland stake by 13.4%, selling 70,700 shares Ticker Report. Despite the cut, ADM remained the firm's fifth-largest holding at 458,267 shares worth $35.012 million—roughly 2.5% of the portfolio Ticker Report. The move comes as analyst sentiment stays mixed, with MarketBeat data showing an average "Hold" rating and a $79.67 price target Ticker Report.
The iShares S&P 100 ETF also faced trimming. Van Hulzen sold 3,433 shares, lowering its stake by 14.5% Ticker Report. The remaining 20,271 shares were worth $7.417 million at quarter's end Ticker Report. The ETF was trading near $378.94, just below its 52-week high of $385.05 Ticker Report.
CME Group Becomes Net Gainer in Portfolio Shuffle
While Van Hulzen cut three positions, it added to CME Group—the only security among the four that gained shares Ticker Report. The firm purchased 3,041 CME shares, boosting the position by 10.9% Ticker Report. The move bets on financial derivatives markets as the global economy remains volatile.
Wall Street remains divided on CME. Institutional investors collectively own 87.75% of the company's stock, giving the Chicago-based exchange deep institutional support Ticker Report. However, analyst ratings are split—Bank of America rates CME "underperform" while Morgan Stanley calls it "overweight" Ticker Report.
A Pattern of Portfolio Rebalancing Across Holdings
Van Hulzen's Q2 adjustments reflect broader portfolio rebalancing beyond these four securities. The firm also reduced stakes in other holdings, including Lockheed Martin—cut by 50.8% to 1,013 shares Ticker Report—and Sterling Infrastructure, reduced by 57.6% to 1,937 shares Ticker Report. The fund also sold 22,995 shares of the iShares MSCI USA Min Vol Factor ETF during the quarter Ticker Report.
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