Wulff, Hansen & Co.
Latest statistics and disclosures from Wulff, Hansen & Co.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are BX, VGT, MSFT, PG, BA, and represent 24.73% of Wulff, Hansen & Co.'s stock portfolio.
- Added to shares of these 10 stocks: VCSH, META, PLTR, V, TSLA, MMM, SPGI, INTC, JPM, PG.
- Started 4 new stock positions in SPGI, VCSH, PLTR, MMM.
- Reduced shares in these 10 stocks: COST, Vanguard Scottsdale Fds, BX, Guggenheim Bulletshrs 2023 Corp Bd Etf, PFE, Amazon, CSX, XOM, COLB, OXY.
- Sold out of its positions in COLB, Guggenheim Bulletshrs 2023 Corp Bd Etf, OXY, MINT, Vanguard Scottsdale Fds.
- Wulff, Hansen & Co. was a net seller of stock by $-8.3M.
- Wulff, Hansen & Co. has $90M in assets under management (AUM), dropping by 5.13%.
- Central Index Key (CIK): 0000108634
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Wulff, Hansen & Co. holds 85 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Blackstone Group Inc Com Cl A (BX) | 8.0 | $7.2M | -15% | 60k | 120.88 |
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Vanguard World Fds Inf Tech Etf (VGT) | 5.0 | $4.5M | 9.4k | 484.00 |
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Microsoft Corporation (MSFT) | 4.6 | $4.1M | -2% | 11k | 376.04 |
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Procter & Gamble Company (PG) | 3.7 | $3.3M | 23k | 146.54 |
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Boeing Company (BA) | 3.4 | $3.1M | 12k | 260.66 |
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Amazon | 3.1 | $2.8M | -18% | 18k | 151.94 |
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JPMorgan Chase & Co. (JPM) | 2.7 | $2.4M | 14k | 170.10 |
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CSX Corporation (CSX) | 2.5 | $2.3M | -17% | 66k | 34.67 |
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Merck & Co (MRK) | 2.5 | $2.3M | 21k | 109.02 |
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Apple (AAPL) | 2.4 | $2.2M | 11k | 192.53 |
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Mondelez Intl Cl A (MDLZ) | 2.2 | $2.0M | -2% | 28k | 72.43 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.0M | -2% | 14k | 139.69 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 2.1 | $1.9M | 61k | 31.49 |
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Bank of America Corporation (BAC) | 2.0 | $1.8M | -6% | 55k | 33.67 |
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Raytheon Technologies Corp (RTX) | 2.0 | $1.8M | 22k | 84.14 |
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Johnson & Johnson (JNJ) | 2.0 | $1.8M | 11k | 156.74 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $1.8M | 4.9k | 356.66 |
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Intel Corporation (INTC) | 1.9 | $1.7M | +4% | 34k | 50.25 |
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Genuine Parts Company (GPC) | 1.8 | $1.6M | 12k | 138.50 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.7 | $1.6M | 39k | 40.12 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.7 | $1.5M | NEW | 20k | 77.37 |
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Home Depot (HD) | 1.7 | $1.5M | -3% | 4.4k | 346.55 |
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American Water Works (AWK) | 1.7 | $1.5M | 12k | 131.99 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $1.5M | -11% | 8.2k | 178.81 |
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Visa Com Cl A (V) | 1.5 | $1.3M | +32% | 5.1k | 260.35 |
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Ishares Tr Ishs 1-5yr Unvs (IGSB) | 1.4 | $1.2M | -3% | 24k | 51.27 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.3 | $1.2M | 16k | 76.13 |
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California Water Service (CWT) | 1.3 | $1.2M | 23k | 51.87 |
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Chevron Corporation (CVX) | 1.2 | $1.1M | 7.5k | 149.14 |
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Freeport-mcmoran CL B (FCX) | 1.2 | $1.0M | -3% | 25k | 42.57 |
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Philip Morris International (PM) | 1.1 | $1.0M | 11k | 94.08 |
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General Mills (GIS) | 1.1 | $987k | 15k | 65.14 |
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Exxon Mobil Corporation (XOM) | 0.9 | $820k | -22% | 8.2k | 99.98 |
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Lockheed Martin Corporation (LMT) | 0.9 | $816k | 1.8k | 453.24 |
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Haverty Furniture Companies (HVT) | 0.9 | $782k | 22k | 35.50 |
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Waste Management (WM) | 0.8 | $758k | 4.2k | 179.10 |
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Duke Energy Corp Com New (DUK) | 0.8 | $745k | 7.7k | 97.04 |
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Wal-Mart Stores (WMT) | 0.8 | $732k | 4.6k | 157.65 |
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Campbell Soup Company (CPB) | 0.8 | $732k | 17k | 43.23 |
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Digital Realty Trust (DLR) | 0.8 | $704k | 5.2k | 134.58 |
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Meta Platforms Cl A (META) | 0.8 | $690k | +95% | 2.0k | 353.96 |
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Nike CL B (NKE) | 0.8 | $685k | 6.3k | 108.57 |
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Comcast Corp Cl A (CMCSA) | 0.7 | $625k | 14k | 43.85 |
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Kimberly-Clark Corporation (KMB) | 0.7 | $614k | 5.1k | 121.51 |
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Eli Lilly & Co. (LLY) | 0.7 | $603k | 1.0k | 582.92 |
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Motorola Solutions Com New (MSI) | 0.6 | $565k | -6% | 1.8k | 313.09 |
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Tesla Motors (TSLA) | 0.6 | $528k | +88% | 2.1k | 248.48 |
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Southern Company (SO) | 0.6 | $516k | 7.4k | 70.12 |
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Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.5 | $493k | -4% | 14k | 35.28 |
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Abbvie (ABBV) | 0.5 | $489k | 3.2k | 154.97 |
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Select Sector Spdr Tr Energy (XLE) | 0.5 | $474k | 5.7k | 83.84 |
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Clorox Company (CLX) | 0.5 | $460k | 3.2k | 142.59 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $455k | 15k | 31.19 |
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Honeywell International (HON) | 0.5 | $447k | -3% | 2.1k | 209.71 |
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Costco Wholesale Corporation (COST) | 0.5 | $436k | -90% | 660.00 | 660.08 |
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Verizon Communications (VZ) | 0.5 | $424k | -11% | 11k | 37.70 |
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Willdan (WLDN) | 0.5 | $417k | -20% | 19k | 21.50 |
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Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.4 | $389k | 9.7k | 40.17 |
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Essex Property Trust (ESS) | 0.4 | $388k | 1.6k | 247.94 |
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Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.4 | $380k | 18k | 20.83 |
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Eaton Corp SHS (ETN) | 0.4 | $371k | 1.5k | 240.82 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.4 | $355k | 17k | 20.88 |
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Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.4 | $354k | 3.1k | 113.99 |
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Dutch Shell Spon Adr B | 0.4 | $353k | 5.4k | 65.80 |
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Palantir Technologies Cl A (PLTR) | 0.4 | $328k | NEW | 19k | 17.17 |
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Novartis Sponsored Adr (NVS) | 0.4 | $323k | 3.2k | 100.97 |
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Warrior Met Coal (HCC) | 0.4 | $322k | 5.3k | 60.97 |
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Iron Mountain (IRM) | 0.4 | $316k | -4% | 4.5k | 69.98 |
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American Electric Power Company (AEP) | 0.3 | $311k | 3.8k | 81.22 |
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Mp Materials Corp Com Cl A (MP) | 0.3 | $294k | 15k | 19.85 |
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NVIDIA Corporation (NVDA) | 0.3 | $280k | -8% | 566.00 | 495.22 |
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International Business Machines (IBM) | 0.3 | $277k | 1.7k | 163.55 |
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Pfizer (PFE) | 0.3 | $277k | -69% | 9.6k | 28.79 |
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Colgate-Palmolive Company (CL) | 0.3 | $273k | -8% | 3.4k | 79.71 |
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Walt Disney Company (DIS) | 0.3 | $263k | -5% | 2.9k | 90.29 |
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Vanguard World Fds Industrial Etf | 0.3 | $262k | 1.2k | 220.43 |
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Hp (HPQ) | 0.3 | $260k | 8.6k | 30.09 |
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Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $237k | -15% | 2.8k | 85.41 |
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3M Company (MMM) | 0.3 | $236k | NEW | 2.2k | 109.32 |
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S&p Global (SPGI) | 0.2 | $220k | NEW | 500.00 | 440.52 |
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At&t (T) | 0.2 | $202k | -10% | 12k | 16.78 |
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Hewlett Packard Enterprise (HPE) | 0.2 | $195k | 12k | 16.98 |
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Global X Fds Autonmous Ev Etf (DRIV) | 0.2 | $147k | 23k | 6.45 |
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Redwood Trust (RWT) | 0.2 | $147k | 20k | 7.41 |
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Mannkind Corp Com New (MNKD) | 0.1 | $49k | 13k | 3.64 |
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Past Filings by Wulff, Hansen & Co.
SEC 13F filings are viewable for Wulff, Hansen & Co. going back to 2021
- Wulff, Hansen & Co. 2023 Q4 filed Feb. 12, 2024
- Wulff, Hansen & Co. 2023 Q3 filed Nov. 8, 2023
- Wulff, Hansen & Co. 2023 Q2 filed Aug. 9, 2023
- Wulff, Hansen & Co. 2023 Q1 filed May 8, 2023
- Wulff, Hansen & Co. 2022 Q4 filed Feb. 7, 2023
- Wulff, Hansen & Co. 2022 Q3 filed Nov. 4, 2022
- Wulff, Hansen & Co. 2022 Q2 filed July 26, 2022
- Wulff, Hansen & Co. 2022 Q1 filed May 10, 2022
- Wulff, Hansen & Co. 2021 Q4 filed Feb. 14, 2022