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CIK: 0000108634
Total reported value
$130.5M
$130.5M
89 檔
18.6%
In Q1 2024, Wulff, Hansen & Co.'s U.S. equity holdings reached a combined market value of $130.5M, distributed across 89 disclosed stock positions.
Wulff, Hansen & Co. executed strategic sector rebalancing during Q1 2024, establishing 6 new positions while fully exiting 1 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | Stock-Financials | 7.86% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.94% | +6.35% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.31% | -0.68% | -6.45% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.64% | -0.77% | -1.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.55% | +5.46% | NEW | |
| 6 | ✓ | Amazon Com Inc | Stock-Other | 3.40% | — | +3.20% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | -0.63% | -0.67% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.76% | -0.48% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.45% | -0.11% | +17.94% | |
| 10 | CSX | Csx CORP | Stock-Industrials | 2.44% | -0.40% | — | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.13% | -1.08% | +1.44% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 2.01% | -0.27% | -3.02% | |
| 13 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.92% | -0.36% | -1.67% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.90% | -0.52% | -0.22% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.53% | -5.57% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.77% | -0.58% | -2.19% | |
| 17 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.76% | -0.25% | -1.22% | |
| 18 | INTC | Intel CORP | Stock-Tech | 1.70% | +0.42% | +11.44% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.69% | -0.26% | — | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.67% | -0.25% | +58.22% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | -0.22% | +14.65% | |
| 22 | BN | Brookfield CORP | Stock-Financials | 1.56% | -0.12% | -4.19% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.53% | -0.39% | -0.95% | |
| 24 | GE | General Electric | Stock-Industrials | 1.51% | +0.01% | — | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.51% | -0.34% | +0.24% | |
| 26 | AWK | American Water Works Co Inc | Stock-Utilities | 1.39% | -0.41% | -1.22% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.38% | -0.10% | +7.44% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 1.24% | -0.21% | -45.99% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.60% | — | |
| 30 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.16% | -0.30% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.53% | +125.00% | |
| 32 | GIS | General Mills Inc | Stock-Consumer Staples | 1.06% | -0.16% | — | |
| 33 | CWT | California Water Service Grp | Stock-Utilities | 1.05% | -0.18% | — | |
| 34 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.01% | -0.25% | — | |
| 35 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.00% | -0.15% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.54% | — | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.94% | -0.35% | -5.04% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.90% | -0.25% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.45% | +200.00% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | -0.51% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | -0.01% | — | |
| 42 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.76% | -0.23% | — | |
| 43 | HVT | Haverty Furniture | Stock-Other | 0.75% | -0.06% | — | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.74% | -0.29% | — | |
| 45 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.72% | -0.08% | -4.22% | |
| 46 | WLDN | Willdan Group Inc | Stock-Other | 0.67% | -0.27% | +19.32% | |
| 47 | MSI | Motorola Solutions Inc | Stock-Tech | 0.64% | -0.19% | — | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.62% | -0.09% | — | |
| 49 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.60% | — | -8.12% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.59% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +1.5% | NEW | New buy |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | +65.25% | Add |
| 3 | FLMI | Franklin Dynamic Municipal B | +1% | NEW | New buy |
| 4 | CP | Canadian Pacific Kansas City | +1% | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | +0.6% | +125.00% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +17.94% | Add |
| 7 | MA | Mastercard Inc - A | +0.4% | NEW | New buy |
| 8 | ABNB 0 03-15-26Bond | Airbnb Inc | +0.3% | NEW | New buy |
| 9 | ✓ | Amazon Com Inc | +0.3% | +3.20% | Add |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +58.22% | Add |
| 11 | MCO | Moody's CORP | +0.3% | NEW | New buy |
| 12 | MRK | Merck & Co. Inc. | +0.2% | — | Unchanged |
| 13 | WLDN | Willdan Group Inc | +0.2% | +19.32% | Add |
| 14 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 15 | V | Visa Inc-class A Shares | +0.2% | +14.65% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.67% | Trim |
| 17 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 18 | RTX | Rtx CORP | +0.1% | +1.44% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | -0.97% | Trim |
| 20 | WM | Waste Management Inc | +0.1% | — | Unchanged |
| 21 | DIS | Walt Disney Co/the | +0.1% | -1.72% | Trim |
| 22 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | +7.44% | Add |
| 24 | WMT | Walmart Inc | 0% | +200.00% | Add |
| 25 | ABBV | Abbvie Inc | 0% | -1.43% | Trim |
| 26 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 27 | GPC | Genuine Parts Co | 0% | -1.22% | Trim |
| 28 | HD | Home Depot Inc | 0% | — | Unchanged |
| 29 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 30 | BAC | Bank Of America CORP | 0% | -3.02% | Trim |
| 31 | GIS | General Mills Inc | 0% | — | Unchanged |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.06% | Trim |
| 33 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 34 | CSX | Csx CORP | -0.1% | — | Unchanged |
| 35 | VGT | Vanguard Info Tech ETF | -0.1% | +0.43% | Add |
| 36 | PLTR | Palantir Technologies Inc-a | -0.1% | -46.46% | Trim |
| 37 | MP | Mp Materials CORP | -0.1% | -1.64% | Trim |
| 38 | NKE | Nike Inc -cl B | -0.2% | — | Unchanged |
| 39 | BX | Blackstone Inc | -0.2% | -0.08% | Trim |
| 40 | PM | Philip Morris International | -0.2% | -5.04% | Trim |
| 41 | SPGI | S&p Global Inc | -0.2% | EXIT | Sold out |
| 42 | CWT | California Water Service Grp | -0.3% | — | Unchanged |
| 43 | MSFT | Microsoft CORP | -0.3% | -6.45% | Trim |
| 44 | PFF | Ishares Preferred & Income S | -0.3% | -44.67% | Trim |
| 45 | AWK | American Water Works Co Inc | -0.3% | -1.22% | Trim |
| 46 | MDLZ | Mondelez International Inc-a | -0.3% | -1.67% | Trim |
| 47 | TSLA | Tesla Inc | -0.4% | -43.06% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.5% | -74.72% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | -5.57% | Trim |
| 50 | BA | Boeing Co/the | -2.2% | -45.99% | Trim |
According to official SEC Form 13F filings, Wulff, Hansen & Co. reported a total U.S. public equity portfolio value of $130.5M across 89 disclosed positions in Q1 2024.
During Q1 2024, Wulff, Hansen & Co.'s top holdings by market value included BX (7.9%)、VGT (4.9%)、MSFT (4.3%). The largest single position, BX, represented 7.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BX, VGT, MSFT) accounted for 18.6% of total reported equity market value during Q1 2024.
Top New Position Initiated
GE
市值: $1.5M
Top Position Liquidated / Trimmed
SPGI
前期市值: $220.3K
In Q1 2024, Wulff, Hansen & Co. made 37 total portfolio adjustments, initiating 6 new buys, adding to 11 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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