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CIK: 0000108634
Total reported value
$130.5M
$130.5M
91 檔
211.4%
In Q2 2024, Wulff, Hansen & Co.'s U.S. equity holdings reached a combined market value of $130.5M, distributed across 91 disclosed stock positions.
In Q2 2024, Wulff, Hansen & Co. displayed an active expansion posture, initiating 1 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | Stock-Industrials | 5.72% | -0.40% | +3242.96% | |
| 2 | BX | Blackstone Inc | Stock-Financials | 5.18% | +4.97% | NEW | |
| 3 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 5.14% | -0.52% | +2562.86% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 4.45% | -0.27% | +3720.59% | |
| 5 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 3.60% | -0.25% | +2340.07% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 3.24% | -0.12% | +4054.00% | |
| 7 | INTC | Intel CORP | Stock-Tech | 2.67% | +0.42% | +2425.10% | |
| 8 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.34% | -0.36% | +6311.01% | |
| 9 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.15% | -0.30% | +4760.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +5.46% | NEW | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.07% | -0.25% | +3097.26% | |
| 12 | WLDN | Willdan Group Inc | Stock-Other | 2.02% | -0.27% | +2785.00% | |
| 13 | HVT | Haverty Furniture | Stock-Other | 1.98% | -0.06% | +2503.44% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.95% | -0.77% | +16291.98% | |
| 15 | CWT | California Water Service Grp | Stock-Utilities | 1.90% | -0.18% | +4565.43% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.89% | -1.08% | +9856.29% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.76% | -0.48% | +11860.86% | |
| 18 | ✓ | Amazon Com Inc | Stock-Other | 1.76% | — | +20517.44% | |
| 19 | RWT | Redwood Trust Inc | Stock-Other | 1.73% | — | +549.00% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.66% | -0.39% | +7338.25% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.63% | -0.10% | +8405.34% | |
| 22 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.57% | — | +1809.00% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.55% | -0.06% | — | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.55% | — | +2006.00% | |
| 25 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.42% | -0.08% | +4419.00% | |
| 26 | GIS | General Mills Inc | Stock-Consumer Staples | 1.31% | -0.16% | +6140.40% | |
| 27 | MP | Mp Materials CORP | Stock-Materials | 1.27% | -0.10% | +1173.00% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.25% | -0.09% | +3816.00% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 1.24% | -0.11% | +5465.70% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.45% | +6671.00% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.63% | +19920.75% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.18% | — | +3255.48% | |
| 33 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.05% | -0.15% | +8261.40% | |
| 34 | AWK | American Water Works Co Inc | Stock-Utilities | 0.99% | -0.41% | +12816.00% | |
| 35 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.99% | -0.25% | +13732.00% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.99% | — | +1656.61% | |
| 37 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.97% | — | +1957.03% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.58% | +14424.57% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.96% | -0.20% | +3968.88% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.53% | +21469.20% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.68% | +47196.60% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.90% | -0.35% | +10033.00% | |
| 43 | GE | General Electric | Stock-Industrials | 0.89% | +0.01% | +18693.92% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.12% | +2698.00% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.81% | +6.35% | NEW | |
| 46 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.80% | — | +2158.91% | |
| 47 | BAM | Brookfield Asset Management Ltd. | Stock-Financials | 0.77% | — | +3681.04% | |
| 48 | HPQ | Hp Inc | Stock-Tech | 0.75% | — | +3402.00% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.54% | +11412.00% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.71% | -0.34% | +18140.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +3.3% | +3242.96% | Add |
| 2 | BIP | Brookfield Infrastructure Partners L.P. | +3.3% | +2562.86% | Add |
| 3 | FLMI | Franklin Dynamic Municipal B | +2.6% | +2340.07% | Add |
| 4 | BAC | Bank Of America CORP | +2.4% | +3720.59% | Add |
| 5 | BN | Brookfield CORP | +1.7% | +4054.00% | Add |
| 6 | RWT | Redwood Trust Inc | +1.6% | +549.00% | Add |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +1.6% | NEW | New buy |
| 8 | WLDN | Willdan Group Inc | +1.4% | +2785.00% | Add |
| 9 | HVT | Haverty Furniture | +1.2% | +2503.44% | Add |
| 10 | FMS | Fresenius Medical Care-adr | +1.2% | +1809.00% | Add |
| 11 | BSCO | Invesco Bulletshares 2024 Cb | +1.2% | +2006.00% | Add |
| 12 | MP | Mp Materials CORP | +1.1% | +1173.00% | Add |
| 13 | PFF | Ishares Preferred & Income S | +1% | +5465.70% | Add |
| 14 | FCX | Freeport-mcmoran Inc | +1% | +4760.00% | Add |
| 15 | INTC | Intel CORP | +1% | +2425.10% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.9% | +3255.48% | Add |
| 17 | CWT | California Water Service Grp | +0.9% | +4565.43% | Add |
| 18 | T | At&t Inc | +0.8% | +1656.61% | Add |
| 19 | HPE | Hewlett Packard Enterprise | +0.8% | +1957.03% | Add |
| 20 | CPB | THE Campbell's Company | +0.7% | +4419.00% | Add |
| 21 | CMCSA | Comcast Corp-class A | +0.6% | +3816.00% | Add |
| 22 | PFE | Pfizer Inc | +0.6% | +2698.00% | Add |
| 23 | VZ | Verizon Communications Inc | +0.5% | +3968.88% | Add |
| 24 | HPQ | Hp Inc | +0.5% | +3402.00% | Add |
| 25 | MDLZ | Mondelez International Inc-a | +0.4% | +6311.01% | Add |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | +0.4% | +3097.26% | Add |
| 27 | BAM | Brookfield Asset Management Ltd. | +0.4% | +3681.04% | Add |
| 28 | WMT | Walmart Inc | +0.4% | +6671.00% | Add |
| 29 | 1939900D | Brookfield Infrastructure-a | +0.3% | +2158.91% | Add |
| 30 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +8405.34% | Add |
| 31 | GIS | General Mills Inc | +0.3% | +6140.40% | Add |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +7338.25% | Add |
| 33 | SO | Southern Co/the | +0.1% | +7657.00% | Add |
| 34 | CP | Canadian Pacific Kansas City | +0.1% | +8261.40% | Add |
| 35 | PM | Philip Morris International | 0% | +10033.00% | Add |
| 36 | DUK | Duke Energy CORP | -0.1% | +9923.00% | Add |
| 37 | XOM | Exxon Mobil CORP | -0.2% | +11412.00% | Add |
| 38 | RTX | Rtx CORP | -0.2% | +9856.29% | Add |
| 39 | AWK | American Water Works Co Inc | -0.4% | +12816.00% | Add |
| 40 | GE | General Electric | -0.6% | +18693.92% | Add |
| 41 | GPC | Genuine Parts Co | -0.8% | +13732.00% | Add |
| 42 | XLY | Ss Consumer Disc Select Sect | -0.8% | +18140.00% | Add |
| 43 | JNJ | Johnson & Johnson | -0.8% | +14424.57% | Add |
| 44 | AAPL | Apple Inc | -0.9% | +21469.20% | Add |
| 45 | MRK | Merck & Co. Inc. | -1% | +11860.86% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | -1.4% | +18810.23% | Add |
| 47 | JPM | Jpmorgan Chase & Co | -1.6% | +19920.75% | Add |
| 48 | ✓ | Amazon Com Inc | -1.6% | +20517.44% | Add |
| 49 | PG | Procter & Gamble Co/the | -1.7% | +16291.98% | Add |
| 50 | BX | Blackstone Inc | -2.7% | +12192.72% | Add |
According to official SEC Form 13F filings, Wulff, Hansen & Co. reported a total U.S. public equity portfolio value of $130.5M across 91 disclosed positions in Q2 2024.
During Q2 2024, Wulff, Hansen & Co.'s top holdings by market value included CSX (5.7%)、BX (5.2%)、BIP (5.1%). The largest single position, CSX, represented 5.7% 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 CSX, BX, BIP) accounted for 211.4% of total reported equity market value during Q2 2024.
Top New Position Initiated
SPSM
市值: $17.7M
In Q2 2024, Wulff, Hansen & Co. made 50 total portfolio adjustments, initiating 1 new buys, adding to 49 positions, trimming 0 holdings, and fully liquidating 0 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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