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CIK: 0000108634
Total reported value
$130.5M
$130.5M
96 檔
20.2%
At the close of Q3 2024, Wulff, Hansen & Co. disclosed equity holdings valued at approximately $130.5M, spread across 96 reported holdings.
In Q3 2024, Wulff, Hansen & Co. adopted a defensive or profit-taking posture, trimming 50 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BX, VGT, MSFT) accounted for 20.2% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | Stock-Financials | 8.01% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.04% | +6.35% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.68% | -99.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.72% | +5.46% | NEW | |
| 5 | ✓ | Amazon Com Inc | Stock-Other | 3.55% | — | -99.48% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.42% | -0.77% | -99.43% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.54% | -0.63% | -99.54% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.47% | -1.08% | -99.00% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.53% | -99.53% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.02% | -0.11% | -99.80% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.97% | -0.48% | -99.26% | |
| 12 | CSX | Csx CORP | Stock-Industrials | 1.95% | -0.40% | -97.25% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.90% | -0.52% | -96.41% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.83% | -0.53% | -99.85% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.80% | -0.27% | -97.61% | |
| 16 | GE | General Electric | Stock-Industrials | 1.77% | +0.01% | -99.38% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.75% | -0.22% | -99.57% | |
| 18 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.67% | -0.36% | -98.61% | |
| 19 | BN | Brookfield CORP | Stock-Financials | 1.67% | -0.12% | -97.82% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.56% | -0.58% | -99.37% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.26% | -99.72% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.48% | -0.25% | -99.28% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.40% | -0.34% | -99.50% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.38% | -0.10% | -98.80% | |
| 25 | AWK | American Water Works Co Inc | Stock-Utilities | 1.35% | -0.41% | -99.33% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | -0.39% | -98.83% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.24% | -0.51% | -99.78% | |
| 28 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.17% | -0.30% | -97.91% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.16% | -0.35% | -99.02% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.06% | -0.25% | -98.22% | |
| 31 | CWT | California Water Service Grp | Stock-Utilities | 1.05% | -0.18% | -98.04% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.45% | -98.60% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.60% | -99.39% | |
| 34 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.99% | -0.15% | -98.69% | |
| 35 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.96% | -0.25% | -95.90% | |
| 36 | GIS | General Mills Inc | Stock-Consumer Staples | 0.96% | -0.16% | -98.53% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.54% | -99.15% | |
| 38 | WLDN | Willdan Group Inc | Stock-Other | 0.86% | -0.27% | -96.64% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.83% | -0.29% | -99.00% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.77% | -0.06% | -97.56% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.76% | -0.25% | -99.55% | |
| 42 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.75% | -0.23% | -99.38% | |
| 43 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.74% | -0.08% | -97.79% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.71% | -0.19% | -99.66% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | -0.25% | -99.18% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.68% | -0.21% | -99.50% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | -0.01% | -99.92% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.64% | +0.42% | -96.93% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.62% | -0.19% | -98.71% | |
| 50 | HVT | Haverty Furniture | Stock-Other | 0.62% | -0.06% | -95.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +2.6% | -99.24% | Trim |
| 2 | ✓ | Amazon Com Inc | +1.7% | -99.48% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +1.5% | -99.46% | Trim |
| 4 | PG | Procter & Gamble Co/the | +1.4% | -99.43% | Trim |
| 5 | AAPL | Apple Inc | +1.3% | -99.53% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +1.2% | -99.54% | Trim |
| 7 | GE | General Electric | +0.8% | -99.38% | Trim |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.6% | -99.50% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.5% | -99.37% | Trim |
| 10 | RTX | Rtx CORP | +0.5% | -99.00% | Trim |
| 11 | GPC | Genuine Parts Co | +0.4% | -99.28% | Trim |
| 12 | AWK | American Water Works Co Inc | +0.3% | -99.33% | Trim |
| 13 | CVX | Chevron CORP | +0.3% | -99.39% | Trim |
| 14 | PM | Philip Morris International | +0.2% | -99.02% | Trim |
| 15 | MRK | Merck & Co. Inc. | +0.2% | -99.26% | Trim |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -99.15% | Trim |
| 17 | DUK | Duke Energy CORP | +0.1% | -99.00% | Trim |
| 18 | SO | Southern Co/the | 0% | -98.71% | Trim |
| 19 | CP | Canadian Pacific Kansas City | -0.1% | -98.69% | Trim |
| 20 | WMT | Walmart Inc | -0.3% | -98.60% | Trim |
| 21 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -98.80% | Trim |
| 22 | GIS | General Mills Inc | -0.4% | -98.53% | Trim |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -98.83% | Trim |
| 24 | HPQ | Hp Inc | -0.5% | -97.00% | Trim |
| 25 | BAM | Brookfield Asset Management Ltd. | -0.5% | -97.96% | Trim |
| 26 | VZ | Verizon Communications Inc | -0.5% | -97.65% | Trim |
| 27 | PFE | Pfizer Inc | -0.6% | -96.20% | Trim |
| 28 | CPB | THE Campbell's Company | -0.7% | -97.79% | Trim |
| 29 | MDLZ | Mondelez International Inc-a | -0.7% | -98.61% | Trim |
| 30 | PLTR | Palantir Technologies Inc-a | -0.7% | -96.05% | Trim |
| 31 | HPE | Hewlett Packard Enterprise | -0.7% | -94.63% | Trim |
| 32 | T | At&t Inc | -0.8% | -95.47% | Trim |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.8% | -97.56% | Trim |
| 34 | PFF | Ishares Preferred & Income S | -0.8% | -96.94% | Trim |
| 35 | CWT | California Water Service Grp | -0.9% | -98.04% | Trim |
| 36 | CMCSA | Comcast Corp-class A | -0.9% | -98.54% | Trim |
| 37 | MP | Mp Materials CORP | -1% | -90.39% | Trim |
| 38 | FCX | Freeport-mcmoran Inc | -1% | -97.91% | Trim |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | -1% | -98.22% | Trim |
| 40 | WLDN | Willdan Group Inc | -1.2% | -96.64% | Trim |
| 41 | BSCO | Invesco Bulletshares 2024 Cb | -1.2% | -95.25% | Trim |
| 42 | FMS | Fresenius Medical Care-adr | -1.3% | -95.25% | Trim |
| 43 | HVT | Haverty Furniture | -1.4% | -95.80% | Trim |
| 44 | RWT | Redwood Trust Inc | -1.6% | -84.59% | Trim |
| 45 | BN | Brookfield CORP | -1.6% | -97.82% | Trim |
| 46 | INTC | Intel CORP | -2.1% | -96.93% | Trim |
| 47 | FLMI | Franklin Dynamic Municipal B | -2.7% | -95.90% | Trim |
| 48 | BAC | Bank Of America CORP | -2.7% | -97.61% | Trim |
| 49 | BIP | Brookfield Infrastructure Partners L.P. | -3.3% | -96.41% | Trim |
| 50 | CSX | Csx CORP | -3.8% | -97.25% | Trim |
According to official SEC Form 13F filings, Wulff, Hansen & Co. reported a total U.S. public equity portfolio value of $130.5M across 96 disclosed positions in Q3 2024.
During Q3 2024, Wulff, Hansen & Co.'s top holdings by market value included BX (8.0%)、VGT (5.0%)、MSFT (4.4%). The largest single position, BX, represented 8.0% of total portfolio value.
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Top Position Liquidated / Trimmed
CSX
前期市值: $65.5M
In Q3 2024, Wulff, Hansen & Co. made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 50 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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