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CIK: 0000108634
Total reported value
$130.5M
$130.5M
96 檔
22.6%
As reported in its official Q4 2024 Form 13F filing, Wulff, Hansen & Co.'s tracked investment portfolio stood at $130.5M with 96 total positions.
In Q4 2024, Wulff, Hansen & Co. adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BX, VGT, GOOGL) accounted for 22.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | Stock-Financials | 8.95% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.32% | +6.35% | NEW | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.68% | +5.46% | NEW | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -0.68% | +6.58% | |
| 5 | ✓ | Amazon Com Inc | Stock-Other | 4.33% | — | +2.46% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.32% | -0.77% | -0.74% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.91% | -0.63% | -0.08% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.53% | -0.53% | -1.45% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.40% | -1.08% | +0.34% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.02% | -0.22% | -0.37% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 1.98% | -0.27% | -1.65% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | -0.11% | -2.13% | |
| 13 | CSX | Csx CORP | Stock-Industrials | 1.84% | -0.40% | — | |
| 14 | BN | Brookfield CORP | Stock-Financials | 1.83% | -0.12% | — | |
| 15 | GE | General Electric | Stock-Industrials | 1.78% | +0.01% | +12.28% | |
| 16 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.73% | -0.52% | -0.72% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.73% | -0.48% | -0.65% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.58% | -0.34% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.26% | — | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.38% | -0.10% | +205.04% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.58% | -2.43% | |
| 22 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.35% | -0.36% | -1.48% | |
| 23 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.23% | -0.25% | -1.11% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.22% | -0.39% | -3.93% | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.17% | -0.35% | +0.79% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.16% | -0.45% | +2.34% | |
| 27 | AWK | American Water Works Co Inc | Stock-Utilities | 1.15% | -0.41% | -0.71% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.04% | -0.51% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.60% | +0.14% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.99% | -0.25% | -6.22% | |
| 31 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.95% | -0.25% | — | |
| 32 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.90% | -0.30% | — | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.90% | -0.06% | +17.02% | |
| 34 | CWT | California Water Service Grp | Stock-Utilities | 0.89% | -0.18% | -0.29% | |
| 35 | GIS | General Mills Inc | Stock-Consumer Staples | 0.84% | -0.16% | — | |
| 36 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.83% | -0.23% | — | |
| 37 | WLDN | Willdan Group Inc | Stock-Other | 0.82% | -0.27% | +1.65% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.54% | — | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.80% | -0.21% | -0.94% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.25% | — | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.78% | -0.29% | — | |
| 42 | MSI | Motorola Solutions Inc | Stock-Tech | 0.77% | -0.19% | -25.47% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.75% | -0.25% | — | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.66% | +0.06% | +17.27% | |
| 45 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.64% | -0.08% | — | |
| 46 | HVT | Haverty Furniture | Stock-Other | 0.62% | -0.06% | +22.20% | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.58% | — | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | -0.01% | — | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.57% | -0.19% | -0.20% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.07% | +9.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +1.2% | -1.74% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | +9.07% | Add |
| 3 | ✓ | Amazon Com Inc | +0.9% | +2.46% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -0.08% | Trim |
| 5 | VGT | Vanguard Info Tech ETF | +0.4% | -1.47% | Trim |
| 6 | MSFT | Microsoft CORP | +0.4% | +6.58% | Add |
| 7 | V | Visa Inc-class A Shares | +0.3% | -0.37% | Trim |
| 8 | GEV | GE Vernova Inc | +0.2% | +17.27% | Add |
| 9 | BAC | Bank Of America CORP | +0.2% | -1.65% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | -1.45% | Trim |
| 11 | CMG | Chipotle Mexican Grill Inc | +0.2% | NEW | New buy |
| 12 | XLY | Ss Consumer Disc Select Sect | +0.2% | — | Unchanged |
| 13 | BN | Brookfield CORP | +0.2% | — | Unchanged |
| 14 | AXP | American Express Co | +0.2% | NEW | New buy |
| 15 | BMRC | Bank Of Marin Bancorp/ca | +0.2% | NEW | New buy |
| 16 | WMT | Walmart Inc | +0.2% | +2.34% | Add |
| 17 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +40.47% | Add |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +17.02% | Add |
| 19 | TSLA | Tesla Inc | +0.2% | — | Unchanged |
| 20 | BA | Boeing Co/the | +0.1% | -0.94% | Trim |
| 21 | AVGO | Broadcom Inc | +0.1% | -6.78% | Trim |
| 22 | MA | Mastercard Inc - A | +0.1% | +9.69% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 24 | DLR | Digital Realty Trust Inc | +0.1% | — | Unchanged |
| 25 | SCHX | Schwab US Large-cap ETF | +0.1% | +397.30% | Add |
| 26 | PG | Procter & Gamble Co/the | 0% | -0.74% | Trim |
| 27 | RTX | Rtx CORP | 0% | +0.34% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.13% | Trim |
| 29 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -6.22% | Trim |
| 31 | CSX | Csx CORP | -0.1% | — | Unchanged |
| 32 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 33 | CPB | THE Campbell's Company | -0.1% | — | Unchanged |
| 34 | GIS | General Mills Inc | -0.1% | — | Unchanged |
| 35 | INTC | Intel CORP | -0.1% | -4.53% | Trim |
| 36 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | -0.72% | Trim |
| 37 | CWT | California Water Service Grp | -0.1% | -0.29% | Trim |
| 38 | JNJ | Johnson & Johnson | -0.1% | -2.43% | Trim |
| 39 | RWT | Redwood Trust Inc | -0.1% | EXIT | Sold out |
| 40 | AWK | American Water Works Co Inc | -0.2% | -0.71% | Trim |
| 41 | LMT | Lockheed Martin CORP | -0.2% | — | Unchanged |
| 42 | MRK | Merck & Co. Inc. | -0.2% | -0.65% | Trim |
| 43 | GPC | Genuine Parts Co | -0.2% | -1.11% | Trim |
| 44 | FCX | Freeport-mcmoran Inc | -0.2% | — | Unchanged |
| 45 | MDLZ | Mondelez International Inc-a | -0.3% | -1.48% | Trim |
| 46 | BSCO | Invesco Bulletshares 2024 Cb | -0.3% | EXIT | Sold out |
| 47 | CP | Canadian Pacific Kansas City | -0.5% | -40.56% | Trim |
| 48 | PLTR | Palantir Technologies Inc-a | -0.5% | EXIT | Sold out |
| 49 | COST | Costco Wholesale CORP | -1.6% | +3.64% | Add |
| 50 | 1939900D | Brookfield Infrastructure-a | -3.3% | -0.44% | 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 Q4 2024.
During Q4 2024, Wulff, Hansen & Co.'s top holdings by market value included BX (8.9%)、VGT (5.3%)、GOOGL (4.7%). The largest single position, BX, represented 8.9% 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.
Top New Position Initiated
CMG
市值: $241.2K
Top Position Liquidated / Trimmed
PLTR
前期市值: $504.6K
In Q4 2024, Wulff, Hansen & Co. made 38 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 21 holdings, and fully liquidating 3 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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