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CIK: 0000108634
Total reported value
$130.5M
$130.5M
98 檔
18.7%
According to the latest 13F quarterly dataset, Wulff, Hansen & Co. managed an equity portfolio of $130.5M at the end of Q1 2025, spanning 98 distinct U.S. exchange-listed positions.
In Q1 2025, Wulff, Hansen & Co. displayed an active expansion posture, initiating 7 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | Stock-Financials | 6.93% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.44% | +6.35% | NEW | |
| 3 | ✓ | Amazon Com Inc | Stock-Other | 3.77% | — | +4.22% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.67% | +5.46% | NEW | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.68% | -12.54% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.24% | -0.53% | +49.66% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.22% | -0.77% | -0.96% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.04% | -0.53% | +54.78% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | -0.63% | -2.02% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.61% | -1.08% | -1.17% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.42% | -0.22% | +11.96% | |
| 12 | GE | General Electric | Stock-Industrials | 2.08% | +0.01% | +1.33% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | -0.11% | -8.70% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.76% | -0.27% | -2.55% | |
| 15 | CSX | Csx CORP | Stock-Industrials | 1.62% | -0.40% | — | |
| 16 | BN | Brookfield CORP | Stock-Financials | 1.61% | -0.12% | — | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 1.61% | -0.35% | +8.14% | |
| 18 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.52% | -0.52% | -3.14% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.51% | -0.48% | — | |
| 20 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.49% | -0.36% | +0.95% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.58% | -1.69% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.38% | -0.10% | +1.43% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | -0.26% | +0.27% | |
| 24 | AWK | American Water Works Co Inc | Stock-Utilities | 1.32% | -0.41% | — | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.31% | -0.34% | -2.35% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.25% | -0.60% | +13.86% | |
| 27 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.19% | -0.25% | -2.06% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.14% | -0.39% | -4.31% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | -0.45% | +4.77% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.54% | +19.96% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.25% | +62.67% | |
| 32 | CWT | California Water Service Grp | Stock-Utilities | 0.97% | -0.18% | +5.98% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.92% | -0.51% | — | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.92% | -0.25% | -4.85% | |
| 35 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.92% | -0.25% | — | |
| 36 | WLDN | Willdan Group Inc | Stock-Other | 0.88% | -0.27% | +4.01% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.87% | -0.21% | +18.19% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.87% | -0.29% | +2.15% | |
| 39 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.87% | -0.30% | — | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.80% | -0.25% | -2.56% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.78% | -0.06% | — | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.74% | -0.19% | +19.73% | |
| 43 | GIS | General Mills Inc | Stock-Consumer Staples | 0.74% | -0.16% | -2.67% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.73% | -0.19% | +4.91% | |
| 45 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.65% | -0.23% | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.08% | — | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.64% | — | +152.66% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.04% | — | |
| 49 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.60% | — | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.60% | +0.06% | +1.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +2.8% | +54.78% | Add |
| 2 | AAPL | Apple Inc | +0.7% | +49.66% | Add |
| 3 | CAT | Caterpillar Inc | +0.6% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | NEW | New buy |
| 5 | LIN | Linde plc | +0.5% | NEW | New buy |
| 6 | PM | Philip Morris International | +0.4% | +8.14% | Add |
| 7 | DHR | Danaher CORP | +0.4% | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | +0.4% | +11.96% | Add |
| 9 | DE | Deere & Co | +0.4% | NEW | New buy |
| 10 | GWW | Ww Grainger Inc | +0.3% | NEW | New buy |
| 11 | CRM | Salesforce Inc | +0.3% | +152.66% | Add |
| 12 | GE | General Electric | +0.3% | +1.33% | Add |
| 13 | CVX | Chevron CORP | +0.3% | +13.86% | Add |
| 14 | DOW | Dow Inc | +0.2% | NEW | New buy |
| 15 | XOM | Exxon Mobil CORP | +0.2% | +19.96% | Add |
| 16 | NVDA | Nvidia CORP | +0.2% | +62.67% | Add |
| 17 | RTX | Rtx CORP | +0.2% | -1.17% | Trim |
| 18 | AWK | American Water Works Co Inc | +0.2% | — | Unchanged |
| 19 | SO | Southern Co/the | +0.2% | +19.73% | Add |
| 20 | MDLZ | Mondelez International Inc-a | +0.1% | +0.95% | Add |
| 21 | MP | Mp Materials CORP | +0.1% | -0.71% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | -1.69% | Trim |
| 23 | DUK | Duke Energy CORP | +0.1% | +2.15% | Add |
| 24 | CWT | California Water Service Grp | +0.1% | +5.98% | Add |
| 25 | AEP | American Electric Power | +0.1% | +13.27% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -8.70% | Trim |
| 27 | BA | Boeing Co/the | +0.1% | +18.19% | Add |
| 28 | WLDN | Willdan Group Inc | +0.1% | +4.01% | Add |
| 29 | WM | Waste Management Inc | +0.1% | -2.56% | Trim |
| 30 | LMT | Lockheed Martin CORP | -0.1% | — | Unchanged |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | — | Unchanged |
| 32 | TSLA | Tesla Inc | -0.2% | — | Unchanged |
| 33 | ETN | Eaton Corporation plc | -0.2% | -17.70% | Trim |
| 34 | DLR | Digital Realty Trust Inc | -0.2% | — | Unchanged |
| 35 | AXP | American Express Co | -0.2% | EXIT | Sold out |
| 36 | BMRC | Bank Of Marin Bancorp/ca | -0.2% | EXIT | Sold out |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | -0.2% | -3.14% | Trim |
| 38 | T | At&t Inc | -0.2% | EXIT | Sold out |
| 39 | MRK | Merck & Co. Inc. | -0.2% | — | Unchanged |
| 40 | CSX | Csx CORP | -0.2% | — | Unchanged |
| 41 | BN | Brookfield CORP | -0.2% | — | Unchanged |
| 42 | BAC | Bank Of America CORP | -0.2% | -2.55% | Trim |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.2% | EXIT | Sold out |
| 44 | XLY | Ss Consumer Disc Select Sect | -0.3% | -2.35% | Trim |
| 45 | IBKR | Interactive Brokers Gro-cl A | -0.4% | EXIT | Sold out |
| 46 | ✓ | Amazon Com Inc | -0.6% | +4.22% | Add |
| 47 | VGT | Vanguard Info Tech ETF | -0.9% | -0.77% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -1% | -0.44% | Trim |
| 49 | MSFT | Microsoft CORP | -1.2% | -12.54% | Trim |
| 50 | BX | Blackstone Inc | -2% | -0.97% | Trim |
According to official SEC Form 13F filings, Wulff, Hansen & Co. reported a total U.S. public equity portfolio value of $130.5M across 98 disclosed positions in Q1 2025.
During Q1 2025, Wulff, Hansen & Co.'s top holdings by market value included BX (6.9%)、VGT (4.4%)、AMAZON COM INC (3.8%). The largest single position, BX, represented 6.9% 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, AMAZON COM INC) accounted for 18.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
CAT
市值: $707.4K
Top Position Liquidated / Trimmed
IBKR
前期市值: $371.0K
In Q1 2025, Wulff, Hansen & Co. made 42 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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