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CIK: 0000108634
Total reported value
$130.5M
$130.5M
101 檔
22.3%
As reported in its official Q3 2025 Form 13F filing, Wulff, Hansen & Co.'s tracked investment portfolio stood at $130.5M with 101 total positions.
In Q3 2025, Wulff, Hansen & Co. adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 11 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BX, VGT, MSFT) accounted for 22.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
VOO
市值: $1.2M
Top Position Liquidated / Trimmed
AMAZON COM INC
前期市值: $4.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | Stock-Financials | 7.75% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.67% | +6.35% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.68% | -4.15% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.12% | +5.46% | NEW | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.32% | -0.63% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.31% | -0.53% | -2.59% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 3.08% | -1.08% | -0.10% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.71% | -0.77% | -0.29% | |
| 9 | GE | General Electric | Stock-Industrials | 2.43% | +0.01% | -5.73% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.01% | -0.27% | — | |
| 11 | BN | Brookfield CORP | Stock-Financials | 1.94% | -0.12% | — | |
| 12 | CSX | Csx CORP | Stock-Industrials | 1.81% | -0.40% | -0.06% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.11% | -6.81% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.62% | -0.53% | -43.37% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | -0.25% | -2.49% | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 1.54% | -0.35% | +0.14% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | -0.58% | — | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | -0.22% | -26.10% | |
| 19 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.47% | -0.52% | +5.17% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.46% | -0.34% | -0.01% | |
| 21 | WLDN | Willdan Group Inc | Stock-Other | 1.46% | -0.27% | -18.89% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -0.26% | -0.61% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.48% | -2.48% | |
| 24 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.28% | -0.36% | -0.46% | |
| 25 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.27% | -0.25% | +0.71% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.21% | -0.10% | -0.87% | |
| 27 | AWK | American Water Works Co Inc | Stock-Utilities | 1.14% | -0.41% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.60% | -0.42% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.20% | +2.29% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 1.04% | -0.21% | -15.72% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.51% | — | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.00% | -0.39% | -4.36% | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.97% | +0.06% | -11.60% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.45% | — | |
| 35 | MP | Mp Materials CORP | Stock-Materials | 0.95% | -0.10% | -10.00% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.54% | +1.40% | |
| 37 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.88% | -0.25% | — | |
| 38 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.87% | -0.30% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | -0.01% | -2.55% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.85% | -0.29% | +1.40% | |
| 41 | CWT | California Water Service Grp | Stock-Utilities | 0.84% | -0.18% | -1.99% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.81% | -0.06% | -5.78% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.08% | -11.65% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.77% | -0.25% | -2.07% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.74% | -0.25% | +2.23% | |
| 46 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.74% | -0.23% | — | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.72% | -0.19% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | -0.04% | -10.10% | |
| 49 | MSI | Motorola Solutions Inc | Stock-Tech | 0.58% | -0.19% | -5.49% | |
| 50 | HVT | Haverty Furniture | Stock-Other | 0.58% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +1.2% | -0.41% | Trim |
| 2 | BX | Blackstone Inc | +0.8% | -1.62% | Trim |
| 3 | MSFT | Microsoft CORP | +0.8% | -4.15% | Trim |
| 4 | WLDN | Willdan Group Inc | +0.6% | -18.89% | Trim |
| 5 | MP | Mp Materials CORP | +0.6% | -10.00% | Trim |
| 6 | AVGO | Broadcom Inc | +0.6% | -2.55% | Add |
| 7 | NVDA | Nvidia CORP | +0.5% | -2.49% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.5% | — | Trim |
| 9 | RTX | Rtx CORP | +0.5% | -0.10% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.99% | Trim |
| 11 | GEV | GE Vernova Inc | +0.4% | -11.60% | Trim |
| 12 | GE | General Electric | +0.4% | -5.73% | Trim |
| 13 | BN | Brookfield CORP | +0.3% | — | Trim |
| 14 | BAC | Bank Of America CORP | +0.3% | — | Trim |
| 15 | CSX | Csx CORP | +0.2% | -0.06% | Trim |
| 16 | BA | Boeing Co/the | +0.2% | -15.72% | Trim |
| 17 | XLY | Ss Consumer Disc Select Sect | +0.2% | -0.01% | Trim |
| 18 | CAT | Caterpillar Inc | +0.1% | -11.65% | Trim |
| 19 | AAPL | Apple Inc | +0.1% | -2.59% | Trim |
| 20 | DHR | Danaher CORP | -0.2% | -42.12% | Trim |
| 21 | LLY | Eli Lilly & Co | -0.2% | -29.30% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -6.81% | Trim |
| 23 | PG | Procter & Gamble Co/the | -0.5% | -0.29% | Trim |
| 24 | V | Visa Inc-class A Shares | -0.9% | -26.10% | Trim |
| 25 | COST | Costco Wholesale CORP | -1.4% | -43.37% | Trim |
| 26 | ✓ | Amazon Com Inc | — | EXIT | Sold out |
| 27 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 28 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 29 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 30 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 31 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 32 | R6C2 | Royal Dutch Shell-spon Adr-b | — | EXIT | Sold out |
| 33 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 34 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 35 | VIS | Vanguard Industrials ETF | — | NEW | New buy |
| 36 | XAR | Ss Spdr S&p Aerospace Def | — | EXIT | Sold out |
| 37 | FMS | Fresenius Medical Care-adr | — | EXIT | Sold out |
| 38 | BAM | Brookfield Asset Management Ltd. | — | EXIT | Sold out |
| 39 | 1939900D | Brookfield Infrastructure-a | — | EXIT | Sold out |
| 40 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 41 | BIPC | Brookfield Infrastructure-a | — | NEW | New buy |
| 42 | EWC | Ishares Msci Canada ETF | — | NEW | New buy |
| 43 | SCHX | Schwab US Large-cap ETF | — | EXIT | Sold out |
| 44 | ✓ | Vanguard World Fds | — | EXIT | Sold out |
| 45 | DOW | Dow Inc | — | EXIT | Sold out |
| 46 | AXP | American Express Co | — | NEW | New buy |
| 47 | BMRC | Bank Of Marin Bancorp/ca | — | NEW | New buy |
| 48 | EFX | Equifax Inc | — | NEW | New buy |
| 49 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 50 | HPE | Hewlett Packard Enterprise | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wulff, Hansen & Co. reported a total U.S. public equity portfolio value of $130.5M across 101 disclosed positions in Q3 2025.
During Q3 2025, Wulff, Hansen & Co.'s top holdings by market value included BX (7.8%)、VGT (5.7%)、MSFT (4.2%). The largest single position, BX, represented 7.8% of total portfolio value.
In Q3 2025, Wulff, Hansen & Co. made 50 total portfolio adjustments, initiating 14 new buys, adding to 1 positions, trimming 24 holdings, and fully liquidating 11 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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