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CIK: 0000108634
Total reported value
$130.5M
$130.5M
102 檔
22.7%
At the close of Q4 2025, Wulff, Hansen & Co. disclosed equity holdings valued at approximately $130.5M, spread across 102 reported holdings.
In Q4 2025, Wulff, Hansen & Co. adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BX, VGT, GOOGL) accounted for 22.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | Stock-Financials | 6.74% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.54% | +6.35% | NEW | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.11% | +5.46% | NEW | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.76% | -0.54% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.68% | -2.95% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.40% | -0.53% | -1.19% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.27% | -0.63% | -1.06% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 3.27% | -1.08% | -0.70% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.38% | -0.77% | -3.18% | |
| 10 | GE | General Electric | Stock-Industrials | 2.36% | +0.01% | -2.56% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.06% | -0.27% | -1.34% | |
| 12 | BN | Brookfield CORP | Stock-Financials | 1.89% | -0.12% | +49.99% | |
| 13 | CSX | Csx CORP | Stock-Industrials | 1.80% | -0.40% | -0.17% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.65% | -0.58% | -0.52% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.11% | -1.83% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.55% | -0.48% | -1.10% | |
| 17 | WLDN | Willdan Group Inc | Stock-Other | 1.52% | -0.27% | — | |
| 18 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.49% | -0.52% | -1.49% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | -0.22% | — | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | -0.53% | -0.74% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.41% | -0.34% | +98.87% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.25% | -8.80% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.36% | -0.35% | -8.23% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.19% | -0.10% | +0.23% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.26% | — | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.10% | -0.30% | — | |
| 27 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.07% | -0.25% | -2.64% | |
| 28 | AWK | American Water Works Co Inc | Stock-Utilities | 1.04% | -0.41% | -0.42% | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.02% | -0.36% | -5.36% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.20% | -3.98% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.45% | -0.01% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.99% | -0.21% | -2.68% | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.98% | +0.06% | -2.83% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.60% | -8.84% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.93% | -0.39% | -4.07% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.08% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | -0.01% | -0.49% | |
| 38 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.86% | -0.25% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.86% | -0.51% | -9.63% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.54% | -19.13% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.78% | -0.29% | — | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.73% | -0.06% | -8.62% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.72% | -0.25% | — | |
| 44 | CWT | California Water Service Grp | Stock-Utilities | 0.71% | -0.18% | -7.54% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.70% | -0.25% | -6.18% | |
| 46 | MP | Mp Materials CORP | Stock-Materials | 0.70% | -0.10% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | -0.04% | — | |
| 48 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.64% | -0.23% | — | |
| 49 | HVT | Haverty Furniture | Stock-Other | 0.60% | -0.06% | — | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.56% | -0.19% | -13.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -1.22% | Trim |
| 2 | MRK | Merck & Co. Inc. | +0.3% | -1.10% | Trim |
| 3 | FCX | Freeport-mcmoran Inc | +0.2% | — | Unchanged |
| 4 | RTX | Rtx CORP | +0.2% | -0.70% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 6 | HCC | Warrior Met Coal Inc | +0.1% | — | Unchanged |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.52% | Trim |
| 8 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 9 | AAPL | Apple Inc | +0.1% | -1.19% | Trim |
| 10 | HII | Huntington Ingalls Industrie | +0.1% | +11.60% | Add |
| 11 | WLDN | Willdan Group Inc | +0.1% | — | Unchanged |
| 12 | BAC | Bank Of America CORP | +0.1% | -1.34% | Trim |
| 13 | WMT | Walmart Inc | +0.1% | -0.01% | Trim |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | 0% | -1.49% | Trim |
| 15 | ETN | Eaton Corporation plc | -0.1% | — | Unchanged |
| 16 | LIN | Linde plc | -0.1% | -5.45% | Trim |
| 17 | CPB | THE Campbell's Company | -0.1% | — | Unchanged |
| 18 | GIS | General Mills Inc | -0.1% | — | Unchanged |
| 19 | CLX | Clorox Company | -0.1% | — | Unchanged |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -6.18% | Trim |
| 21 | DUK | Duke Energy CORP | -0.1% | — | Unchanged |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | -8.62% | Trim |
| 23 | MSI | Motorola Solutions Inc | -0.1% | — | Unchanged |
| 24 | DLR | Digital Realty Trust Inc | -0.1% | — | Unchanged |
| 25 | AWK | American Water Works Co Inc | -0.1% | -0.42% | Trim |
| 26 | CWT | California Water Service Grp | -0.1% | -7.54% | Trim |
| 27 | LMT | Lockheed Martin CORP | -0.1% | -9.63% | Trim |
| 28 | CVX | Chevron CORP | -0.1% | -8.84% | Trim |
| 29 | INTC | Intel CORP | -0.2% | -32.25% | Trim |
| 30 | XOM | Exxon Mobil CORP | -0.2% | -19.13% | Trim |
| 31 | SO | Southern Co/the | -0.2% | -13.07% | Trim |
| 32 | COST | Costco Wholesale CORP | -0.2% | -0.74% | Trim |
| 33 | NVDA | Nvidia CORP | -0.2% | -8.80% | Trim |
| 34 | PM | Philip Morris International | -0.2% | -8.23% | Trim |
| 35 | GPC | Genuine Parts Co | -0.2% | -2.64% | Trim |
| 36 | HD | Home Depot Inc | -0.2% | — | Unchanged |
| 37 | MP | Mp Materials CORP | -0.3% | — | Unchanged |
| 38 | MDLZ | Mondelez International Inc-a | -0.3% | -5.36% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.3% | -3.18% | Trim |
| 40 | MSFT | Microsoft CORP | -0.5% | -2.95% | Trim |
| 41 | BX | Blackstone Inc | -1% | -1.02% | Trim |
| 42 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 43 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 44 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 45 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 46 | GH | Guardant Health Inc | — | NEW | New buy |
| 47 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 48 | GSL | Global Ship Lease, Inc. | — | NEW | New buy |
| 49 | EFX | Equifax Inc | — | EXIT | Sold out |
| 50 | FISV | Fiserv Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Wulff, Hansen & Co. reported a total U.S. public equity portfolio value of $130.5M across 102 disclosed positions in Q4 2025.
During Q4 2025, Wulff, Hansen & Co.'s top holdings by market value included BX (6.7%)、VGT (5.5%)、GOOGL (5.1%). The largest single position, BX, represented 6.7% 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.
Top New Position Initiated
AMZN
市值: $4.5M
Top Position Liquidated / Trimmed
KMB
前期市值: $577.2K
In Q4 2025, Wulff, Hansen & Co. made 36 total portfolio adjustments, initiating 5 new buys, adding to 1 positions, trimming 26 holdings, and fully liquidating 4 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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