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CIK: 0000108634
Total reported value
$130.5M
$130.5M
98 檔
14.6%
During the Q1 2026 filing period, Wulff, Hansen & Co. (CIK: 0000108634) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $130.5M across 98 reported positions.
In Q1 2026, Wulff, Hansen & Co. adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.19% | -0.54% | +1.52% | |
| 2 | RTX | Rtx CORP | Stock-Industrials | 4.18% | -1.08% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.88% | -0.53% | +0.35% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.64% | -0.63% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.68% | +2.33% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.89% | -0.77% | -0.93% | |
| 7 | GE | General Electric | Stock-Industrials | 2.66% | +0.01% | +0.44% | |
| 8 | CSX | Csx CORP | Stock-Industrials | 2.44% | -0.40% | -1.25% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.34% | -0.58% | -0.95% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.20% | -0.27% | -1.16% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.15% | -0.48% | — | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.08% | -0.53% | +1.39% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 2.03% | -0.12% | — | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.89% | -0.52% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | -0.11% | +1.59% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.70% | -0.10% | +5.04% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 1.69% | -0.35% | -0.64% | |
| 18 | GEV | GE Vernova Inc | Stock-Industrials | 1.59% | +0.06% | — | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.57% | -0.34% | +0.32% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | -0.22% | +0.20% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.55% | -0.60% | -1.61% | |
| 22 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.55% | -0.30% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | -0.25% | -2.70% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -0.54% | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.45% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | -0.26% | — | |
| 27 | AWK | American Water Works Co Inc | Stock-Utilities | 1.32% | -0.41% | — | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.30% | -0.51% | — | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.28% | -0.36% | -3.33% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 1.26% | +0.08% | -7.92% | |
| 31 | WLDN | Willdan Group Inc | Stock-Other | 1.20% | -0.27% | -12.09% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.20% | +2.07% | |
| 33 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.12% | -0.25% | +0.19% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 1.11% | -0.21% | -0.02% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.10% | -0.39% | -2.98% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 1.06% | -0.29% | — | |
| 37 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.04% | -0.25% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | -0.01% | — | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.91% | -0.25% | — | |
| 40 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.91% | -0.23% | — | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.91% | -0.06% | — | |
| 42 | CWT | California Water Service Grp | Stock-Utilities | 0.90% | -0.18% | -1.27% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.82% | -0.25% | -3.42% | |
| 44 | MP | Mp Materials CORP | Stock-Materials | 0.81% | -0.10% | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | -0.04% | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.73% | -0.19% | -3.46% | |
| 47 | HCC | Warrior Met Coal Inc | Stock-Materials | 0.66% | -0.23% | — | |
| 48 | HVT | Haverty Furniture | Stock-Other | 0.66% | -0.06% | — | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.66% | -0.23% | — | |
| 50 | MSI | Motorola Solutions Inc | Stock-Tech | 0.66% | -0.19% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | +0.9% | — | Unchanged |
| 2 | JNJ | Johnson & Johnson | +0.7% | -0.95% | Trim |
| 3 | CSX | Csx CORP | +0.6% | -1.25% | Trim |
| 4 | COST | Costco Wholesale CORP | +0.6% | +1.39% | Add |
| 5 | GEV | GE Vernova Inc | +0.6% | — | Unchanged |
| 6 | MRK | Merck & Co. Inc. | +0.6% | — | Unchanged |
| 7 | CVX | Chevron CORP | +0.6% | -1.61% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.6% | — | Unchanged |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +5.04% | Add |
| 10 | PG | Procter & Gamble Co/the | +0.5% | -0.93% | Trim |
| 11 | AAPL | Apple Inc | +0.5% | +0.35% | Add |
| 12 | FCX | Freeport-mcmoran Inc | +0.5% | — | Unchanged |
| 13 | LMT | Lockheed Martin CORP | +0.4% | — | Unchanged |
| 14 | AMZN | Amazon.com Inc | +0.4% | +1.52% | Add |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | +0.4% | — | Unchanged |
| 16 | JPM | Jpmorgan Chase & Co | +0.4% | — | Unchanged |
| 17 | WMT | Walmart Inc | +0.4% | — | Unchanged |
| 18 | CAT | Caterpillar Inc | +0.4% | -7.92% | Trim |
| 19 | PM | Philip Morris International | +0.3% | -0.64% | Trim |
| 20 | GE | General Electric | +0.3% | +0.44% | Add |
| 21 | DUK | Duke Energy CORP | +0.3% | — | Unchanged |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +1.59% | Add |
| 23 | AWK | American Water Works Co Inc | +0.3% | — | Unchanged |
| 24 | DLR | Digital Realty Trust Inc | +0.3% | — | Unchanged |
| 25 | XLE | Ss Energy Select Sector | +0.3% | — | Unchanged |
| 26 | MDLZ | Mondelez International Inc-a | +0.3% | -3.33% | Trim |
| 27 | VZ | Verizon Communications Inc | +0.2% | — | Unchanged |
| 28 | HD | Home Depot Inc | +0.2% | — | Unchanged |
| 29 | WM | Waste Management Inc | +0.2% | — | Unchanged |
| 30 | CWT | California Water Service Grp | +0.2% | -1.27% | Trim |
| 31 | SHEL | Shell Plc-adr | +0.2% | — | Unchanged |
| 32 | MSI | Motorola Solutions Inc | +0.2% | — | Unchanged |
| 33 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.07% | Add |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | — | Unchanged |
| 35 | FLMI | Franklin Dynamic Municipal B | +0.2% | — | Unchanged |
| 36 | SO | Southern Co/the | +0.2% | -3.46% | Trim |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | -2.98% | Trim |
| 38 | XLY | Ss Consumer Disc Select Sect | +0.2% | +0.32% | Add |
| 39 | NVDA | Nvidia CORP | +0.2% | -2.70% | Trim |
| 40 | BAC | Bank Of America CORP | +0.1% | -1.16% | Trim |
| 41 | BN | Brookfield CORP | +0.1% | — | Unchanged |
| 42 | INTC | Intel CORP | +0.1% | -7.18% | Trim |
| 43 | CP | Canadian Pacific Kansas City | +0.1% | — | Unchanged |
| 44 | HCC | Warrior Met Coal Inc | +0.1% | — | Unchanged |
| 45 | DE | Deere & Co | +0.1% | -3.68% | Trim |
| 46 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 47 | BA | Boeing Co/the | +0.1% | -0.02% | Trim |
| 48 | AEP | American Electric Power | +0.1% | — | Unchanged |
| 49 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 50 | HII | Huntington Ingalls Industrie | +0.1% | — | Unchanged |
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 2026.
During Q1 2026, Wulff, Hansen & Co.'s top holdings by market value included AMZN (4.2%)、RTX (4.2%)、AAPL (3.9%). The largest single position, AMZN, represented 4.2% 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 AMZN, RTX, AAPL) accounted for 14.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
CLH
市值: $220.2K
Top Position Liquidated / Trimmed
BX
前期市值: $8.0M
In Q1 2026, Wulff, Hansen & Co. made 45 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 21 holdings, and fully liquidating 6 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.
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