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Wulff, Hansen & Co. Top Holdings and 13F Report (2025)

About Wulff, Hansen & Co.

Investment Activity

  • Wulff, Hansen & Co. has $109.68 million in total holdings as of March 31, 2025.
  • Wulff, Hansen & Co. owns shares of 98 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 7.66% of the portfolio was purchased this quarter.
  • About 2.52% of the portfolio was sold this quarter.
  • This quarter, Wulff, Hansen & Co. has purchased 96 new stocks and bought additional shares in 29 stocks.
  • Wulff, Hansen & Co. sold shares of 25 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Blackstone
$7,596,065
AMAZON COM INC
$4,134,350
Alphabet
$4,019,867
Microsoft
$3,804,953

Largest New Holdings this Quarter

149123101 - Caterpillar
$707,421 Holding
46090E103 - Invesco QQQ
$701,035 Holding
G54950103 - LINDE PLC
$555,043 Holding
235851102 - Danaher
$469,655 Holding
244199105 - Deere & Company
$408,335 Holding

Largest Purchases this Quarter

Costco Wholesale
1,249 shares (about $1.18M)
Apple
5,307 shares (about $1.18M)
Caterpillar
2,145 shares (about $707.42K)
Invesco QQQ
1,495 shares (about $701.04K)
LINDE PLC
1,192 shares (about $555.04K)

Largest Sales this Quarter

Microsoft
1,453 shares (about $545.44K)
Berkshire Hathaway
400 shares (about $213.03K)
Blackstone
535 shares (about $74.78K)
Eaton
270 shares (about $73.39K)
JPMorgan Chase & Co.
260 shares (about $63.78K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWulff, Hansen & Co.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Blackstone Inc. stock logo
BX
Blackstone
$7,596,065$74,782 -1.0%54,3436.9%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,866,233$37,967 -0.8%8,9724.4%ETF
AMAZON COM INC
$4,134,350$167,429 4.2%21,7303.8%COM
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,019,867$17,784 -0.4%25,9953.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,804,953$545,442 -12.5%10,1363.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,552,652$1,178,812 49.7%15,9943.2%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,530,932$34,084 -1.0%20,7193.2%Consumer Staples
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,337,658$1,181,279 54.8%3,5293.0%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,086,119$63,778 -2.0%12,5812.8%Finance
RTX Co. stock logo
RTX
RTX
$2,865,507$33,777 -1.2%21,6332.6%Aerospace
Visa Inc. stock logo
V
Visa
$2,656,487$283,873 12.0%7,5802.4%Business Services
GE Aerospace stock logo
GE
GE Aerospace
$2,284,712$30,022 1.3%11,4152.1%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,235,238$213,032 -8.7%4,1972.0%Finance
Bank of America Co. stock logo
BAC
Bank of America
$1,935,576$50,702 -2.6%46,3831.8%Finance
CSX Co. stock logo
CSX
CSX
$1,774,1880.0%60,2851.6%Transportation
Brookfield Co. stock logo
BN
Brookfield
$1,762,6010.0%33,6311.6%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,761,109$132,540 8.1%11,0951.6%Consumer Staples
Brookfield Infrastructure Partners L.P. stock logo
BIP
Brookfield Infrastructure Partners
$1,663,235$53,920 -3.1%55,8321.5%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,651,5840.0%18,4001.5%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,637,356$15,402 0.9%24,1321.5%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,635,182$28,193 -1.7%9,8601.5%Medical
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,509,141$21,250 1.4%53,9751.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,494,913$4,031 0.3%4,0791.4%Retail/Wholesale
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,442,7460.0%9,7801.3%Utilities
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,438,496$34,555 -2.3%7,2851.3%Finance
Chevron Co. stock logo
CVX
Chevron
$1,374,455$167,290 13.9%8,2161.3%Energy
Genuine Parts stock logo
GPC
Genuine Parts
$1,303,987$27,402 -2.1%10,9451.2%Retail/Wholesale
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,245,279$56,047 -4.3%15,7751.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,244,599$56,712 4.8%14,1771.1%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,144,939$190,526 20.0%9,6271.0%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,102,767$424,850 62.7%10,1751.0%Computer and Technology
California Water Service Group stock logo
CWT
California Water Service Group
$1,060,063$59,848 6.0%21,8751.0%Utilities
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,010,0110.0%2,2610.9%Aerospace
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,007,075$51,323 -4.8%19,2300.9%Manufacturing
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$1,006,6100.0%41,1870.9%ETF
Willdan Group, Inc. stock logo
WLDN
Willdan Group
$966,571$37,300 4.0%23,7370.9%Business Services
The Boeing Company stock logo
BA
Boeing
$959,514$147,696 18.2%5,6260.9%Aerospace
Duke Energy Co. stock logo
DUK
Duke Energy
$956,245$20,125 2.1%7,8400.9%Utilities
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$950,2480.0%25,0990.9%Basic Materials
Waste Management, Inc. stock logo
WM
Waste Management
$881,590$23,151 -2.6%3,8080.8%Business Services
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$859,0170.0%21,0750.8%ETF
The Southern Company stock logo
SO
Southern
$808,976$133,327 19.7%8,7980.7%Utilities
General Mills, Inc. stock logo
GIS
General Mills
$806,866$22,122 -2.7%13,4950.7%Consumer Staples
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$805,133$37,652 4.9%1,8390.7%Computer and Technology
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$710,8620.0%4,9610.6%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$707,421$707,421 New Holding2,1450.6%Industrials
Salesforce, Inc. stock logo
CRM
Salesforce
$701,761$424,009 152.7%2,6150.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$701,035$701,035 New Holding1,4950.6%Finance
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$660,1850.0%4,6420.6%Consumer Staples
GE VERNOVA INC
$656,047$11,295 1.8%2,1490.6%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$648,3390.0%7850.6%Medical
Intel Co. stock logo
INTC
Intel
$629,3170.0%27,7110.6%Computer and Technology
CAMPBELL SOUP CO
$621,954$25,150 -3.9%15,5800.6%COM
Mastercard Incorporated stock logo
MA
Mastercard
$608,413$19,184 3.3%1,1100.6%Business Services
Haverty Furniture Companies, Inc. stock logo
HVT
Haverty Furniture Companies
$580,2020.0%29,4220.5%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$575,1320.0%2,7450.5%Medical
LINDE PLC
$555,043$555,043 New Holding1,1920.5%SHS
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$527,9930.0%5,6500.5%ETF
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$526,381$46,905 9.8%1,7170.5%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$515,9730.0%7,3490.5%Transportation
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$484,0370.0%10,6710.4%Computer and Technology
The Clorox Company stock logo
CLX
Clorox
$474,8810.0%3,2250.4%Consumer Staples
Danaher Co. stock logo
DHR
Danaher
$469,655$469,655 New Holding2,2910.4%Medical
MP Materials Corp. stock logo
MP
MP Materials
$431,544$3,100 -0.7%17,6790.4%Basic Materials
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$419,597$49,172 13.3%3,8400.4%Utilities
Deere & Company stock logo
DE
Deere & Company
$408,335$408,335 New Holding8700.4%Industrials
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$407,941$10,141 -2.4%13,2750.4%ETF
DUTCH SHELL PLC
$405,8250.0%5,5380.4%SPON ADR B
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$394,5200.0%3,0100.4%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$383,2680.0%1,8100.3%Multi-Sector Conglomerates
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$374,7580.0%1,6900.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$352,440$41,857 13.5%2,1050.3%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$350,680$350,680 New Holding3550.3%Industrials
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$347,9960.0%2,2730.3%ETF
Fresenius Medical Care AG stock logo
FMS
Fresenius Medical Care
$345,612$19,098 -5.2%13,8800.3%Medical
Eaton Co. plc stock logo
ETN
Eaton
$341,147$73,394 -17.7%1,2550.3%Industrials
Warrior Met Coal, Inc. stock logo
HCC
Warrior Met Coal
$332,2740.0%6,9630.3%Energy
BROOKFIELD ASSET MGMT INC
$332,1250.0%6,8550.3%CL A LTD VT SH
International Business Machines Co. stock logo
IBM
International Business Machines
$329,9720.0%1,3270.3%Computer and Technology
Brookfield Infrastructure Co. stock logo
BIPC
Brookfield Infrastructure
$327,158$2,208 -0.7%9,0400.3%Utilities
Novartis AG stock logo
NVS
Novartis
$326,636$1,672 -0.5%2,9300.3%Medical
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$313,1590.0%2,7750.3%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$310,1470.0%3,3100.3%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$305,871$23,096 8.2%3,0990.3%Consumer Discretionary
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$302,984$3,506 1.2%12,1000.3%ETF
Comcast Co. stock logo
CMCSA
Comcast
$301,2520.0%8,1640.3%Consumer Discretionary
VANGUARD WORLD FDS
$294,5850.0%1,1900.3%INDUSTRIAL ETF
NIKE, Inc. stock logo
NKE
NIKE
$289,469$12,061 -4.0%4,5600.3%Consumer Discretionary
Moody's Co. stock logo
MCO
Moody's
$281,7420.0%6050.3%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$266,9350.0%1,0300.2%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$261,0910.0%4530.2%Computer and Technology
Dow Inc. stock logo
DOW
DOW
$259,246$259,246 New Holding7,4240.2%Basic Materials
Pfizer Inc. stock logo
PFE
Pfizer
$256,415$20,399 8.6%10,1190.2%Medical
HP Inc. stock logo
HPQ
HP
$251,4530.0%9,0810.2%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$241,828$16,935 7.5%4,8550.2%ETF
3M stock logo
MMM
3M
$240,1160.0%1,6350.2%Multi-Sector Conglomerates
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$195,4360.0%12,6660.2%Computer and Technology
Global Business Travel Group, Inc. stock logo
GBTG
Global Business Travel Group
$167,8950.0%23,1260.2%Transportation
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$0$371,007 -100.0%00.0%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$0$241,200 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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