Wulff, Hansen & Co. Top Holdings and 13F Report (2025) About Wulff, Hansen & Co.Investment ActivityWulff, 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 $7,596,065Vanguard Information Technology ETF $4,866,233AMAZON COM INC $4,134,350Alphabet $4,019,867Microsoft $3,804,953 Largest New Holdings this Quarter 149123101 - Caterpillar $707,421 Holding46090E103 - Invesco QQQ $701,035 HoldingG54950103 - LINDE PLC $555,043 Holding235851102 - Danaher $469,655 Holding244199105 - 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 TimeMap of 500 Largest Holdings ofWulff, Hansen & Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBXBlackstone$7,596,065$74,782 ▼-1.0%54,3436.9%FinanceVGTVanguard Information Technology ETF$4,866,233$37,967 ▼-0.8%8,9724.4%ETFAMAZON COM INC$4,134,350$167,429 ▲4.2%21,7303.8%COMGOOGLAlphabet$4,019,867$17,784 ▼-0.4%25,9953.7%Computer and TechnologyMSFTMicrosoft$3,804,953$545,442 ▼-12.5%10,1363.5%Computer and TechnologyAAPLApple$3,552,652$1,178,812 ▲49.7%15,9943.2%Computer and TechnologyPGProcter & Gamble$3,530,932$34,084 ▼-1.0%20,7193.2%Consumer StaplesCOSTCostco Wholesale$3,337,658$1,181,279 ▲54.8%3,5293.0%Retail/WholesaleJPMJPMorgan Chase & Co.$3,086,119$63,778 ▼-2.0%12,5812.8%FinanceRTXRTX$2,865,507$33,777 ▼-1.2%21,6332.6%AerospaceVVisa$2,656,487$283,873 ▲12.0%7,5802.4%Business ServicesGEGE Aerospace$2,284,712$30,022 ▲1.3%11,4152.1%IndustrialsBRK.BBerkshire Hathaway$2,235,238$213,032 ▼-8.7%4,1972.0%FinanceBACBank of America$1,935,576$50,702 ▼-2.6%46,3831.8%FinanceCSXCSX$1,774,1880.0%60,2851.6%TransportationBNBrookfield$1,762,6010.0%33,6311.6%FinancePMPhilip Morris International$1,761,109$132,540 ▲8.1%11,0951.6%Consumer StaplesBIPBrookfield Infrastructure Partners$1,663,235$53,920 ▼-3.1%55,8321.5%FinanceMRKMerck & Co., Inc.$1,651,5840.0%18,4001.5%MedicalMDLZMondelez International$1,637,356$15,402 ▲0.9%24,1321.5%Consumer StaplesJNJJohnson & Johnson$1,635,182$28,193 ▼-1.7%9,8601.5%MedicalSCHDSchwab US Dividend Equity ETF$1,509,141$21,250 ▲1.4%53,9751.4%ETFHDHome Depot$1,494,913$4,031 ▲0.3%4,0791.4%Retail/WholesaleAWKAmerican Water Works$1,442,7460.0%9,7801.3%UtilitiesXLYConsumer Discretionary Select Sector SPDR Fund$1,438,496$34,555 ▼-2.3%7,2851.3%FinanceCVXChevron$1,374,455$167,290 ▲13.9%8,2161.3%EnergyGPCGenuine Parts$1,303,987$27,402 ▼-2.1%10,9451.2%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,245,279$56,047 ▼-4.3%15,7751.1%ETFWMTWalmart$1,244,599$56,712 ▲4.8%14,1771.1%Retail/WholesaleXOMExxon Mobil$1,144,939$190,526 ▲20.0%9,6271.0%EnergyNVDANVIDIA$1,102,767$424,850 ▲62.7%10,1751.0%Computer and TechnologyCWTCalifornia Water Service Group$1,060,063$59,848 ▲6.0%21,8751.0%UtilitiesLMTLockheed Martin$1,010,0110.0%2,2610.9%AerospaceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,007,075$51,323 ▼-4.8%19,2300.9%ManufacturingFLMIFranklin Dynamic Municipal Bond ETF$1,006,6100.0%41,1870.9%ETFWLDNWilldan Group$966,571$37,300 ▲4.0%23,7370.9%Business ServicesBABoeing$959,514$147,696 ▲18.2%5,6260.9%AerospaceDUKDuke Energy$956,245$20,125 ▲2.1%7,8400.9%UtilitiesFCXFreeport-McMoRan$950,2480.0%25,0990.9%Basic MaterialsWMWaste Management$881,590$23,151 ▼-2.6%3,8080.8%Business ServicesSPSMSPDR Portfolio S&P 600 Small Cap ETF$859,0170.0%21,0750.8%ETFSOSouthern$808,976$133,327 ▲19.7%8,7980.7%UtilitiesGISGeneral Mills$806,866$22,122 ▼-2.7%13,4950.7%Consumer StaplesMSIMotorola Solutions$805,133$37,652 ▲4.9%1,8390.7%Computer and TechnologyDLRDigital Realty Trust$710,8620.0%4,9610.6%FinanceCATCaterpillar$707,421$707,421 ▲New Holding2,1450.6%IndustrialsCRMSalesforce$701,761$424,009 ▲152.7%2,6150.6%Computer and TechnologyQQQInvesco QQQ$701,035$701,035 ▲New Holding1,4950.6%FinanceKMBKimberly-Clark$660,1850.0%4,6420.6%Consumer StaplesGE VERNOVA INC$656,047$11,295 ▲1.8%2,1490.6%COMLLYEli Lilly and Company$648,3390.0%7850.6%MedicalINTCIntel$629,3170.0%27,7110.6%Computer and TechnologyCAMPBELL SOUP CO$621,954$25,150 ▼-3.9%15,5800.6%COMMAMastercard$608,413$19,184 ▲3.3%1,1100.6%Business ServicesHVTHaverty Furniture Companies$580,2020.0%29,4220.5%Retail/WholesaleABBVAbbVie$575,1320.0%2,7450.5%MedicalLINDE PLC$555,043$555,043 ▲New Holding1,1920.5%SHSXLEEnergy Select Sector SPDR Fund$527,9930.0%5,6500.5%ETFESSEssex Property Trust$526,381$46,905 ▲9.8%1,7170.5%FinanceCPCanadian Pacific Kansas City$515,9730.0%7,3490.5%TransportationVZVerizon Communications$484,0370.0%10,6710.4%Computer and TechnologyCLXClorox$474,8810.0%3,2250.4%Consumer StaplesDHRDanaher$469,655$469,655 ▲New Holding2,2910.4%MedicalMPMP Materials$431,544$3,100 ▼-0.7%17,6790.4%Basic MaterialsAEPAmerican Electric Power$419,597$49,172 ▲13.3%3,8400.4%UtilitiesDEDeere & Company$408,335$408,335 ▲New Holding8700.4%IndustrialsPFFiShares Preferred and Income Securities ETF$407,941$10,141 ▼-2.4%13,2750.4%ETFDUTCH SHELL PLC$405,8250.0%5,5380.4%SPON ADR BXLIIndustrial Select Sector SPDR Fund$394,5200.0%3,0100.4%ETFHONHoneywell International$383,2680.0%1,8100.3%Multi-Sector ConglomeratesVBVanguard Small-Cap ETF$374,7580.0%1,6900.3%ETFAVGOBroadcom$352,440$41,857 ▲13.5%2,1050.3%Computer and TechnologyGWWW.W. Grainger$350,680$350,680 ▲New Holding3550.3%IndustrialsXARSPDR S&P Aerospace & Defense ETF$347,9960.0%2,2730.3%ETFFMSFresenius Medical Care$345,612$19,098 ▼-5.2%13,8800.3%MedicalETNEaton$341,147$73,394 ▼-17.7%1,2550.3%IndustrialsHCCWarrior Met Coal$332,2740.0%6,9630.3%EnergyBROOKFIELD ASSET MGMT INC$332,1250.0%6,8550.3%CL A LTD VT SHIBMInternational Business Machines$329,9720.0%1,3270.3%Computer and TechnologyBIPCBrookfield Infrastructure$327,158$2,208 ▼-0.7%9,0400.3%UtilitiesNVSNovartis$326,636$1,672 ▼-0.5%2,9300.3%MedicalIYFiShares U.S. Financials ETF$313,1590.0%2,7750.3%ETFCLColgate-Palmolive$310,1470.0%3,3100.3%Consumer StaplesDISWalt Disney$305,871$23,096 ▲8.2%3,0990.3%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$302,984$3,506 ▲1.2%12,1000.3%ETFCMCSAComcast$301,2520.0%8,1640.3%Consumer DiscretionaryVANGUARD WORLD FDS$294,5850.0%1,1900.3%INDUSTRIAL ETFNKENIKE$289,469$12,061 ▼-4.0%4,5600.3%Consumer DiscretionaryMCOMoody's$281,7420.0%6050.3%FinanceTSLATesla$266,9350.0%1,0300.2%Auto/Tires/TrucksMETAMeta Platforms$261,0910.0%4530.2%Computer and TechnologyDOWDOW$259,246$259,246 ▲New Holding7,4240.2%Basic MaterialsPFEPfizer$256,415$20,399 ▲8.6%10,1190.2%MedicalHPQHP$251,4530.0%9,0810.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$241,828$16,935 ▲7.5%4,8550.2%ETFMMM3M$240,1160.0%1,6350.2%Multi-Sector ConglomeratesHPEHewlett Packard Enterprise$195,4360.0%12,6660.2%Computer and TechnologyGBTGGlobal Business Travel Group$167,8950.0%23,1260.2%TransportationIBKRInteractive Brokers Group$0$371,007 ▼-100.0%00.0%FinanceCMGChipotle Mexican Grill$0$241,200 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.