The Analysis of WULFF, HANSEN & CO.'s Holdings & P&L


Currently, WULFF, HANSEN & CO. holds 98 types of securities in its portfolio with a total value $97.9M. In the most recent quarter, they have increased their positions in CLH (+768 shares, valued at $220.2K), GLW (+1.5K shares, valued at $201.8K), SCHD (+2.6K shares, valued at $79.9K); decreased their positions in WLDN (-2.1K shares, valued at $162.0K), CAT (-150 shares, valued at $106.3K), MDLZ (-750 shares, valued at $43.2K); initiated new positions in CLH (+768 shares, valued at $220.2K), GLW (+1.5K shares, valued at $201.8K).


1M P&L
+1.9M+2.11%
3M P&L
+1.4M+1.54%
HY P&L
+8.4M+10.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A12.0M
14.1%
2Aerospace & Defense6.9M
8.1%
3Banks - Diversified5.7M
6.7%

Top Industries by Stock Count

1N/A19 stocks
22.1%
2Drug Manufacturers - General5 stocks
5.8%
3Aerospace & Defense4 stocks
4.7%
Stock Holdings
AMZN
AMAZON COM INC
1.52%
Shares19.7K
Event2026-03-31
Filed2026-05-07
RTX
RAYTHEON TECHNOLOGIES CORP
0.00%
Shares21.2K
Event2026-03-31
Filed2026-05-07
AAPL
APPLE INC
0.35%
Shares15.0K
Event2026-03-31
Filed2026-05-07
JPM
JPMORGAN CHASE & CO
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-07
MSFT
MICROSOFT CORP
2.33%
Shares9.4K
Event2026-03-31
Filed2026-05-07
PG
PROCTER AND GAMBLE CO
-0.93%
Shares19.6K
Event2026-03-31
Filed2026-05-07
GENERAL ELECTRIC CO
GENERAL ELECTRIC CO
0.44%
Shares9.2K
Event2026-03-31
Filed2026-05-07
CSX
CSX CORP
-1.25%
Shares58.3K
Event2026-03-31
Filed2026-05-07
JNJ
JOHNSON & JOHNSON
-0.95%
Shares9.4K
Event2026-03-31
Filed2026-05-07
BAC
BK OF AMERICA CORP
-1.16%
Shares44.1K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
MERCK & CO INC
0.00%
Shares17.5K
Event2026-03-31
Filed2026-05-07
COST
COSTCO WHSL CORP NEW
1.39%
Shares2.0K
Event2026-03-31
Filed2026-05-07
BN
BROOKFIELD CORP
0.00%
Shares49.2K
Event2026-03-31
Filed2026-05-07
BIP
BROOKFIELD INFRAST PARTNERS
0.00%
Shares51.1K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
1.59%
Shares3.8K
Event2026-03-31
Filed2026-05-07
SCHD
SCHWAB STRATEGIC TR
5.04%
Shares54.3K
Event2026-03-31
Filed2026-05-07
PM
PHILIP MORRIS INTL INC
-0.64%
Shares10.0K
Event2026-03-31
Filed2026-05-07
GEV
GE VERNOVA INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-07
XLY
SELECT SECTOR SPDR TR
0.32%
Shares14.1K
Event2026-03-31
Filed2026-05-07
V
VISA INC
0.20%
Shares5.1K
Event2026-03-31
Filed2026-05-07
CVX
CHEVRON CORP NEW
-1.61%
Shares7.4K
Event2026-03-31
Filed2026-05-07
FCX
FREEPORT-MCMORAN INC
0.00%
Shares25.8K
Event2026-03-31
Filed2026-05-07
NVDA
NVIDIA CORPORATION
-2.70%
Shares8.5K
Event2026-03-31
Filed2026-05-07
XOM
EXXON MOBIL CORP
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-07
WMT
WALMART INC
0.00%
Shares10.7K
Event2026-03-31
Filed2026-05-07
HD
HOME DEPOT INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-07
AWK
AMERICAN WTR WKS CO INC NEW
0.00%
Shares9.5K
Event2026-03-31
Filed2026-05-07
LMT
LOCKHEED MARTIN CORP
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-07
MDLZ
MONDELEZ INTL INC
-3.33%
Shares21.8K
Event2026-03-31
Filed2026-05-07
CAT
CATERPILLAR INC
-7.92%
Shares1.7K
Event2026-03-31
Filed2026-05-07
WLDN
WILLDAN GROUP INC
-12.09%
Shares15.4K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.07%
Shares2.0K
Event2026-03-31
Filed2026-05-07
GPC
GENUINE PARTS CO
0.19%
Shares10.4K
Event2026-03-31
Filed2026-05-07
BA
BOEING CO
-0.02%
Shares5.5K
Event2026-03-31
Filed2026-05-07
VCSH
VANGUARD SCOTTSDALE FDS
-2.98%
Shares13.5K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-07
FLMI
FRANKLIN TEMPLETON ETF TR
0.00%
Shares41.2K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
BROADCOM INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-07
WM
WASTE MGMT INC DEL
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-07
DLR
DIGITAL RLTY TR INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-07
SPSM
SPDR SER TR
0.00%
Shares18.5K
Event2026-03-31
Filed2026-05-07
CWT
CALIFORNIA WTR SVC GROUP
-1.27%
Shares19.4K
Event2026-03-31
Filed2026-05-07
IGSB
ISHARES TR
-3.42%
Shares15.3K
Event2026-03-31
Filed2026-05-07
MP
MP MATERIALS CORP
0.00%
Shares16.5K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
SO
SOUTHERN CO
-3.46%
Shares7.4K
Event2026-03-31
Filed2026-05-07
HCC
WARRIOR MET COAL INC
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-07
HVT
HAVERTY FURNITURE COS INC
0.00%
Shares30.5K
Event2026-03-31
Filed2026-05-07
XLE
SELECT SECTOR SPDR TR
0.00%
Shares10.5K
Event2026-03-31
Filed2026-05-07
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-07
ABBV
ABBVIE INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-07
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-07
VZ
VERIZON COMMUNICATIONS INC
0.00%
Shares10.7K
Event2026-03-31
Filed2026-05-07
INTC
INTEL CORP
-7.18%
Shares11.9K
Event2026-03-31
Filed2026-05-07
SHEL
SHELL PLC
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-07
ITA
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-07
LLY
LILLY ELI & CO
0.00%
Shares555
Event2026-03-31
Filed2026-05-07
MA
MASTERCARD INCORPORATED
12.00%
Shares980
Event2026-03-31
Filed2026-05-07
GIS
GENERAL MLS INC
0.00%
Shares13.1K
Event2026-03-31
Filed2026-05-07
XLI
SELECT SECTOR SPDR TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-07
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
EATON CORP PLC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-07
DE
DEERE & CO
-3.68%
Shares785
Event2026-03-31
Filed2026-05-07
NVS
NOVARTIS AG
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-07
HON
HONEYWELL INTL INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-07
SCHG
SCHWAB STRATEGIC TR
9.38%
Shares14.5K
Event2026-03-31
Filed2026-05-07
IEFA
ISHARES TR
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-07
TSLA
TESLA INC
7.96%
Shares1.1K
Event2026-03-31
Filed2026-05-07
IEMG
ISHARES INC
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-07
ESS
ESSEX PPTY TR INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07
VIS
VANGUARD WORLD FDS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
LINDE PLC
LINDE PLC
-5.76%
Shares720
Event2026-03-31
Filed2026-05-07
CPB
CAMPBELL SOUP CO
0.00%
Shares15.6K
Event2026-03-31
Filed2026-05-07
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
-1.83%
Shares7.7K
Event2026-03-31
Filed2026-05-07
PFF
ISHARES TR
-6.57%
Shares11.0K
Event2026-03-31
Filed2026-05-07
EWC
ISHARES INC
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-07
CLX
CLOROX CO DEL
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-07
IYF
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-07
PFE
PFIZER INC
0.00%
Shares11.5K
Event2026-03-31
Filed2026-05-07
IBM
INTERNATIONAL BUSINESS MACHS COM
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
VB
VANGUARD INDEX FDS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
GH
GUARDANT HEALTH INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-07
BROOKFIELD INFRASTRUCTURE CO
BROOKFIELD INFRASTRUCTURE CO
-1.10%
Shares7.4K
Event2026-03-31
Filed2026-05-07
MCO
MOODYS CORP
1.55%
Shares655
Event2026-03-31
Filed2026-05-07
CL
COLGATE PALMOLIVE CO
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-07
GSL
GLOBAL SHIP LEASE INC NEW
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-07
GWW
GRAINGER W W INC
0.00%
Shares230
Event2026-03-31
Filed2026-05-07
META
META PLATFORMS INC
34.38%
Shares430
Event2026-03-31
Filed2026-05-07
XLF
SELECT SECTOR SPDR TR
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-07
MMM
3M CO
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07
CMCSA
COMCAST CORP NEW
0.00%
Shares8.2K
Event2026-03-31
Filed2026-05-07
CLH
CLEAN HARBORS INC
New
Shares768
Event2026-03-31
Filed2026-05-07
BMRC
BANK MARIN BANCORP
0.00%
Shares8.5K
Event2026-03-31
Filed2026-05-07
AXP
AMERICAN EXPRESS CO
0.00%
Shares686
Event2026-03-31
Filed2026-05-07
GLW
CORNING INC
New
Shares1.5K
Event2026-03-31
Filed2026-05-07
SGOV
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-07
GBTG
GLOBAL BUSINESS TRAVEL GROUP
0.00%
Shares23.1K
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available