Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AMZN
1.52%AMAZON COM INC
Shares19.7K
Event2026-03-31
Filed2026-05-07
RTX
0.00%RAYTHEON TECHNOLOGIES CORP
Shares21.2K
Event2026-03-31
Filed2026-05-07
AAPL
0.35%APPLE INC
Shares15.0K
Event2026-03-31
Filed2026-05-07
JPM
0.00%JPMORGAN CHASE & CO
Shares12.1K
Event2026-03-31
Filed2026-05-07
MSFT
2.33%MICROSOFT CORP
Shares9.4K
Event2026-03-31
Filed2026-05-07
PG
-0.93%PROCTER AND GAMBLE CO
Shares19.6K
Event2026-03-31
Filed2026-05-07
GENERAL ELECTRIC CO
0.44%GENERAL ELECTRIC CO
Shares9.2K
Event2026-03-31
Filed2026-05-07
CSX
-1.25%CSX CORP
Shares58.3K
Event2026-03-31
Filed2026-05-07
JNJ
-0.95%JOHNSON & JOHNSON
Shares9.4K
Event2026-03-31
Filed2026-05-07
BAC
-1.16%BK OF AMERICA CORP
Shares44.1K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
0.00%MERCK & CO INC
Shares17.5K
Event2026-03-31
Filed2026-05-07
COST
1.39%COSTCO WHSL CORP NEW
Shares2.0K
Event2026-03-31
Filed2026-05-07
BN
0.00%BROOKFIELD CORP
Shares49.2K
Event2026-03-31
Filed2026-05-07
BIP
0.00%BROOKFIELD INFRAST PARTNERS
Shares51.1K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
1.59%BERKSHIRE HATHAWAY INC DEL
Shares3.8K
Event2026-03-31
Filed2026-05-07
SCHD
5.04%SCHWAB STRATEGIC TR
Shares54.3K
Event2026-03-31
Filed2026-05-07
PM
-0.64%PHILIP MORRIS INTL INC
Shares10.0K
Event2026-03-31
Filed2026-05-07
GEV
0.00%GE VERNOVA INC
Shares1.8K
Event2026-03-31
Filed2026-05-07
XLY
0.32%SELECT SECTOR SPDR TR
Shares14.1K
Event2026-03-31
Filed2026-05-07
V
0.20%VISA INC
Shares5.1K
Event2026-03-31
Filed2026-05-07
CVX
-1.61%CHEVRON CORP NEW
Shares7.4K
Event2026-03-31
Filed2026-05-07
FCX
0.00%FREEPORT-MCMORAN INC
Shares25.8K
Event2026-03-31
Filed2026-05-07
NVDA
-2.70%NVIDIA CORPORATION
Shares8.5K
Event2026-03-31
Filed2026-05-07
XOM
0.00%EXXON MOBIL CORP
Shares7.9K
Event2026-03-31
Filed2026-05-07
WMT
0.00%WALMART INC
Shares10.7K
Event2026-03-31
Filed2026-05-07
HD
0.00%HOME DEPOT INC
Shares4.1K
Event2026-03-31
Filed2026-05-07
AWK
0.00%AMERICAN WTR WKS CO INC NEW
Shares9.5K
Event2026-03-31
Filed2026-05-07
LMT
0.00%LOCKHEED MARTIN CORP
Shares2.1K
Event2026-03-31
Filed2026-05-07
MDLZ
-3.33%MONDELEZ INTL INC
Shares21.8K
Event2026-03-31
Filed2026-05-07
CAT
-7.92%CATERPILLAR INC
Shares1.7K
Event2026-03-31
Filed2026-05-07
WLDN
-12.09%WILLDAN GROUP INC
Shares15.4K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
2.07%VANGUARD INDEX FDS
Shares2.0K
Event2026-03-31
Filed2026-05-07
GPC
0.19%GENUINE PARTS CO
Shares10.4K
Event2026-03-31
Filed2026-05-07
BA
-0.02%BOEING CO
Shares5.5K
Event2026-03-31
Filed2026-05-07
VCSH
-2.98%VANGUARD SCOTTSDALE FDS
Shares13.5K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares8.0K
Event2026-03-31
Filed2026-05-07
FLMI
0.00%FRANKLIN TEMPLETON ETF TR
Shares41.2K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
0.00%BROADCOM INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
WM
0.00%WASTE MGMT INC DEL
Shares3.9K
Event2026-03-31
Filed2026-05-07
DLR
0.00%DIGITAL RLTY TR INC
Shares5.0K
Event2026-03-31
Filed2026-05-07
SPSM
0.00%SPDR SER TR
Shares18.5K
Event2026-03-31
Filed2026-05-07
CWT
-1.27%CALIFORNIA WTR SVC GROUP
Shares19.4K
Event2026-03-31
Filed2026-05-07
IGSB
-3.42%ISHARES TR
Shares15.3K
Event2026-03-31
Filed2026-05-07
MP
0.00%MP MATERIALS CORP
Shares16.5K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares1.3K
Event2026-03-31
Filed2026-05-07
SO
-3.46%SOUTHERN CO
Shares7.4K
Event2026-03-31
Filed2026-05-07
HCC
0.00%WARRIOR MET COAL INC
Shares7.0K
Event2026-03-31
Filed2026-05-07
HVT
0.00%HAVERTY FURNITURE COS INC
Shares30.5K
Event2026-03-31
Filed2026-05-07
XLE
0.00%SELECT SECTOR SPDR TR
Shares10.5K
Event2026-03-31
Filed2026-05-07
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
ABBV
0.00%ABBVIE INC
Shares2.7K
Event2026-03-31
Filed2026-05-07
CANADIAN PACIFIC KANSAS CITY
0.00%CANADIAN PACIFIC KANSAS CITY
Shares7.0K
Event2026-03-31
Filed2026-05-07
VZ
0.00%VERIZON COMMUNICATIONS INC
Shares10.7K
Event2026-03-31
Filed2026-05-07
INTC
-7.18%INTEL CORP
Shares11.9K
Event2026-03-31
Filed2026-05-07
SHEL
0.00%SHELL PLC
Shares5.6K
Event2026-03-31
Filed2026-05-07
ITA
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
LLY
0.00%LILLY ELI & CO
Shares555
Event2026-03-31
Filed2026-05-07
MA
12.00%MASTERCARD INCORPORATED
Shares980
Event2026-03-31
Filed2026-05-07
GIS
0.00%GENERAL MLS INC
Shares13.1K
Event2026-03-31
Filed2026-05-07
XLI
0.00%SELECT SECTOR SPDR TR
Shares3.0K
Event2026-03-31
Filed2026-05-07
HII
0.00%HUNTINGTON INGALLS INDS INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
0.00%EATON CORP PLC
Shares1.3K
Event2026-03-31
Filed2026-05-07
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares3.4K
Event2026-03-31
Filed2026-05-07
DE
-3.68%DEERE & CO
Shares785
Event2026-03-31
Filed2026-05-07
NVS
0.00%NOVARTIS AG
Shares2.9K
Event2026-03-31
Filed2026-05-07
HON
0.00%HONEYWELL INTL INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
SCHG
9.38%SCHWAB STRATEGIC TR
Shares14.5K
Event2026-03-31
Filed2026-05-07
IEFA
0.00%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-07
TSLA
7.96%TESLA INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
IEMG
0.00%ISHARES INC
Shares5.8K
Event2026-03-31
Filed2026-05-07
ESS
0.00%ESSEX PPTY TR INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
VIS
0.00%VANGUARD WORLD FDS
Shares1.2K
Event2026-03-31
Filed2026-05-07
LINDE PLC
-5.76%LINDE PLC
Shares720
Event2026-03-31
Filed2026-05-07
CPB
0.00%CAMPBELL SOUP CO
Shares15.6K
Event2026-03-31
Filed2026-05-07
BROOKFIELD ASSET MANAGMT LTD
-1.83%BROOKFIELD ASSET MANAGMT LTD
Shares7.7K
Event2026-03-31
Filed2026-05-07
PFF
-6.57%ISHARES TR
Shares11.0K
Event2026-03-31
Filed2026-05-07
EWC
0.00%ISHARES INC
Shares6.1K
Event2026-03-31
Filed2026-05-07
CLX
0.00%CLOROX CO DEL
Shares3.2K
Event2026-03-31
Filed2026-05-07
IYF
0.00%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-05-07
PFE
0.00%PFIZER INC
Shares11.5K
Event2026-03-31
Filed2026-05-07
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares1.3K
Event2026-03-31
Filed2026-05-07
VB
0.00%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-05-07
GH
0.00%GUARDANT HEALTH INC
Shares3.2K
Event2026-03-31
Filed2026-05-07
BROOKFIELD INFRASTRUCTURE CO
-1.10%BROOKFIELD INFRASTRUCTURE CO
Shares7.4K
Event2026-03-31
Filed2026-05-07
MCO
1.55%MOODYS CORP
Shares655
Event2026-03-31
Filed2026-05-07
CL
0.00%COLGATE PALMOLIVE CO
Shares3.3K
Event2026-03-31
Filed2026-05-07
GSL
0.00%GLOBAL SHIP LEASE INC NEW
Shares6.8K
Event2026-03-31
Filed2026-05-07
GWW
0.00%GRAINGER W W INC
Shares230
Event2026-03-31
Filed2026-05-07
META
34.38%META PLATFORMS INC
Shares430
Event2026-03-31
Filed2026-05-07
XLF
0.00%SELECT SECTOR SPDR TR
Shares4.9K
Event2026-03-31
Filed2026-05-07
MMM
0.00%3M CO
Shares1.6K
Event2026-03-31
Filed2026-05-07
CMCSA
0.00%COMCAST CORP NEW
Shares8.2K
Event2026-03-31
Filed2026-05-07
CLH
NewCLEAN HARBORS INC
Shares768
Event2026-03-31
Filed2026-05-07
BMRC
0.00%BANK MARIN BANCORP
Shares8.5K
Event2026-03-31
Filed2026-05-07
AXP
0.00%AMERICAN EXPRESS CO
Shares686
Event2026-03-31
Filed2026-05-07
GLW
NewCORNING INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
SGOV
0.00%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-07
GBTG
0.00%GLOBAL BUSINESS TRAVEL GROUP
Shares23.1K
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available