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


Currently, WULFF, HANSEN & CO. holds 109 types of securities in its portfolio with a total value $130.5M. In the most recent quarter, they have increased their positions in VGT (+69.3K shares, valued at $8.3M), GOOGL (+19.9K shares, valued at $7.1M), BX (+55.1K shares, valued at $6.5M); decreased their positions in INTC (-2.9K shares, valued at $402.4K), VCSH (-1.8K shares, valued at $141.3K), CSX (-2.4K shares, valued at $115.0K); initiated new positions in VGT (+69.3K shares, valued at $8.3M), GOOGL (+19.9K shares, valued at $7.1M), BX (+55.1K shares, valued at $6.5M).


1M P&L
-129.1K-0.12%
3M P&L
+5.7M+5.70%
HY P&L
-33.2M-23.76%

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/A23.9M
21.8%
2Asset Management9.3M
8.5%
3Internet Content & Information7.1M
6.5%

Top Industries by Stock Count

1N/A24 stocks
26.4%
2Drug Manufacturers - General5 stocks
5.5%
3Aerospace & Defense4 stocks
4.4%
Stock Holdings
VGT
VANGUARD WORLD FD
New
Shares69.3K
Event2026-06-30
Filed2026-08-05
GOOGL
ALPHABET INC
New
Shares19.9K
Event2026-06-30
Filed2026-08-05
BX
BLACKSTONE INC
New
Shares55.1K
Event2026-06-30
Filed2026-08-05
AMZN
AMAZON COM INC
1.48%
Shares20.0K
Event2026-06-30
Filed2026-08-05
AAPL
APPLE INC
0.79%
Shares15.1K
Event2026-06-30
Filed2026-08-05
RAYTHEON TECHNOLOGIES CORP
RAYTHEON TECHNOLOGIES CORP
0.47%
Shares21.3K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-0.79%
Shares12.0K
Event2026-06-30
Filed2026-08-05
MSFT
MICROSOFT CORP
6.94%
Shares10.1K
Event2026-06-30
Filed2026-08-05
GE
GENERAL ELECTRIC CO
1.42%
Shares9.3K
Event2026-06-30
Filed2026-08-05
PG
PROCTER AND GAMBLE CO
-3.81%
Shares18.9K
Event2026-06-30
Filed2026-08-05
CSX
CSX CORP
-4.15%
Shares55.9K
Event2026-06-30
Filed2026-08-05
BAC
BK OF AMERICA CORP
0.40%
Shares44.3K
Event2026-06-30
Filed2026-08-05
BN
BROOKFIELD CORP
18.80%
Shares58.4K
Event2026-06-30
Filed2026-08-05
BRK.B
BERKSHIRE HATHAWAY INC DEL
19.96%
Shares4.6K
Event2026-06-30
Filed2026-08-05
JNJ
JOHNSON & JOHNSON
-3.76%
Shares9.0K
Event2026-06-30
Filed2026-08-05
MRK
MERCK & CO INC
-3.34%
Shares16.9K
Event2026-06-30
Filed2026-08-05
GEV
GE VERNOVA INC
2.86%
Shares1.8K
Event2026-06-30
Filed2026-08-05
SCHD
SCHWAB STRATEGIC TR
21.56%
Shares66.0K
Event2026-06-30
Filed2026-08-05
COSTCO WHSL CORP NEW
COSTCO WHSL CORP NEW
5.42%
Shares2.2K
Event2026-06-30
Filed2026-08-05
BIP
BROOKFIELD INFRAST PARTNERS
-3.99%
Shares49.1K
Event2026-06-30
Filed2026-08-05
VISA INC
VISA INC
0.89%
Shares5.1K
Event2026-06-30
Filed2026-08-05
CAT
CATERPILLAR INC
-5.96%
Shares1.6K
Event2026-06-30
Filed2026-08-05
PM
PHILIP MORRIS INTL INC
-3.83%
Shares9.6K
Event2026-06-30
Filed2026-08-05
NVDA
NVIDIA CORPORATION
-2.52%
Shares8.3K
Event2026-06-30
Filed2026-08-05
FREEPORT-MCMORAN INC
FREEPORT-MCMORAN INC
0.13%
Shares25.8K
Event2026-06-30
Filed2026-08-05
XLY
SELECT SECTOR SPDR TR
-3.13%
Shares13.7K
Event2026-06-30
Filed2026-08-05
HD
HOME DEPOT INC
0.00%
Shares4.1K
Event2026-06-30
Filed2026-08-05
VOO
VANGUARD INDEX FDS
-3.70%
Shares1.9K
Event2026-06-30
Filed2026-08-05
INTC
INTEL CORP
-24.23%
Shares9.0K
Event2026-06-30
Filed2026-08-05
CVX
CHEVRON CORP NEW
1.88%
Shares7.5K
Event2026-06-30
Filed2026-08-05
BROADCOM INC
BROADCOM INC
7.95%
Shares3.3K
Event2026-06-30
Filed2026-08-05
WLDN
WILLDAN GROUP INC
-0.57%
Shares15.3K
Event2026-06-30
Filed2026-08-05
MDLZ
MONDELEZ INTL INC
-1.52%
Shares21.4K
Event2026-06-30
Filed2026-08-05
WMT
WALMART INC
-1.89%
Shares10.5K
Event2026-06-30
Filed2026-08-05
AWK
AMERICAN WTR WKS CO INC NEW
-5.02%
Shares9.0K
Event2026-06-30
Filed2026-08-05
BA
BOEING CO
0.00%
Shares5.5K
Event2026-06-30
Filed2026-08-05
GPC
GENUINE PARTS CO
-6.95%
Shares9.6K
Event2026-06-30
Filed2026-08-05
SPSM
SPDR SER TR
4.23%
Shares19.2K
Event2026-06-30
Filed2026-08-05
EXXON MOBIL CORP
EXXON MOBIL CORP
0.00%
Shares7.9K
Event2026-06-30
Filed2026-08-05
FLMI
FRANKLIN TEMPLETON ETF TR
0.00%
Shares41.2K
Event2026-06-30
Filed2026-08-05
LMT
LOCKHEED MARTIN CORP
-3.84%
Shares2.0K
Event2026-06-30
Filed2026-08-05
DUK
DUKE ENERGY CORP NEW
0.00%
Shares8.0K
Event2026-06-30
Filed2026-08-05
QQQ
INVESCO QQQ TR
0.00%
Shares1.3K
Event2026-06-30
Filed2026-08-05
CWT
CALIFORNIA WTR SVC GROUP
-0.83%
Shares19.2K
Event2026-06-30
Filed2026-08-05
VCSH
VANGUARD SCOTTSDALE FDS
-13.22%
Shares11.7K
Event2026-06-30
Filed2026-08-05
MP
MP MATERIALS CORP
0.00%
Shares16.5K
Event2026-06-30
Filed2026-08-05
DLR
DIGITAL RLTY TR INC
0.00%
Shares5.0K
Event2026-06-30
Filed2026-08-05
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-1.16%
Shares3.8K
Event2026-06-30
Filed2026-08-05
HVT
HAVERTY FURNITURE COS INC
0.00%
Shares30.5K
Event2026-06-30
Filed2026-08-05
IGSB
ISHARES TR
-6.95%
Shares14.2K
Event2026-06-30
Filed2026-08-05
SOUTHERN CO
SOUTHERN CO
-0.81%
Shares7.3K
Event2026-06-30
Filed2026-08-05
ABBVIE INC
ABBVIE INC
2.97%
Shares2.7K
Event2026-06-30
Filed2026-08-05
LLY
LILLY ELI & CO
0.54%
Shares558
Event2026-06-30
Filed2026-08-05
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares1.5K
Event2026-06-30
Filed2026-08-05
SCHG
SCHWAB STRATEGIC TR
21.37%
Shares17.6K
Event2026-06-30
Filed2026-08-05
XLI
SELECT SECTOR SPDR TR
2.99%
Shares3.1K
Event2026-06-30
Filed2026-08-05
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
13.78%
Shares1.1K
Event2026-06-30
Filed2026-08-05
ITA
ISHARES TR
0.00%
Shares2.3K
Event2026-06-30
Filed2026-08-05
HCC
WARRIOR MET COAL INC
0.00%
Shares7.0K
Event2026-06-30
Filed2026-08-05
XLE
SELECT SECTOR SPDR TR
0.00%
Shares10.5K
Event2026-06-30
Filed2026-08-05
CP
CANADIAN PACIFIC KANSAS CITY
-9.66%
Shares6.4K
Event2026-06-30
Filed2026-08-05
ETN
EATON CORP PLC
-1.27%
Shares1.2K
Event2026-06-30
Filed2026-08-05
META PLATFORMS INC
META PLATFORMS INC
101.86%
Shares868
Event2026-06-30
Filed2026-08-05
DE
DEERE & CO
-2.55%
Shares765
Event2026-06-30
Filed2026-08-05
IEMG
ISHARES INC
0.00%
Shares5.8K
Event2026-06-30
Filed2026-08-05
GUARDANT HEALTH INC
GUARDANT HEALTH INC
0.00%
Shares3.2K
Event2026-06-30
Filed2026-08-05
TSLA
TESLA INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-05
ESS
ESSEX PPTY TR INC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-08-05
VZ
VERIZON COMMUNICATIONS INC
0.00%
Shares10.7K
Event2026-06-30
Filed2026-08-05
NVS
NOVARTIS AG
-0.52%
Shares2.9K
Event2026-06-30
Filed2026-08-05
GIS
GENERAL MLS INC
-3.01%
Shares12.7K
Event2026-06-30
Filed2026-08-05
ISHARES TR
ISHARES TR
0.00%
Shares4.6K
Event2026-06-30
Filed2026-08-05
AEP
AMERICAN ELEC PWR CO INC
-5.16%
Shares3.2K
Event2026-06-30
Filed2026-08-05
SHEL
SHELL PLC
0.00%
Shares5.6K
Event2026-06-30
Filed2026-08-05
VIS
VANGUARD WORLD FDS
0.00%
Shares1.2K
Event2026-06-30
Filed2026-08-05
AMD
ADVANCED MICRO DEVICES INC
New
Shares705
Event2026-06-30
Filed2026-08-05
VB
VANGUARD INDEX FDS
7.76%
Shares1.3K
Event2026-06-30
Filed2026-08-05
IBM
INTERNATIONAL BUSINESS MACHS COM
0.00%
Shares1.3K
Event2026-06-30
Filed2026-08-05
LIN
LINDE PLC
-2.36%
Shares703
Event2026-06-30
Filed2026-08-05
IYF
ISHARES TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-08-05
MCO
MOODYS CORP
18.32%
Shares775
Event2026-06-30
Filed2026-08-05
EWC
ISHARES INC
0.00%
Shares6.1K
Event2026-06-30
Filed2026-08-05
CPB
CAMPBELL SOUP CO
0.00%
Shares15.6K
Event2026-06-30
Filed2026-08-05
HII
HUNTINGTON INGALLS INDS INC
0.16%
Shares1.2K
Event2026-06-30
Filed2026-08-05
GLW
CORNING INC
-9.70%
Shares1.3K
Event2026-06-30
Filed2026-08-05
BAM
BROOKFIELD ASSET MANAGMT LTD
-5.76%
Shares7.2K
Event2026-06-30
Filed2026-08-05
CL
COLGATE PALMOLIVE CO
3.32%
Shares3.4K
Event2026-06-30
Filed2026-08-05
GWW
GRAINGER W W INC
0.00%
Shares230
Event2026-06-30
Filed2026-08-05
CLX
CLOROX CO DEL
0.00%
Shares3.2K
Event2026-06-30
Filed2026-08-05
PFF
ISHARES TR
-9.89%
Shares9.9K
Event2026-06-30
Filed2026-08-05
MU
MICRON TECHNOLOGY INC
New
Shares261
Event2026-06-30
Filed2026-08-05
AEROVIRONMENT INC
AEROVIRONMENT INC
New
Shares1.8K
Event2026-06-30
Filed2026-08-05
SCHX
SCHWAB STRATEGIC TR
New
Shares9.4K
Event2026-06-30
Filed2026-08-05
PFE
PFIZER INC
0.00%
Shares11.5K
Event2026-06-30
Filed2026-08-05
UBER
UBER TECHNOLOGIES INC
New
Shares3.6K
Event2026-06-30
Filed2026-08-05
XLF
SELECT SECTOR SPDR TR
0.00%
Shares4.9K
Event2026-06-30
Filed2026-08-05
3M CO
3M CO
-2.45%
Shares1.6K
Event2026-06-30
Filed2026-08-05
BIPC
BROOKFIELD INFRASTRUCTURE CO
-9.18%
Shares6.7K
Event2026-06-30
Filed2026-08-05
GSL
GLOBAL SHIP LEASE INC NEW
0.00%
Shares6.8K
Event2026-06-30
Filed2026-08-05
IBKR
INTERACTIVE BROKERS GROUP IN
New
Shares2.8K
Event2026-06-30
Filed2026-08-05
BMRC
BANK MARIN BANCORP
0.00%
Shares8.5K
Event2026-06-30
Filed2026-08-05
SGOV
ISHARES TR
17.10%
Shares2.3K
Event2026-06-30
Filed2026-08-05
AXP
AMERICAN EXPRESS CO
0.00%
Shares686
Event2026-06-30
Filed2026-08-05
CLH
CLEAN HARBORS INC
0.00%
Shares768
Event2026-06-30
Filed2026-08-05
FNDX
SCHWAB STRATEGIC TR
New
Shares6.7K
Event2026-06-30
Filed2026-08-05
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares929
Event2026-06-30
Filed2026-08-05
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares929
Event2026-06-30
Filed2026-08-05
FLJP
FRANKLIN TEMPLETON ETF TR
New
Shares5.1K
Event2026-06-30
Filed2026-08-05
CMCSA
COMCAST CORP NEW
0.00%
Shares8.2K
Event2026-06-30
Filed2026-08-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
WULFF, HANSEN & CO. Institutional Holdings, Portfolio & P&L — TradeFomo