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