WULFF, HANSEN & CO.
13F Reported Value
ⓘ$97.9M
Holdings
98
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WULFF, HANSEN & CO. disclosed 98 positions worth $97.9M in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 4.2% of the equity portfolio, followed by $RTX and $AAPL. During the quarter the fund opened 2 new positions and exited 5 — including a new stake in $CLH and a full exit from $BX. The portfolio is most concentrated in Technology (16.8% of disclosed assets). All figures are sourced directly from WULFF, HANSEN & CO.’s Form 13F-HR filing with the SEC under CIK 108634.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 74.6#152
Quality
$4.1M19,715 sh - 70.0#336
Quality
$4.1M21,227 sh - 76.1#112
Quality
$3.8M14,970 sh - 35.6
Quality
$3.6M12,101 sh - 83.7
Quality
$3.5M9,415 sh - 72.9
Quality
$2.8M19,619 sh - 74.8
Quality
$2.6M9,180 sh - 66.4
Quality
$2.4M58,303 sh - 72.8
Quality
$2.3M9,385 sh - 68.4
Quality
$2.2M44,128 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 74.6#152 | $4.1M | 19,715 |
 RTX Corp$RTX | 70.0#336 | $4.1M | 21,227 |
 Apple Inc.$AAPL | 76.1#112 | $3.8M | 14,970 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $3.6M | 12,101 |
 MICROSOFT CORP$MSFT | 83.7 | $3.5M | 9,415 |
 PROCTER & GAMBLE Co$PG | 72.9 | $2.8M | 19,619 |
 GENERAL ELECTRIC CO$GE | 74.8 | $2.6M | 9,180 |
 CSX CORP$CSX | 66.4 | $2.4M | 58,303 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $2.3M | 9,385 |
 BANK OF AMERICA CORP /DE/$BAC | 68.4 | $2.2M | 44,128 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WULFF, HANSEN & CO.'s 98 positions.
Showing top 10 of 98 holdings.
Sector Allocation
Technology
$16.5M
Industrials
$15.3M
Other
$14.0M
Consumer Discretionary
$10.9M
Financials
$10.6M
Consumer Staples
$6.9M
Healthcare
$6.8M
Utilities
$5.5M
Full Holdings — WULFF, HANSEN & CO. (Q1 2026)
All 98 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $4.1M | 4.2% | +2% | 74.6 |
| 2 | $RTX | RTX Corp | $4.1M | 4.2% | +0% | 70 |
| 3 | $AAPL | Apple Inc. | $3.8M | 3.9% | +0% | 76.1 |
| 4 | $JPM | JPMORGAN CHASE & CO | $3.6M | 3.6% | +0% | 35.6 |
| 5 | $MSFT | MICROSOFT CORP | $3.5M | 3.6% | +2% | 83.7 |
| 6 | $PG | PROCTER & GAMBLE Co | $2.8M | 2.9% | -1% | 72.9 |
| 7 | $GE | GENERAL ELECTRIC CO | $2.6M | 2.7% | +0% | 74.8 |
| 8 | $CSX | CSX CORP | $2.4M | 2.4% | -1% | 66.4 |
| 9 | $JNJ | JOHNSON & JOHNSON | $2.3M | 2.3% | -1% | 72.8 |
| 10 | $BAC | BANK OF AMERICA CORP /DE/ | $2.2M | 2.2% | -1% | 68.4 |
| 11 |  $MRK | Merck & Co., Inc. | $2.1M | 2.1% | +0% | 70.9 |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 2.1% | +1% | 67 |
| 13 |  $BN | BROOKFIELD Corp /ON/ | $2.0M | 2.0% | +0% | — |
| 14 |  $BIP | Brookfield Infrastructure Partners L.P. | $1.8M | 1.9% | +0% | — |
| 15 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 1.9% | +2% | 64.5 |
| 16 | — | SCHWAB STRATEGIC TR | $1.7M | 1.7% | +5% | — |
| 17 |  $PM | Philip Morris International Inc. | $1.7M | 1.7% | -1% | 80.5 |
| 18 |  $GEV | GE Vernova Inc. | $1.6M | 1.6% | +0% | 70.1 |
| 19 | — | SELECT SECTOR SPDR TR | $1.5M | 1.6% | +0% | — |
| 20 |  $V | VISA INC. | $1.5M | 1.6% | +0% | 83.5 |
| 21 |  $CVX | CHEVRON CORP | $1.5M | 1.6% | -2% | 54.7 |
| 22 |  $FCX | FREEPORT-MCMORAN INC | $1.5M | 1.6% | +0% | 73.1 |
| 23 |  $NVDA | NVIDIA CORP | $1.5M | 1.5% | -3% | 90.2 |
| 24 |  $XOM | EXXON MOBIL CORP | $1.3M | 1.4% | +0% | 61.8 |
| 25 |  $WMT | Walmart Inc. | $1.3M | 1.4% | +0% | 63.2 |
| 26 |  $HD | HOME DEPOT, INC. | $1.3M | 1.4% | +0% | 69.2 |
| 27 |  $AWK | American Water Works Company, Inc. | $1.3M | 1.3% | +0% | 61.7 |
| 28 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 1.3% | +0% | 65 |
| 29 |  $MDLZ | Mondelez International, Inc. | $1.3M | 1.3% | -3% | 53.9 |
| 30 |  $CAT | CATERPILLAR INC | $1.2M | 1.3% | -8% | 67.8 |
| 31 |  $WLDN | Willdan Group, Inc. | $1.2M | 1.2% | -12% | 61.5 |
| 32 | — | VANGUARD INDEX FDS | $1.2M | 1.2% | +2% | — |
| 33 |  $GPC | GENUINE PARTS CO | $1.1M | 1.1% | +0% | 54.2 |
| 34 |  $BA | BOEING CO | $1.1M | 1.1% | -0% | 51.8 |
| 35 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 1.1% | -3% | — |
| 36 |  $DUK | Duke Energy CORP | $1.0M | 1.1% | +0% | 64 |
| 37 | — | FRANKLIN TEMPLETON ETF TR | $1.0M | 1.0% | +0% | — |
| 38 |  $AVGO | Broadcom Inc. | $942,458 | 1.0% | +0% | 86.4 |
| 39 |  $WM | WASTE MANAGEMENT INC | $894,573 | 0.9% | +0% | 70.7 |
| 40 |  $DLR | DIGITAL REALTY TRUST, INC. | $894,022 | 0.9% | +0% | 70.2 |
| 41 | — | SPDR SER TR | $891,746 | 0.9% | +0% | — |
| 42 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $878,463 | 0.9% | -1% | 64.4 |
| 43 | — | ISHARES TR | $801,803 | 0.8% | -3% | — |
| 44 |  $MP | MP Materials Corp. / DE | $793,926 | 0.8% | +0% | 23.5 |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $770,536 | 0.8% | +0% | — |
| 46 |  $SO | SOUTHERN CO | $712,608 | 0.7% | -3% | 65.1 |
| 47 |  $HCC | WARRIOR MET COAL, INC. | $648,604 | 0.7% | +0% | 42.1 |
| 48 |  $HVT | HAVERTY FURNITURE COMPANIES INC | $646,456 | 0.7% | +0% | 38.2 |
| 49 | — | SELECT SECTOR SPDR TR | $645,681 | 0.7% | +0% | — |
| 50 |  $MSI | Motorola Solutions, Inc. | $642,710 | 0.7% | +0% | 73.8 |
| 51 |  $ABBV | AbbVie Inc. | $578,524 | 0.6% | +0% | 59.3 |
| 52 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $553,688 | 0.6% | +0% | — |
| 53 |  $VZ | VERIZON COMMUNICATIONS INC | $535,685 | 0.6% | +0% | 71.6 |
| 54 |  $INTC | INTEL CORP | $524,971 | 0.5% | -7% | 41.5 |
| 55 |  $SHEL | Shell plc | $521,823 | 0.5% | +0% | — |
| 56 | — | ISHARES TR | $511,219 | 0.5% | +0% | — |
| 57 |  $LLY | ELI LILLY & Co | $510,473 | 0.5% | +0% | 89.3 |
| 58 |  $MA | Mastercard Inc | $494,664 | 0.5% | +12% | 81.7 |
| 59 |  $GIS | GENERAL MILLS INC | $489,071 | 0.5% | +0% | 64.1 |
| 60 | — | SELECT SECTOR SPDR TR | $486,808 | 0.5% | +0% | — |
| 61 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $464,238 | 0.5% | +0% | 55.4 |
| 62 |  $ETN | Eaton Corp plc | $448,876 | 0.5% | +0% | — |
| 63 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $444,362 | 0.5% | +0% | 75.4 |
| 64 |  $DE | DEERE & CO | $442,191 | 0.5% | -4% | 57.4 |
| 65 |  $NVS | NOVARTIS AG | $437,629 | 0.5% | +0% | — |
| 66 |  $HON | HONEYWELL INTERNATIONAL INC | $429,457 | 0.4% | +0% | 65.7 |
| 67 | — | SCHWAB STRATEGIC TR | $422,822 | 0.4% | +9% | — |
| 68 | — | ISHARES TR | $415,081 | 0.4% | +0% | — |
| 69 |  $TSLA | Tesla, Inc. | $413,386 | 0.4% | +8% | 50.1 |
| 70 | — | ISHARES INC | $404,829 | 0.4% | +0% | — |
| 71 |  $ESS | ESSEX PROPERTY TRUST, INC. | $378,488 | 0.4% | +0% | 59.3 |
| 72 | — | VANGUARD WORLD FDS | $371,542 | 0.4% | +0% | — |
| 73 |  $LIN | LINDE PLC | $347,032 | 0.3% | -6% | — |
| 74 |  $CPB | CAMPBELL'S Co | $346,967 | 0.3% | +0% | 54.5 |
| 75 |  $BAM | Brookfield Asset Management Ltd. | $341,688 | 0.3% | -2% | — |
| 76 | — | ISHARES TR | $334,278 | 0.3% | -7% | — |
| 77 | — | ISHARES INC | $331,590 | 0.3% | +0% | — |
| 78 |  $CLX | CLOROX CO /DE/ | $330,062 | 0.3% | +0% | 63.5 |
| 79 | — | ISHARES TR | $326,507 | 0.3% | +0% | — |
| 80 |  $PFE | PFIZER INC | $322,218 | 0.3% | +0% | 69 |
| 81 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $321,652 | 0.3% | +0% | 66.7 |
| 82 | — | VANGUARD INDEX FDS | $320,852 | 0.3% | +0% | — |
| 83 |  $GH | Guardant Health, Inc. | $294,198 | 0.3% | +0% | 36.1 |
| 84 |  $BIPC | Brookfield Infrastructure Corp | $291,381 | 0.3% | -1% | — |
| 85 |  $MCO | MOODYS CORP /DE/ | $285,744 | 0.3% | +2% | 81.3 |
| 86 |  $CL | COLGATE PALMOLIVE CO | $282,111 | 0.3% | +0% | 72.4 |
| 87 |  $GSL | Global Ship Lease, Inc. | $253,351 | 0.3% | +0% | — |
| 88 |  $GWW | W.W. GRAINGER, INC. | $250,887 | 0.3% | +0% | 69.5 |
| 89 |  $META | Meta Platforms, Inc. | $246,016 | 0.3% | +34% | 80.9 |
| 90 | — | SELECT SECTOR SPDR TR | $239,692 | 0.2% | +0% | — |
| 91 |  $MMM | 3M CO | $237,452 | 0.2% | +0% | 60.7 |
| 92 |  $CCZ | COMCAST CORP | $234,389 | 0.2% | +0% | 70.4 |
| 93 |  $CLH | CLEAN HARBORS INC | $220,209 | 0.2% | NEW | 56.3 |
| 94 |  $BMRC | Bank of Marin Bancorp | $218,932 | 0.2% | +0% | — |
| 95 |  $AXP | AMERICAN EXPRESS CO | $207,502 | 0.2% | +0% | 73.2 |
| 96 |  $GLW | CORNING INC /NY | $201,780 | 0.2% | NEW | 72.7 |
| 97 | — | ISHARES TR | $201,320 | 0.2% | +0% | — |
| 98 |  $GBTG | Global Business Travel Group, Inc. | $129,044 | 0.1% | +0% | 56.2 |
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