Wulff, Hansen & Co.

13F filer · CIK 0000108634

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$130MU.S. long equity reported on 13F

Positions857 new · 1 closed

Net flow last quarter+$15.2MBuys minus sells

Top 10 positions weight33.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202685 positions
GOOGLAlphabet Inc.	$7.12M	5.46%	0.00%	Not reported	Q4 2021
BXBlackstone Inc.	$6.48M	4.97%	0.01%	Not reported	Q4 2021
AMZNAmazon Com Inc	$4.77M	3.65%	0.00%	+1.5%	Q4 2021
AAPLApple Inc.	$4.37M	3.35%	0.00%	+0.8%	Q4 2021
RTXRTX Corp	$4.05M	3.10%	0.00%	+0.5%	Q4 2021
JPMJPMorgan Chase & Co	$3.93M	3.01%	0.00%	-0.8%	Q4 2021
MSFTMicrosoft Corp	$3.76M	2.88%	0.00%	+6.9%	Q4 2021
GEGeneral Electric Co	$3.48M	2.67%	0.00%	+1.4%	Q1 2024
PGPROCTER & GAMBLE Co	$2.77M	2.12%	0.00%	-3.8%	Q4 2021
CSXCSX Corp	$2.66M	2.04%	0.00%	-4.2%	Q4 2021
BACBank of America Corp	$2.52M	1.93%	0.00%	+0.4%	Q4 2021
BNBROOKFIELD Corp	$2.49M	1.91%	Not reported	+18.8%	Q3 2023
BRK.BBerkshire Hathaway Inc	$2.29M	1.76%	Not reported	+20.0%	Q4 2021
JNJJohnson & Johnson	$2.29M	1.76%	0.00%	-3.8%	Q4 2021
MRKMerck & Co., Inc.	$2.18M	1.67%	0.00%	-3.3%	Q4 2021
GEVGE Vernova Inc.	$2.16M	1.65%	0.00%	+2.9%	Q2 2024
COSTCostco Wholesale Corp	$2.02M	1.55%	0.00%	+5.4%	Q4 2021
BIPBrookfield Infrastructure Partners L.P.	$1.79M	1.37%	Not reported	-4.0%	Q4 2021
VVisa Inc.	$1.75M	1.34%	0.00%	+0.9%	Q4 2021
CATCaterpillar Inc	$1.75M	1.34%	0.00%	-6.0%	Q1 2025
PMPhilip Morris International Inc.	$1.74M	1.34%	0.00%	-3.8%	Q4 2021
NVDANvidia Corp	$1.66M	1.27%	0.00%	-2.5%	Q4 2021
FCXFreeport-Mcmoran Inc	$1.62M	1.25%	0.00%	+0.1%	Q4 2021
HDHome Depot, Inc.	$1.43M	1.10%	0.00%	Not reported	Q4 2021
INTCIntel Corp	$1.26M	0.96%	0.00%	-24.2%	Q4 2021
CVXChevron Corp	$1.24M	0.95%	0.00%	+1.9%	Q4 2021
AVGOBroadcom Inc.	$1.24M	0.95%	0.00%	+8.0%	Q3 2024
WLDNWilldan Group, Inc.	$1.21M	0.93%	0.10%	-0.6%	Q4 2021
MDLZMondelez International, Inc.	$1.2M	0.92%	0.00%	-1.5%	Q4 2021
WMTWalmart Inc.	$1.19M	0.91%	0.00%	-1.9%	Q4 2021
AWKAmerican Water Works Company, Inc.	$1.18M	0.91%	0.00%	-5.0%	Q4 2021
BABoeing Co	$1.18M	0.90%	0.00%	Not reported	Q4 2021
GPCGenuine Parts Co	$1.14M	0.87%	0.01%	-7.0%	Q4 2021
XOMExxonMobil Holdings Corp	$1.08M	0.83%	0.00%	Not reported	Q4 2021
LMTLockheed Martin Corp	$1.03M	0.79%	0.00%	-3.8%	Q4 2021
DUKDuke Energy CORP	$1.01M	0.77%	0.00%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$983K	0.75%	Not reported	Not reported	Q1 2025
CWTCalifornia Water Service Group	$935K	0.72%	0.03%	-0.8%	Q4 2021
MPMP Materials Corp. / DE	$921K	0.71%	0.01%	Not reported	Q4 2021
DLRDigital Realty Trust, Inc.	$891K	0.68%	0.00%	Not reported	Q4 2021
WMWaste Management Inc	$858K	0.66%	0.00%	-1.2%	Q4 2021
HVTHaverty Furniture Companies Inc	$779K	0.60%	0.16%	Not reported	Q4 2021
SOSouthern Co	$701K	0.54%	0.00%	-0.8%	Q4 2021
ABBVAbbVie Inc.	$689K	0.53%	0.00%	+3.0%	Q4 2021
LLYELI LILLY & Co	$669K	0.51%	0.00%	+0.5%	Q1 2023
MSIMotorola Solutions, Inc.	$615K	0.47%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$573K	0.44%	0.00%	+13.8%	Q1 2024
HCCWarrior Met Coal, Inc.	$565K	0.43%	0.01%	Not reported	Q2 2023
CPCanadian Pacific Kansas City Ltd	$551K	0.42%	0.00%	-9.7%	Q1 2024
ETNEaton Corp plc	$528K	0.40%	0.00%	-1.3%	Q4 2021

Q1 2026Reported May 7, 202678 positions
AMZNAmazon Com Inc	$4.11M	4.19%	0.00%	+1.5%	Q4 2021
RTXRTX Corp	$4.09M	4.18%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$3.8M	3.88%	0.00%	+0.4%	Q4 2021
JPMJPMorgan Chase & Co	$3.56M	3.64%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$3.49M	3.56%	0.00%	+2.3%	Q4 2021
PGPROCTER & GAMBLE Co	$2.83M	2.89%	0.00%	-0.9%	Q4 2021
GEGeneral Electric Co	$2.61M	2.66%	0.00%	+0.4%	Q1 2024
CSXCSX Corp	$2.39M	2.44%	0.00%	-1.3%	Q4 2021
JNJJohnson & Johnson	$2.29M	2.34%	0.00%	-1.0%	Q4 2021
BACBank of America Corp	$2.15M	2.20%	0.00%	-1.2%	Q4 2021
MRKMerck & Co., Inc.	$2.11M	2.15%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$2.04M	2.08%	0.00%	+1.4%	Q4 2021
BNBROOKFIELD Corp	$1.99M	2.03%	Not reported	Not reported	Q3 2023
BIPBrookfield Infrastructure Partners L.P.	$1.85M	1.89%	Not reported	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.83M	1.87%	Not reported	+1.6%	Q4 2021
PMPhilip Morris International Inc.	$1.66M	1.69%	0.00%	-0.6%	Q4 2021
GEVGE Vernova Inc.	$1.56M	1.59%	0.00%	Not reported	Q2 2024
VVisa Inc.	$1.53M	1.56%	0.00%	+0.2%	Q4 2021
CVXChevron Corp	$1.52M	1.55%	0.00%	-1.6%	Q4 2021
FCXFreeport-Mcmoran Inc	$1.52M	1.55%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$1.49M	1.52%	0.00%	-2.7%	Q4 2021
XOMExxonMobil Holdings Corp	$1.34M	1.37%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$1.33M	1.36%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$1.33M	1.36%	0.00%	Not reported	Q4 2021
AWKAmerican Water Works Company, Inc.	$1.29M	1.32%	0.00%	Not reported	Q4 2021
LMTLockheed Martin Corp	$1.28M	1.30%	0.00%	Not reported	Q4 2021
MDLZMondelez International, Inc.	$1.26M	1.28%	0.00%	-3.3%	Q4 2021
CATCaterpillar Inc	$1.24M	1.26%	0.00%	-7.9%	Q1 2025
WLDNWilldan Group, Inc.	$1.18M	1.20%	0.10%	-12.1%	Q4 2021
GPCGenuine Parts Co	$1.1M	1.12%	0.01%	+0.2%	Q4 2021
BABoeing Co	$1.08M	1.11%	0.00%	0.0%	Q4 2021
DUKDuke Energy CORP	$1.04M	1.06%	0.00%	Not reported	Q4 2021
AVGOBroadcom Inc.	$942K	0.96%	0.00%	Not reported	Q3 2024
WMWaste Management Inc	$895K	0.91%	0.00%	Not reported	Q4 2021
DLRDigital Realty Trust, Inc.	$894K	0.91%	0.00%	Not reported	Q4 2021
CWTCalifornia Water Service Group	$878K	0.90%	0.03%	-1.3%	Q4 2021
MPMP Materials Corp. / DE	$794K	0.81%	0.01%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$771K	0.79%	Not reported	Not reported	Q1 2025
SOSouthern Co	$713K	0.73%	0.00%	-3.5%	Q4 2021
HCCWarrior Met Coal, Inc.	$649K	0.66%	0.01%	Not reported	Q2 2023
HVTHaverty Furniture Companies Inc	$646K	0.66%	0.16%	Not reported	Q4 2021
MSIMotorola Solutions, Inc.	$643K	0.66%	0.00%	Not reported	Q4 2021
ABBVAbbVie Inc.	$579K	0.59%	0.00%	Not reported	Q4 2021
CPCanadian Pacific Kansas City Ltd	$554K	0.57%	0.00%	Not reported	Q1 2024
VZVerizon Communications Inc	$536K	0.55%	0.00%	Not reported	Q4 2021
INTCIntel Corp	$525K	0.54%	0.00%	-7.2%	Q4 2021
SHELShell plc	$522K	0.53%	0.00%	Not reported	Q1 2022
LLYELI LILLY & Co	$510K	0.52%	0.00%	Not reported	Q1 2023
MAMastercard Inc	$495K	0.51%	0.00%	+12.0%	Q1 2024
GISGeneral Mills Inc	$489K	0.50%	0.00%	Not reported	Q4 2021

Q4 2025Reported Feb 3, 202681 positions
BXBlackstone Inc.	$8.04M	6.74%	0.01%	-1.0%	Q4 2021
GOOGLAlphabet Inc.	$6.09M	5.11%	0.00%	-1.2%	Q4 2021
AMZNAmazon Com Inc	$4.48M	3.76%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$4.45M	3.73%	0.00%	-3.0%	Q4 2021
AAPLApple Inc.	$4.06M	3.40%	0.00%	-1.2%	Q4 2021
JPMJPMorgan Chase & Co	$3.9M	3.27%	0.00%	-1.1%	Q4 2021
RTXRTX Corp	$3.89M	3.27%	0.00%	-0.7%	Q4 2021
PGPROCTER & GAMBLE Co	$2.84M	2.38%	0.00%	-3.2%	Q4 2021
GEGeneral Electric Co	$2.82M	2.36%	0.00%	-2.6%	Q1 2024
BACBank of America Corp	$2.46M	2.06%	0.00%	-1.3%	Q4 2021
BNBROOKFIELD Corp	$2.26M	1.89%	Not reported	0.0%	Q3 2023
CSXCSX Corp	$2.14M	1.80%	0.00%	-0.2%	Q4 2021
JNJJohnson & Johnson	$1.96M	1.65%	0.00%	-0.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.89M	1.59%	Not reported	-1.8%	Q4 2021
MRKMerck & Co., Inc.	$1.84M	1.55%	0.00%	-1.1%	Q4 2021
WLDNWilldan Group, Inc.	$1.81M	1.52%	0.12%	Not reported	Q4 2021
BIPBrookfield Infrastructure Partners L.P.	$1.78M	1.49%	Not reported	-1.5%	Q4 2021
VVisa Inc.	$1.77M	1.49%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$1.74M	1.46%	0.00%	-0.7%	Q4 2021
NVDANvidia Corp	$1.63M	1.37%	0.00%	-8.8%	Q4 2021
PMPhilip Morris International Inc.	$1.62M	1.36%	0.00%	-8.2%	Q4 2021
HDHome Depot, Inc.	$1.39M	1.17%	0.00%	Not reported	Q4 2021
FCXFreeport-Mcmoran Inc	$1.31M	1.10%	0.00%	Not reported	Q4 2021
GPCGenuine Parts Co	$1.27M	1.07%	0.01%	-2.6%	Q4 2021
AWKAmerican Water Works Company, Inc.	$1.24M	1.04%	0.00%	-0.4%	Q4 2021
MDLZMondelez International, Inc.	$1.21M	1.02%	0.00%	-5.4%	Q4 2021
WMTWalmart Inc.	$1.2M	1.00%	0.00%	0.0%	Q4 2021
BABoeing Co	$1.18M	0.99%	0.00%	-2.7%	Q4 2021
GEVGE Vernova Inc.	$1.17M	0.98%	0.00%	-2.8%	Q2 2024
CVXChevron Corp	$1.14M	0.96%	0.00%	-8.8%	Q4 2021
CATCaterpillar Inc	$1.09M	0.91%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$1.05M	0.88%	0.00%	-0.5%	Q3 2024
LMTLockheed Martin Corp	$1.02M	0.86%	0.00%	-9.6%	Q4 2021
XOMExxonMobil Holdings Corp	$950K	0.80%	0.00%	-19.1%	Q4 2021
DUKDuke Energy CORP	$932K	0.78%	0.00%	Not reported	Q4 2021
WMWaste Management Inc	$855K	0.72%	0.00%	Not reported	Q4 2021
CWTCalifornia Water Service Group	$850K	0.71%	0.03%	-7.5%	Q4 2021
MPMP Materials Corp. / DE	$831K	0.70%	0.01%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$820K	0.69%	Not reported	Not reported	Q1 2025
DLRDigital Realty Trust, Inc.	$768K	0.64%	0.00%	Not reported	Q4 2021
HVTHaverty Furniture Companies Inc	$713K	0.60%	0.16%	Not reported	Q4 2021
SOSouthern Co	$667K	0.56%	0.00%	-13.1%	Q4 2021
HCCWarrior Met Coal, Inc.	$614K	0.52%	0.01%	Not reported	Q2 2023
GISGeneral Mills Inc	$611K	0.51%	0.00%	Not reported	Q4 2021
ABBVAbbVie Inc.	$608K	0.51%	0.00%	-3.1%	Q4 2021
LLYELI LILLY & Co	$596K	0.50%	0.00%	Not reported	Q1 2023
MSIMotorola Solutions, Inc.	$568K	0.48%	0.00%	Not reported	Q4 2021
CPCanadian Pacific Kansas City Ltd	$518K	0.43%	0.00%	Not reported	Q1 2024
MAMastercard Inc	$500K	0.42%	0.00%	Not reported	Q1 2024
INTCIntel Corp	$473K	0.40%	0.00%	-32.3%	Q4 2021

Q3 2025Reported Nov 7, 202581 positions
BXBlackstone Inc.	$9M	7.75%	0.01%	-1.6%	Q4 2021
MSFTMicrosoft Corp	$4.91M	4.23%	0.00%	-4.2%	Q4 2021
GOOGLAlphabet Inc.	$4.79M	4.12%	0.00%	+2.0%	Q4 2021
JPMJPMorgan Chase & Co	$3.86M	3.32%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$3.84M	3.31%	0.00%	-2.6%	Q4 2021
RTXRTX Corp	$3.58M	3.08%	0.00%	-0.1%	Q4 2021
PGPROCTER & GAMBLE Co	$3.14M	2.71%	0.00%	-0.3%	Q4 2021
GEGeneral Electric Co	$2.82M	2.43%	0.00%	-5.7%	Q1 2024
BACBank of America Corp	$2.33M	2.01%	0.00%	Not reported	Q4 2021
BNBROOKFIELD Corp	$2.25M	1.94%	Not reported	Not reported	Q3 2023
CSXCSX Corp	$2.1M	1.81%	0.00%	-0.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.93M	1.66%	Not reported	-6.8%	Q4 2021
COSTCostco Wholesale Corp	$1.88M	1.62%	0.00%	-43.4%	Q4 2021
NVDANvidia Corp	$1.79M	1.54%	0.00%	-2.5%	Q4 2021
PMPhilip Morris International Inc.	$1.78M	1.54%	0.00%	+0.1%	Q4 2021
JNJJohnson & Johnson	$1.77M	1.52%	0.00%	Not reported	Q4 2021
VVisa Inc.	$1.73M	1.49%	0.00%	-26.1%	Q4 2021
BIPBrookfield Infrastructure Partners L.P.	$1.71M	1.47%	Not reported	+5.2%	Q4 2021
WLDNWilldan Group, Inc.	$1.69M	1.46%	0.12%	-18.9%	Q4 2021
HDHome Depot, Inc.	$1.64M	1.41%	0.00%	-0.6%	Q4 2021
MRKMerck & Co., Inc.	$1.49M	1.28%	0.00%	-2.5%	Q4 2021
MDLZMondelez International, Inc.	$1.49M	1.28%	0.00%	-0.5%	Q4 2021
GPCGenuine Parts Co	$1.47M	1.27%	0.01%	+0.7%	Q4 2021
AWKAmerican Water Works Company, Inc.	$1.32M	1.14%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$1.27M	1.10%	0.00%	-0.4%	Q4 2021
BABoeing Co	$1.21M	1.04%	0.00%	-15.7%	Q4 2021
LMTLockheed Martin Corp	$1.17M	1.00%	0.00%	Not reported	Q4 2021
GEVGE Vernova Inc.	$1.13M	0.97%	0.00%	-11.6%	Q2 2024
WMTWalmart Inc.	$1.11M	0.95%	0.00%	Not reported	Q4 2021
MPMP Materials Corp. / DE	$1.1M	0.95%	0.01%	-10.0%	Q4 2021
XOMExxonMobil Holdings Corp	$1.1M	0.95%	0.00%	+1.4%	Q4 2021
FCXFreeport-Mcmoran Inc	$1.01M	0.87%	0.00%	Not reported	Q4 2021
AVGOBroadcom Inc.	$1.01M	0.87%	0.00%	-2.6%	Q3 2024
DUKDuke Energy CORP	$984K	0.85%	0.00%	+1.4%	Q4 2021
CWTCalifornia Water Service Group	$974K	0.84%	0.04%	-2.0%	Q4 2021
CATCaterpillar Inc	$904K	0.78%	0.00%	-11.7%	Q1 2025
WMWaste Management Inc	$860K	0.74%	0.00%	+2.2%	Q4 2021
DLRDigital Realty Trust, Inc.	$858K	0.74%	0.00%	Not reported	Q4 2021
SOSouthern Co	$834K	0.72%	0.00%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$801K	0.69%	Not reported	-10.1%	Q1 2025
MSIMotorola Solutions, Inc.	$677K	0.58%	0.00%	-5.5%	Q4 2021
HVTHaverty Furniture Companies Inc	$669K	0.58%	0.16%	Not reported	Q4 2021
GISGeneral Mills Inc	$663K	0.57%	0.00%	Not reported	Q4 2021
ABBVAbbVie Inc.	$636K	0.55%	0.00%	Not reported	Q4 2021
INTCIntel Corp	$635K	0.55%	0.00%	-26.4%	Q4 2021
KMBKimberly Clark Corp	$577K	0.50%	0.00%	Not reported	Q4 2021
CPCanadian Pacific Kansas City Ltd	$524K	0.45%	0.00%	-5.0%	Q1 2024
MAMastercard Inc	$498K	0.43%	0.00%	-23.3%	Q1 2024
CPBCAMPBELL'S Co	$492K	0.42%	0.01%	Not reported	Q4 2021
ETNEaton Corp plc	$470K	0.40%	0.00%	Not reported	Q4 2021

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