Wulff, Hansen & Co. Top Holdings and 13F Report (2025) About Wulff, Hansen & Co.Investment ActivityWulff, Hansen & Co. has $105.70 million in total holdings as of December 31, 2024.Wulff, Hansen & Co. owns shares of 96 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.37% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Wulff, Hansen & Co. has purchased 96 new stocks and bought additional shares in 23 stocks.Wulff, Hansen & Co. sold shares of 34 stocks and completely divested from 3 stocks this quarter.Largest Holdings Blackstone $9,462,065Vanguard Information Technology ETF $5,622,316Alphabet $4,942,623Microsoft $4,884,764AMAZON COM INC $4,574,282 Largest New Holdings this Quarter Chipotle Mexican Grill $241,200 HoldingAmerican Express $203,598 HoldingBank of Marin Bancorp $200,334 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 35,770 shares (about $977.24K)Alphabet 2,171 shares (about $410.97K)Microsoft 715 shares (about $301.37K)Schwab US Large-Cap ETF 9,555 shares (about $266.30K)Chipotle Mexican Grill 4,000 shares (about $241.20K) Largest Sales this Quarter Canadian Pacific Kansas City 5,015 shares (about $362.94K)Motorola Solutions 599 shares (about $276.88K)Blackstone 973 shares (about $167.76K)Vanguard Information Technology ETF 135 shares (about $83.94K)iShares 1-5 Year Investment Grade Corporate Bond ETF 1,340 shares (about $69.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWulff, Hansen & Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBXBlackstone$9,462,065$167,765 ▼-1.7%54,8789.0%FinanceVGTVanguard Information Technology ETF$5,622,316$83,943 ▼-1.5%9,0425.3%ETFGOOGLAlphabet$4,942,623$410,970 ▲9.1%26,1104.7%Computer and TechnologyMSFTMicrosoft$4,884,764$301,373 ▲6.6%11,5894.6%Computer and TechnologyAMAZON COM INC$4,574,282$109,695 ▲2.5%20,8504.3%COMPGProcter & Gamble$3,507,070$25,986 ▼-0.7%20,9193.3%Consumer StaplesJPMJPMorgan Chase & Co.$3,078,116$2,397 ▼-0.1%12,8412.9%FinanceAAPLApple$2,676,131$39,314 ▼-1.4%10,6872.5%Computer and TechnologyRTXRTX$2,532,879$8,679 ▲0.3%21,8882.4%AerospaceVVisa$2,139,591$7,901 ▼-0.4%6,7702.0%Business ServicesBACBank of America$2,091,947$35,160 ▼-1.7%47,5982.0%FinanceBRK.BBerkshire Hathaway$2,083,728$45,328 ▼-2.1%4,5972.0%FinanceCSXCSX$1,945,3970.0%60,2851.8%TransportationBNBrookfield$1,932,1010.0%33,6311.8%FinanceGEGeneral Electric$1,878,889$205,485 ▲12.3%11,2651.8%TransportationBIPBrookfield Infrastructure Partners$1,832,439$13,352 ▼-0.7%57,6421.7%FinanceMRKMerck & Co., Inc.$1,830,432$11,938 ▼-0.6%18,4001.7%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$1,673,6510.0%7,4601.6%FinanceHDHome Depot$1,582,4110.0%4,0681.5%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$1,453,834$977,237 ▲205.0%53,2151.4%ETFJNJJohnson & Johnson$1,450,539$36,155 ▼-2.4%10,0301.4%MedicalMDLZMondelez International$1,427,846$21,503 ▼-1.5%23,9051.4%Consumer StaplesGPCGenuine Parts$1,304,793$14,595 ▼-1.1%11,1751.2%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,285,995$52,657 ▼-3.9%16,4851.2%ETFPMPhilip Morris International$1,234,791$9,628 ▲0.8%10,2601.2%Consumer StaplesWMTWalmart$1,222,522$28,008 ▲2.3%13,5311.2%Retail/WholesaleAWKAmerican Water Works$1,217,512$8,714 ▼-0.7%9,7801.2%UtilitiesLMTLockheed Martin$1,098,7100.0%2,2611.0%AerospaceCVXChevron$1,045,165$1,448 ▲0.1%7,2161.0%Oils/EnergyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,044,857$69,278 ▼-6.2%20,2101.0%ManufacturingFLMIFranklin Dynamic Municipal Bond ETF$1,006,4040.0%41,1871.0%ETFFCXFreeport-McMoRan$955,7700.0%25,0990.9%Basic MaterialsSPSMSPDR Portfolio S&P 600 Small Cap ETF$946,689$137,680 ▲17.0%21,0750.9%ETFCWTCalifornia Water Service Group$935,611$2,720 ▼-0.3%20,6400.9%UtilitiesGISGeneral Mills$884,1710.0%13,8650.8%Consumer StaplesDLRDigital Realty Trust$879,7340.0%4,9610.8%FinanceWLDNWilldan Group$869,252$14,093 ▲1.6%22,8210.8%Business ServicesXOMExxon Mobil$863,2490.0%8,0250.8%Oils/EnergyBABoeing$842,520$7,965 ▼-0.9%4,7600.8%AerospaceNVDANVIDIA$839,9840.0%6,2550.8%Computer and TechnologyDUKDuke Energy$826,9050.0%7,6750.8%UtilitiesMSIMotorola Solutions$810,289$276,876 ▼-25.5%1,7530.8%Computer and TechnologyWMWaste Management$788,5950.0%3,9080.7%Business ServicesGE VERNOVA INC$694,700$102,297 ▲17.3%2,1120.7%COMCAMPBELL SOUP CO$678,8750.0%16,2100.6%COMHVTHaverty Furniture Companies$654,934$119,002 ▲22.2%29,4220.6%Retail/WholesaleKMBKimberly-Clark$608,2880.0%4,6420.6%Consumer StaplesLLYEli Lilly and Company$606,0200.0%7850.6%MedicalSOSouthern$604,887$1,235 ▼-0.2%7,3480.6%UtilitiesMAMastercard$566,063$50,024 ▲9.7%1,0750.5%Business ServicesINTCIntel$555,606$26,366 ▼-4.5%27,7110.5%Computer and TechnologyCPCanadian Pacific Kansas City$531,847$362,935 ▼-40.6%7,3490.5%TransportationCLXClorox$523,7720.0%3,2250.5%Consumer StaplesETNEaton$506,1020.0%1,5250.5%Industrial ProductsABBVAbbVie$487,787$4,443 ▼-0.9%2,7450.5%MedicalXLEEnergy Select Sector SPDR Fund$483,9790.0%5,6500.5%ETFESSEssex Property Trust$446,4280.0%1,5640.4%FinanceAVGOBroadcom$430,063$31,298 ▼-6.8%1,8550.4%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$427,741$5,188 ▼-1.2%13,6050.4%ETFVZVerizon Communications$426,7330.0%10,6710.4%Computer and TechnologyTSLATesla$415,9550.0%1,0300.4%Auto/Tires/TrucksHONHoneywell International$408,8610.0%1,8100.4%Multi-Sector ConglomeratesVBVanguard Small-Cap ETF$406,073$12,014 ▲3.0%1,6900.4%ETFXLIIndustrial Select Sector SPDR Fund$396,598$12,517 ▼-3.1%3,0100.4%ETFHCCWarrior Met Coal$377,673$2,929 ▲0.8%6,9630.4%Oils/EnergyBROOKFIELD ASSET MGMT INC$371,4720.0%6,8550.4%CL A LTD VT SHIBKRInteractive Brokers Group$371,007$106,885 ▲40.5%2,1000.4%FinanceBIPCBrookfield Infrastructure$364,131$1,600 ▼-0.4%9,1010.3%UtilitiesNKENIKE$359,436$10,594 ▼-2.9%4,7500.3%Consumer DiscretionaryDUTCH SHELL PLC$346,956$11,778 ▲3.5%5,5380.3%SPON ADR BCRMSalesforce$346,032$11,702 ▲3.5%1,0350.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$333,325$266,298 ▲397.3%11,9600.3%ETFFMSFresenius Medical Care$331,608$37,469 ▼-10.2%14,6470.3%MedicalXARSPDR S&P Aerospace & Defense ETF$330,3810.0%2,2730.3%ETFDISWalt Disney$319,0180.0%2,8650.3%Consumer DiscretionaryAEPAmerican Electric Power$312,660$3,228 ▼-1.0%3,3900.3%UtilitiesIYFiShares U.S. Financials ETF$306,8600.0%2,7750.3%ETFCMCSAComcast$306,3950.0%8,1640.3%Consumer DiscretionaryVANGUARD WORLD FDS$302,7250.0%1,1900.3%INDUSTRIAL ETFCLColgate-Palmolive$300,9120.0%3,3100.3%Consumer StaplesHPQHP$296,3130.0%9,0810.3%Computer and TechnologyIBMInternational Business Machines$291,7140.0%1,3270.3%Computer and TechnologyNVSNovartis$286,578$9,731 ▼-3.3%2,9450.3%MedicalMCOMoody's$286,389$28,402 ▼-9.0%6050.3%FinanceMPMP Materials$277,7740.0%17,8060.3%Basic MaterialsHPEHewlett Packard Enterprise$270,4190.0%12,6660.3%Computer and TechnologyMETAMeta Platforms$265,236$23,420 ▼-8.1%4530.3%Computer and TechnologyPFEPfizer$247,100$23,877 ▼-8.8%9,3140.2%MedicalCMGChipotle Mexican Grill$241,200$241,200 ▲New Holding4,0000.2%Retail/WholesaleTAT&T$228,998$5,920 ▲2.7%10,0570.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$218,2100.0%4,5150.2%ETFGBTGGlobal Business Travel Group$214,609$15,321 ▲7.7%23,1260.2%TransportationMMM3M$211,0620.0%1,6350.2%Multi-Sector ConglomeratesCOSTCostco Wholesale$208,909$7,330 ▲3.6%2,2800.2%Retail/WholesaleAXPAmerican Express$203,598$203,598 ▲New Holding6860.2%FinanceBMRCBank of Marin Bancorp$200,334$200,334 ▲New Holding8,4280.2%FinancePALANTIR TECHNOLOGIES INC$0$504,618 ▼-100.0%00.0%CL ABSCOInvesco BulletShares 2024 Corporate Bond ETF$0$374,352 ▼-100.0%00.0%ETFRWTRedwood Trust$0$153,008 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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