Filed: 5/14/2025ACC: 0000108634-25-000006
📋 What this filing means
WULFF, HANSEN & CO. filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $109.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$109.68M
Total AUM (reported)
1.15M
Total Shares
Allocation by class
COM$70.17M64.0%
INF TECH ETF$4.87M4.4%
COM NEW$4.05M3.7%
CAP STK CL A$4.02M3.7%
COM CL A$3.26M3.0%
CL A$2.81M2.6%
CL B NEW$2.24M2.0%
Portfolio Concentration
Top 3$16.60M15.1%
4–10$24.20M22.1%
11–25$26.88M24.5%
Rest$42.00M38.3%
Top 3 weight
15.1%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings98
Rows:
BLACKSTONE INC
SOLEShares54.34K
TypeSH
Market value$7.60M
6.93%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WORLD FDS
SOLEShares8.97K
TypeSH
Market value$4.87M
4.44%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares21.73K
TypeSH
Market value$4.13M
3.77%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26K
TypeSH
Market value$4.02M
3.67%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.14K
TypeSH
Market value$3.80M
3.47%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.99K
TypeSH
Market value$3.55M
3.24%
Sole
0.00
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares20.72K
TypeSH
Market value$3.53M
3.22%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.53K
TypeSH
Market value$3.34M
3.04%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares12.58K
TypeSH
Market value$3.09M
2.81%
Sole
0.00
Shared
0.00
None
0.00
RAYTHEON TECHNOLOGIES CORP
SOLEShares21.63K
TypeSH
Market value$2.87M
2.61%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares7.58K
TypeSH
Market value$2.66M
2.42%
Sole
0.00
Shared
0.00
None
0.00
GENERAL ELECTRIC CO
SOLEShares11.41K
TypeSH
Market value$2.28M
2.08%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.20K
TypeSH
Market value$2.24M
2.04%
Sole
0.00
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares46.38K
TypeSH
Market value$1.94M
1.76%
Sole
0.00
Shared
0.00
None
0.00
CSX CORP
SOLEShares60.28K
TypeSH
Market value$1.77M
1.62%
Sole
0.00
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares33.63K
TypeSH
Market value$1.76M
1.61%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares11.10K
TypeSH
Market value$1.76M
1.61%
Sole
0.00
Shared
0.00
None
0.00
BROOKFIELD INFRAST PARTNERS
SOLEShares55.83K
TypeSH
Market value$1.66M
1.52%
Sole
0.00
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares18.40K
TypeSH
Market value$1.65M
1.51%
Sole
0.00
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares24.13K
TypeSH
Market value$1.64M
1.49%
Sole
0.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.86K
TypeSH
Market value$1.64M
1.49%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares53.98K
TypeSH
Market value$1.51M
1.38%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.08K
TypeSH
Market value$1.49M
1.36%
Sole
0.00
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares9.78K
TypeSH
Market value$1.44M
1.32%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares7.29K
TypeSH
Market value$1.44M
1.31%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKSTONE INCSOLE | COM | 54.34K | SH | $7.60M 6.93% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSSOLE | INF TECH ETF | 8.97K | SH | $4.87M 4.44% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.73K | SH | $4.13M 3.77% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 26K | SH | $4.02M 3.67% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.14K | SH | $3.80M 3.47% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.99K | SH | $3.55M 3.24% | 0.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 20.72K | SH | $3.53M 3.22% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.53K | SH | $3.34M 3.04% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 12.58K | SH | $3.09M 2.81% | 0.00 | 0.00 | 0.00 |
RAYTHEON TECHNOLOGIES CORPSOLE | COM | 21.63K | SH | $2.87M 2.61% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 7.58K | SH | $2.66M 2.42% | 0.00 | 0.00 | 0.00 |
GENERAL ELECTRIC COSOLE | COM NEW | 11.41K | SH | $2.28M 2.08% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.20K | SH | $2.24M 2.04% | 0.00 | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | COM | 46.38K | SH | $1.94M 1.76% | 0.00 | 0.00 | 0.00 |
CSX CORPSOLE | COM | 60.28K | SH | $1.77M 1.62% | 0.00 | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 33.63K | SH | $1.76M 1.61% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 11.10K | SH | $1.76M 1.61% | 0.00 | 0.00 | 0.00 |
BROOKFIELD INFRAST PARTNERSSOLE | LP INT UNIT | 55.83K | SH | $1.66M 1.52% | 0.00 | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 18.40K | SH | $1.65M 1.51% | 0.00 | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 24.13K | SH | $1.64M 1.49% | 0.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.86K | SH | $1.64M 1.49% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 53.98K | SH | $1.51M 1.38% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.08K | SH | $1.49M 1.36% | 0.00 | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 9.78K | SH | $1.44M 1.32% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 7.29K | SH | $1.44M 1.31% | 0.00 | 0.00 | 0.00 |
Page 1 of 4