Filed: 8/12/2025ACC: 0000108634-25-000009
📋 What this filing means
WULFF, HANSEN & CO. filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $116.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$116.84M
Total AUM (reported)
1.09M
Total Shares
Allocation by class
COM$75.36M64.5%
INF TECH ETF$5.88M5.0%
COM NEW$4.15M3.5%
CAP STK CL A$3.40M2.9%
COM CL A$3.18M2.7%
CL A$2.88M2.5%
CL A LTD VT SH$2.03M1.7%
Portfolio Concentration
Top 3$18.87M16.2%
4–10$25.00M21.4%
11–25$27.23M23.3%
Rest$45.74M39.1%
Top 3 weight
16.2%
Top 10 weight
37.5%
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)
Sole100
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings100
Rows:
BLACKSTONE INC
SOLEShares53.55K
TypeSH
Market value$8.01M
6.86%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WORLD FDS
SOLEShares8.86K
TypeSH
Market value$5.88M
5.03%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.73K
TypeSH
Market value$4.99M
4.27%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.89K
TypeSH
Market value$4.92M
4.21%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.59K
TypeSH
Market value$3.56M
3.04%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares12.23K
TypeSH
Market value$3.55M
3.03%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.30K
TypeSH
Market value$3.40M
2.91%
Sole
0.00
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares20.51K
TypeSH
Market value$3.27M
2.80%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.50K
TypeSH
Market value$3.18M
2.72%
Sole
0.00
Shared
0.00
None
0.00
RAYTHEON TECHNOLOGIES CORP
SOLEShares21.40K
TypeSH
Market value$3.12M
2.67%
Sole
0.00
Shared
0.00
None
0.00
GENERAL ELECTRIC CO
SOLEShares9.95K
TypeSH
Market value$2.56M
2.19%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares6.84K
TypeSH
Market value$2.43M
2.08%
Sole
0.00
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares45.25K
TypeSH
Market value$2.14M
1.83%
Sole
0.00
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares32.80K
TypeSH
Market value$2.03M
1.74%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares10.98K
TypeSH
Market value$2.00M
1.71%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.11K
TypeSH
Market value$2.00M
1.71%
Sole
0.00
Shared
0.00
None
0.00
CSX CORP
SOLEShares59.17K
TypeSH
Market value$1.93M
1.65%
Sole
0.00
Shared
0.00
None
0.00
BROOKFIELD INFRAST PARTNERS
SOLEShares49.33K
TypeSH
Market value$1.65M
1.41%
Sole
0.00
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares23.92K
TypeSH
Market value$1.61M
1.38%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.85K
TypeSH
Market value$1.56M
1.33%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares7.09K
TypeSH
Market value$1.54M
1.32%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.08K
TypeSH
Market value$1.50M
1.28%
Sole
0.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.53K
TypeSH
Market value$1.45M
1.25%
Sole
0.00
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares18.17K
TypeSH
Market value$1.44M
1.23%
Sole
0.00
Shared
0.00
None
0.00
BOEING CO
SOLEShares6.65K
TypeSH
Market value$1.39M
1.19%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKSTONE INCSOLE | COM | 53.55K | SH | $8.01M 6.86% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSSOLE | INF TECH ETF | 8.86K | SH | $5.88M 5.03% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.73K | SH | $4.99M 4.27% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.89K | SH | $4.92M 4.21% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.59K | SH | $3.56M 3.04% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 12.23K | SH | $3.55M 3.03% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.30K | SH | $3.40M 2.91% | 0.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 20.51K | SH | $3.27M 2.80% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.50K | SH | $3.18M 2.72% | 0.00 | 0.00 | 0.00 |
RAYTHEON TECHNOLOGIES CORPSOLE | COM | 21.40K | SH | $3.12M 2.67% | 0.00 | 0.00 | 0.00 |
GENERAL ELECTRIC COSOLE | COM NEW | 9.95K | SH | $2.56M 2.19% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.84K | SH | $2.43M 2.08% | 0.00 | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | COM | 45.25K | SH | $2.14M 1.83% | 0.00 | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 32.80K | SH | $2.03M 1.74% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 10.98K | SH | $2.00M 1.71% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.11K | SH | $2.00M 1.71% | 0.00 | 0.00 | 0.00 |
CSX CORPSOLE | COM | 59.17K | SH | $1.93M 1.65% | 0.00 | 0.00 | 0.00 |
BROOKFIELD INFRAST PARTNERSSOLE | LP INT UNIT | 49.33K | SH | $1.65M 1.41% | 0.00 | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 23.92K | SH | $1.61M 1.38% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | com | 9.85K | SH | $1.56M 1.33% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 7.09K | SH | $1.54M 1.32% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.08K | SH | $1.50M 1.28% | 0.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.53K | SH | $1.45M 1.25% | 0.00 | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 18.17K | SH | $1.44M 1.23% | 0.00 | 0.00 | 0.00 |
BOEING COSOLE | COM | 6.65K | SH | $1.39M 1.19% | 0.00 | 0.00 | 0.00 |
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