Filed: 2/3/2026ACC: 0000108634-26-000002
๐ What this filing means
WULFF, HANSEN & CO. filed this quarterly 13FโHR report disclosing 102 equity positions with a total reported market value of $119.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$119.20M
Total AUM (reported)
1.09M
Total Shares
Allocation by class
COM$73.66M61.8%
INF TECH ETF$6.61M5.5%
CAP STK CL A$6.09M5.1%
COM NEW$4.31M3.6%
COM CL A$3.02M2.5%
CL A LTD VT SH$2.26M1.9%
CL A$2.17M1.8%
Portfolio Concentration
Top 3$20.73M17.4%
4โ10$26.43M22.2%
11โ25$27.40M23.0%
Rest$44.63M37.4%
Top 3 weight
17.4%
Top 10 weight
39.6%
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)
Sole102
Shared0
Other0
Dominant voting typeNone ยท 0.0% of voting shares
Institutional Holdings102
Rows:
BLACKSTONE INC
SOLEShares52.15K
TypeSH
Market value$8.04M
6.74%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WORLD FDS
SOLEShares8.76K
TypeSH
Market value$6.61M
5.54%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.45K
TypeSH
Market value$6.09M
5.11%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares19.42K
TypeSH
Market value$4.48M
3.76%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.20K
TypeSH
Market value$4.45M
3.73%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.92K
TypeSH
Market value$4.06M
3.40%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares12.10K
TypeSH
Market value$3.90M
3.27%
Sole
0.00
Shared
0.00
None
0.00
RAYTHEON TECHNOLOGIES CORP
SOLEShares21.23K
TypeSH
Market value$3.89M
3.27%
Sole
0.00
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares19.80K
TypeSH
Market value$2.84M
2.38%
Sole
0.00
Shared
0.00
None
0.00
GENERAL ELECTRIC CO
SOLEShares9.14K
TypeSH
Market value$2.82M
2.36%
Sole
0.00
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares44.65K
TypeSH
Market value$2.46M
2.06%
Sole
0.00
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares49.19K
TypeSH
Market value$2.26M
1.89%
Sole
0.00
Shared
0.00
None
0.00
CSX CORP
SOLEShares59.04K
TypeSH
Market value$2.14M
1.80%
Sole
0.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.47K
TypeSH
Market value$1.96M
1.65%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.76K
TypeSH
Market value$1.89M
1.59%
Sole
0.00
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares17.52K
TypeSH
Market value$1.84M
1.55%
Sole
0.00
Shared
0.00
None
0.00
WILLDAN GROUP INC
SOLEShares17.50K
TypeSH
Market value$1.81M
1.52%
Sole
0.00
Shared
0.00
None
0.00
BROOKFIELD INFRAST PARTNERS
SOLEShares51.11K
TypeSH
Market value$1.78M
1.49%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares5.05K
TypeSH
Market value$1.77M
1.49%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares2.02K
TypeSH
Market value$1.74M
1.46%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares14.10K
TypeSH
Market value$1.68M
1.41%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.76K
TypeSH
Market value$1.63M
1.37%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares10.09K
TypeSH
Market value$1.62M
1.36%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares51.67K
TypeSH
Market value$1.42M
1.19%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.05K
TypeSH
Market value$1.39M
1.17%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKSTONE INCSOLE | COM | 52.15K | SH | $8.04M 6.74% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSSOLE | INF TECH ETF | 8.76K | SH | $6.61M 5.54% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.45K | SH | $6.09M 5.11% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 19.42K | SH | $4.48M 3.76% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.20K | SH | $4.45M 3.73% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.92K | SH | $4.06M 3.40% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 12.10K | SH | $3.90M 3.27% | 0.00 | 0.00 | 0.00 |
RAYTHEON TECHNOLOGIES CORPSOLE | COM | 21.23K | SH | $3.89M 3.27% | 0.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 19.80K | SH | $2.84M 2.38% | 0.00 | 0.00 | 0.00 |
GENERAL ELECTRIC COSOLE | COM NEW | 9.14K | SH | $2.82M 2.36% | 0.00 | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | COM | 44.65K | SH | $2.46M 2.06% | 0.00 | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 49.19K | SH | $2.26M 1.89% | 0.00 | 0.00 | 0.00 |
CSX CORPSOLE | COM | 59.04K | SH | $2.14M 1.80% | 0.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.47K | SH | $1.96M 1.65% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.76K | SH | $1.89M 1.59% | 0.00 | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 17.52K | SH | $1.84M 1.55% | 0.00 | 0.00 | 0.00 |
WILLDAN GROUP INCSOLE | COM | 17.50K | SH | $1.81M 1.52% | 0.00 | 0.00 | 0.00 |
BROOKFIELD INFRAST PARTNERSSOLE | LP INT UNIT | 51.11K | SH | $1.78M 1.49% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.05K | SH | $1.77M 1.49% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.02K | SH | $1.74M 1.46% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 14.10K | SH | $1.68M 1.41% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | com | 8.76K | SH | $1.63M 1.37% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 10.09K | SH | $1.62M 1.36% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 51.67K | SH | $1.42M 1.19% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.05K | SH | $1.39M 1.17% | 0.00 | 0.00 | 0.00 |
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