MondegarAI
WULFF, HANSEN & CO.

Q3 2024 · 13F-HR

WULFF, HANSEN & CO.holdings as filed

Filed 2024-11-12 · accession 0000108634-24-000014

$110.4M
Reported value
96
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09260D107BXBLACKSTONE INC$8.6M7.75%55,851CommonSOLE
92204A702VGTVANGUARD WORLD FDS$5.4M4.88%9,177CommonSOLE
594918104MSFTMICROSOFT CORP$4.7M4.24%10,874CommonSOLE
02079K305GOOGLALPHABET INC$4.0M3.60%23,939CommonSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$4.0M3.60%9,141CommonSOLE
023135107AMAZON COM INC$3.8M3.43%20,350CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.7M3.31%21,074CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.7M2.45%12,851CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$2.6M2.39%21,813CommonSOLE
037833100AAPLAPPLE INC$2.5M2.29%10,844CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M1.96%4,697CommonSOLE
58933Y105MRKMERCK & CO INC$2.1M1.91%18,520CommonSOLE
126408103CSXCSX CORP$2.1M1.89%60,285CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$2.0M1.84%58,062CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M1.77%2,200CommonSOLE
060505104BACBK OF AMERICA CORP$1.9M1.74%48,398CommonSOLE
369604301GEGENERAL ELECTRIC CO$1.9M1.71%10,033CommonSOLE
92826C839VVISA INC$1.9M1.69%6,795CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.8M1.62%24,265CommonSOLE
11271J107BNBROOKFIELD CORP$1.8M1.62%33,631CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M1.51%10,280CommonSOLE
437076102HDHOME DEPOT INC$1.6M1.49%4,068CommonSOLE
372460105GPCGENUINE PARTS CO$1.6M1.43%11,300CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.5M1.35%7,460CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.5M1.34%17,445CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.4M1.30%9,850CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.4M1.23%17,160CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.3M1.20%2,261CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.3M1.14%25,099CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M1.12%10,180CommonSOLE
464288646IGSBISHARES TR$1.1M1.03%21,550CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$1.1M1.02%20,700CommonSOLE
931142103WMTWALMART INC$1.1M0.97%13,221CommonSOLE
166764100CVXCHEVRON CORP NEW$1.1M0.96%7,206CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.1M0.96%12,364CommonSOLE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$1.0M0.93%41,187CommonSOLE
370334104GISGENERAL MLS INC$1.0M0.93%13,865CommonSOLE
30231G102XOMEXXON MOBIL CORP$940,6910.85%8,025CommonSOLE
96924N100WLDNWILLDAN GROUP INC$919,3680.83%22,451CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$884,9280.80%7,675CommonSOLE
78468R853SPSMSPDR SER TR$819,6350.74%18,010CommonSOLE
94106L109WMWASTE MGMT INC DEL$811,3010.73%3,908CommonSOLE
253868103DLRDIGITAL RLTY TR INC$802,8390.73%4,961CommonSOLE
134429109CPBCAMPBELL SOUP CO$792,9930.72%16,210CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$760,8550.69%2,352CommonSOLE
67066G104NVDANVIDIA CORPORATION$759,6070.69%6,255CommonSOLE
097023105BABOEING CO$730,5520.66%4,805CommonSOLE
532457108LLYLILLY ELI & CO$695,4630.63%785CommonSOLE
458140100INTCINTEL CORP$680,9500.62%29,026CommonSOLE
842587107SOSOUTHERN CO$663,9950.60%7,363CommonSOLE
419596101HVTHAVERTY FURNITURE COS INC$661,3680.60%24,076CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$660,4640.60%4,642CommonSOLE
00287Y109ABBVABBVIE INC$547,0200.50%2,770CommonSOLE
189054109CLXCLOROX CO DEL$525,3850.48%3,225CommonSOLE
G29183103ETNEATON CORP PLC$505,4460.46%1,525CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$504,6180.46%13,565CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$496,0700.45%5,650CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$483,9240.44%980CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$479,2350.43%10,671CommonSOLE
297178105ESSESSEX PPTY TR INC$462,0370.42%1,564CommonSOLE
36828A101GEVGE VERNOVA INC$459,2190.42%1,801CommonSOLE
464288687PFFISHARES TR$457,5770.41%13,770CommonSOLE
93627C101HCCWARRIOR MET COAL INC$441,4850.40%6,909CommonSOLE
654106103NKENIKE INC$432,2760.39%4,890CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$420,5410.38%3,105CommonSOLE
922908751VBVANGUARD INDEX FDS$389,0240.35%1,640CommonSOLE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$374,3520.34%17,725CommonSOLE
438516106HONHONEYWELL INTL INC$374,1450.34%1,810CommonSOLE
780259107DUTCH SHELL PLC$352,8330.32%5,350CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$351,4050.32%3,425CommonSOLE
66987V109NVSNOVARTIS AG$350,2360.32%3,045CommonSOLE
358029106FMSFRESENIUS MED CARE AG&CO KGA$347,2330.31%16,302CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$343,6110.31%3,310CommonSOLE
11135F101AVGOBROADCOM INC$343,2750.31%1,990CommonSOLE
20030N101CMCSACOMCAST CORP NEW$341,0100.31%8,164CommonSOLE
78464A631XARSPDR SER TR$340,1320.31%2,273CommonSOLE
40434L105HPQHP INC$325,7350.30%9,081CommonSOLE
112585104BROOKFIELD ASSET MGMT INC$324,1730.29%6,855CommonSOLE
615369105MCOMOODYS CORP$315,6020.29%665CommonSOLE
553368101MPMP MATERIALS CORP$314,2760.28%17,806CommonSOLE
92204A602VANGUARD WORLD FDS$309,4830.28%1,190CommonSOLE
717081103PFEPFIZER INC$295,5930.27%10,214CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$293,3730.27%1,327CommonSOLE
464287788IYFISHARES TR$288,3230.26%2,775CommonSOLE
30303M102METAMETA PLATFORMS INC$282,2130.26%493CommonSOLE
254687106DISDISNEY WALT CO$275,5840.25%2,865CommonSOLE
79466L302CRMSALESFORCE INC$273,7100.25%1,000CommonSOLE
88160R101TSLATESLA INC$269,4790.24%1,030CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$259,1460.23%12,666CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$250,5530.23%2,405CommonSOLE
88579Y101MMM3M CO$223,5050.20%1,635CommonSOLE
00206R102TAT&T INC$215,5340.20%9,797CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$208,3430.19%1,495CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$204,6200.19%4,515CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$165,1430.15%21,475CommonSOLE
758075402RWTREDWOOD TR INC$153,0080.14%19,794CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.