Q4 2025 · 13F-HR
WULFF, HANSEN & CO.holdings as filed
Filed 2026-02-03 · accession 0000108634-26-000002
$119.2M
Reported value
102
Positions
2025-12-31
Period end
The Brief · WULFF, HANSEN & CO. · Q4 2025
AI · grounded in 13F
WULFF, HANSEN & CO. established a new position in AMZN valued at $4.48M. The fund also opened new stakes in IEMG for $390,145 and GH for $325,316. On the sell side, the fund closed its positions in KMB, DIS, and NKE.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 09260D107 | BX | BLACKSTONE INC | $8.0M | 6.74% | 52,149 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FDS | $6.6M | 5.54% | 8,764 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $6.1M | 5.11% | 19,445 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $4.5M | 3.76% | 19,420 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $4.4M | 3.73% | 9,201 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $4.1M | 3.40% | 14,918 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $3.9M | 3.27% | 12,101 | Common | SOLE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES CORP | $3.9M | 3.27% | 21,227 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.8M | 2.38% | 19,804 | Common | SOLE |
| 369604301 | GE | GENERAL ELECTRIC CO | $2.8M | 2.36% | 9,140 | Common | SOLE |
| 060505104 | BAC | BK OF AMERICA CORP | $2.5M | 2.06% | 44,648 | Common | SOLE |
| 11271J107 | BN | BROOKFIELD CORP | $2.3M | 1.89% | 49,190 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $2.1M | 1.80% | 59,040 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.65% | 9,475 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.59% | 3,762 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.8M | 1.55% | 17,525 | Common | SOLE |
| 96924N100 | WLDN | WILLDAN GROUP INC | $1.8M | 1.52% | 17,505 | Common | SOLE |
| G16252101 | BIP | BROOKFIELD INFRAST PARTNERS | $1.8M | 1.49% | 51,106 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.8M | 1.49% | 5,055 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $1.7M | 1.46% | 2,019 | Common | SOLE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $1.7M | 1.41% | 14,098 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.6M | 1.37% | 8,755 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $1.6M | 1.36% | 10,090 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $1.4M | 1.19% | 51,670 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $1.4M | 1.17% | 4,054 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $1.3M | 1.10% | 25,799 | Common | SOLE |
| 372460105 | GPC | GENUINE PARTS CO | $1.3M | 1.07% | 10,335 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $1.2M | 1.04% | 9,475 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $1.2M | 1.02% | 22,530 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.2M | 1.02% | 1,931 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $1.2M | 1.00% | 10,733 | Common | SOLE |
| 097023105 | BA | BOEING CO | $1.2M | 0.99% | 5,451 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $1.2M | 0.98% | 1,784 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $1.1M | 0.96% | 7,475 | Common | SOLE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $1.1M | 0.93% | 13,945 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $1.1M | 0.91% | 1,895 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $1.1M | 0.88% | 3,045 | Common | SOLE |
| 35473P868 | FLMI | FRANKLIN TEMPLETON ETF TR | $1.0M | 0.86% | 41,187 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $1.0M | 0.86% | 2,112 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $950,084 | 0.80% | 7,895 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $931,820 | 0.78% | 7,950 | Common | SOLE |
| 78468R853 | SPSM | SPDR SER TR | $864,801 | 0.73% | 18,455 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $855,331 | 0.72% | 3,893 | Common | SOLE |
| 130788102 | CWT | CALIFORNIA WTR SVC GROUP | $850,351 | 0.71% | 19,625 | Common | SOLE |
| 464288646 | IGSB | ISHARES TR | $835,240 | 0.70% | 15,795 | Common | SOLE |
| 553368101 | MP | MP MATERIALS CORP | $831,105 | 0.70% | 16,451 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $820,104 | 0.69% | 1,335 | Common | SOLE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $767,516 | 0.64% | 4,961 | Common | SOLE |
| 419596101 | HVT | HAVERTY FURNITURE COS INC | $712,994 | 0.60% | 30,522 | Common | SOLE |
| 842587107 | SO | SOUTHERN CO | $666,906 | 0.56% | 7,648 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $613,928 | 0.52% | 6,963 | Common | SOLE |
| 370334104 | GIS | GENERAL MLS INC | $611,010 | 0.51% | 13,140 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $607,783 | 0.51% | 2,660 | Common | SOLE |
| 532457108 | LLY | LILLY ELI & CO | $596,447 | 0.50% | 555 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $567,697 | 0.48% | 1,481 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $518,282 | 0.43% | 7,039 | Common | SOLE |
| 464288760 | ITA | ISHARES TR | $501,731 | 0.42% | 2,337 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $499,520 | 0.42% | 875 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $472,910 | 0.40% | 12,816 | Common | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $471,243 | 0.40% | 10,540 | Common | SOLE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $466,911 | 0.39% | 3,010 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $463,212 | 0.39% | 1,030 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $434,630 | 0.36% | 10,671 | Common | SOLE |
| 134429109 | CPB | CAMPBELL SOUP CO | $434,215 | 0.36% | 15,580 | Common | SOLE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $432,867 | 0.36% | 13,270 | Common | SOLE |
| 446413106 | HII | HUNTINGTON INGALLS INDS INC | $415,566 | 0.35% | 1,222 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $412,296 | 0.35% | 5,611 | Common | SOLE |
| 113004105 | BAM | BROOKFIELD ASSET MANAGMT LTD | $410,214 | 0.34% | 7,830 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $410,174 | 0.34% | 4,585 | Common | SOLE |
| 297178105 | ESS | ESSEX PPTY TR INC | $409,268 | 0.34% | 1,564 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $399,730 | 0.34% | 1,255 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG | $394,998 | 0.33% | 2,865 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS COM | $393,071 | 0.33% | 1,327 | Common | SOLE |
| 025537101 | AEP | AMERICAN ELEC PWR CO INC | $390,901 | 0.33% | 3,390 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $390,145 | 0.33% | 5,804 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $379,440 | 0.32% | 815 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $370,671 | 0.31% | 1,900 | Common | SOLE |
| 464288687 | PFF | ISHARES TR | $365,328 | 0.31% | 11,800 | Common | SOLE |
| 464287788 | IYF | ISHARES TR | $357,781 | 0.30% | 2,775 | Common | SOLE |
| 92204A603 | VIS | VANGUARD WORLD FDS | $355,072 | 0.30% | 1,190 | Common | SOLE |
| 11276H106 | BIPC | BROOKFIELD INFRASTRUCTURE CO | $338,457 | 0.28% | 7,455 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $329,498 | 0.28% | 645 | Common | SOLE |
| 464286509 | EWC | ISHARES INC | $326,384 | 0.27% | 6,052 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $325,762 | 0.27% | 764 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $325,316 | 0.27% | 3,185 | Common | SOLE |
| 189054109 | CLX | CLOROX CO DEL | $321,144 | 0.27% | 3,185 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $315,989 | 0.27% | 1,225 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $285,728 | 0.24% | 11,475 | Common | SOLE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $265,908 | 0.22% | 4,855 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $261,764 | 0.22% | 1,635 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $261,556 | 0.22% | 3,310 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $253,786 | 0.21% | 686 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $244,022 | 0.20% | 8,164 | Common | SOLE |
| Y27183600 | GSL | GLOBAL SHIP LEASE INC NEW | $238,447 | 0.20% | 6,805 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $233,498 | 0.20% | 1,020 | Common | SOLE |
| 384802104 | GWW | GRAINGER W W INC | $232,082 | 0.19% | 230 | Common | SOLE |
| 063425102 | BMRC | BANK MARIN BANCORP | $222,177 | 0.19% | 8,542 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $211,229 | 0.18% | 320 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $202,518 | 0.17% | 3,015 | Common | SOLE |
| 40434L105 | HPQ | HP INC | $202,325 | 0.17% | 9,081 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $200,760 | 0.17% | 2,000 | Common | SOLE |
| 37890B100 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $176,914 | 0.15% | 23,126 | Common | SOLE |
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.