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View AllLatest WULFF, HANSEN & CO. Stock Portfolio
$90.08Million
Equity Portfolio Value
Last Reported on: 12 Feb, 2024
About WULFF, HANSEN & CO. and it’s 13F Hedge Fund Stock Holdings
WULFF, HANSEN & CO. is a hedge fund based in San Rafael, CA. On 17-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $108.9 Millions. In it's latest 13F Holdings report, WULFF, HANSEN & CO. reported an equity portfolio of $90.1 Millions as of 31 Dec, 2023.
The top stock holdings of WULFF, HANSEN & CO. are BX, VAW, MSFT. The fund has invested 8% of it's portfolio in BLACKSTONE INC and 5% of portfolio in VANGUARD WORLD FDS .
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB (BSAE) and COLUMBIA BKG SYS INC (COLB) stocks. They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), PFIZER INC (PFE) and EXXON MOBIL CORP (XOM). WULFF, HANSEN & CO. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), 3M CO (MMM) and S & P GLOBAL INC (SPGI). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), TESLA INC (TSLA) and VISA INC (V).
The top stock holdings of WULFF, HANSEN & CO. are BX, VAW, MSFT. The fund has invested 8% of it's portfolio in BLACKSTONE INC and 5% of portfolio in VANGUARD WORLD FDS .
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB (BSAE) and COLUMBIA BKG SYS INC (COLB) stocks. They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), PFIZER INC (PFE) and EXXON MOBIL CORP (XOM). WULFF, HANSEN & CO. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), 3M CO (MMM) and S & P GLOBAL INC (SPGI). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), TESLA INC (TSLA) and VISA INC (V).
New Buys
| Ticker | $ Bought |
|---|---|
| PALANTIR TECHNOLOGIES INC | 328,376 |
| 3M CO | 236,131 |
| S & P GLOBAL INC | 220,260 |
New stocks bought by WULFF, HANSEN & CO.
Additions
| Ticker | % Inc. |
|---|---|
| META PLATFORMS INC | 95.00 |
| TESLA INC | 88.89 |
| VISA INC | 32.3 |
| INTEL CORP | 4.2 |
| JPMORGAN CHASE & CO | 0.7 |
| PROCTER AND GAMBLE CO | 0.35 |
Additions to existing portfolio by WULFF, HANSEN & CO.
Reductions
| Ticker | % Reduced |
|---|---|
| COSTCO WHSL CORP NEW | -90.23 |
| PFIZER INC | -69.13 |
| EXXON MOBIL CORP | -22.82 |
| WILLDAN GROUP INC | -20.5 |
| AMAZON COM INC | -18.08 |
| CSX CORP | -17.69 |
| BLACKSTONE INC | -15.87 |
| ISHARES TR | -15.53 |
WULFF, HANSEN & CO. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB | -780,309 |
| VANGUARD SCOTTSDALE FDS | -1,512,390 |
| COLUMBIA BKG SYS INC | -236,475 |
| OCCIDENTAL PETE CORP | -227,080 |
| PIMCO ETF TR | -224,213 |
WULFF, HANSEN & CO. got rid off the above stocks
Current Stock Holdings of WULFF, HANSEN & CO.
Last Reported on: 12 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.40 | 11,214 | 2,159,030 | REDUCED | -0.84 | |
| AAXJ | ISHARES TR | 1.36 | 23,960 | 1,228,550 | REDUCED | -3.72 | |
| AAXJ | ISHARES TR | 0.50 | 14,595 | 455,218 | REDUCED | -0.14 | |
| ABBV | ABBVIE INC | 0.54 | 3,155 | 488,930 | UNCHANGED | 0.00 | |
| ACTX | GLOBAL X FDS | 0.16 | 22,790 | 146,996 | UNCHANGED | 0.00 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.34 | 3,825 | 310,667 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.26 | 2,775 | 237,013 | REDUCED | -15.53 | |
| AMZN | AMAZON COM INC | 3.08 | 18,255 | 2,773,660 | REDUCED | -18.08 | |
| AWK | AMERICAN WTR WKS CO INC NEW | 1.68 | 11,480 | 1,515,240 | UNCHANGED | 0.00 | |
| BA | BOEING CO | 3.42 | 11,831 | 3,083,870 | REDUCED | -0.17 | |
| BAC | BK OF AMERICA CORP | 2.04 | 54,658 | 1,840,350 | REDUCED | -6.28 | |
| BAM | BROOKFIELD ASSET MGMT INC | 0.43 | 9,679 | 388,805 | REDUCED | -0.99 | |
| BIP | BROOKFIELD INFRAST PARTNERS | 2.13 | 60,801 | 1,914,620 | REDUCED | -1.37 | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 0.55 | 13,974 | 493,003 | REDUCED | -4.04 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 1.71 | 19,960 | 1,544,300 | REDUCED | -0.82 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BOND | PIMCO ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.39 | 16,980 | 354,542 | UNCHANGED | 0.00 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BX | BLACKSTONE INC | 8.02 | 59,767 | 7,224,700 | REDUCED | -15.87 | |
| CL | COLGATE PALMOLIVE CO | 0.30 | 3,430 | 273,405 | REDUCED | -8.41 | |
| CLX | CLOROX CO DEL | 0.51 | 3,225 | 459,853 | REDUCED | -0.92 | |
| CMCSA | COMCAST CORP NEW | 0.69 | 14,259 | 625,257 | UNCHANGED | 0.00 | |
| COLB | COLUMBIA BKG SYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| COST | COSTCO WHSL CORP NEW | 0.48 | 660 | 435,653 | REDUCED | -90.23 | |
| CPB | CAMPBELL SOUP CO | 0.81 | 16,925 | 731,668 | UNCHANGED | 0.00 | |
| CSX | CSX CORP | 2.52 | 65,578 | 2,273,590 | REDUCED | -17.69 | |
| CVX | CHEVRON CORP NEW | 1.24 | 7,516 | 1,120,940 | UNCHANGED | 0.00 | |
| CWT | CALIFORNIA WTR SVC GROUP | 1.30 | 22,585 | 1,171,480 | UNCHANGED | 0.00 | |
| DIS | DISNEY WALT CO | 0.29 | 2,915 | 263,195 | REDUCED | -5.51 | |
| DLR | DIGITAL RLTY TR INC | 0.78 | 5,234 | 704,392 | REDUCED | -1.51 | |
| DUK | DUKE ENERGY CORP NEW | 0.83 | 7,675 | 744,782 | UNCHANGED | 0.00 | |
| ESS | ESSEX PPTY TR INC | 0.43 | 1,564 | 387,778 | UNCHANGED | 0.00 | |
| ETN | EATON CORP PLC | 0.41 | 1,540 | 370,863 | UNCHANGED | 0.00 | |
| FCX | FREEPORT-MCMORAN INC | 1.17 | 24,655 | 1,049,560 | REDUCED | -3.34 | |
| FMS | FRESENIUS MED CARE AG&CO KGA | 0.42 | 18,255 | 380,252 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 1.35 | 15,927 | 1,212,520 | UNCHANGED | 0.00 | |
| GIS | GENERAL MLS INC | 1.10 | 15,150 | 986,871 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 2.20 | 14,190 | 1,982,200 | REDUCED | -2.07 | |
| GPC | GENUINE PARTS CO | 1.76 | 11,465 | 1,587,900 | REDUCED | -0.52 | |
| HCC | WARRIOR MET COAL INC | 0.36 | 5,282 | 322,044 | UNCHANGED | 0.00 | |
| HD | HOME DEPOT INC | 1.69 | 4,396 | 1,523,430 | REDUCED | -3.41 | |
| HON | HONEYWELL INTL INC | 0.50 | 2,130 | 446,682 | REDUCED | -3.84 | |
| HPE | HEWLETT PACKARD ENTERPRISE C | 0.22 | 11,474 | 194,829 | UNCHANGED | 0.00 | |
| HPQ | HP INC | 0.29 | 8,630 | 259,677 | UNCHANGED | 0.00 | |
| HVT | HAVERTY FURNITURE COS INC | 0.87 | 22,014 | 781,497 | UNCHANGED | 0.00 | |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 0.31 | 1,694 | 277,054 | UNCHANGED | 0.00 | |
| INTC | INTEL CORP | 1.87 | 33,602 | 1,688,500 | ADDED | 4.2 | |
| IRM | IRON MTN INC NEW | 0.35 | 4,520 | 316,310 | REDUCED | -4.24 | |
| JNJ | JOHNSON & JOHNSON | 1.99 | 11,440 | 1,793,110 | REDUCED | -0.22 | |
| JPM | JPMORGAN CHASE & CO | 2.66 | 14,088 | 2,396,370 | ADDED | 0.7 | |
| KMB | KIMBERLY-CLARK CORP | 0.68 | 5,052 | 613,869 | UNCHANGED | 0.00 | |
| LLY | LILLY ELI & CO | 0.67 | 1,035 | 603,322 | UNCHANGED | 0.00 | |
| LMT | LOCKHEED MARTIN CORP | 0.91 | 1,800 | 815,832 | UNCHANGED | 0.00 | |
| MDLZ | MONDELEZ INTL INC | 2.23 | 27,775 | 2,011,740 | REDUCED | -2.37 | |
| META | META PLATFORMS INC | 0.77 | 1,950 | 690,222 | ADDED | 95.00 | |
| MMM | 3M CO | 0.26 | 2,160 | 236,131 | NEW | ||
| MNKD | MANNKIND CORP | 0.05 | 13,400 | 48,776 | UNCHANGED | 0.00 | |
| MP | MP MATERIALS CORP | 0.33 | 14,792 | 293,621 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC | 2.52 | 20,853 | 2,273,390 | REDUCED | -1.56 | |
| MSFT | MICROSOFT CORP | 4.56 | 10,927 | 4,108,990 | REDUCED | -2.85 | |
| MSI | MOTOROLA SOLUTIONS INC | 0.63 | 1,804 | 564,814 | REDUCED | -6.24 | |
| NKE | NIKE INC | 0.76 | 6,310 | 685,077 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 0.31 | 566 | 280,295 | REDUCED | -8.41 | |
| NVS | NOVARTIS AG | 0.36 | 3,195 | 322,599 | UNCHANGED | 0.00 | |
| OXY | OCCIDENTAL PETE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PFE | PFIZER INC | 0.31 | 9,614 | 276,787 | REDUCED | -69.13 | |
| PG | PROCTER AND GAMBLE CO | 3.69 | 22,665 | 3,321,330 | ADDED | 0.35 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.36 | 19,125 | 328,376 | NEW | ||
| PM | PHILIP MORRIS INTL INC | 1.13 | 10,805 | 1,016,530 | REDUCED | -1.46 | |
| RTX | RAYTHEON TECHNOLOGIES CORP | 2.01 | 21,538 | 1,812,210 | REDUCED | -0.62 | |
| RWT | REDWOOD TR INC | 0.16 | 19,794 | 146,674 | UNCHANGED | 0.00 | |
| SHEL | DUTCH SHELL PLC | 0.39 | 5,369 | 353,280 | UNCHANGED | 0.00 | |
| SO | SOUTHERN CO | 0.57 | 7,363 | 516,294 | UNCHANGED | 0.00 | |
| SPGI | S & P GLOBAL INC | 0.24 | 500 | 220,260 | NEW | ||
| T | AT&T INC | 0.22 | 12,061 | 202,384 | REDUCED | -10.07 | |
| TSLA | TESLA INC | 0.59 | 2,125 | 528,020 | ADDED | 88.89 | |
| V | VISA INC | 1.48 | 5,120 | 1,332,990 | ADDED | 32.3 | |
| VAW | VANGUARD WORLD FDS | 5.04 | 9,373 | 4,536,530 | REDUCED | -0.84 | |
| VAW | VANGUARD WORLD FDS | 0.29 | 1,190 | 262,312 | UNCHANGED | 0.00 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.47 | 11,247 | 424,012 | REDUCED | -11.42 | |
| WLDN | WILLDAN GROUP INC | 0.46 | 19,415 | 417,423 | REDUCED | -20.5 | |
| WM | WASTE MGMT INC DEL | 0.84 | 4,234 | 758,309 | REDUCED | -1.4 | |
| WMT | WALMART INC | 0.81 | 4,646 | 732,442 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 1.62 | 8,165 | 1,459,980 | REDUCED | -11.17 | |
| XLB | SELECT SECTOR SPDR TR | 0.53 | 5,650 | 473,696 | REDUCED | -1.74 | |
| XLB | SELECT SECTOR SPDR TR | 0.39 | 3,105 | 353,939 | UNCHANGED | 0.00 | |
| XOM | EXXON MOBIL CORP | 0.91 | 8,201 | 819,936 | REDUCED | -22.82 | |
| BERKSHIRE HATHAWAY INC DEL | 1.95 | 4,932 | 1,759,050 | UNCHANGED | 0.00 | ||
| BROOKFIELD CORP | 1.73 | 38,756 | 1,554,890 | REDUCED | -1.00 |