Grufity logo
Grufity logo

Latest WULFF, HANSEN & CO. Stock Portfolio

$97.91Million– No. of Holdings #97

WULFF, HANSEN & CO. Performance:
2026 Q1: -0.18%YTD: -0.18%2025: 16.39%
Performance for 2026 Q1 is -0.18%, and YTD is -0.18%, and 2025 is 16.39%.

About WULFF, HANSEN & CO. and 13F Hedge Fund Stock Holdings

WULFF, HANSEN & CO. is a hedge fund based in San Rafael, CA. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, WULFF, HANSEN & CO. reported an equity portfolio of $97.9 Millions as of 31 Mar, 2026.

The top stock holdings of WULFF, HANSEN & CO. are AMZN, RTX, AAPL. The fund has invested 4.2% of it's portfolio in AMAZON COM INC and 4.2% of portfolio in RAYTHEON TECHNOLOGIES CORP.

The fund managers got completely rid off BLACKSTONE INC (BX), VANGUARD WORLD FDS (VAW) and ALPHABET INC (GOOG) stocks. They significantly reduced their stock positions in WILLDAN GROUP INC (WLDN), CATERPILLAR INC (CAT) and INTEL CORP (INTC). WULFF, HANSEN & CO. opened new stock positions in CLEAN HARBORS INC (CLH) and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), MASTERCARD INCORPORATED (MA) and SCHWAB STRATEGIC TR (FNDA).
WULFF, HANSEN & CO. Equity Portfolio Value
Last Reported on: 07 May, 2026

WULFF, HANSEN & CO. Annual Return Estimates Vs S&P 500

Our best estimate is that WULFF, HANSEN & CO. made a return of -0.18% in the last quarter. In trailing 12 months, it's portfolio return was 17.45%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
clean harbors inc220,209
corning inc201,780
New stocks bought by WULFF, HANSEN & CO.

Additions

Ticker% Inc.
meta platforms inc34.38
mastercard incorporated12.00
schwab strategic tr9.38
tesla inc7.96
schwab strategic tr 5.04
microsoft corp2.33
vanguard index fds2.07
berkshire hathaway inc del 1.59
Additions to existing portfolio by WULFF, HANSEN & CO.

Reductions

Ticker% Reduced
willdan group inc-12.09
caterpillar inc-7.92
intel corp-7.18
ishares tr -6.57
linde plc -5.76
deere & co-3.68
southern co-3.46
ishares tr -3.42
WULFF, HANSEN & CO. reduced stake in above stock

Sold off

Ticker$ Sold
blackstone inc-8,038,250
alphabet inc -6,086,280
hp inc-202,325
vanguard world fds -6,606,130
fiserv inc-202,518
danaher corporation-233,498
WULFF, HANSEN & CO. got rid off the above stocks

Sector Distribution

WULFF, HANSEN & CO. has about 23.5% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Consumer Defensive
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Utilities
  • Basic Materials
  • Energy
  • Real Estate
Sector%
Others23.5
Industrials18.3
Technology11.8
Consumer Defensive10.8
Financial Services8.7
Consumer Cyclical7.8
Healthcare6.3
Utilities4.5
Basic Materials3.4
Energy2.9
Real Estate1.3

Market Cap. Distribution

WULFF, HANSEN & CO. has about 72.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP50.9
UNALLOCATED23.5
LARGE-CAP21.5
MID-CAP2.1
SMALL-CAP2.1

Stocks belong to which Index?

About 75.1% of the stocks held by WULFF, HANSEN & CO. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50071
Others24.9
RUSSELL 20004.1
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
XLB
select sector spdr tr
37.0 %
CVX
chevron corp new
35.5 %
ge vernova inc
33.6 %
SHEL
shell plc
26.6 %
Top 5 Winners ($)$
CVX
chevron corp new
0.4 M
ge vernova inc
0.4 M
XOM
exxon mobil corp
0.4 M
JNJ
johnson & johnson
0.4 M
CSX
csx corp
0.3 M
Top 5 Losers (%)%
GBTG
global business travel group
-27.1 %
WLDN
willdan group inc
-24.6 %
MSFT
microsoft corp
-23.3 %
CPB
campbell soup co
-20.1 %
GIS
general mls inc
-20.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.1 M
WLDN
willdan group inc
-0.4 M
AMZN
amazon com inc
-0.4 M
JPM
jpmorgan chase & co
-0.3 M
BAC
bk of america corp
-0.3 M

WULFF, HANSEN & CO. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WULFF, HANSEN & CO.

WULFF, HANSEN & CO. has 97 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for WULFF, HANSEN & CO. last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions