Latest WULFF, HANSEN & CO. Stock Portfolio

WULFF, HANSEN & CO. Performance:

2025 Q4: -0.96%YTD: 14.3%2024: 10.25%

Performance for 2025 Q4 is -0.96%, and YTD is 14.3%, and 2024 is 10.25%.

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

WULFF, HANSEN & CO. is a hedge fund based in San Rafael, CA. On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, WULFF, HANSEN & CO. reported an equity portfolio of $119.2 Millions as of 31 Dec, 2025.

The top stock holdings of WULFF, HANSEN & CO. are BX, VAW, GOOG. The fund has invested 6.7% of it's portfolio in BLACKSTONE INC and 5.5% of portfolio in VANGUARD WORLD FDS .

The fund managers got completely rid off KIMBERLY-CLARK CORP (KMB), DISNEY WALT CO (DIS) and NIKE INC (NKE) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), EXXON MOBIL CORP (XOM) and DANAHER CORPORATION (DHR). WULFF, HANSEN & CO. opened new stock positions in AMAZON COM INC (AMZN), ISHARES INC (EMGF) and GUARDANT HEALTH INC (GH). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), BROOKFIELD CORP and HUNTINGTON INGALLS INDS INC (HII).

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

Our best estimate is that WULFF, HANSEN & CO. made a return of -0.96% in the last quarter. In trailing 12 months, it's portfolio return was 14.3%.

Performance
S&P 500

New Buys

Ticker	$ Bought
amazon com inc	4,482,520
ishares inc	390,145
guardant health inc	325,316
global ship lease inc new	238,447
fiserv inc	202,518

New stocks bought by WULFF, HANSEN & CO.

Additions

Ticker	% Inc.
select sector spdr tr	98.87
select sector spdr tr	86.55
brookfield corp	49.99
huntington ingalls inds inc	11.6
schwab strategic tr	0.72
schwab strategic tr	0.23

Additions to existing portfolio by WULFF, HANSEN & CO.

Reductions

Ticker	% Reduced
intel corp	-32.25
exxon mobil corp	-19.13
danaher corporation	-18.27
southern co	-13.07
american elec pwr co inc	-11.72
lockheed martin corp	-9.63
essex ppty tr inc	-8.91
chevron corp new	-8.84

WULFF, HANSEN & CO. reduced stake in above stock

Sold off

Ticker	$ Sold
kimberly-clark corp	-577,186
nike inc	-300,885
disney walt co	-354,836
equifax inc	-206,507

WULFF, HANSEN & CO. got rid off the above stocks

Sector Distribution

WULFF, HANSEN & CO. has about 24.7% of it's holdings in Others sector.

Sector	%
Others	24.7
Financial Services	14.7
Industrials	14.6
Technology	10.9
Consumer Defensive	8.6
Consumer Cyclical	7
Communication Services	5.7
Healthcare	4.9
Utilities	3.4
Basic Materials	2.6
Energy	1.8

Market Cap. Distribution

WULFF, HANSEN & CO. has about 70.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	38.4
LARGE-CAP	32.2
UNALLOCATED	24.7
SMALL-CAP	3
MID-CAP	1.7

Stocks belong to which Index?

About 74.4% of the stocks held by WULFF, HANSEN & CO. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	70.4
Others	25.7
RUSSELL 2000	4

Top 5 Winners (%)		%
LLY	lilly eli & co	40.9 %
HCC	warrior met coal inc	38.5 %
FCX	freeport-mcmoran inc	29.5 %
GOOG	alphabet inc	28.6 %
MRK	merck & co inc	25.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.4 M
MRK	merck & co inc	0.4 M
RTX	raytheon technologies corp	0.3 M
FCX	freeport-mcmoran inc	0.3 M
AAPL	apple inc	0.3 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.4 %
XLB	select sector spdr tr	-43.1 %
	brookfield corp	-29.2 %
MP	mp materials corp	-24.7 %
CLX	clorox co del	-18.2 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-1.3 M
	brookfield corp	-0.9 M
BX	blackstone inc	-0.9 M
XLB	select sector spdr tr	-0.4 M
MSFT	microsoft 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 101 stocks in it's portfolio. About 39.6% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for WULFF, HANSEN & CO. last quarter.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.40	14,918	4,055,490	reduced	-1.19

AAXJ	ishares tr	0.70	15,795	835,240	reduced	-6.18

AAXJ	ishares tr	0.42	2,337	501,731	unchanged	0.00

AAXJ	ishares tr	0.31	11,800	365,328	reduced	-1.58

ABBV	abbvie inc	0.51	2,660	607,783	reduced	-3.1

ACWV	ishares inc	0.27	6,052	326,384	unchanged	0.00

AEP	american elec pwr co inc	0.33	3,390	390,901	reduced	-11.72

AMZN	amazon com inc	3.76	19,420	4,482,520	new

AVGO	broadcom inc	0.88	3,045	1,053,880	reduced	-0.49

AWK	american wtr wks co inc new	1.04	9,475	1,236,490	reduced	-0.42

AXP	american express co	0.21	686	253,786	unchanged	0.00

BA	boeing co	0.99	5,451	1,183,520	reduced	-2.68

BAC	bk of america corp	2.06	44,648	2,455,660	reduced	-1.34

BIL	spdr ser tr	0.73	18,455	864,801	reduced	-8.62

BMRC	bank marin bancorp	0.19	8,542	222,177	unchanged	0.00

BNDW	vanguard scottsdale fds	0.93	13,945	1,111,840	reduced	-4.07

BUYZ	franklin templeton etf tr	0.86	41,187	1,024,320	unchanged	0.00

BX	blackstone inc	6.74	52,149	8,038,250	reduced	-1.02

CAT	caterpillar inc	0.91	1,895	1,085,590	unchanged	0.00

CL	colgate palmolive co	0.22	3,310	261,556	unchanged	0.00