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Latest WULFF, HANSEN & CO. Stock Portfolio

$130Million | No. of Holdings #108

WULFF, HANSEN & CO. Performance

2026 Q2+6.40%
YTD+6.21%
2025+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 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, WULFF, HANSEN & CO. reported an equity portfolio of $130.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of WULFF, HANSEN & CO. are VAW, GOOG, BX. The fund has invested 6.3% of it's portfolio in VANGUARD WORLD FD and 5.5% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON) and GLOBAL BUSINESS TRAVEL GROUP (GBTG) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), VANGUARD SCOTTSDALE FDS (BNDW) and CORNING INC (GLW). WULFF, HANSEN & CO. opened new stock positions in VANGUARD WORLD FD (VAW), ALPHABET INC (GOOG) and BLACKSTONE INC (BX). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), SCHWAB STRATEGIC TR (FNDA) and BERKSHIRE HATHAWAY INC DEL.
WULFF, HANSEN & CO. Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$130Million
  as of Aug 05, 2026

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

Our best estimate is that WULFF, HANSEN & CO. made a return of 6.4% in the last quarter. In trailing 12 months, it's portfolio return was 16.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard world fd8,288,350
alphabet inc7,122,030
blackstone inc6,479,620
advanced micro devices inc409,541
micron technology inc301,267
aerovironment inc290,523
schwab strategic tr276,347
uber technologies inc262,878
New stocks bought by WULFF, HANSEN & CO.

Additions

Ticker% Inc.
meta platforms inc101
schwab strategic tr 21.56
schwab strategic tr21.37
berkshire hathaway inc del 19.96
brookfield corp18.8
moodys corp18.32
ishares tr17.1
mastercard incorporated13.78
Additions to existing portfolio by WULFF, HANSEN & CO.

Reductions

Ticker% Reduced
intel corp-24.23
vanguard scottsdale fds-13.22
ishares tr -9.89
corning inc-9.7
canadian pacific kansas city-9.66
brookfield infrastructure co-9.18
ishares tr -6.95
genuine parts co-6.95
WULFF, HANSEN & CO. reduced stake in above stock

Sold off

Ticker$ Sold
global business travel group -129,044
honeywell intl inc-429,457
WULFF, HANSEN & CO. got rid off the above stocks

Sector Distribution

WULFF, HANSEN & CO. has about 26.8% of it's holdings in Others sector.

  • Others
  • Industrials
  • Financial Services
  • Technology
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Utilities
  • Basic Materials
  • Energy
Sector%
Others26.8
Industrials14.9
Financial Services12.5
Technology11.2
Consumer Defensive7.9
Consumer Cyclical6.6
Communication Services6.2
Healthcare5.1
Utilities3.3
Basic Materials2.7
Energy1.8

Market Cap. Distribution

WULFF, HANSEN & CO. has about 69.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP47.8
UNALLOCATED26.8
LARGE-CAP21.4
MID-CAP2.3
SMALL-CAP1.7

Stocks belong to which Index?

About 71.7% 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 50068.2
Others28.3
RUSSELL 20003.5
Top 5 Winners (%)%
INTC
intel corp
190.2 %
GLW
corning inc
83.6 %
GH
guardant health inc
62.4 %
CAT
caterpillar inc
48.8 %
ge vernova inc
34.0 %
Top 5 Winners ($)$
INTC
intel corp
1.0 M
GE
general electric co
0.8 M
CAT
caterpillar inc
0.6 M
AMZN
amazon com inc
0.6 M
ge vernova inc
0.5 M
Top 5 Losers (%)%
HII
huntington ingalls inds inc
-26.3 %
CVX
chevron corp new
-19.7 %
XOM
exxon mobil corp
-19.4 %
SHEL
shell plc
-16.6 %
VZ
verizon communications inc
-15.7 %
Top 5 Losers ($)$
CVX
chevron corp new
-0.3 M
XOM
exxon mobil corp
-0.3 M
LMT
lockheed martin corp
-0.2 M
COST
costco whsl corp new
-0.1 M
HII
huntington ingalls inds inc
-0.1 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 108 stocks in it's portfolio. About 37.6% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. INTC was the most profitable stock for WULFF, HANSEN & CO. last quarter.

$130.47MTotal Value
111Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of WULFF, HANSEN & CO., last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WULFF, HANSEN & CO.'s holding in Ishares Tr over time
0.57%14,195
$744.0K
0.57%
decreased 6.95 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WULFF, HANSEN & CO.'s holding in Ishares Tr over time
0.43%2,337
$566.5K
0.43%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WULFF, HANSEN & CO.'s holding in Ishares Tr over time
0.23%9,935
$302.9K
0.23%
decreased 9.89 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
WULFF, HANSEN & CO.'s holding in Ishares Inc over time
0.27%6,052
$348.8K
0.27%
unchanged 0 percentunchanged
BAM
Brookfield Asset Managmt Ltd

Brookfield Asset Managmt Ltd

BAM
WULFF, HANSEN & CO.'s holding in Brookfield Asset Managmt Ltd over time
0.25%7,244
$324.9K
0.25%
decreased 5.76 percentreduced
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
WULFF, HANSEN & CO.'s holding in Spdr Ser Tr over time
0.85%19,235
$1.11M
0.85%
increased 4.23 percentadded
BIP
Brookfield Infrast Partners

Brookfield Infrast Partners

BIP
WULFF, HANSEN & CO.'s holding in Brookfield Infrast Partners over time
1.37%49,067
$1.79M
1.37%
decreased 3.99 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WULFF, HANSEN & CO.'s holding in Vanguard Scottsdale Fds over time
0.71%11,742
$928.0K
0.71%
decreased 13.22 percentreduced