WULFF, HANSEN & CO.
CIK: 0000108634SEC EDGAR →
Portfolio Value
$119.2M
Holdings
102
As of
Q4 2025
New Positions
6
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLACKSTONE INC | 52,149 | $8.0M | 6.74% |
| 2 | VANGUARD WORLD FDS | 8,764 | $6.6M | 5.54% |
| 3 | ALPHABET INC | 19,445 | $6.1M | 5.11% |
| 4 | AMAZON COM INC | 19,420 | $4.5M | 3.76% |
| 5 | MICROSOFT CORP | 9,201 | $4.4M | 3.73% |
| 6 | APPLE INC | 14,918 | $4.1M | 3.40% |
| 7 | JPMORGAN CHASE & CO | 12,101 | $3.9M | 3.27% |
| 8 | RAYTHEON TECHNOLOGIES CORP | 21,227 | $3.9M | 3.27% |
| 9 | PROCTER AND GAMBLE CO | 19,804 | $2.8M | 2.38% |
| 10 | GENERAL ELECTRIC CO | 9,140 | $2.8M | 2.36% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $39.3M | 33.0% |
| Industrials | 15 | $15.8M | 13.3% |
| Technology | 9 | $13.0M | 10.9% |
| Unknown | 10 | $9.7M | 8.1% |
| Consumer Defensive | 8 | $8.6M | 7.2% |
| Consumer Cyclical | 5 | $8.3M | 7.0% |
| Communication Services | 3 | $6.5M | 5.5% |
| Utilities | 7 | $6.1M | 5.1% |
| Healthcare | 7 | $5.8M | 4.9% |
| Energy | 4 | $3.1M | 2.6% |
| Basic Materials | 3 | $2.5M | 2.1% |
| Real Estate | 1 | $409K | 0.3% |