WULFF, HANSEN & CO.

CIK

108634

Location

SAN RAFAEL, CA

Portfolio Value

Small $129,486,238

Diversification

Diversified

Filing Date

Global Rank

#7,824 / 8,794 ▲ 74 · as of Jun 2026

Top Industry

Aerospace & Defense 10.0%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

94 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.7%

+2.3 pts

Top 5

24.3%

+3.9 pts

Top 10

38.7%

+4.7 pts

HHI

240

Diversified+35

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	18.6%	$24,069,759	9
Industrials	17.0%	$22,034,958	20
Financial Services	16.7%	$21,687,760	13
Technology	11.3%	$14,587,436	11
Consumer Defensive	8.0%	$10,371,448	9
Consumer Cyclical	6.6%	$8,581,902	5
Communication Services	6.4%	$8,263,197	4
Healthcare	5.4%	$7,029,984	7
Utilities	4.1%	$5,280,345	7
Basic Materials	2.7%	$3,475,988	4
Energy	2.1%	$2,756,519	3
Real Estate	1.0%	$1,346,942	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+69,347	70,537	$8,717,205
FNDA	Schwab Fundamental U.S. Small Company ETF	+30,906	99,694	$3,173,314
BN	BROOKFIELD Corp /ON/	+9,250	58,440	$2,488,959
BUYZ	Franklin Disruptive Commerce ETF	+5,090	46,277	$1,239,003
—		+780	19,235	$1,109,282
BRK-B	Berkshire Hathaway Inc	+763	4,585	$2,294,288
MSFT	Microsoft Corp	+653	10,068	$3,755,565
META	Meta Platforms, Inc.	+438	868	$488,935
AMZN	Amazon Com Inc	+292	20,007	$4,768,468
AVGO	Broadcom Inc.	+242	3,287	$1,241,664
BAC	Bank Of America Corp /De/	+175	44,303	$2,524,384
CVX	Chevron Corp	+138	7,493	$1,242,039
MA	Mastercard Inc	+135	1,115	$572,664
GE	General Electric Co	+130	9,310	$3,479,426
MCO	Moodys Corp /De/	+120	775	$351,013
AAPL	Apple Inc.	+118	15,088	$4,365,863
COST	Costco Wholesale Corp /New	+111	2,158	$2,018,744
CL	Colgate Palmolive Co	+110	3,420	$313,545
RTX	RTX Corp	+100	21,327	$4,046,371
ABBV	AbbVie Inc.	+79	2,739	$689,241
GEV	GE Vernova Inc.	+51	1,835	$2,155,868
V	Visa Inc.	+45	5,110	$1,753,189
FCX	Freeport-Mcmoran Inc	+34	25,833	$1,624,637
VB	Vanguard Morningstar Small-Cap ETF	+22	3,218	$1,703,683
LLY	ELI LILLY & Co	+3	558	$669,281
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−2,882	9,014	$1,258,624
CSX	Csx Corp	−2,420	55,883	$2,656,118
BIPH	Brookfield Infrastructure Partners L.P.	−2,039	49,067	$756,613
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−1,808	48,025	$3,475,480
BNDW	Vanguard Total World Bond ETF	−1,788	11,742	$927,970
HON	Honeywell International Inc	−971	929	$208,003
PG	PROCTER & GAMBLE Co	−748	18,871	$2,767,243
GPC	Genuine Parts Co	−720	9,635	$1,136,737
CP	Canadian Pacific Kansas City Ltd/Cn	−680	6,359	$551,007
BIPC	Brookfield Infrastructure Corp	−677	6,696	$257,796
MRK	Merck & Co., Inc.	−585	16,940	$2,176,790
AWK	American Water Works Company, Inc.	−476	8,999	$1,184,088
BAM	Brookfield Asset Management Ltd.	−443	7,244	$324,893
GIS	General Mills Inc	−395	12,745	$443,526
PM	Philip Morris International Inc.	−384	9,641	$1,744,153
JNJ	Johnson & Johnson	−353	9,032	$2,293,857
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−353	27,340	$2,740,728
MDLZ	Mondelez International, Inc.	−330	21,450	$1,240,668
NVDA	Nvidia Corp	−215	8,304	$1,661,547
WMT	Walmart Inc.	−203	10,530	$1,192,627
AEP	American Electric Power Co Inc	−175	3,215	$439,844
CWT	California Water Service Group	−160	19,215	$934,809
GLW	Corning Inc /Ny	−144	1,340	$342,276
CAT	Caterpillar Inc	−104	1,641	$1,747,500
JPM	Jpmorgan Chase & Co	−96	12,005	$3,929,596
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	19,929	$7,122,026
BX	Blackstone Inc.	55,066	$6,479,616
AMD	Advanced Micro Devices Inc	705	$409,541
MU	Micron Technology Inc	261	$301,269
AVAV	AeroVironment Inc	1,760	$290,523
UBER	Uber Technologies, Inc	3,643	$262,878
IBKR	Interactive Brokers Group, Inc.	2,760	$240,230
HONA	Honeywell Aerospace Inc.	929	$205,383
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GBTG	Global Business Travel Group, Inc.	23,126	$129,043
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 tracked positions · $129,486,238 total · filing declares 109 positions · $130,474,890 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EDV	Vanguard World Funds Extended Duration ETF	Added	70,537	+69,347	$8,717,205	+2246.2%	6.73%
GOOGL	Alphabet Inc. Communication Services	NEW	19,929	NEW	$7,122,026	NEW	5.50%
BX	Blackstone Inc. Financial Services	NEW	55,066	NEW	$6,479,616	NEW	5.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,007	+292	$4,768,468	+16.1%	3.68%
AAPL	Apple Inc. Technology	Added	15,088	+118	$4,365,863	+14.9%	3.37%
RTX	RTX Corp Industrials	Added	21,327	+100	$4,046,371	−1.2%	3.12%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,005	-96	$3,929,596	+10.4%	3.03%
MSFT	Microsoft Corp Technology	Added	10,068	+653	$3,755,565	+7.8%	2.90%
GE	General Electric Co Industrials	Added	9,310	+130	$3,479,426	+33.6%	2.69%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	48,025	-1,808	$3,475,480	—	2.68%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	99,694	+30,906	$3,173,314	+52.0%	2.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,871	-748	$2,767,243	−2.3%	2.14%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	27,340	-353	$2,740,728	+2.5%	2.12%
CSX	Csx Corp Industrials	Reduced	55,883	-2,420	$2,656,118	+11.0%	2.05%
BAC	Bank Of America Corp /De/ Financial Services	Added	44,303	+175	$2,524,384	+17.3%	1.95%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	58,440	+9,250	$2,488,959	+25.0%	1.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,585	+763	$2,294,288	+25.3%	1.77%
JNJ	Johnson & Johnson Healthcare	Reduced	9,032	-353	$2,293,857	−0.0%	1.77%
MRK	Merck & Co., Inc. Healthcare	Reduced	16,940	-585	$2,176,790	+3.3%	1.68%
GEV	GE Vernova Inc. Industrials	Added	1,835	+51	$2,155,868	+38.4%	1.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,158	+111	$2,018,744	−1.0%	1.56%
V	Visa Inc. Financial Services	Added	5,110	+45	$1,753,189	+14.5%	1.35%
CAT	Caterpillar Inc Industrials	Reduced	1,641	-104	$1,747,500	+41.4%	1.35%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	9,641	-384	$1,744,153	+5.2%	1.35%
VB	Vanguard Morningstar Small-Cap ETF	Added	3,218	+22	$1,703,683	+13.7%	1.32%
NVDA	Nvidia Corp Technology	Reduced	8,304	-215	$1,661,547	+11.8%	1.28%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	25,833	+34	$1,624,637	+7.1%	1.25%
HD	Home Depot, Inc. Consumer Cyclical	Held	4,054	0	$1,429,764	+7.2%	1.10%
INTC	Intel Corp Technology	Reduced	9,014	-2,882	$1,258,624	+139.8%	0.97%
CVX	Chevron Corp Energy	Added	7,493	+138	$1,242,039	−18.4%	0.96%
AVGO	Broadcom Inc. Technology	Added	3,287	+242	$1,241,664	+31.7%	0.96%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	21,450	-330	$1,240,668	−1.2%	0.96%
BUYZ	Franklin Disruptive Commerce ETF	Added	46,277	+5,090	$1,239,003	+21.3%	0.96%
WLDN	Willdan Group, Inc. Industrials	Reduced	15,302	-87	$1,210,388	+2.7%	0.93%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,530	-203	$1,192,627	−10.6%	0.92%
AWK	American Water Works Company, Inc. Utilities	Reduced	8,999	-476	$1,184,088	−8.2%	0.91%
BA	Boeing Co Industrials	Held	5,450	0	$1,179,761	+8.8%	0.91%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	9,635	-720	$1,136,737	+3.8%	0.88%
		Added	19,235	+780	$1,109,282	+24.4%	0.86%
XOM	ExxonMobil Holdings Corp Energy	Held	7,895	0	$1,079,404	−19.4%	0.83%
LMT	Lockheed Martin Corp Industrials	Reduced	2,031	-81	$1,034,713	−18.9%	0.80%
DUK	Duke Energy CORP Utilities	Held	7,950	0	$1,006,311	−3.3%	0.78%
QQQ	Invesco Qqq Trust, Series 1	Held	1,335	0	$983,094	+27.6%	0.76%
CWT	California Water Service Group Utilities	Reduced	19,215	-160	$934,809	+6.4%	0.72%
BNDW	Vanguard Total World Bond ETF	Reduced	11,742	-1,788	$927,970	−13.5%	0.72%
MP	MP Materials Corp. / DE Basic Materials	Held	16,451	0	$921,420	+16.1%	0.71%
DLR	Digital Realty Trust, Inc. Real Estate	Held	4,961	0	$890,896	−0.3%	0.69%
WM	Waste Management Inc Industrials	Reduced	3,848	-45	$857,642	−4.1%	0.66%
HVT	Haverty Furniture Companies Inc Consumer Cyclical	Held	30,522	0	$779,226	+20.5%	0.60%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Reduced	49,067	-2,039	$756,613	−2.0%	0.58%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.