WULFF, HANSEN & CO.
Filing Date
Global Rank
#5,681
/ 8,232
▼ 14
Top Industry
Aerospace & Defense
11.3%
3Y Alpha vs SPY
-4.0%
Period ended 2 months ago
Filed May 7, 2026 · 38d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.4%
SPY
+76.3%
Annualised alpha
-4.0%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
78 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.8%
−3.2 pts
Top 5
22.5%
−4.8 pts
Top 10
37.0%
−6.2 pts
HHI
230
Diversified−50
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 23.2% | $19,620,827 |
| Financial Services | 14.9% | $12,607,464 |
| Technology | 13.5% | $11,403,665 |
| Consumer Defensive | 12.5% | $10,568,497 |
| Consumer Cyclical | 9.1% | $7,723,288 |
| Healthcare | 7.7% | $6,545,190 |
| Utilities | 7.7% | $6,503,183 |
| Energy | 4.0% | $3,383,037 |
| Basic Materials | 3.9% | $3,315,940 |
| Real Estate | 1.5% | $1,272,509 |
| Communication Services | 1.2% | $1,016,087 |
| Unclassified | 0.9% | $770,535 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +295 | 19,715 | $4,106,043 | |
| MSFT | Microsoft Corp | +214 | 9,415 | $3,485,150 | |
| META | Meta Platforms, Inc. | +110 | 430 | $246,015 | |
| MA | Mastercard Inc | +105 | 980 | $489,666 | |
| TSLA | Tesla, Inc. | +82 | 1,112 | $413,386 | |
| BRK-B | Berkshire Hathaway Inc | +60 | 3,822 | $1,831,502 | |
| AAPL | Apple Inc. | +52 | 14,970 | $3,799,236 | |
| GE | General Electric Co | +40 | 9,180 | $2,605,008 | |
| COST | Costco Wholesale Corp /New | +28 | 2,047 | $2,039,692 | |
| GPC | Genuine Parts Co | +20 | 10,355 | $1,095,041 | |
| V | Visa Inc. | +10 | 5,065 | $1,530,845 | |
| MCO | Moodys Corp /De/ | +10 | 655 | $285,743 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WLDN | Willdan Group, Inc. | −2,116 | 15,389 | $1,178,181 | |
| INTC | Intel Corp | −920 | 11,896 | $524,970 | |
| MDLZ | Mondelez International, Inc. | −750 | 21,780 | $1,255,399 | |
| CSX | Csx Corp | −737 | 58,303 | $2,393,338 | |
| BAC | Bank Of America Corp /De/ | −520 | 44,128 | $2,151,240 | |
| SO | Southern Co | −265 | 7,383 | $712,607 | |
| CWT | California Water Service Group | −250 | 19,375 | $878,462 | |
| NVDA | Nvidia Corp | −236 | 8,519 | $1,485,713 | |
| PG | PROCTER & GAMBLE Co | −185 | 19,619 | $2,833,768 | |
| CAT | Caterpillar Inc | −150 | 1,745 | $1,236,262 | |
| BAM | Brookfield Asset Management Ltd. | −143 | 7,687 | $341,687 | |
| CVX | Chevron Corp | −120 | 7,355 | $1,521,749 | |
| JNJ | Johnson & Johnson | −90 | 9,385 | $2,294,069 | |
| BIPC | Brookfield Infrastructure Corp | −82 | 7,373 | $291,380 | |
| PM | Philip Morris International Inc. | −65 | 10,025 | $1,657,533 | |
| LIN | Linde PLC | −44 | 720 | $356,947 | |
| DE | Deere & Co | −30 | 785 | $442,190 | |
| BA | Boeing Co | −1 | 5,450 | $1,084,713 | |
| No positions match the current search. | |||||
78 positions ·
$84,730,222 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 78 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GBTG |
Global Business Travel Group, Inc.
Consumer Cyclical
|
Held | 23,126 | $129,043 | 0.15% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,484 | $201,779 | 0.24% | |
| AXP |
American Express Co
Financial Services
|
Held | 686 | $207,501 | 0.24% | |
| BMRC |
Bank of Marin Bancorp
Financial Services
|
Held | 8,542 | $218,931 | 0.26% | |
| CLH |
Clean Harbors Inc
Industrials
|
NEW | 768 | $220,208 | 0.26% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 8,164 | $234,388 | 0.28% | |
| MMM |
3M Co
Industrials
|
Held | 1,635 | $237,451 | 0.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 430 | $246,015 | 0.29% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 230 | $250,886 | 0.30% | |
| GSL |
Global Ship Lease, Inc.
Industrials
|
Held | 6,805 | $253,350 | 0.30% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 3,310 | $282,111 | 0.33% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 655 | $285,743 | 0.34% | |
| BIPC |
Brookfield Infrastructure Corp
Utilities
|
Reduced | 7,373 | $291,380 | 0.34% | |
| GH |
Guardant Health, Inc.
Healthcare
|
Held | 3,185 | $294,198 | 0.35% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,327 | $321,651 | 0.38% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 11,475 | $322,218 | 0.38% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Held | 3,185 | $330,061 | 0.39% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
Reduced | 7,687 | $341,687 | 0.40% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
Held | 15,580 | $346,966 | 0.41% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 720 | $356,947 | 0.42% | |
| ESS |
Essex Property Trust, Inc.
Real Estate
|
Held | 1,564 | $378,488 | 0.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,112 | $413,386 | 0.49% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 1,900 | $429,457 | 0.51% | |
| NVS |
Novartis AG
Healthcare
|
Held | 2,865 | $437,628 | 0.52% | |
| DE |
Deere & Co
Industrials
|
Reduced | 785 | $442,190 | 0.52% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 3,390 | $444,361 | 0.52% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 1,255 | $448,875 | 0.53% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
Held | 1,222 | $464,237 | 0.55% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Held | 13,140 | $489,070 | 0.58% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 980 | $489,666 | 0.58% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 555 | $510,472 | 0.60% | |
| SHEL |
Shell plc
Energy
|
Held | 5,611 | $521,823 | 0.62% | |
| INTC |
Intel Corp
Technology
|
Reduced | 11,896 | $524,970 | 0.62% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 10,671 | $535,684 | 0.63% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 7,039 | $553,687 | 0.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,660 | $578,523 | 0.68% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 1,481 | $642,709 | 0.76% | |
| HVT |
Haverty Furniture Companies Inc
Consumer Cyclical
|
Held | 30,522 | $646,455 | 0.76% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
Held | 6,963 | $648,603 | 0.77% | |
| SO |
Southern Co
Utilities
|
Reduced | 7,383 | $712,607 | 0.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,335 | $770,535 | 0.91% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Held | 16,451 | $793,925 | 0.94% | |
| CWT |
California Water Service Group
Utilities
|
Reduced | 19,375 | $878,462 | 1.04% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Held | 4,961 | $894,021 | 1.06% | |
| WM |
Waste Management Inc
Industrials
|
Held | 3,893 | $894,572 | 1.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 3,045 | $942,457 | 1.11% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 7,950 | $1,040,973 | 1.23% | |
| BA |
Boeing Co
Industrials
|
Reduced | 5,450 | $1,084,713 | 1.28% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Added | 10,355 | $1,095,041 | 1.29% | |
| WLDN |
Willdan Group, Inc.
Industrials
|
Reduced | 15,389 | $1,178,181 | 1.39% |