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 3 months ago
Filed May 7, 2026 · 39d
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
+57.5%
SPY
+74.2%
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. | |||||
4 positions ·
$3,315,940 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 25,799 | $1,516,465 | 45.73% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Held | 16,451 | $793,925 | 23.94% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
Held | 6,963 | $648,603 | 19.56% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 720 | $356,947 | 10.76% |