WULFF, HANSEN & CO.
Top Portfolio Positions
77 positions ·
$82,898,720 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,715 | $4,106,043 | 4.95% | |
| RTX |
RTX Corp
Industrials
|
21,227 | $4,094,688 | 4.94% | |
| AAPL |
Apple Inc.
Technology
|
14,970 | $3,799,236 | 4.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,101 | $3,559,630 | 4.29% | |
| MSFT |
Microsoft Corp
Technology
|
9,415 | $3,485,150 | 4.20% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
19,619 | $2,833,768 | 3.42% | |
| GE |
General Electric Co
Industrials
|
9,180 | $2,605,008 | 3.14% | |
| CSX |
Csx Corp
Industrials
|
58,303 | $2,393,338 | 2.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
9,385 | $2,294,069 | 2.77% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
44,128 | $2,151,240 | 2.60% |
Portfolio Trend
Holdings in HVT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $646,455 | 30,522 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $712,993 | 30,522 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $669,347 | 30,522 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $621,122 | 30,522 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $580,201 | 29,422 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $654,933 | 29,422 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $661,367 | 24,076 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $573,121 | 22,662 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $751,117 | 22,014 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $781,497 | 22,014 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $633,562 | 22,014 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $665,263 | 22,014 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $702,466 | 22,014 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $658,218 | 22,014 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $548,148 | 22,014 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $510,284 | 22,014 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $399,481 | 14,569 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $306,464 | 10,025 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||