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Livermore
Livermore
ZHEN

Wulff, Hansen & Co.

SEC CIK
0000108634
Latest filing
Aug 5, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
96
0 vs. Q3 2024
Portfolio value
$105.7M
−$723.8K (−0.7%) vs. Q3 2024
Filed
Feb 11, 2025
SEC
Holdings of Wulff, Hansen & Co. in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BXBlackstone Inc.COM54,878$9.46M9.0%−973−1.7%ReducedHistory
Vanguard Information Technology ETF92204A702ETF9,042$5.62M5.3%−135−1.5%Reduced–
GOOGLAlphabet Inc.Stock26,110$4.94M4.7%+2,171+9.1%AddedHistory
MSFTMicrosoft CorpStock11,589$4.88M4.6%+715+6.6%AddedHistory
AMZNAmazon Com IncCOM20,850$4.57M4.3%+500+2.5%AddedHistory
PGProcter & Gamble CoStock20,919$3.51M3.3%−155−0.7%ReducedHistory
JPMJPMorgan Chase & CoStock12,841$3.08M2.9%−10−0.1%ReducedHistory
AAPLApple Inc.Stock10,687$2.68M2.5%−157−1.4%ReducedHistory
RTXRTX CorpStock21,888$2.53M2.4%+75+0.3%AddedHistory
VVisa Inc.Stock6,770$2.14M2.0%−25−0.4%ReducedHistory
BACBank of America CorpStock47,598$2.09M2.0%−800−1.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,597$2.08M2.0%−100−2.1%ReducedHistory
CSXCSX CorpStock60,285$1.95M1.8%00.0%UnchangedHistory
BNBROOKFIELD CorpCL A LTD VT SH33,631$1.93M1.8%00.0%UnchangedHistory
GEGeneral Electric CoStock11,265$1.88M1.8%+1,232+12.3%AddedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT57,642$1.83M1.7%−420−0.7%ReducedHistory
MRKMerck & Co., Inc.Stock18,400$1.83M1.7%−120−0.6%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF7,460$1.67M1.6%00.0%Unchanged–
HDHome Depot, Inc.Stock4,068$1.58M1.5%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF53,215$1.45M1.4%+880+1.7%AddedConverted for a 3-for-1 split–
JNJJohnson & JohnsonStock10,030$1.45M1.4%−250−2.4%ReducedHistory
MDLZMondelez International, Inc.Stock23,905$1.43M1.4%−360−1.5%ReducedHistory
GPCGenuine Parts CoStock11,175$1.30M1.2%−125−1.1%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD16,485$1.29M1.2%−675−3.9%Reduced–
PMPhilip Morris International Inc.Stock10,260$1.23M1.2%+80+0.8%AddedHistory
WMTWalmart Inc.Stock13,531$1.22M1.2%+310+2.3%AddedHistory
AWKAmerican Water Works Company, Inc.Stock9,780$1.22M1.2%−70−0.7%ReducedHistory
LMTLockheed Martin CorpStock2,261$1.10M1.0%00.0%UnchangedHistory
CVXChevron CorpStock7,216$1.05M1.0%+10+0.1%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS20,210$1.04M1.0%−1,340−6.2%Reduced–
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN41,187$1.01M1.0%00.0%Unchanged–
FCXFreeport-McMoran IncStock25,099$955.8K0.9%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF21,075$946.7K0.9%+3,065+17.0%Added–
CWTCalifornia Water Service GroupCOM20,640$935.6K0.9%−60−0.3%ReducedHistory
GISGeneral Mills IncStock13,865$884.2K0.8%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM4,961$879.7K0.8%00.0%UnchangedHistory
WLDNWilldan Group, Inc.COM22,821$869.3K0.8%+370+1.6%AddedHistory
XOMExxonMobil Holdings CorpCOM8,025$863.2K0.8%00.0%UnchangedHistory
BABoeing CoStock4,760$842.5K0.8%−45−0.9%ReducedHistory
NVDANVIDIA CorpStock6,255$840.0K0.8%00.0%UnchangedHistory
DUKDuke Energy CORPStock7,675$826.9K0.8%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock1,753$810.3K0.8%−599−25.5%ReducedHistory
WMWaste Management IncStock3,908$788.6K0.7%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock2,112$694.7K0.7%+311+17.3%AddedHistory
CPBCAMPBELL'S CoCOM16,210$678.9K0.6%00.0%UnchangedHistory
HVTHaverty Furniture Companies IncCOM29,422$654.9K0.6%+5,346+22.2%AddedHistory
KMBKimberly Clark CorpStock4,642$608.3K0.6%00.0%UnchangedHistory
LLYEli Lilly & CoStock785$606.0K0.6%00.0%UnchangedHistory
SOSouthern CoStock7,348$604.9K0.6%−15−0.2%ReducedHistory
MAMastercard IncStock1,075$566.1K0.5%+95+9.7%AddedHistory
INTCIntel CorpStock27,711$555.6K0.5%−1,315−4.5%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM7,349$531.8K0.5%−5,015−40.6%ReducedHistory
CLXClorox CoStock3,225$523.8K0.5%00.0%UnchangedHistory
ETNEaton Corp plcStock1,525$506.1K0.5%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock2,745$487.8K0.5%−25−0.9%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF5,650$484.0K0.5%00.0%Unchanged–
ESSEssex Property Trust, Inc.COM1,564$446.4K0.4%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock1,855$430.1K0.4%−135−6.8%ReducedHistory
iShares Tr464288687PFD AND INCM SEC13,605$427.7K0.4%−165−1.2%Reduced–
VZVerizon Communications IncStock10,671$426.7K0.4%00.0%UnchangedHistory
TSLATesla, Inc.Stock1,030$416.0K0.4%00.0%UnchangedHistory
HONHoneywell International IncCOM1,810$408.9K0.4%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF1,690$406.1K0.4%+50+3.0%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,010$396.6K0.4%−95−3.1%Reduced–
HCCWarrior Met Coal, Inc.COM6,963$377.7K0.4%+54+0.8%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH6,855$371.5K0.4%00.0%UnchangedHistory
IBKRInteractive Brokers Group, Inc.Stock2,100$371.0K0.4%+605+40.5%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A9,101$364.1K0.3%−40−0.4%ReducedHistory
NKENIKE, Inc.Stock4,750$359.4K0.3%−140−2.9%ReducedHistory
Royal Dutch Shell PLC780259107SPON ADR B5,538$347.0K0.3%+188+3.5%Added–
CRMSalesforce, Inc.Stock1,035$346.0K0.3%+35+3.5%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF11,960$333.3K0.3%+4,745+65.8%AddedConverted for a 3-for-1 split–
FMSFresenius Medical Care AGSPONSORED ADR14,647$331.6K0.3%−1,655−10.2%ReducedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF2,273$330.4K0.3%00.0%Unchanged–
DISWalt Disney CoStock2,865$319.0K0.3%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock3,390$312.7K0.3%−35−1.0%ReducedHistory
iShares Tr464287788U.S. FINLS ETF2,775$306.9K0.3%00.0%Unchanged–
CMCSAComcast CorpStock8,164$306.4K0.3%00.0%UnchangedHistory
Vanguard World FDS92204A602INDUSTRIAL ETF1,190$302.7K0.3%00.0%Unchanged–
CLColgate Palmolive CoStock3,310$300.9K0.3%00.0%UnchangedHistory
HPQHP IncStock9,081$296.3K0.3%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,327$291.7K0.3%00.0%UnchangedHistory
NVSNovartis AGADR2,945$286.6K0.3%−100−3.3%ReducedHistory
MCOMoodys CorpStock605$286.4K0.3%−60−9.0%ReducedHistory
MPMP Materials Corp.COM CL A17,806$277.8K0.3%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM12,666$270.4K0.3%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock453$265.2K0.3%−40−8.1%ReducedHistory
PFEPfizer IncStock9,314$247.1K0.2%−900−8.8%ReducedHistory
CMGChipotle Mexican Grill IncCOM4,000$241.2K0.2%+4,000NewHistory
TAT&T Inc.Stock10,057$229.0K0.2%+260+2.7%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF4,515$218.2K0.2%00.0%Unchanged–
GBTGGlobal Business Travel Group, Inc.COM CL A23,126$214.6K0.2%+1,651+7.7%AddedHistory
MMM3M CoStock1,635$211.1K0.2%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock2,280$208.9K0.2%+80+3.6%AddedHistory
AXPAmerican Express CoStock686$203.6K0.2%+686NewHistory
BMRCBank of Marin BancorpCOM8,428$200.3K0.2%+8,428NewHistory

Sold out since Q3 2024 (3)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Wulff, Hansen & Co. sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
PLTRPalantir Technologies Inc.Stock13,565$504.6K0.5%History
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB17,725$374.4K0.4%–
RWTRedwood Trust IncCOM19,794$153.0K0.1%History