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Livermore
Livermore
ZHEN

Wulff, Hansen & Co.

SEC CIK
0000108634
Latest filing
Aug 5, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 3, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
102
+1 vs. Q3 2025
Portfolio value
$119.2M
+$3.02M (+2.6%) vs. Q3 2025
Filed
Feb 3, 2026
SEC
Holdings of Wulff, Hansen & Co. in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BXBlackstone Inc.COM52,149$8.04M6.7%−536−1.0%ReducedHistory
Vanguard Information Technology ETF92204A702ETF8,764$6.61M5.5%−60−0.7%Reduced–
GOOGLAlphabet Inc.Stock19,445$6.09M5.1%−240−1.2%ReducedHistory
AMZNAmazon Com IncStock19,420$4.48M3.8%+19,420NewHistory
MSFTMicrosoft CorpStock9,201$4.45M3.7%−280−3.0%ReducedHistory
AAPLApple Inc.Stock14,918$4.06M3.4%−179−1.2%ReducedHistory
JPMJPMorgan Chase & CoStock12,101$3.90M3.3%−130−1.1%ReducedHistory
RTXRTX CorpStock21,227$3.89M3.3%−150−0.7%ReducedHistory
PGProcter & Gamble CoStock19,804$2.84M2.4%−650−3.2%ReducedHistory
GEGeneral Electric CoStock9,140$2.82M2.4%−240−2.6%ReducedHistory
BACBank of America CorpStock44,648$2.46M2.1%−605−1.3%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH49,190$2.26M1.9%+16,394+50.0%AddedHistory
CSXCSX CorpStock59,040$2.14M1.8%−100−0.2%ReducedHistory
JNJJohnson & JohnsonStock9,475$1.96M1.6%−50−0.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,762$1.89M1.6%−70−1.8%ReducedHistory
MRKMerck & Co., Inc.Stock17,525$1.84M1.5%−195−1.1%ReducedHistory
WLDNWilldan Group, Inc.COM17,505$1.81M1.5%00.0%UnchangedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT51,106$1.78M1.5%−771−1.5%ReducedHistory
VVisa Inc.Stock5,055$1.77M1.5%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock2,019$1.74M1.5%−15−0.7%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF14,098$1.68M1.4%−80−0.6%ReducedConverted for a 2-for-1 split–
NVDANVIDIA CorpStock8,755$1.63M1.4%−845−8.8%ReducedHistory
PMPhilip Morris International Inc.Stock10,090$1.62M1.4%−905−8.2%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF51,670$1.42M1.2%+120+0.2%Added–
HDHome Depot, Inc.Stock4,054$1.39M1.2%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock25,799$1.31M1.1%00.0%UnchangedHistory
GPCGenuine Parts CoStock10,335$1.27M1.1%−280−2.6%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock9,475$1.24M1.0%−40−0.4%ReducedHistory
MDLZMondelez International, Inc.Stock22,530$1.21M1.0%−1,277−5.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF1,931$1.21M1.0%−80−4.0%Reduced–
WMTWalmart Inc.Stock10,733$1.20M1.0%−10.0%ReducedHistory
BABoeing CoStock5,451$1.18M1.0%−150−2.7%ReducedHistory
GEVGE Vernova Inc.Stock1,784$1.17M1.0%−52−2.8%ReducedHistory
CVXChevron CorpStock7,475$1.14M1.0%−725−8.8%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD13,945$1.11M0.9%−592−4.1%Reduced–
CATCaterpillar IncStock1,895$1.09M0.9%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock3,045$1.05M0.9%−15−0.5%ReducedHistory
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN41,187$1.02M0.9%00.0%Unchanged–
LMTLockheed Martin CorpStock2,112$1.02M0.9%−225−9.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM7,895$950.1K0.8%−1,867−19.1%ReducedHistory
DUKDuke Energy CORPStock7,950$931.8K0.8%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF18,455$864.8K0.7%−1,740−8.6%Reduced–
WMWaste Management IncStock3,893$855.3K0.7%00.0%UnchangedHistory
CWTCalifornia Water Service GroupCOM19,625$850.4K0.7%−1,600−7.5%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS15,795$835.2K0.7%−1,040−6.2%Reduced–
MPMP Materials Corp.COM CL A16,451$831.1K0.7%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF1,335$820.1K0.7%00.0%Unchanged–
DLRDigital Realty Trust, Inc.COM4,961$767.5K0.6%00.0%UnchangedHistory
HVTHaverty Furniture Companies IncCOM30,522$713.0K0.6%00.0%UnchangedHistory
SOSouthern CoStock7,648$666.9K0.6%−1,150−13.1%ReducedHistory
HCCWarrior Met Coal, Inc.COM6,963$613.9K0.5%00.0%UnchangedHistory
GISGeneral Mills IncStock13,140$611.0K0.5%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock2,660$607.8K0.5%−85−3.1%ReducedHistory
LLYEli Lilly & CoStock555$596.4K0.5%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock1,481$567.7K0.5%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM7,039$518.3K0.4%00.0%UnchangedHistory
iShares Tr464288760US AER DEF ETF2,337$501.7K0.4%00.0%Unchanged–
MAMastercard IncStock875$499.5K0.4%00.0%UnchangedHistory
INTCIntel CorpStock12,816$472.9K0.4%−6,100−32.2%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF10,540$471.2K0.4%−760−6.7%ReducedConverted for a 2-for-1 split–
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,010$466.9K0.4%00.0%Unchanged–
TSLATesla, Inc.Stock1,030$463.2K0.4%00.0%UnchangedHistory
VZVerizon Communications IncStock10,671$434.6K0.4%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM15,580$434.2K0.4%00.0%UnchangedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF13,270$432.9K0.4%+95+0.7%Added–
HIIHuntington Ingalls Industries, Inc.COM1,222$415.6K0.3%+127+11.6%AddedHistory
SHELShell plcADR5,611$412.3K0.3%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS7,830$410.2K0.3%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF4,585$410.2K0.3%00.0%Unchanged–
ESSEssex Property Trust, Inc.COM1,564$409.3K0.3%−153−8.9%ReducedHistory
ETNEaton Corp plcStock1,255$399.7K0.3%00.0%UnchangedHistory
NVSNovartis AGADR2,865$395.0K0.3%−60−2.1%ReducedHistory
IBMInternational Business Machines CorpStock1,327$393.1K0.3%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock3,390$390.9K0.3%−450−11.7%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF5,804$390.1K0.3%+5,804New–
DEDeere & CoStock815$379.4K0.3%−35−4.1%ReducedHistory
HONHoneywell International IncCOM1,900$370.7K0.3%−65−3.3%ReducedHistory
iShares Tr464288687PFD AND INCM SEC11,800$365.3K0.3%−190−1.6%Reduced–
iShares Tr464287788U.S. FINLS ETF2,775$357.8K0.3%00.0%Unchanged–
Vanguard Industrials ETF92204A603ETF1,190$355.1K0.3%00.0%Unchanged–
BIPCBrookfield Infrastructure CorpCOM SUB VTG A7,455$338.5K0.3%−205−2.7%ReducedHistory
MCOMoodys CorpStock645$329.5K0.3%−45−6.5%ReducedHistory
iShares Inc464286509MSCI CDA ETF6,052$326.4K0.3%00.0%Unchanged–
LINLinde PLCStock764$325.8K0.3%−44−5.4%ReducedHistory
GHGuardant Health, Inc.COM3,185$325.3K0.3%+3,185NewHistory
CLXClorox CoStock3,185$321.1K0.3%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF1,225$316.0K0.3%−10−0.8%Reduced–
PFEPfizer IncStock11,475$285.7K0.2%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF4,855$265.9K0.2%00.0%Unchanged–
MMM3M CoStock1,635$261.8K0.2%00.0%UnchangedHistory
CLColgate Palmolive CoStock3,310$261.6K0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock686$253.8K0.2%00.0%UnchangedHistory
CMCSAComcast CorpStock8,164$244.0K0.2%00.0%UnchangedHistory
GSLGlobal Ship Lease, Inc.COM CL A6,805$238.4K0.2%+6,805NewHistory
DHRDanaher CorpStock1,020$233.5K0.2%−228−18.3%ReducedHistory
GWWW.W. Grainger, Inc.Stock230$232.1K0.2%00.0%UnchangedHistory
BMRCBank of Marin BancorpCOM8,542$222.2K0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock320$211.2K0.2%00.0%UnchangedHistory
FISVFiserv IncStock3,015$202.5K0.2%+3,015NewHistory
HPQHP IncStock9,081$202.3K0.2%00.0%UnchangedHistory

Sold out since Q3 2025 (4)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Wulff, Hansen & Co. sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
KMBKimberly Clark CorpStock4,642$577.2K0.5%History
DISWalt Disney CoStock3,099$354.8K0.3%History
NKENIKE, Inc.Stock4,315$300.9K0.3%History
EFXEquifax IncCOM805$206.5K0.2%History