Wulff, Hansen & Co. Portfolio Holdings

Wulff, Hansen & Co.

$107 Million
Q2 2025

Wulff, Hansen & Co. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackstone Inc. with a value of $8.01M, Vanguard Information Technolog with a value of $5.88M, Microsoft Corp with a value of $4.92M, Costco Wholesale Corp with a value of $3.56M, and Jpmorgan Chase & CO with a value of $3.55M.

Examining the 13F form we can see an increase of $5.5M in the current position value, from $101M to 107M.

Below you can find more details about Wulff, Hansen & Co. portfolio as well as his latest detailed transactions.

Portfolio value $107 Million

Financial Services: $19.1 Million

ETFs: $18.4 Million

Industrials: $15.3 Million

Consumer Defensive: $13.9 Million

Technology: $13.9 Million

Utilities: $6.09 Million

Healthcare: $5.09 Million

Communication Services: $4.87 Million

Other: $10 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BX Blackstone Inc. Financial Services	$123B	$8.01 Million 7.51% of portfolio	53,553	Q2 2025 Reduced 1.45%
CSX Csx Corp Industrials	$75.3B	$1.93 Million 1.81% of portfolio	59,175	Q2 2025 Reduced 1.84%
BIP Brookfield Infrastructure Partners L.P. Utilities	$13.9B	$1.65 Million 1.55% of portfolio	49,327	Q2 2025 Reduced 11.65%
MDLZ Mondelez International, Inc. Consumer Defensive	$84.1B	$1.61 Million 1.51% of portfolio	23,917	Q2 2025 Reduced 0.89%
BA Boeing CO Industrials	$139B	$1.39 Million 1.3% of portfolio	6,646	Q2 2025 Added 18.13%
AWK American Water Works Company, Inc. Utilities	$25.8B	$1.32 Million 1.24% of portfolio	9,515	Q2 2025 Reduced 2.71%
GPC Genuine Parts CO Consumer Cyclical	$19B	$1.28 Million 1.2% of portfolio	10,540	Q2 2025 Reduced 3.7%
FCX Freeport Mcmoran Inc Basic Materials	$60.2B	$1.12 Million 1.05% of portfolio	25,799	Q2 2025 Added 2.79%
LMT Lockheed Martin Corp Industrials	$113B	$1.08 Million 1.01% of portfolio	2,337	Q2 2025 Added 3.36%
DUK Duke Energy Corp Utilities	$95.8B	$925,000 0.87% of portfolio	7,840	Q1 2025 Added 2.15%
WM Waste Management Inc Industrials	$95.6B	$871,000 0.82% of portfolio	3,808	Q1 2025 Reduced 2.56%
DLR Digital Realty Trust, Inc. Real Estate	$48.7B	$864,000 0.81% of portfolio	4,961	Q3 2024 Reduced 5.22%
AVGO Broadcom Inc. Technology	$127B	$865,000 0.81% of portfolio	3,140	Q2 2025 Added 49.17%
SO Southern CO Utilities	$102B	$807,000 0.76% of portfolio	8,798	Q1 2025 Added 19.73%
GIS General Mills Inc Consumer Defensive	$29.2B	$680,000 0.64% of portfolio	13,140	Q2 2025 Reduced 2.63%
MSI Motorola Solutions, Inc. Technology	$78.6B	$658,000 0.62% of portfolio	1,567	Q2 2025 Reduced 14.79%
MP Mp Materials Corp. Basic Materials	$13.1B	$608,000 0.57% of portfolio	18,279	Q2 2025 Added 3.39%
KMB Kimberly Clark Corp Consumer Defensive	$45.1B	$598,000 0.56% of portfolio	4,642	Q2 2024 Reduced 99.28%
INTC Intel Corp Technology	$89.6B	$575,000 0.54% of portfolio	25,701	Q2 2025 Reduced 7.25%
ESS Essex Property Trust, Inc. Real Estate	$17.7B	$468,000 0.44% of portfolio	1,717	Q1 2025 Added 9.78%
VZ Verizon Communications Inc Communication Services	$182B	$461,000 0.43% of portfolio	10,671	Q3 2024 Reduced 2.97%
ETN Eaton Corp PLC Industrials	$145B	$448,000 0.42% of portfolio	1,255	Q1 2025 Reduced 17.7%
DE Deere & CO Industrials	$153B	$442,000 0.41% of portfolio	870	Q1 2025 New
DHR Danaher Corp Healthcare	$150B	$425,000 0.4% of portfolio	2,156	Q2 2025 Reduced 5.89%
HON Honeywell International Inc Industrials	$146B	$421,000 0.39% of portfolio	1,810	Q3 2024 Reduced 12.77%
AEP American Electric Power CO Inc Utilities	$57.5B	$398,000 0.37% of portfolio	3,840	Q1 2025 Added 13.27%
CLX Clorox CO Consumer Defensive	$15.2B	$382,000 0.36% of portfolio	3,185	Q2 2025 Reduced 1.24%
GWW W.W. Grainger, Inc. Industrials	$48.5B	$369,000 0.35% of portfolio	355	Q1 2025 New
NKE Nike, Inc. Consumer Cyclical	$94.4B	$306,000 0.29% of portfolio	4,315	Q2 2025 Reduced 5.37%
MCO Moodys Corp Financial Services	$94.5B	$313,000 0.29% of portfolio	625	Q2 2025 Added 3.31%
CL Colgate Palmolive CO Consumer Defensive	$70.9B	$300,000 0.28% of portfolio	3,310	Q2 2024 Reduced 98.97%
PFE Pfizer Inc Healthcare	$138B	$297,000 0.28% of portfolio	12,280	Q2 2025 Added 21.36%
CMCSA Comcast Corp Communication Services	$141B	$291,000 0.27% of portfolio	8,164	Q3 2024 Reduced 42.74%
AMAT Applied Materials Inc Technology	$162B	$274,000 0.26% of portfolio	1,500	Q2 2025 New
HII Huntington Ingalls Industries, Inc. Industrials	$10.7B	$264,000 0.25% of portfolio	1,095	Q2 2025 New
MMM 3 M CO Industrials	$87.3B	$248,000 0.23% of portfolio	1,635	Q3 2024 Reduced 20.63%
HPQ Hp Inc Technology	$27.5B	$222,000 0.21% of portfolio	9,081	Q3 2024 Added 5.23%

Summary

Portfolio
No. of Stocks 100
Current Value $107 Million
Prior Value $101 Million
Filing
Period Q2 2025
Filing Date August 12, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 11 stocks
Additional Purchases 16 stocks
Sold out of 0 stocks
Reduced holdings in 40 stocks

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