Wulff, Hansen & Co. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $99.1 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackstone Inc. with a value of $8.55M, Vanguard Information Technolog with a value of $5.38M, Microsoft Corp with a value of $4.68M, Alphabet Inc. with a value of $3.97M, and Procter & Gamble CO with a value of $3.65M.

Examining the 13F form we can see an increase of $4.8M in the current position value, from $94.3M to 99.1M.

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

Portfolio value $99.1 Million
Financial Services: $18.5 Million
ETFs: $15.8 Million
Consumer Defensive: $13 Million
Technology: $11.9 Million
Industrials: $11.5 Million
Utilities: $6.49 Million
Healthcare: $6 Million
Communication Services: $5.56 Million
Other: $10.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $99.1 Million
  • Prior Value $94.3 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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