Wulff, Hansen & Co. Portfolio Holdings

Wulff, Hansen & Co.

  • $101 Million
  • Q1 2025

Wulff, Hansen & Co. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackstone Inc. with a value of $7.6M, Vanguard Information Technolog with a value of $4.87M, Alphabet Inc. with a value of $4.02M, Microsoft Corp with a value of $3.8M, and Apple Inc. with a value of $3.55M.

Examining the 13F form we can see an increase of $2.15M in the current position value, from $99M to 101M.

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

Portfolio value $101 Million
Financial Services: $18.7 Million
ETFs: $15.5 Million
Consumer Defensive: $14.4 Million
Industrials: $13.2 Million
Technology: $11.9 Million
Utilities: $6.35 Million
Healthcare: $5.91 Million
Communication Services: $5.37 Million
Other: $9.88 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.54B
$1.06 Million 1.05% of portfolio
21,875
Q1 2025 Added 5.98%
$9.21B
$621,000 0.61% of portfolio
15,580
Q1 2025 Reduced 3.89%
$5.33B
$431,000 0.43% of portfolio
17,679
Q1 2025 Reduced 0.71%
$2.53B
$332,000 0.33% of portfolio
6,963
Q4 2024 Added 0.78%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $101 Million
  • Prior Value $99 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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