Wulff, Hansen
SAN RAFAEL, CAfiles as WULFF, HANSEN & CO.
$130m in 109 US stocks at the end of 30 June 2026. The top 10 are 37.6% of the money. It changed about 19.6% of the portfolio this quarter.
Value
$130m
Stocks
109
Top 10 share
37.6%
Turnover
19.6%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard World FDVGT6.4% of the fund
- AlphabetGOOGL5.5% of the fund
- BlackstoneBX5.0% of the fund
- Advanced Micro DevicesAMD0.3% of the fund
- Micron TechnologyMU0.2% of the fund
- AeroVironmentAVAV0.2% of the fund
- Schwab Strategic TRSCHX0.2% of the fund
- Uber TechnologiesUBER0.2% of the fund
- Interactive Brokers GroupIBKR0.2% of the fund
- Schwab Strategic TRFNDX0.2% of the fund
- Honeywell InternationalHON0.2% of the fund
- Honeywell AerospaceHONA0.2% of the fund
- Franklin Templeton ETF TRFLJP0.2% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT2.9% of the fund+7%
- BrookfieldBN1.9% of the fund+19%
- Berkshire HathawayBRK-B1.8% of the fund+20%
- GE VernovaGEV1.7% of the fund+3%
- Schwab Strategic TRSCHD1.6% of the fund+22%
- Costco WholesaleCOST1.5% of the fund+5%
- BroadcomAVGO1.0% of the fund+8%
- Spdr Series TrustSPSM0.9% of the fund+4%
- AbbVieABBV0.5% of the fund+3%
- Schwab Strategic TRSCHG0.5% of the fund+21%
- Select Sector Spdr TRXLI0.4% of the fund+3%
- MastercardMA0.4% of the fund+14%
- Meta PlatformsMETA0.4% of the fund+102%
- Vanguard Index FDSVB0.3% of the fund+8%
- Moody'sMCO0.3% of the fund+18%
- Colgate-PalmoliveCL0.2% of the fund+3%
- Ishares TRSGOV0.2% of the fund+17%
Cut
Sold some of their stake.
- Procter & GamblePG2.1% of the fund-4%
- CSXCSX2.0% of the fund-4%
- Johnson & JohnsonJNJ1.8% of the fund-4%
- MerckMRK1.7% of the fund-3%
- Brookfield Infrastructure PABIP1.4% of the fund-4%
- CaterpillarCAT1.3% of the fund-6%
- Philip Morris InternationalPM1.3% of the fund-4%
- NvidiaNVDA1.3% of the fund-3%
- Select Sector Spdr TRXLY1.2% of the fund-3%
- Vanguard Index FDSVOO1.0% of the fund-4%
- IntelINTC1.0% of the fund-24%
- American Water Works CompanyAWK0.9% of the fund-5%
- Genuine PartsGPC0.9% of the fund-7%
- Lockheed MartinLMT0.8% of the fund-4%
- Vanguard Scottsdale FDSVCSH0.7% of the fund-13%
- Ishares TRIGSB0.6% of the fund-7%
- Canadian Pacific Kansas CityCP0.4% of the fund-10%
- DeereDE0.4% of the fund-3%
- General MillsGIS0.3% of the fund-3%
- American Electric PowerAEP0.3% of the fund-5%
- LindeLIN0.3% of the fund-2%
- CorningGLW0.3% of the fund-10%
- Brookfield Asset ManagementBAM0.2% of the fund-6%
- Ishares TRPFF0.2% of the fund-10%
- 3MMMM0.2% of the fund-2%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Global Business Travel GroupGBTG-100%
Holdings
- Vanguard World FDVGT
- Share
- 6.4%
- Value
- $8m
- Shares
- 69,347
New
- BrookfieldBN
- Share
- 1.9%
- Value
- $2m
- Shares
- 58,440
+19%
- Schwab Strategic TRSCHD
- Share
- 1.6%
- Value
- $2m
- Shares
- 65,973
+22%
- Brookfield Infrastructure PABIP
- Share
- 1.4%
- Value
- $2m
- Shares
- 49,067
-4%
- Select Sector Spdr TRXLY
- Share
- 1.2%
- Value
- $2m
- Shares
- 13,700
-3%
- Vanguard Index FDSVOO
- Share
- 1.0%
- Value
- $1m
- Shares
- 1,898
-4%
- Spdr Series TrustSPSM
- Share
- 0.9%
- Value
- $1m
- Shares
- 19,235
+4%
- Franklin Templeton ETF TRFLMI
- Share
- 0.8%
- Value
- $1m
- Shares
- 41,187
Held
- Invesco QQQ TRQQQ
- Share
- 0.8%
- Value
- $983,094
- Shares
- 1,335
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 0.7%
- Value
- $927,970
- Shares
- 11,742
-13%
- Ishares TRIGSB
- Share
- 0.6%
- Value
- $743,960
- Shares
- 14,195
-7%
- Schwab Strategic TRSCHG
- Share
- 0.5%
- Value
- $596,159
- Shares
- 17,617
+21%
- Select Sector Spdr TRXLI
- Share
- 0.4%
- Value
- $574,213
- Shares
- 3,100
+3%
- Ishares TRITA
- Share
- 0.4%
- Value
- $566,536
- Shares
- 2,337
Held
- Select Sector Spdr TRXLE
- Share
- 0.4%
- Value
- $559,779
- Shares
- 10,540
Held
- IsharesIEMG
- Share
- 0.4%
- Value
- $480,803
- Shares
- 5,804
Held
- Ishares TRIEFA
- Share
- 0.3%
- Value
- $442,819
- Shares
- 4,585
Held
- ShellSHEL
- Share
- 0.3%
- Value
- $435,077
- Shares
- 5,611
Held
- Vanguard World FDVIS
- Share
- 0.3%
- Value
- $428,852
- Shares
- 1,190
Held
- Vanguard Index FDSVB
- Share
- 0.3%
- Value
- $400,118
- Shares
- 1,320
+8%
- Ishares TRIYF
- Share
- 0.3%
- Value
- $353,840
- Shares
- 2,775
Held
- IsharesEWC
- Share
- 0.3%
- Value
- $348,837
- Shares
- 6,052
Held
- Ishares TRPFF
- Share
- 0.2%
- Value
- $302,918
- Shares
- 9,935
-10%
- Schwab Strategic TRSCHX
- Share
- 0.2%
- Value
- $276,347
- Shares
- 9,390
New
- Select Sector Spdr TRXLF
- Share
- 0.2%
- Value
- $260,277
- Shares
- 4,855
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard World FDVGT | 6.4% | $8m | 69,347 | New |
| AlphabetGOOGL | 5.5% | $7m | 19,929 | New |
| BlackstoneBX | 5.0% | $6m | 55,066 | New |
| Amazon.comAMZN | 3.7% | $5m | 20,007 | Held |
| AppleAAPL | 3.3% | $4m | 15,088 | Held |
| RTXRTX | 3.1% | $4m | 21,327 | Held |
| JPMorgan ChaseJPM | 3.0% | $4m | 12,005 | Held |
| MicrosoftMSFT | 2.9% | $4m | 10,068 | +7% |
| General ElectricGE | 2.7% | $3m | 9,310 | Held |
| Procter & GamblePG | 2.1% | $3m | 18,871 | -4% |
| CSXCSX | 2.0% | $3m | 55,883 | -4% |
| Bank of AmericaBAC | 1.9% | $3m | 44,303 | Held |
| BrookfieldBN | 1.9% | $2m | 58,440 | +19% |
| Berkshire HathawayBRK-B | 1.8% | $2m | 4,585 | +20% |
| Johnson & JohnsonJNJ | 1.8% | $2m | 9,032 | -4% |
| MerckMRK | 1.7% | $2m | 16,940 | -3% |
| GE VernovaGEV | 1.7% | $2m | 1,835 | +3% |
| Schwab Strategic TRSCHD | 1.6% | $2m | 65,973 | +22% |
| Costco WholesaleCOST | 1.5% | $2m | 2,158 | +5% |
| Brookfield Infrastructure PABIP | 1.4% | $2m | 49,067 | -4% |
| VisaV | 1.3% | $2m | 5,110 | Held |
| CaterpillarCAT | 1.3% | $2m | 1,641 | -6% |
| Philip Morris InternationalPM | 1.3% | $2m | 9,641 | -4% |
| NvidiaNVDA | 1.3% | $2m | 8,304 | -3% |
| Freeport-McMoRanFCX | 1.2% | $2m | 25,833 | Held |
| Select Sector Spdr TRXLY | 1.2% | $2m | 13,700 | -3% |
| Home DepotHD | 1.1% | $1m | 4,054 | Held |
| Vanguard Index FDSVOO | 1.0% | $1m | 1,898 | -4% |
| IntelINTC | 1.0% | $1m | 9,014 | -24% |
| ChevronCVX | 1.0% | $1m | 7,493 | Held |
| BroadcomAVGO | 1.0% | $1m | 3,287 | +8% |
| Willdan GroupWLDN | 0.9% | $1m | 15,302 | Held |
| Mondelez InternationalMDLZ | 0.9% | $1m | 21,450 | Held |
| WalmartWMT | 0.9% | $1m | 10,530 | Held |
| American Water Works CompanyAWK | 0.9% | $1m | 8,999 | -5% |
| BoeingBA | 0.9% | $1m | 5,450 | Held |
| Genuine PartsGPC | 0.9% | $1m | 9,635 | -7% |
| Spdr Series TrustSPSM | 0.9% | $1m | 19,235 | +4% |
| ExxonMobil HoldingsXOM | 0.8% | $1m | 7,895 | Held |
| Franklin Templeton ETF TRFLMI | 0.8% | $1m | 41,187 | Held |
| Lockheed MartinLMT | 0.8% | $1m | 2,031 | -4% |
| Duke EnergyDUK | 0.8% | $1m | 7,950 | Held |
| Invesco QQQ TRQQQ | 0.8% | $983,094 | 1,335 | Held |
| California Water Service GroupCWT | 0.7% | $934,810 | 19,215 | Held |
| Vanguard Scottsdale FDSVCSH | 0.7% | $927,970 | 11,742 | -13% |
| MP MaterialsMP | 0.7% | $921,421 | 16,451 | Held |
| Digital Realty TrustDLR | 0.7% | $890,896 | 4,961 | Held |
| Waste ManagementWM | 0.7% | $857,642 | 3,848 | Held |
| Haverty Furniture CompaniesHVT | 0.6% | $779,227 | 30,522 | Held |
| Ishares TRIGSB | 0.6% | $743,960 | 14,195 | -7% |
| Southern CompanySO | 0.5% | $700,884 | 7,323 | Held |
| AbbVieABBV | 0.5% | $689,242 | 2,739 | +3% |
| Eli LillyLLY | 0.5% | $669,282 | 558 | Held |
| Motorola SolutionsMSI | 0.5% | $615,044 | 1,481 | Held |
| Schwab Strategic TRSCHG | 0.5% | $596,159 | 17,617 | +21% |
| Select Sector Spdr TRXLI | 0.4% | $574,213 | 3,100 | +3% |
| MastercardMA | 0.4% | $572,664 | 1,115 | +14% |
| Ishares TRITA | 0.4% | $566,536 | 2,337 | Held |
| Warrior MET CoalHCC | 0.4% | $565,117 | 6,963 | Held |
| Select Sector Spdr TRXLE | 0.4% | $559,779 | 10,540 | Held |
| Canadian Pacific Kansas CityCP | 0.4% | $551,007 | 6,359 | -10% |
| EatonETN | 0.4% | $527,962 | 1,239 | Held |
| Meta PlatformsMETA | 0.4% | $488,936 | 868 | +102% |
| DeereDE | 0.4% | $485,262 | 765 | -3% |
| IsharesIEMG | 0.4% | $480,803 | 5,804 | Held |
| Guardant HealthGH | 0.4% | $477,846 | 3,185 | Held |
| TeslaTSLA | 0.4% | $467,707 | 1,112 | Held |
| Essex Property TrustESS | 0.3% | $456,046 | 1,564 | Held |
| Verizon CommunicationsVZ | 0.3% | $451,810 | 10,671 | Held |
| Novartis AGNVS | 0.3% | $446,652 | 2,850 | Held |
| General MillsGIS | 0.3% | $443,526 | 12,745 | -3% |
| Ishares TRIEFA | 0.3% | $442,819 | 4,585 | Held |
| American Electric PowerAEP | 0.3% | $439,844 | 3,215 | -5% |
| ShellSHEL | 0.3% | $435,077 | 5,611 | Held |
| Vanguard World FDVIS | 0.3% | $428,852 | 1,190 | Held |
| Advanced Micro DevicesAMD | 0.3% | $409,541 | 705 | New |
| Vanguard Index FDSVB | 0.3% | $400,118 | 1,320 | +8% |
| International Business MachinesIBM | 0.3% | $373,166 | 1,327 | Held |
| LindeLIN | 0.3% | $364,815 | 703 | -2% |
| Ishares TRIYF | 0.3% | $353,840 | 2,775 | Held |
| Moody'sMCO | 0.3% | $351,013 | 775 | +18% |
| IsharesEWC | 0.3% | $348,837 | 6,052 | Held |
| Campbell'sCPB | 0.3% | $346,967 | 15,580 | Held |
| Huntington Ingalls IndustriesHII | 0.3% | $342,585 | 1,224 | Held |
| CorningGLW | 0.3% | $342,276 | 1,340 | -10% |
| Brookfield Asset ManagementBAM | 0.2% | $324,893 | 7,244 | -6% |
| Colgate-PalmoliveCL | 0.2% | $313,546 | 3,420 | +3% |
| W.W. GraingerGWW | 0.2% | $312,892 | 230 | Held |
| CloroxCLX | 0.2% | $303,976 | 3,185 | Held |
| Ishares TRPFF | 0.2% | $302,918 | 9,935 | -10% |
| Micron TechnologyMU | 0.2% | $301,267 | 261 | New |
| AeroVironmentAVAV | 0.2% | $290,523 | 1,760 | New |
| Schwab Strategic TRSCHX | 0.2% | $276,347 | 9,390 | New |
| PfizerPFE | 0.2% | $276,318 | 11,475 | Held |
| Uber TechnologiesUBER | 0.2% | $262,878 | 3,643 | New |
| Select Sector Spdr TRXLF | 0.2% | $260,277 | 4,855 | Held |
| 3MMMM | 0.2% | $258,246 | 1,595 | -2% |
| Brookfield InfrastructureBIPC | 0.2% | $257,796 | 6,696 | -9% |
| Global Ship LeaseGSL | 0.2% | $255,868 | 6,805 | Held |
| Interactive Brokers GroupIBKR | 0.2% | $240,230 | 2,760 | New |
Showing the largest 100 of 109.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.7% since 30 June 2025.
Where the money is
Industrials17.1%
Financial services14.5%
Technology11.0%
Everyday goods7.9%
Retail & consumer6.6%
Media & telecom6.3%
Health care5.4%
Utilities3.5%
Real estate2.9%
Materials2.2%
Energy2.2%
Other20.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.