Q2 2026 13F · SEC CIK 108634

Wulff, Hansen & Co.

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $130.5M
Reported positions: 109
Top holdings a year, 3 yrs: +18.9%
Assets under management: $144.8M

Wulff, Hansen & Co. is a wealth manager that reported 109 positions worth $130.5M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Vanguard World Fd (VGT, 6.4%), Alphabet Inc (GOOGL, 5.5%), Blackstone Inc (BX, 5.0%). A portfolio copying its top holdings returned 18.9% a year over the last 3 years, against 22.3% for the S&P 500.

Wulff, Hansen & Co. holdings largest 50 of 109 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wulff, Hansen & Co. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VGTVanguard World Fd	6.4%	—	69,347	—	$8.3M
GOOGLAlphabet Inc	5.5%	—	19,929	—	$7.1M
BXBlackstone Inc	5.0%	—	55,066	—	$6.5M
AMZNAmazon Com Inc	3.7%	4.2%	20,007	+1.5%	$4.8M
AAPLApple Inc	3.3%	3.9%	15,088	+0.8%	$4.4M
RTXRtx Corporation	3.1%	4.2%	21,327	+0.5%	$4.0M
JPMJpmorgan Chase & Co	3.0%	3.6%	12,005	-0.8%	$3.9M
MSFTMicrosoft Corp	2.9%	3.6%	10,068	+6.9%	$3.8M
GEGe Aerospace	2.7%	2.7%	9,310	+1.4%	$3.5M
PGProcter & Gamble Co	2.1%	2.9%	18,871	-3.8%	$2.8M
CSXCsx Corp	2.0%	2.4%	55,883	-4.2%	$2.7M
BACBank of Amer Corp	1.9%	2.2%	44,303	+0.4%	$2.5M
BNBrookfield Corp	1.9%	2.0%	58,440	+18.8%	$2.5M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.9%	4,585	+20.0%	$2.3M
JNJJohnson & Johnson	1.8%	2.3%	9,032	-3.8%	$2.3M
MRKMerck & Co Inc	1.7%	2.2%	16,940	-3.3%	$2.2M
GEVGe Vernova Inc	1.7%	1.6%	1,835	+2.9%	$2.2M
SCHDSchwab Strategic Tr	1.6%	1.7%	65,973	+21.6%	$2.1M
COSTCostco Wholesale Corporation	1.5%	2.1%	2,158	+5.4%	$2.0M
BIPBrookfield Infrastructure Pa	1.4%	1.9%	49,067	-4.0%	$1.8M
VVisa Inc	1.3%	1.6%	5,110	+0.9%	$1.8M
CATCaterpillar Inc	1.3%	1.3%	1,641	-6.0%	$1.7M
PMPhilip Morris Intl Inc	1.3%	1.7%	9,641	-3.8%	$1.7M
NVDANvidia Corporation	1.3%	1.5%	8,304	-2.5%	$1.7M
FCXFreeport Mcmoran Inc	1.2%	1.5%	25,833	+0.1%	$1.6M
XLYSelect Sector Spdr Tr	1.2%	1.6%	13,700	-3.1%	$1.6M
HDHome Depot Inc	1.1%	1.4%	4,054	+0.0%	$1.4M
VOOVanguard Index Fds	1.0%	1.2%	1,898	-3.7%	$1.3M
INTCIntel Corp	1.0%	—	9,014	—	$1.3M
CVXChevron Corporation	1.0%	1.6%	7,493	+1.9%	$1.2M
AVGOBroadcom Inc	1.0%	1.0%	3,287	+7.9%	$1.2M
WLDNWilldan Group Inc	0.9%	1.2%	15,302	-0.6%	$1.2M
MDLZMondelez International	0.9%	1.3%	21,450	-1.5%	$1.2M
WMTWalmart Inc	0.9%	1.4%	10,530	-1.9%	$1.2M
AWKAmerican Wtr Wks Co Inc New Com	0.9%	1.3%	8,999	-5.0%	$1.2M
BABoeing Co	0.9%	1.1%	5,450	+0.0%	$1.2M
GPCGenuine Parts Co	0.9%	1.1%	9,635	-7.0%	$1.1M
SPSMSpdr Series Trust	0.8%	0.9%	19,235	+4.2%	$1.1M
XOMExxon Mobil Corp	0.8%	1.4%	7,895	+0.0%	$1.1M
FLMIFranklin Templeton ETF Tr	0.8%	1.0%	41,187	+0.0%	$1.0M
LMTLockheed Martin Corp	0.8%	1.3%	2,031	-3.8%	$1.0M
DUKDuke Energy Corp New	0.8%	1.1%	7,950	+0.0%	$1.0M
QQQInvesco Qqq Tr	0.8%	0.8%	1,335	+0.0%	$983K
CWTCalifornia Wtr Svc Group	0.7%	0.9%	19,215	-0.8%	$935K
VCSHVanguard Scottsdale Fds	0.7%	1.1%	11,742	-13.2%	$928K
MPMp Materials Corp	0.7%	0.8%	16,451	+0.0%	$921K
DLRDigital Rlty Tr Inc	0.7%	0.9%	4,961	+0.0%	$891K
WMWaste Mgmt Inc Del	0.7%	0.9%	3,848	-1.2%	$858K
HVTHaverty Furniture Cos Inc	0.6%	0.7%	30,522	+0.0%	$779K
IGSBIshares Tr	0.6%	0.8%	14,195	-6.9%	$744K

What Wulff, Hansen & Co. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SCHD Schwab Strategic Tr+21.6% shares
BRK-B Berkshire Hathaway Inc Del+20.0% shares
BN Brookfield Corp+18.8% shares
AVGO Broadcom Inc+7.9% shares
MSFT Microsoft Corp+6.9% shares
COST Costco Wholesale Corporation+5.4% shares

Reduced

VCSH Vanguard Scottsdale Fds-13.2% shares
GPC Genuine Parts Co-7.0% shares
IGSB Ishares Tr-6.9% shares
CAT Caterpillar Inc-6.0% shares
AWK American Wtr Wks Co Inc New Com-5.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.8% /yr; S&P 500 +11.7%
3 years: +18.9% /yr; S&P 500 +22.3%
5 years: +8.1% /yr; S&P 500 +12.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$130.5M	109
Q1 2026	$97.9M	98
Q4 2025	$119.2M	102
Q3 2025	$116.2M	101
Q2 2025	$116.8M	100
Q1 2025	$109.7M	98
Q4 2024	$105.7M	96
Q3 2024	$110.4M	96
Q2 2024	$101.3M	91
Q1 2024	$100.2M	89
Q4 2023	$90.1M	85
Q3 2023	$85.7M	86

Questions about Wulff, Hansen & Co.'s portfolio

What stocks does Wulff, Hansen & Co. own?

Wulff, Hansen & Co.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 109 positions worth $130.5M. The largest are Vanguard World Fd (VGT) at 6.4%, Alphabet Inc (GOOGL) at 5.5%, Blackstone Inc (BX) at 5.0%, Amazon Com Inc (AMZN) at 3.7% and Apple Inc (AAPL) at 3.3%.

What did Wulff, Hansen & Co. buy last quarter?

In Q2 2026, Wulff, Hansen & Co. added Schwab Strategic Tr (SCHD) (+21.6% shares), Berkshire Hathaway Inc Del (BRK-B) (+20.0% shares) and Brookfield Corp (BN) (+18.8% shares), compared with its Q1 2026 filing.

What did Wulff, Hansen & Co. sell last quarter?

In Q2 2026, Wulff, Hansen & Co. cut from its top 50 Southern Co (SO), cut from its top 50 Warrior Met Coal Inc (HCC), cut from its top 50 Select Sector Spdr Tr (XLE), cut from its top 50 Motorola Solutions Inc (MSI), Vanguard Scottsdale Fds (VCSH) (-13.2% shares), Genuine Parts Co (GPC) (-7.0% shares) and Ishares Tr (IGSB) (-6.9% shares), compared with its Q1 2026 filing.

How has Wulff, Hansen & Co.'s portfolio performed?

A portfolio copying Wulff, Hansen & Co.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +9.8% against +11.7%. Over 5 years: +8.1% a year against +12.0%.

When is Wulff, Hansen & Co.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Wulff, Hansen & Co.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wulff, Hansen & Co. manage?

Wulff, Hansen & Co. reported $144.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $130.5M.