Institutional Fund
Wulff, Hansen & Co.
San Rafael, CACIK 1086345 filings on record
Portfolio Value
$97.91M
Q1 2026
Holdings
98
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-17.9%
from $119.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc4.2%
- Rtx Corporation4.2%
- Apple Inc3.9%
- Jpmorgan Chase & Co.3.6%
- Microsoft Corp3.6%
- Procter And Gamble Co2.9%
- Other77.7%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 19.7K | $4.11M | 4.2% | +295 | Added |
| 2 | Rtx Corporation | 21.2K | $4.09M | 4.2% | 0 | Held |
| 3 | Apple Inc | 15.0K | $3.80M | 3.9% | +52 | Added |
| 4 | Jpmorgan Chase & Co. | 12.1K | $3.56M | 3.6% | 0 | Held |
| 5 | Microsoft Corp | 9.4K | $3.49M | 3.6% | +214 | Added |
| 6 | Procter And Gamble Co | 19.6K | $2.83M | 2.9% | −185 | Reduced |
| 7 | Ge Aerospace | 9.2K | $2.61M | 2.7% | +40 | Added |
| 8 | Csx Corp | 58.3K | $2.39M | 2.4% | −737 | Reduced |
| 9 | Johnson & Johnson | 9.4K | $2.29M | 2.3% | −90 | Reduced |
| 10 | Bank America Corp | 44.1K | $2.15M | 2.2% | −520 | Reduced |
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