Wulff, Hansen & Co. holds a diversified book of 109 reported positions worth $130.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Vanguard Info Tech ETF and trimmed JPMorgan Chase & Co. Their largest long position is Vanguard Info Tech ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +15% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.1 points over this window.
Growth of $10,000 cloning Wulff, Hansen & Co.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
+5 sectors below the cut, 12% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wulff, Hansen & Co.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 8 / 80 | $233.3M |
| Draper Asset Management, LLC | 8 / 80 | $170.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Emerald Advisors, LLC | 38 / 80 | $659.7M |
| 9823 Capital, L.P. | 10 / 80 | $121.4M |
| Hoey Investments, Inc | 55 / 80 | $627.6M |
| Skandinaviska Enskilda Banken AB (publ) | 18 / 80 | $2.1B |
| AdviceOne Advisory Services, LLC | 24 / 80 | $139.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Wulff, Hansen & Co.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD INF TECH ETF | $8.3M | 69.3K | 6.4% | ▲New New position | |
| 2 | Alphabet Inc CAP STK CL A | $7.1M | 19.9K | 5.5% | ▲New New position | |
| 3 | Blackstone Inc COM | $6.5M | 55.1K | 5.0% | ▲New New position | |
| 4 | Amazon Com Inc COM | $4.8M | 20.0K | 3.7% | ▲+1.5% Added · +292 sh | |
| 5 | Apple Inc COM | $4.4M | 15.1K | 3.3% | ▲+0.8% Added · +118 sh | |
| 6 | Raytheon Technologies Corp COM | $4.0M | 21.3K | 3.1% | ▲+0.5% Added · +100 sh | |
| 7 | JPMorgan Chase & Co COM | $3.9M | 12.0K | 3.0% | ▼−0.8% Reduced · −96 sh | |
| 8 | Microsoft Corp COM | $3.8M | 10.1K | 2.9% | ▲+6.9% Added · +653 sh | |
| 9 | General Electric Co COM NEW | $3.5M | 9.3K | 2.7% | ▲+1.4% Added · +130 sh | |
| 10 | Procter And Gamble Co COM | $2.8M | 18.9K | 2.1% | ▼−3.8% Reduced · −748 sh | |
| 11 | CSX Corp COM | $2.7M | 55.9K | 2.0% | ▼−4.2% Reduced · −2K sh | |
| 12 | BK Of America Corp COM | $2.5M | 44.3K | 1.9% | ▲+0.4% Added · +175 sh | |
| 13 | Brookfield Corp CL A LTD VT SH | $2.5M | 58.4K | 1.9% | ▲+19% Added · +9K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.6K | 1.8% | ▲+20% Added · +763 sh | |
| 15 | Johnson & Johnson COM | $2.3M | 9.0K | 1.8% | ▼−3.8% Reduced · −353 sh | |
| 16 | Merck & Co Inc COM | $2.2M | 16.9K | 1.7% | ▼−3.3% Reduced · −585 sh | |
| 17 | Ge Vernova Inc COM | $2.2M | 1.8K | 1.7% | ▲+2.9% Added · +51 sh | |
| 18 | Schwab Strategic TR US DIVIDEND EQ | $2.1M | 66.0K | 1.6% | ▲+22% Added · +12K sh | |
| 19 | Costco WHSL Corp New COM | $2.0M | 2.2K | 1.5% | ▲+5.4% Added · +111 sh | |
| 20 | Brookfield Infrast Partners LP INT UNIT | $1.8M | 49.1K | 1.4% | ▼−4.0% Reduced · −2K sh | |
| 21 | Visa Inc COM CL A | $1.8M | 5.1K | 1.3% | ▲+0.9% Added · +45 sh | |
| 22 | Caterpillar Inc COM | $1.7M | 1.6K | 1.3% | ▼−6.0% Reduced · −104 sh | |
| 23 | Philip Morris Intl Inc COM | $1.7M | 9.6K | 1.3% | ▼−3.8% Reduced · −384 sh | |
| 24 | Nvidia Corporation com | $1.7M | 8.3K | 1.3% | ▼−2.5% Reduced · −215 sh | |
| 25 | Freeport-McMoran Inc CL B | $1.6M | 25.8K | 1.2% | ▲+0.1% Added · +34 sh | |
| 26 | Select Sector SPDR TR SBI CONS DISCR | $1.6M | 13.7K | 1.2% | ▼−3.1% Reduced · −443 sh | |
| 27 | Home Depot Inc COM | $1.4M | 4.1K | 1.1% | —Held | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $1.3M | 1.9K | 1.0% | ▼−3.7% Reduced · −73 sh | |
| 29 | Intel Corp COM | $1.3M | 9.0K | 1.0% | ▼−24% Reduced · −3K sh | |
| 30 | Chevron Corp New COM | $1.2M | 7.5K | 1.0% | ▲+1.9% Added · +138 sh | |
| 31 | Broadcom Inc COM | $1.2M | 3.3K | 1.0% | ▲+7.9% Added · +242 sh | |
| 32 | Willdan Group Inc COM | $1.2M | 15.3K | 0.9% | ▼−0.6% Reduced · −87 sh | |
| 33 | Mondelez Intl Inc CL A | $1.2M | 21.4K | 0.9% | ▼−1.5% Reduced · −330 sh | |
| 34 | Walmart Inc COM | $1.2M | 10.5K | 0.9% | ▼−1.9% Reduced · −203 sh | |
| 35 | American WTR WKS Co Inc New COM | $1.2M | 9.0K | 0.9% | ▼−5.0% Reduced · −476 sh | |
| 36 | Boeing Co COM | $1.2M | 5.5K | 0.9% | —Held | |
| 37 | Genuine Parts Co COM | $1.1M | 9.6K | 0.9% | ▼−7.0% Reduced · −720 sh | |
| 38 | SPDR Ser TR PORTFOLIO S&P600 | $1.1M | 19.2K | 0.9% | ▲+4.2% Added · +780 sh | |
| 39 | Exxon Mobil Corp COM | $1.1M | 7.9K | 0.8% | —Held | |
| 40 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $1.0M | 41.2K | 0.8% | —Held | |
| 41 | Lockheed Martin Corp COM | $1.0M | 2.0K | 0.8% | ▼−3.8% Reduced · −81 sh | |
| 42 | Duke Energy Corp New COM NEW | $1.0M | 8.0K | 0.8% | —Held | |
| 43 | Invesco QQQ TR UNIT SER 1 | $983K | 1.3K | 0.8% | —Held | |
| 44 | California WTR SVC Group COM | $935K | 19.2K | 0.7% | ▼−0.8% Reduced · −160 sh | |
| 45 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $928K | 11.7K | 0.7% | ▼−13% Reduced · −2K sh | |
| 46 | MP Materials Corp COM CL A | $921K | 16.5K | 0.7% | —Held | |
| 47 | Digital Rlty TR Inc COM | $891K | 5.0K | 0.7% | —Held | |
| 48 | Waste Mgmt Inc Del COM | $858K | 3.8K | 0.7% | ▼−1.1% Reduced · −45 sh | |
| 49 | Haverty Furniture Cos Inc COM | $779K | 30.5K | 0.6% | —Held | |
| 50 | Ishares TR ISHS 1-5YR UNVS | $744K | 14.2K | 0.6% | ▼−6.9% Reduced · −1K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.