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Portfolio (Quarterly) Guide ↗

WULFF, HANSEN & CO.

· CIK 0000108634
13F Portfolio $130M AUM 109 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 109 New
Page 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CANADIAN PACIFIC KANSAS CITY 6,359.0 $551K 0.42% NEW $86.65
62 ETN EATON CORP PLC Industrials 1,239.0 $528K 0.41% NEW $426.12 -5.5%
63 META META PLATFORMS INC Communication Services 868.0 $489K 0.38% NEW $563.29 +2.6%
64 DE DEERE & CO Industrials 765.0 $485K 0.37% NEW $634.33 -0.6%
65 IEMG ISHARES INC 5,804.0 $481K 0.37% NEW $82.84 -1.2%
66 GH GUARDANT HEALTH INC Healthcare 3,185.0 $478K 0.37% NEW $150.03 +7.6%
67 TSLA TESLA INC Consumer Cyclical 1,112.0 $468K 0.36% NEW $420.60 -17.1%
68 ESS ESSEX PPTY TR INC Real Estate 1,564.0 $456K 0.35% NEW $291.59 -2.6%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 10,671.0 $452K 0.35% NEW $42.34 +18.3%
70 NVS NOVARTIS AG Healthcare 2,850.0 $447K 0.34% NEW $156.72 -1.9%
71 GIS GENERAL MLS INC Consumer Defensive 12,745.0 $444K 0.34% NEW $34.80 +19.4%
72 IEFA ISHARES TR 4,585.0 $443K 0.34% NEW $96.58 +4.0%
73 AEP AMERICAN ELEC PWR CO INC Utilities 3,215.0 $440K 0.34% NEW $136.81 -10.6%
74 SHEL SHELL PLC Energy 5,611.0 $435K 0.33% NEW $77.54 +17.2%
75 VIS VANGUARD WORLD FDS 1,190.0 $429K 0.33% NEW $360.38 -5.9%
76 AMD ADVANCED MICRO DEVICES INC Technology 705.0 $410K 0.31% NEW $580.91 -19.9%
77 VB VANGUARD INDEX FDS 1,320.0 $400K 0.31% NEW $303.12 -0.8%
78 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,327.0 $373K 0.29% NEW $281.21 -16.2%
79 LIN LINDE PLC Basic Materials 703.0 $365K 0.28% NEW $518.94 -5.7%
80 IYF ISHARES TR 2,775.0 $354K 0.27% NEW $127.51 +7.7%
Page 4 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 19.1%
Industrials 18.3%
Technology 14.1%
Consumer Defensive 10.0%
Consumer Cyclical 8.3%
Utilities 8.2%
Communication Services 8.0%
Healthcare 6.8%
Energy 3.2%
Basic Materials 2.8%