Wulff, Hansen & Co. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $99 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackstone Inc. with a value of $9.46M, Vanguard Information Technolog with a value of $5.62M, Alphabet Inc. with a value of $4.94M, Microsoft Corp with a value of $4.88M, and Procter & Gamble CO with a value of $3.51M.

Examining the 13F form we can see an decrease of $36K in the current position value, from $99.1M to 99M.

Below you can find more details about Wulff, Hansen & Co. portfolio as well as his latest detailed transactions.

Portfolio value $99 Million
Financial Services: $20.9 Million
ETFs: $15.9 Million
Consumer Defensive: $12.5 Million
Technology: $11.6 Million
Industrials: $11.1 Million
Communication Services: $6.49 Million
Utilities: $5.73 Million
Healthcare: $5.24 Million
Other: $9.66 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $99 Million
  • Prior Value $99.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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