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WHC

Wulff, Hansen & Co Portfolio holdings

AUM $97.9M
1-Year Est. Return 26.47%
This Fund
S&P 500
This Quarter Est. Return
+2.58%
1 Year Est. Return
+26.47%
3 Year Est. Return
+72.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$3.02M
Cap. Flow
+$1.56M
Cap. Flow %
1.31%
Top 10 Hldgs %
39.57%
Holding
106
New
5
Increased
3
Reduced
50
Closed
4

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$4.44M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$389K
3
GH icon
Guardant Health
GH
+$285K
4
FISV
Fiserv Inc
FISV
+$252K
5
GSL icon
Global Ship Lease
GSL
+$221K

Top Sells

Rank Stock Value
1
KMB icon
Kimberly-Clark
KMB
+$577K
2
DIS icon
Walt Disney
DIS
+$355K
3
NKE icon
Nike
NKE
+$301K
4
INTC icon
Intel
INTC
+$230K
5
XOM icon
ExxonMobil
XOM
+$217K

Sector Composition

Rank Sector Weight
1 Financials 18.48%
2 Industrials 15.76%
3 Technology 10.93%
4 Consumer Staples 8.59%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
101
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$201K 0.17%
2,000
– –
GBTG icon
102
American Express Global Business Travel
GBTG
$4.91B
$177K 0.15%
23,126
– –
DIS icon
103
Walt Disney
DIS
$165B
– –
-3,099
Closed -$355K
EFX icon
104
Equifax
EFX
$20.3B
– –
-805
Closed -$207K
KMB icon
105
Kimberly-Clark
KMB
$36.4B
– –
-4,642
Closed -$577K
NKE icon
106
Nike
NKE
$61.9B
– –
-4,315
Closed -$301K
1 2 3 4
5

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WIM
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FNWA
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OAG
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Wulff, Hansen & Co's Q4 2025 Portfolio in Review

As of Q4 2025, Wulff, Hansen & Co held 106 positions worth $119M, up 2.6% from $116M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Wulff, Hansen & Co's Q4 2025 filing shows 5 new, 3 increased, 50 reduced and 4 closed positions. Its largest new stake was Amazon: 19,420 shares worth $4.48M. The largest sale was Kimberly-Clark, an estimated $577K.

By sector, the portfolio is most concentrated in Financials at 18% of assets, down from 20% a quarter earlier, followed by Industrials and Technology.

  • Wulff, Hansen & Co's largest Q4 2025 buy was Amazon: 19,420 shares worth $4.48M.
  • Wulff, Hansen & Co added most to Huntington Ingalls Industries in Q4 2025, an estimated $39.4K increase.
  • Wulff, Hansen & Co's biggest Q4 2025 reduction was Intel, cutting an estimated $230K.
  • Wulff, Hansen & Co fully exited Kimberly-Clark in Q4 2025, selling an estimated $577K.
  • Wulff, Hansen & Co's ten largest holdings make up 40% of its $119M portfolio in Q4 2025.
  • Wulff, Hansen & Co opened 5 new positions and closed 4 in Q4 2025.
  • Wulff, Hansen & Co's portfolio value rose 2.6% quarter-over-quarter to $119M.

Based on Wulff, Hansen & Co's 13F filing for Q4 2025, filed 3 Feb 2026.