WULFF, HANSEN & CO.

Q4 2025 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$119,196
Net value change ($000)
+3,018 (2.6%)
New positions
5
Sold out positions
4
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMZN 4,483 NEW
GOOGL 1,301 27.2%
IEMG 390 NEW
MRK 358 24.1%
GH 325 NEW
RTX 316 8.8%
FCX 298 29.4%
GLOBAL SHIP LEASE INC NEW 238 NEW
AAPL 211 5.5%
FISV 203 NEW
Top Reduces (Value $000, Stocks/ETFs)
BX -963 -10.7%
KMB -577 -100.0%
MSFT -461 -9.4%
DIS -355 -100.0%
PG -305 -9.7%
NKE -301 -100.0%
MDLZ -274 -18.4%
MP -272 -24.7%
HD -248 -15.1%
EFX -207 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type