WULFF, HANSEN & CO.

Q1 2026 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$97,909
Net value change ($000)
-21,287 (-17.9%)
New positions
2
Sold out positions
6
Turnover %
22.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GEV 391 33.5%
XOM 389 40.9%
CVX 383 33.6%
JNJ 333 17.0%
COST 299 17.2%
MRK 263 14.3%
LMT 254 24.9%
CSX 253 11.8%
SCHD 248 17.5%
CLH 220 NEW
Top Reduces (Value $000, Stocks/ETFs)
BX -8,038 -100.0%
VGT -6,606 -100.0%
GOOGL -6,086 -100.0%
MSFT -965 -21.7%
WLDN -637 -35.1%
AMZN -377 -8.4%
JPM -339 -8.7%
BAC -305 -12.4%
BN -266 -11.8%
AAPL -256 -6.3%
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