WULFF, HANSEN & CO.

Q2 2026 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$130,475
Net value change ($000)
+32,566 (33.3%)
New positions
13
Sold out positions
2
Turnover %
19.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VGT 8,288 NEW
GOOGL 7,122 NEW
BX 6,480 NEW
GE 874 33.6%
INTC 734 139.8%
AMZN 662 16.1%
GEV 599 38.5%
AAPL 567 14.9%
CAT 512 41.4%
BN 498 25.0%
Top Reduces (Value $000, Stocks/ETFs)
HON -429 -100.0%
CVX -280 -18.4%
XOM -260 -19.4%
LMT -241 -18.9%
VCSH -145 -13.5%
WMT -141 -10.6%
GBTG -129 -100.0%
HII -121 -26.1%
AWK -105 -8.1%
SHEL -87 -16.7%
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