WULFF, HANSEN & CO.

Q3 2026 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$131,843
Net value change ($000)
+1,368 (1.0%)
New positions
7
Sold out positions
4
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 1,659 44.2%
XOM 1,285 NEW
AMZN 456 9.6%
AAPL 434 9.9%
VGT 427 5.2%
V 339 19.3%
SCHD 323 15.4%
CVX 288 23.2%
MRK 287 13.2%
HPQ 284 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,079 -100.0%
GE -581 -16.7%
GEV -427 -19.8%
CAT -417 -23.9%
BX -368 -5.7%
HD -307 -21.5%
BN -298 -12.0%
HON -208 -100.0%
HONA -205 -100.0%
CMCSA -200 -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