Wulff-Hansen--Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MP",
  "MMM",
  "ABBV",
  "GOOGL",
  "CAT",
  "AVGO",
  "CP.TO",
  "FMS",
  "DUK",
  "ESS",
  "FCX",
  "WLDN",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  null,
  "HVT",
  "META",
  null,
  "BAM",
  "LIN",
  null,
  "MA",
  "BIPC",
  null,
  null,
  "MSFT",
  "MDLZ",
  "GE",
  "GPC",
  "NVS",
  "BX",
  "DOW",
  "AAPL",
  "NVDA",
  "HPE",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "SCHX",
  null,
  "RTX",
  null,
  null,
  "IBM",
  null,
  "GBTG",
  null,
  null,
  "BN.TO",
  "WM",
  "AEP",
  "MSI",
  null,
  "VGT",
  null,
  "VB",
  "V",
  "HCC",
  "WMT",
  "SCHD",
  "SO",
  "CRM",
  "GEV",
  "GWW",
  "KMB",
  "BAC",
  "BRK-B",
  "BA",
  "BIP",
  "CWT",
  "CPB",
  "CVX",
  "CLX",
  "CMCSA",
  "CL",
  "COST",
  "CSX",
  "DHR",
  "DE",
  "DLR",
  null,
  "MCO",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "AWK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 98
Total Value: 109676928
Accession Number: 0000108634-25-000006
Form Type: 13F-HR
CIK: wulff-hansen--co
Manager Name: Wulff-Hansen--Co

Data Enrichment

86% identified

84 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $109.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 5

Sort by:

JOHNSON & JOHNSON

JNJ|478160104

Shares:9.9K

Value:$1.6M

% of Portfolio:1.5% ($1.6M/$109.7M)

808524797

SCHD|808524797

Shares:54.0K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$109.7M)

HOME DEPOT, INC.

HD|437076102

Shares:4.1K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$109.7M)

American Water Works Company, Inc.

AWK|030420103

Shares:9.8K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$109.7M)

81369Y407

Shares:7.3K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$109.7M)

CHEVRON CORP

CVX|166764100

Shares:8.2K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$109.7M)

GENUINE PARTS CO

GPC|372460105

Shares:10.9K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$109.7M)

92206C409

Shares:15.8K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$109.7M)

Walmart Inc.

WMT|931142103

Shares:14.2K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$109.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:9.6K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$109.7M)

NVIDIA CORP

NVDA|67066G104

Shares:10.2K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$109.7M)

CALIFORNIA WATER SERVICE GROUP

CWT|130788102

Shares:21.9K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$109.7M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.3K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$109.7M)

464288646

Shares:19.2K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$109.7M)

35473P868

Shares:41.2K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$109.7M)

Willdan Group, Inc.

WLDN|96924N100

Shares:23.7K

Value:$966.6K

% of Portfolio:0.9% ($966.6K/$109.7M)

BOEING CO

BA|097023105

Shares:5.6K

Value:$959.5K

% of Portfolio:0.9% ($959.5K/$109.7M)

Duke Energy CORP

DUK|26441C204

Shares:7.8K

Value:$956.2K

% of Portfolio:0.9% ($956.2K/$109.7M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:25.1K

Value:$950.2K

% of Portfolio:0.9% ($950.2K/$109.7M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:3.8K

Value:$881.6K

% of Portfolio:0.8% ($881.6K/$109.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	9.9K	QoQ -1.69% (-170) YoY -11.88% (-1.3K)	All Managers (Combined)	$1.6M	1.5% ($1.6M/$109.7M)	QoQ +12.72% (-$184.6K) YoY -7.62% (-$135.0K)
(SCHDcusip808524797)	54.0K	QoQ +1.42% (+760) YoY +215.42% (+36.9K)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$109.7M)	QoQ +3.80% (+$55.3K) YoY +9.37% (+$129.4K)
HOME DEPOT, INC.(HDcusip437076102)	4.1K	QoQ +0.27% (-11) YoY -7.21% (-317)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$109.7M)	QoQ -5.52% (-$87.5K) YoY -11.34% (-$191.4K)
American Water Works Company, Inc.(AWKcusip030420103)	9.8K	QoQ 0.00% (+0) YoY -13.75% (-1.6K)	All Managers (Combined)	$1.4M	1.3% ($1.4M/$109.7M)	QoQ +18.49% (+$225.2K) YoY +4.10% (-$56.9K)
(cusip81369Y407)✕	7.3K	QoQ -2.34% (-175) YoY -10.99% (-900)	All Managers (Combined)	$1.4M	1.3% ($1.4M/$109.7M)	QoQ -14.05% (-$235.2K) YoY -4.42% (-$66.6K)
CHEVRON CORP(CVXcusip166764100)	8.2K	QoQ +13.85% (+1.0K) YoY +9.31% (+700)	All Managers (Combined)	$1.4M	1.3% ($1.4M/$109.7M)	QoQ +31.50% (+$329.3K) YoY +15.93% (+$188.9K)
GENUINE PARTS CO(GPCcusip372460105)	10.9K	QoQ -2.05% (-230) YoY -3.35% (-380)	All Managers (Combined)	$1.3M	1.2% ($1.3M/$109.7M)	QoQ -0.06% (-$806) YoY -25.68% (-$450.6K)
(cusip92206C409)✕	15.8K	QoQ -4.30% (-710) YoY -20.20% (-4.0K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$109.7M)	QoQ -3.16% (-$40.7K) YoY -18.52% (-$283.1K)
Walmart Inc.(WMTcusip931142103)	14.2K	QoQ +4.77% (+646) YoY +1.71% (+239)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$109.7M)	QoQ +1.80% (+$22.1K) YoY +48.40% (+$405.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	9.6K	QoQ +19.96% (+1.6K) YoY +17.38% (+1.4K)	All Managers (Combined)	$1.1M	1.0% ($1.1M/$109.7M)	QoQ +32.63% (+$281.7K) YoY +20.10% (+$191.7K)
NVIDIA CORP(NVDAcusip67066G104)	10.2K	QoQ +62.66% (+3.9K) YoY +1697.70% (+9.6K)	All Managers (Combined)	$1.1M	1.0% ($1.1M/$109.7M)	QoQ +31.28% (+$262.8K) YoY +115.63% (+$591.4K)
CALIFORNIA WATER SERVICE GROUP(CWTcusip130788102)	21.9K	QoQ +5.98% (+1.2K) YoY -3.14% (-710)	All Managers (Combined)	$1.1M	1.0% ($1.1M/$109.7M)	QoQ +13.30% (+$124.5K) YoY +0.98% (-$10.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.3K	QoQ 0.00% (-0) YoY +25.61% (+461)	All Managers (Combined)	$1.0M	0.9% ($1.0M/$109.7M)	QoQ -8.07% (-$88.7K) YoY +23.35% (+$191.2K)
(cusip464288646)✕	19.2K	QoQ -4.84% (-980) YoY -18.53% (-4.4K)	All Managers (Combined)	$1.0M	0.9% ($1.0M/$109.7M)	QoQ -3.61% (-$37.8K) YoY -16.80% (-$203.4K)
(cusip35473P868)✕	41.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.0M	0.9% ($1.0M/$109.7M)	QoQ +0.02% (+$206) YoY -0.36% (-$3.7K)
Willdan Group, Inc.(WLDNcusip96924N100)	23.7K	QoQ +4.01% (+916) YoY +2.46% (+572)	All Managers (Combined)	$966.6K	0.9% ($966.6K/$109.7M)	QoQ +11.19% (+$97.3K) YoY +43.93% (+$295.0K)
BOEING CO(BAcusip097023105)	5.6K	QoQ +18.19% (+866) YoY -11.95% (-764)	All Managers (Combined)	$959.5K	0.9% ($959.5K/$109.7M)	QoQ +13.88% (+$117.0K) YoY -22.19% (-$273.7K)
Duke Energy CORP(DUKcusip26441C204)	7.8K	QoQ +2.14% (+165) YoY +2.14% (+165)	All Managers (Combined)	$956.2K	0.9% ($956.2K/$109.7M)	QoQ +15.64% (+$129.3K) YoY +28.83% (+$214.0K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	25.1K	QoQ 0.00% (-0) YoY +1.80% (-444)	All Managers (Combined)	$950.2K	0.9% ($950.2K/$109.7M)	QoQ -0.57% (-$5.5K) YoY -18.03% (-$209.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	3.8K	QoQ -2.55% (-100) YoY -10.06% (-426)	All Managers (Combined)	$881.6K	0.8% ($881.6K/$109.7M)	QoQ +11.79% (-$93.0K) YoY -2.31% (-$20.9K)