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WULFF, HANSEN & CO.
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $131,843,157
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD WORLD FD · INF TECH ETF · 92204A702 · shares: $8,714,837
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $6,933,900
- BLACKSTONE INC · COM · 09260D107 · shares: $6,111,819
- MICROSOFT CORP · COM · 594918104 · shares: $5,415,198
- AMAZON COM INC · COM · 023135106 · shares: $5,224,426
- APPLE INC · COM · 037833100 · shares: $4,799,675
- RAYTHEON TECHNOLOGIES CORP · COM · 75513E101 · shares: $3,963,071
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $3,880,636
- GENERAL ELECTRIC CO · COM NEW · 369604301 · shares: $2,898,051
- PROCTER AND GAMBLE CO · COM · 742718109 · shares: $2,759,012
Reported holdings
112 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 69,347 shares | $8,714,837 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 20,152 shares | $6,933,900 |
| BLACKSTONE INC | COM | 09260D107 | — | 54,526 shares | $6,111,819 |
| MICROSOFT CORP | COM | 594918104 | — | 10,558 shares | $5,415,198 |
| AMAZON COM INC | COM | 023135106 | — | 20,969 shares | $5,224,426 |
| APPLE INC | COM | 037833100 | — | 14,413 shares | $4,799,675 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | — | 21,347 shares | $3,963,071 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 11,730 shares | $3,880,636 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 | — | 9,280 shares | $2,898,051 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 18,991 shares | $2,759,012 |
| CSX CORP | COM | 126408103 | — | 55,401 shares | $2,576,701 |
| MERCK & CO INC | COM | 58933Y105 | — | 16,954 shares | $2,463,586 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 9,157 shares | $2,424,224 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 74,248 shares | $2,415,287 |
| BK OF AMERICA CORP | COM | 060505104 | — | 44,203 shares | $2,405,987 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,605 shares | $2,293,060 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 60,095 shares | $2,191,064 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 2,300 shares | $2,093,782 |
| VISA INC | COM CL A | 92826C839 | — | 5,822 shares | $2,092,019 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 9,816 shares | $1,873,089 |
| NVIDIA CORPORATION | com | 67066G104 | — | 8,150 shares | $1,861,297 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | — | 49,990 shares | $1,777,145 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | — | 25,119 shares | $1,758,330 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,819 shares | $1,728,941 |
| CHEVRON CORP NEW | COM | 166764100 | — | 7,492 shares | $1,529,977 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | — | 13,886 shares | $1,511,353 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 2,143 shares | $1,501,943 |
| CATERPILLAR INC | COM | 149123101 | — | 1,641 shares | $1,330,506 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 7,895 shares | $1,284,911 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 9,459 shares | $1,224,657 |
| GENUINE PARTS CO | COM | 372460105 | — | 9,510 shares | $1,195,787 |
| BROADCOM INC | COM | 11135F101 | — | 3,320 shares | $1,165,951 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 20,155 shares | $1,165,362 |
| WILLDAN GROUP INC | COM | 96924N100 | — | 15,302 shares | $1,130,512 |
| HOME DEPOT INC | COM | 437076102 | — | 3,947 shares | $1,122,882 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,176 shares | $1,108,128 |
| WALMART INC | COM | 931142103 | — | 10,513 shares | $1,092,511 |
| INTEL CORP | COM | 458140100 | — | 9,014 shares | $1,083,753 |
| SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | — | 19,235 shares | $1,016,762 |
| BOEING CO | COM | 097023105 | — | 5,435 shares | $1,011,182 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,300 shares | $961,701 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 | — | 41,187 shares | $960,481 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 7,950 shares | $906,380 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 4,961 shares | $870,804 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | — | 18,815 shares | $870,570 |
| HAVERTY FURNITURE COS INC | COM | 419596101 | — | 30,127 shares | $833,614 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 10,681 shares | $825,128 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 16,451 shares | $777,968 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 3,763 shares | $767,351 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,330 shares | $733,455 |
| META PLATFORMS INC | CL A | 30303M102 | — | 928 shares | $672,967 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 18,717 shares | $672,502 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 1,481 shares | $660,482 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | — | 10,540 shares | $648,210 |
| ISHARES TR | ISHS 1-5YR UNVS | 464288646 | — | 12,565 shares | $643,705 |
| ABBVIE INC | COM | 00287Y109 | — | 2,455 shares | $642,203 |
| LILLY ELI & CO | COM | 532457108 | — | 555 shares | $642,179 |
| WARRIOR MET COAL INC | com | 93627C101 | — | 6,963 shares | $613,231 |
| SOUTHERN CO | COM | 842587107 | — | 7,123 shares | $590,425 |
| GUARDANT HEALTH INC | com | 40131M109 | — | 3,185 shares | $568,077 |
| SHELL PLC | SPON ADS | 780259305 | — | 5,611 shares | $533,326 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | — | 3,150 shares | $525,987 |
| DEERE & CO | COM | 244199105 | — | 750 shares | $503,663 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 10,671 shares | $489,479 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 5,739 shares | $488,389 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 2,337 shares | $484,180 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 5,804 shares | $471,053 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 4,585 shares | $444,195 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 725 shares | $443,526 |
| EATON CORP PLC | SHS | G29183103 | — | 1,030 shares | $442,601 |
| ESSEX PPTY TR INC | COM | 297178105 | — | 1,564 shares | $421,326 |
| GENERAL MLS INC | COM | 370334104 | — | 12,745 shares | $409,879 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 2,850 shares | $406,325 |
| TESLA INC | COM | 88160R101 | — | 1,112 shares | $394,549 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 3,215 shares | $381,428 |
| VANGUARD WORLD FDS | INDUSTRIAL ETF | 92204A603 | — | 1,190 shares | $381,407 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 1,320 shares | $375,527 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 5,413 shares | $370,845 |
| ISHARES INC | MSCI CDA ETF | 464286509 | — | 6,052 shares | $353,316 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | — | 2,775 shares | $348,707 |
| LINDE PLC | SHS | G54950103 | — | 700 shares | $332,255 |
| PFIZER INC | COM | 717081103 | — | 11,475 shares | $327,267 |
| HUNTINGTON INGALLS INDS INC | Com | 446413106 | — | 1,222 shares | $326,360 |
| CAMPBELL SOUP CO | COM | 134429109 | — | 15,580 shares | $308,951 |
| GLOBAL SHIP LEASE INC NEW | COM CL A | Y27183600 | — | 6,805 shares | $300,373 |
| INTERNATIONAL BUSINESS MACHS COM | COM | 459200101 | — | 1,327 shares | $291,847 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 3,420 shares | $291,794 |
| GRAINGER W W INC | COM | 384802104 | — | 230 shares | $286,525 |
| HP INC | Com | 40434L105 | — | 9,081 shares | $284,054 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 9,390 shares | $281,700 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 261 shares | $277,994 |
| MOODYS CORP | COM | 615369105 | — | 610 shares | $277,019 |
| FISERV INC | COM | 337738108 | — | 6,012 shares | $271,622 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 5,878 shares | $262,041 |
| 3M CO | COM | 88579Y101 | — | 1,595 shares | $261,819 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | — | 4,855 shares | $259,257 |
| AEROVIRONMENT INC | COM | 008073108 | — | 1,682 shares | $239,214 |
| CLOROX CO DEL | COM | 189054109 | — | 2,945 shares | $238,574 |
| CLEAN HARBORS INC | Com | 184496107 | — | 768 shares | $238,257 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 2,760 shares | $235,759 |