StockDriftsStockDriftsTop 50 Wulff Hansen & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 6.35% | 69.3K | $8.3M | new | $97.13(+26.20%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.46% | 19.9K | $7.1M | new | $171.69(+100.78%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 4.97% | 55.1K | $6.5M | new | $126.85(+10.18%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.65% | 20.0K | $4.8M | +1.48%(+292) | $189.47(+38.56%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.35% | 15.1K | $4.4M | +0.79%(+118) | $206.53(+47.86%) | 2026-06-30 | |
| RTX | RAYTHEON TECHNOLOGIES CORP | 3.1% | 21.3K | $4.0M | +0.47%(+100) | $99.32(+125.10%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.01% | 12.0K | $3.9M | -0.79%(-96) | $201.07(+81.39%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.88% | 10.1K | $3.8M | +6.94%(+653) | $428.61(+13.41%) | 2026-06-30 | |
| GE | GENERAL ELECTRIC CO | 2.67% | 9.3K | $3.5M | +1.42%(+130) | $155.84(+137.64%) | 2026-06-30 | |
| PG | PROCTER AND GAMBLE CO | 2.12% | 18.9K | $2.8M | -3.81%(-748) | $163.51(-12.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.58% | +46.51% | — | — | +29.60% |
| Top 20 Holdings Unweighted | +13.11% | +44.69% | — | — | +33.51% |
Wulff Hansen & CO reports $130.47M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are VGT (6.3%), GOOGL (5.5%) and BX (5.0%). The top 20 holdings account for 54.8% of reported assets. Its disclosed equity book has returned +46.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wulff Hansen & CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 108634). View Wulff Hansen & CO’s 13F filings on SEC