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Home > Institutional Investor > Wulff, Hansen & Co. > Profile

Instuitional Investor - Wulff, Hansen & Co.

Fund Profile
Filing Period:
Fund Name: Wulff, Hansen & Co.
Portfolio Value $90,077,517
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackstone Inc.
 BX 59,767 $7,224,696 8.02%
2.
Vanguard World Fund
 9,373 $4,536,532 5.03%
3.
Microsoft Corp
 MSFT 10,927 $4,108,989 4.56%
4.
Procter & Gamble Co
 PG 22,665 $3,321,329 3.68%
5.
Boeing Co
 BA 11,831 $3,083,868 3.42%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)