test

Chris Charles

Wulff, Hansen & Co.

Assets Managed
$97.909M
Holdings
98
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
-17.85%(2Q avg: -7.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wulff, Hansen & Co.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Wulff, Hansen & Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.909M in assets, with a quarterly growth rate of -17.85% and a 2-quarter average growth rate of -7.63%. The portfolio is managed by Chris Charles, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 1.52%
4.2%
$4.106M
19,715 shares@ $208.27 avg price
RTX
Rtx Corp
Recent Activity
4.19%
$4.095M
21,227 shares@ $192.91 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.35%
3.89%
$3.799M
14,970 shares@ $253.79 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
3.64%
$3.56M
12,101 shares@ $294.17 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.33%
3.56%
$3.485M
9,415 shares@ $370.18 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.93%
2.9%
$2.834M
19,619 shares@ $144.45 avg price
GE
General Electric
Recent Activity
Increased 0.44%
2.67%
$2.605M
9,180 shares@ $283.78 avg price
CSX
Csx Corp
Recent Activity
Decreased -1.24%
2.45%
$2.393M
58,303 shares@ $41.06 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.94%
2.35%
$2.294M
9,385 shares@ $244.45 avg price
BAC
Bank Of America Corp
Recent Activity
Decreased -1.16%
2.2%
$2.151M
44,128 shares@ $48.76 avg price

1-10 of 98