Wulff Hansen & Co.'s Significant Purchases in Q2 2026

As of June 30, 2026, Wulff Hansen & Co.'s portfolio held a substantial value of approximately $130 million. This filing provides insight into their investment activities during the second quarter. The firm appears to have focused on strategic additions and minor adjustments across various sectors.

The most significant change observed in this period was an enormous increase in holdings for VANGUARD WORLD FD (VGT). The fund experienced a massive share growth of 691.27%, representing one of the largest increases noted by any holding during Q2. This substantial allocation increase suggests strong confidence in broad market exposure or specific sectors tracked by this index fund.

Several other positions saw notable additions:

• BLACKSTONE INC (BX), a major player in alternative assets, increased its share count by approximately 5.6%. This indicates potential interest in the private equity giant's performance or outlook.
• JPMORGAN CHASE & CO (JPM), a cornerstone of the financial services sector, saw its stake grow by about 0.79%. This modest increase suggests ongoing confidence in this large bank.
• AMAZON COM INC (AMZN), part of the consumer cyclical sector, increased its position by a small margin of 1.48%. This points to continued interest in e-commerce and digital transformation leaders.

In addition to these larger buys, Wulff Hansen & Co. also invested significantly in several other stocks:

• META PLATFORMS INC (META) was a significant buyer. This marks the firm's interest in social media and online platforms, though specific details are not provided here.
• Advanced Micro Devices Inc. (AMD), known for its processors, was a significant purchase. This suggests interest in the semiconductor and technology hardware space.
• Murphy Oil Corp. (MU) was also noted as a significant buy. This indicates potential diversification into energy sectors, specifically oil exploration.
• The firm purchased shares of AEROVIRONMENT INC (AVAV), albeit in a smaller quantity compared to its other buys during the quarter. This points to interest in specialized industrial companies, particularly those involved in infrastructure or technology services outdoors.

The firm also made some modest adjustments and one exit:

• MICROSOFT CORP (MSFT) experienced a slight increase in shares. This suggests continued interest, despite the company not being among their top holdings by value initially reported here.
• INTEL CORP (INTC), another technology stock, saw a decrease in its portfolio allocation during Q2. This was one of the more significant sales for the firm this quarter.
• BROOKFIELD INFRAST PARTNERS (G16252101) also experienced a decrease, though it was not among the largest changes.

In summary, Wulff Hansen & Co. showed strong buying momentum in Q2 2026: They significantly boosted their position in VANGUARD WORLD FD (VGT), purchased substantial stakes in several other individual stocks like BLACKSTONE INC and others, while also making a notable sale of shares from INTEL CORP (INTC). Their portfolio allocation data indicates exposure across multiple sectors including Technology, Financial Services, Consumer Cyclical, and more.