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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $320M AUM 14,170 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 217 Added 144 Reduced 48 Exited
Page 1 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 64,259.0 $16.3M 5.10% $254.02 +17.3%
2 QQQ INVESCO QQQ TR Financial Services 24,869.0 $14.4M 4.50% +352.0 +1.4% $578.11 +22.1%
3 NVDA NVIDIA CORPORATION Technology 57,766.0 $10.1M 3.15% $174.39 +29.2%
4 AMZN AMAZON COM INC Consumer Cyclical 41,119.0 $8.6M 2.68% +986.0 +2.5% $208.13 +27.3%
5 MSFT MICROSOFT CORP Technology 20,599.0 $7.6M 2.39% +1K +5.9% $370.36 +13.9%
6 XOM EXXON MOBIL CORP Energy 38,221.0 $6.5M 2.03% -369.0 -1.0% $169.57 -6.9%
7 JNJ JOHNSON &JOHNSON Healthcare 18,273.0 $4.5M 1.40% -572.0 -3.0% $244.29 -7.2%
8 GOOG ALPHABET INC Communication Services 15,411.0 $4.4M 1.38% -96.0 -0.6% $287.00 +37.0%
9 LMT LOCKHEED MARTIN CORP Industrials 6,517.0 $3.9M 1.23% $603.81 -14.5%
10 AVGO BROADCOM INC Technology 11,887.0 $3.7M 1.15% +156.0 +1.3% $309.08 +36.1%
11 PNC PNC FINL SVCS GROUP INC Financial Services 17,467.0 $3.6M 1.14% $208.05 +2.3%
12 MA MASTERCARD INCORPORATED Financial Services 6,815.0 $3.4M 1.06% -139.0 -2.0% $499.34 -1.0%
13 IVE ISHARES TR 16,081.0 $3.4M 1.06% +6K +56.1% $211.31 +6.4%
14 BERKSHIRE HATHAWAY INC DEL 6,880.0 $3.3M 1.03% $479.51
15 VIG VANGUARD SPECIALIZED FUNDS 15,072.0 $3.2M 1.01% +970.0 +6.9% $215.17 +7.1%
16 JPM JPMORGAN CHASE &CO Financial Services 10,642.0 $3.1M 0.98% +110.0 +1.0% $294.21 +1.2%
17 GOOGL ALPHABET INC Communication Services 10,836.0 $3.1M 0.98% -203.0 -1.8% $288.39 +37.6%
18 PPA INVESCO EXCHANGE TRADED FD T 18,659.0 $3.1M 0.96% +913.0 +5.1% $165.34 +0.7%
19 IVW ISHARES TR 26,830.0 $3.0M 0.95% +9K +54.3% $113.23 +19.9%
20 KBWB INVESCO EXCH TRADED FD TR II 37,795.0 $3.0M 0.93% +2K +6.0% $79.06 +6.6%
Page 1 of 47  ·  923 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.5%
Industrials 13.2%
Healthcare 8.2%
Consumer Cyclical 6.7%
Consumer Defensive 6.5%
Energy 6.1%
Communication Services 6.0%
Utilities 2.1%
Basic Materials 0.8%