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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 2 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 3,288.0 $1.9M 0.59% +213.0 +6.9% $572.99 +5.4%
22 V VISA INC Financial Services 6,216.0 $1.9M 0.59% +129.0 +2.1% $302.93 +9.0%
23 DGRW WISDOMTREE TR 20,080.0 $1.8M 0.55% +833.0 +4.3% $87.90 +8.8%
24 GS GOLDMAN SACHS GROUP INC Financial Services 1,765.0 $1.5M 0.47% +17.0 +1.0% $845.89 +10.8%
25 FLQM FRANKLIN TEMPLETON ETF TR 26,727.0 $1.5M 0.46% +329.0 +1.2% $55.08 +1.2%
26 IHI ISHARES TR 27,133.0 $1.4M 0.45% +477.0 +1.8% $53.29 -5.8%
27 EMR EMERSON ELEC CO Industrials 11,001.0 $1.4M 0.45% +97.0 +0.9% $131.08 +1.2%
28 COWZ PACER FDS TR 22,765.0 $1.4M 0.45% +594.0 +2.7% $62.77 +1.0%
29 VCIT VANGUARD SCOTTSDALE FDS 16,621.0 $1.4M 0.43% +10K +167.1% $82.91 -1.6%
30 IJS ISHARES TR 11,099.0 $1.3M 0.41% +1K +13.3% $118.57 +5.9%
31 IJK ISHARES TR 12,571.0 $1.3M 0.40% +2K +22.4% $100.71 +8.2%
32 WMT WALMART INC Consumer Defensive 9,733.0 $1.2M 0.38% +399.0 +4.3% $123.91 +8.9%
33 ANET ARISTA NETWORKS INC Technology 9,609.0 $1.2M 0.37% +115.0 +1.2% $122.70 +14.5%
34 COF CAPITAL ONE FINL CORP Financial Services 6,326.0 $1.2M 0.36% +243.0 +4.0% $182.11 +0.5%
35 SPHQ INVESCO EXCHANGE TRADED FD T 15,407.0 $1.2M 0.36% +981.0 +6.8% $74.77 +10.1%
36 JCPB J P MORGAN EXCHANGE TRADED F 24,145.0 $1.1M 0.36% +11K +88.8% $47.46 -2.5%
37 MRVL MARVELL TECHNOLOGY INC Technology 11,337.0 $1.1M 0.35% +791.0 +7.5% $99.41 +78.9%
38 GE GE AEROSPACE Industrials 3,974.0 $1.1M 0.35% +156.0 +4.1% $283.09 +1.3%
39 VEA VANGUARD TAX-MANAGED FDS 17,378.0 $1.1M 0.35% +12K +198.0% $64.28 +7.9%
40 PKW INVESCO EXCHANGE TRADED FD T 8,429.0 $1.1M 0.35% +300.0 +3.7% $131.33 +2.2%
Page 2 of 11  ·  217 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%