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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 3 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 7,123.0 $1.1M 0.34% +52.0 +0.7% $154.85 -3.3%
42 BUFR FIRST TR EXCHNG TRADED FD VI 32,424.0 $1.1M 0.34% +1K +3.3% $33.74 +6.8%
43 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,052.0 $1.0M 0.31% +88.0 +4.5% $489.77 -9.5%
44 JPLD J P MORGAN EXCHANGE TRADED F 18,402.0 $962K 0.30% +12K +171.2% $52.28 -0.5%
45 JGRO J P MORGAN EXCHANGE TRADED F 11,038.0 $936K 0.29% +2K +26.5% $84.80 +13.5%
46 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,310.0 $905K 0.28% +110.0 +5.0% $391.77 +88.6%
47 FULT FULTON FINL CORP PA Financial Services 43,432.0 $883K 0.28% +1K +3.5% $20.33 +2.1%
48 ETN EATON CORP PLC Industrials 2,438.0 $874K 0.27% +2K +291.3% $358.49 +4.2%
49 BNDX VANGUARD CHARLOTTE FDS 17,411.0 $844K 0.26% +11K +173.2% $48.48 -1.9%
50 GEV GE VERNOVA INC Utilities 960.0 $837K 0.26% +20.0 +2.1% $871.88 +14.1%
51 VANGUARD MALVERN FDS 10,496.0 $804K 0.25% +7K +200.6% $76.60
52 CGDV CAPITAL GROUP DIVIDEND VALUE 18,637.0 $788K 0.25% +3K +15.8% $42.28 +12.1%
53 TCAF T ROWE PRICE ETF INC 20,354.0 $724K 0.23% +2K +13.5% $35.57 +12.2%
54 HON HONEYWELL INTL INC Industrials 3,192.0 $723K 0.23% +17.0 +0.5% $226.50 -4.7%
55 VWO VANGUARD INTL EQUITY INDEX F 13,166.0 $714K 0.22% +5K +62.0% $54.23 +6.5%
56 EFG ISHARES TR 6,213.0 $692K 0.22% +430.0 +7.4% $111.38 +6.2%
57 IAU ISHARES GOLD TR Financial Services 7,769.0 $682K 0.21% +238.0 +3.2% $87.78 -4.2%
58 TSLA TESLA INC Consumer Cyclical 1,807.0 $671K 0.21% +246.0 +15.8% $371.33 +8.2%
59 PSX PHILLIPS 66 Energy 3,663.0 $667K 0.21% +514.0 +16.3% $182.09 -2.1%
60 VOO VANGUARD INDEX FDS 1,115.0 $666K 0.21% +199.0 +21.7% $597.31 +13.0%
Page 3 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%