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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 4 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVV ISHARES TR 970.0 $633K 0.20% +135.0 +16.2% $652.58 +14.1%
62 KLAC KLA CORP Technology 423.0 $622K 0.20% +8.0 +1.9% $1470.45 +18.4%
63 PANW PALO ALTO NETWORKS INC Technology 3,782.0 $608K 0.19% +288.0 +8.2% $160.76 +49.4%
64 DYNF BLACKROCK ETF TRUST 10,156.0 $595K 0.19% +1K +14.9% $58.59 +13.2%
65 COP CONOCOPHILLIPS Energy 4,411.0 $581K 0.18% +965.0 +28.0% $131.72 -5.4%
66 MS MORGAN STANLEY Financial Services 3,492.0 $575K 0.18% +251.0 +7.7% $164.66 +15.1%
67 LOW LOWES COS INC Consumer Cyclical 2,391.0 $566K 0.18% +94.0 +4.1% $236.72 -7.8%
68 BUG GLOBAL X FDS 22,469.0 $563K 0.18% +268.0 +1.2% $25.06 +33.7%
69 SCHW SCHWAB CHARLES CORP Financial Services 5,833.0 $548K 0.17% +293.0 +5.3% $93.95 -2.3%
70 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,586.0 $535K 0.17% +75.0 +5.0% $337.33 +16.4%
71 RDVY FIRST TR EXCHANGE TRADED FD 7,330.0 $501K 0.16% +689.0 +10.4% $68.35 +9.2%
72 CEG CONSTELLATION ENERGY CORP Utilities 1,772.0 $494K 0.15% +128.0 +7.8% $278.78 -6.5%
73 IJT ISHARES TR 3,385.0 $489K 0.15% +903.0 +36.4% $144.46 +11.0%
74 AVUV AMERICAN CENTY ETF TR 4,429.0 $489K 0.15% +809.0 +22.4% $110.41 +8.0%
75 VUG VANGUARD INDEX FDS 1,099.0 $482K 0.15% +27.0 +2.5% $438.58 -80.1%
76 AVEM AMERICAN CENTY ETF TR 5,536.0 $442K 0.14% +1K +37.0% $79.84 +15.5%
77 CGUS CAPITAL GROUP CORE EQUITY ET 11,063.0 $424K 0.13% +3K +32.9% $38.33 +13.2%
78 NEE NEXTERA ENERGY INC Utilities 4,103.0 $381K 0.12% +474.0 +13.1% $92.86 -3.0%
79 DFAI DIMENSIONAL ETF TRUST 9,613.0 $374K 0.12% +4K +74.8% $38.91 +6.6%
80 ISRG INTUITIVE SURGICAL INC Healthcare 796.0 $367K 0.12% +45.0 +6.0% $461.06 -4.2%
Page 4 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%