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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 6 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GM GENERAL MTRS CO Consumer Cyclical 3,127.0 $233K 0.07% +3K +2505.8% $74.51 -2.5%
102 VGSH VANGUARD SCOTTSDALE FDS 3,856.0 $226K 0.07% +2K +77.2% $58.61 -0.8%
103 HEFA ISHARES TR 5,320.0 $224K 0.07% +1K +30.0% $42.11 +5.6%
104 MCD MCDONALDS CORP Consumer Cyclical 675.0 $210K 0.07% +50.0 +8.0% $311.11 -9.7%
105 IEMG ISHARES INC 2,958.0 $208K 0.07% +115.0 +4.0% $70.32 +11.7%
106 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,491.0 $203K 0.06% +60.0 +4.2% $136.15 -8.8%
107 VSS VANGUARD INTL EQUITY INDEX F 1,345.0 $196K 0.06% +1K +3742.9% $145.72 +6.8%
108 LHX L3HARRIS TECHNOLOGIES INC Industrials 560.0 $194K 0.06% +36.0 +6.9% $346.43 -11.0%
109 PRU PRUDENTIAL FINL INC Financial Services 1,968.0 $192K 0.06% +68.0 +3.6% $97.56 +3.7%
110 IWR ISHARES TR 1,885.0 $182K 0.06% +65.0 +3.6% $96.55 +6.7%
111 CGSD CAPITAL GRP FIXED INCM ETF T 6,386.0 $165K 0.05% +1K +28.2% $25.84 -0.4%
112 ENB ENBRIDGE INC Energy 2,997.0 $163K 0.05% +21.0 +0.7% $54.39 +4.4%
113 JEPI J P MORGAN EXCHANGE TRADED F 2,858.0 $162K 0.05% +30.0 +1.1% $56.68 -1.1%
114 ACWX ISHARES TR 2,364.0 $161K 0.05% +100.0 +4.4% $68.10 +7.9%
115 SSSS SURO CAPITAL CORP Financial Services 14,930.0 $159K 0.05% +8K +101.6% $10.65 +20.6%
116 SLB SLB LIMITED Energy 2,783.0 $143K 0.04% +42.0 +1.5% $51.38 +10.5%
117 XYL XYLEM INC Industrials 1,200.0 $142K 0.04% +8.0 +0.7% $118.33 -10.1%
118 SYK STRYKER CORPORATION Healthcare 419.0 $137K 0.04% +11.0 +2.7% $326.97 -2.8%
119 VO VANGUARD INDEX FDS 473.0 $137K 0.04% +48.0 +11.3% $289.64 -73.7%
120 CVS CVS HEALTH CORP Healthcare 1,835.0 $131K 0.04% +306.0 +20.0% $71.39 +31.9%
Page 6 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%