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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 7 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UGI UGI CORP NEW Utilities 3,485.0 $127K 0.04% +300.0 +9.4% $36.44 -5.2%
122 BND VANGUARD BD INDEX FDS 1,703.0 $127K 0.04% +1K +467.7% $74.57 -2.8%
123 APTIV PLC 1,831.0 $126K 0.04% +32.0 +1.8% $68.81
124 XMLV INVESCO EXCH TRADED FD TR II 1,990.0 $125K 0.04% +17.0 +0.9% $62.81 +3.2%
125 BSV VANGUARD BD INDEX FDS 1,495.0 $118K 0.04% +1K +564.4% $78.93 -1.6%
126 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,242.0 $103K 0.03% +40.0 +1.8% $45.94 -31.0%
127 FE FIRSTENERGY CORP Utilities 2,016.0 $102K 0.03% +11.0 +0.6% $50.60 -12.4%
128 EPD ENTERPRISE PRODS PARTNERS L Energy 2,634.0 $100K 0.03% +106.0 +4.2% $37.97 +3.9%
129 KR KROGER CO Consumer Defensive 1,370.0 $99K 0.03% +34.0 +2.5% $72.26 -5.5%
130 AGG ISHARES TR 981.0 $97K 0.03% +101.0 +11.5% $98.88 -1.3%
131 TT TRANE TECHNOLOGIES PLC Industrials 235.0 $97K 0.03% +20.0 +9.3% $412.77 +11.5%
132 MET METLIFE INC Financial Services 1,337.0 $94K 0.03% +20.0 +1.5% $70.31 +15.8%
133 SO SOUTHERN CO Utilities 868.0 $84K 0.03% +24.0 +2.8% $96.77 -3.2%
134 CENCORA INC 250.0 $79K 0.03% +10.0 +4.2% $316.00
135 VCSH VANGUARD SCOTTSDALE FDS 982.0 $78K 0.02% +31.0 +3.3% $79.43 -1.0%
136 ASTS AST SPACEMOBILE INC Technology 900.0 $75K 0.02% +500.0 +125.0% $83.33 +5.7%
137 BKNG BOOKING HOLDINGS INC Consumer Cyclical 18.0 $75K 0.02% +7.0 +63.6% $4166.67 -96.3%
138 XMHQ INVESCO EXCHANGE TRADED FD T 721.0 $74K 0.02% +199.0 +38.1% $102.64 +3.4%
139 TBLU TORTOISE CAPITAL SERIES TRUS 1,390.0 $70K 0.02% +17.0 +1.2% $50.36 -2.6%
140 IJR ISHARES TR 559.0 $69K 0.02% +78.0 +16.2% $123.43 +7.9%
Page 7 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%