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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $313M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 15 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADBE ADOBE INC Technology 467.0 $162K 0.05% NEW $346.90 -27.0%
282 XYL XYLEM INC Industrials 1,192.0 $162K 0.05% NEW $135.91 -21.8%
283 PEJ INVESCO EXCHANGE TRADED FD T 2,640.0 $162K 0.05% NEW $61.36 -2.3%
284 JEPI J P MORGAN EXCHANGE TRADED F 2,828.0 $161K 0.05% NEW $56.93 -1.3%
285 FYC FIRST TR EXCHANGE-TRADED ALP 1,650.0 $158K 0.05% NEW $95.76 +17.8%
286 LHX L3HARRIS TECHNOLOGIES INC Industrials 524.0 $153K 0.05% NEW $291.98 +5.5%
287 ACWX ISHARES TR 2,264.0 $153K 0.05% NEW $67.58 +10.7%
288 SYK STRYKER CORPORATION Healthcare 408.0 $145K 0.05% NEW $355.39 -10.6%
289 IEV ISHARES TR 2,100.0 $144K 0.05% NEW $68.57 +5.6%
290 NXPI NXP SEMICONDUCTORS N V Technology 659.0 $144K 0.05% NEW $218.51 +34.7%
291 ENB ENBRIDGE INC Energy 2,976.0 $143K 0.05% NEW $48.05 +18.2%
292 SJM SMUCKER J M CO Consumer Defensive 1,461.0 $143K 0.05% NEW $97.88 +5.3%
293 VOE VANGUARD INDEX FDS 796.0 $141K 0.04% NEW $177.14 +8.7%
294 PFEB INNOVATOR ETFS TRUST 3,435.0 $140K 0.04% NEW $40.76 +4.8%
295 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,018.0 $140K 0.04% NEW $137.52 +6.5%
296 SDVY FIRST TR EXCHANGE-TRADED FD 3,620.0 $139K 0.04% NEW $38.40 +7.5%
297 ACN ACCENTURE PLC IRELAND Technology 516.0 $139K 0.04% NEW $269.38 -33.5%
298 PCAR PACCAR INC Industrials 1,273.0 $139K 0.04% NEW $109.19 +0.2%
299 NFG NATIONAL FUEL GAS CO Energy 1,722.0 $139K 0.04% NEW $80.72 +4.8%
300 APTIV PLC 1,799.0 $139K 0.04% NEW $77.27
Page 15 of 47  ·  931 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 30.7%
Financial Services 22.6%
Industrials 11.6%
Healthcare 8.2%
Consumer Cyclical 7.0%
Communication Services 6.4%
Consumer Defensive 6.0%
Energy 4.4%
Utilities 1.9%
Basic Materials 0.8%