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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 18 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FANG DIAMONDBACK ENERGY INC Energy 671.0 $103K 0.03% NEW $153.50 +35.4%
342 BOXX EA SERIES TRUST 892.0 $103K 0.03% NEW $115.47 +1.1%
343 SYY SYSCO CORP Consumer Defensive 1,400.0 $103K 0.03% NEW $73.57 +2.2%
344 ADI ANALOG DEVICES INC Technology 370.0 $101K 0.03% NEW $272.97 +45.8%
345 SAP SAP SE Technology 415.0 $101K 0.03% NEW $243.37 -26.5%
346 CORPAY INC 325.0 $98K 0.03% NEW $301.54
347 BSX BOSTON SCIENTIFIC CORP Healthcare 1,013.0 $98K 0.03% NEW $96.74 -41.4%
348 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 200.0 $97K 0.03% NEW $485.00 +16.9%
349 ROK ROCKWELL AUTOMATION INC Industrials 249.0 $97K 0.03% NEW $389.56 +8.4%
350 USMV ISHARES TR 1,009.0 $95K 0.03% NEW $94.15 +1.9%
351 ITW ILLINOIS TOOL WKS INC Industrials 378.0 $94K 0.03% NEW $248.68 -0.5%
352 TXN TEXAS INSTRS INC Technology 538.0 $93K 0.03% NEW $172.86 +74.9%
353 FIX COMFORT SYS USA INC Industrials 100.0 $93K 0.03% NEW $930.00 +96.3%
354 IWM ISHARES TR 371.0 $91K 0.03% NEW $245.28 +14.1%
355 MAR MARRIOTT INTL INC NEW Consumer Cyclical 295.0 $91K 0.03% NEW $308.47 +16.3%
356 PSA PUBLIC STORAGE OPER CO Real Estate 352.0 $91K 0.03% NEW $258.52 +15.1%
357 INTC INTEL CORP Technology 2,431.0 $90K 0.03% NEW $37.02 +199.3%
358 FDX FEDEX CORP Industrials 310.0 $90K 0.03% NEW $290.32 +29.2%
359 UPS UNITED PARCEL SERVICE INC Industrials 902.0 $89K 0.03% NEW $98.67 -1.9%
360 FE FIRSTENERGY CORP Utilities 2,005.0 $89K 0.03% NEW $44.39 +1.5%
Page 18 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%