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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 5 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRVL MARVELL TECHNOLOGY INC Technology 10,546.0 $896K 0.29% NEW $84.96 +109.3%
82 SCHV SCHWAB STRATEGIC TR 29,516.0 $873K 0.28% NEW $29.58 +10.4%
83 XLK SELECT SECTOR SPDR TR 6,018.0 $866K 0.28% NEW $143.90 +20.9%
84 CSCO CISCO SYS INC Technology 11,157.0 $862K 0.28% NEW $77.26 +50.9%
85 AXP AMERICAN EXPRESS CO Financial Services 2,325.0 $860K 0.28% NEW $369.89 -16.2%
86 SDY SPDR SERIES TRUST 6,156.0 $857K 0.27% NEW $139.21 +6.5%
87 DOV DOVER CORP Industrials 4,390.0 $857K 0.27% NEW $195.22 +6.9%
88 VRT VERTIV HOLDINGS CO Industrials 5,128.0 $828K 0.26% NEW $161.47 +103.1%
89 FULT FULTON FINL CORP PA Financial Services 41,966.0 $812K 0.26% NEW $19.35 +7.6%
90 JGRO J P MORGAN EXCHANGE TRADED F 8,728.0 $810K 0.26% NEW $92.80 +3.7%
91 MO ALTRIA GROUP INC Consumer Defensive 13,516.0 $779K 0.25% NEW $57.64 +28.9%
92 CRM SALESFORCE INC Technology 2,910.0 $772K 0.25% NEW $265.29 -32.2%
93 CMI CUMMINS INC Industrials 1,503.0 $769K 0.25% NEW $511.64 +29.6%
94 TFI SPDR SERIES TRUST 16,739.0 $765K 0.24% NEW $45.70 -1.4%
95 DIS DISNEY WALT CO Communication Services 6,640.0 $756K 0.24% NEW $113.86 -10.1%
96 BLK BLACKROCK INC Financial Services 696.0 $745K 0.24% NEW $1070.40 -2.3%
97 ALAB ASTERA LABS INC Technology 4,244.0 $707K 0.23% NEW $166.59 +46.5%
98 CGDV CAPITAL GROUP DIVIDEND VALUE 16,096.0 $703K 0.23% NEW $43.68 +8.8%
99 TSLA TESLA INC Consumer Cyclical 1,561.0 $699K 0.22% NEW $447.79 -10.3%
100 CL COLGATE PALMOLIVE CO Consumer Defensive 8,778.0 $693K 0.22% NEW $78.95 +13.7%
Page 5 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%