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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 6 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,093.0 $681K 0.22% NEW $623.06 -13.6%
102 TCAF T ROWE PRICE ETF INC 17,930.0 $681K 0.22% NEW $37.98 +5.2%
103 BUG GLOBAL X FDS 22,201.0 $678K 0.22% NEW $30.54 +6.9%
104 EFV ISHARES TR 9,395.0 $670K 0.21% NEW $71.31 +9.4%
105 EFG ISHARES TR 5,783.0 $659K 0.21% NEW $113.95 +4.1%
106 PANW PALO ALTO NETWORKS INC Technology 3,494.0 $641K 0.20% NEW $183.46 +32.1%
107 TFC TRUIST FINL CORP Financial Services 12,950.0 $638K 0.20% NEW $49.27 -4.6%
108 BAC BANK AMERICA CORP Financial Services 11,556.0 $636K 0.20% NEW $55.04 -7.2%
109 HON HONEYWELL INTL INC Industrials 3,175.0 $621K 0.20% NEW $195.59 +11.4%
110 KMI KINDER MORGAN INC DEL Energy 22,530.0 $617K 0.20% NEW $27.39 +25.4%
111 GEV GE VERNOVA INC Utilities 940.0 $616K 0.20% NEW $655.32 +54.3%
112 JCPB J P MORGAN EXCHANGE TRADED F 12,786.0 $611K 0.20% NEW $47.79 -3.1%
113 IAU ISHARES GOLD TR Financial Services 7,531.0 $611K 0.20% NEW $81.13 +4.5%
114 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,200.0 $606K 0.19% NEW $275.45 +166.0%
115 AMD ADVANCED MICRO DEVICES INC Technology 2,848.0 $605K 0.19% NEW $212.43 +97.5%
116 HUBB HUBBELL INC Industrials 1,322.0 $587K 0.19% NEW $444.02 +5.1%
117 CALF PACER FDS TR 12,835.0 $577K 0.18% NEW $44.96 +5.0%
118 CEG CONSTELLATION ENERGY CORP Utilities 1,644.0 $576K 0.18% NEW $350.36 -26.1%
119 VOO VANGUARD INDEX FDS 916.0 $576K 0.18% NEW $628.82 +7.6%
120 MS MORGAN STANLEY Financial Services 3,241.0 $574K 0.18% NEW $177.11 +8.8%
Page 6 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%