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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 7 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVV ISHARES TR 835.0 $572K 0.18% NEW $685.03 +8.0%
122 MRK MERCK &CO INC Healthcare 5,415.0 $572K 0.18% NEW $105.63 +8.4%
123 XLI SELECT SECTOR SPDR TR 3,625.0 $565K 0.18% NEW $155.86 +8.9%
124 LOW LOWES COS INC Consumer Cyclical 2,297.0 $556K 0.18% NEW $242.05 -9.5%
125 VZ VERIZON COMMUNICATIONS INC Communication Services 13,676.0 $555K 0.18% NEW $40.58 +17.1%
126 NVO NOVO-NORDISK A S Healthcare 10,709.0 $548K 0.17% NEW $51.17 -12.9%
127 SCHW SCHWAB CHARLES CORP Financial Services 5,540.0 $547K 0.17% NEW $98.74 -6.0%
128 LH LABCORP HOLDINGS INC Healthcare 2,151.0 $538K 0.17% NEW $250.12 +0.9%
129 DYNF BLACKROCK ETF TRUST 8,837.0 $534K 0.17% NEW $60.43 +9.0%
130 PM PHILIP MORRIS INTL INC Consumer Defensive 3,320.0 $533K 0.17% NEW $160.54 +20.1%
131 VUG VANGUARD INDEX FDS 1,072.0 $524K 0.17% NEW $488.81 -82.3%
132 VCIT VANGUARD SCOTTSDALE FDS 6,223.0 $520K 0.17% NEW $83.56 -2.3%
133 IBM INTERNATIONAL BUSINESS MACHS Technology 1,711.0 $507K 0.16% NEW $296.32 -24.9%
134 MGK VANGUARD WORLD FD 1,229.0 $507K 0.16% NEW $412.53 -78.7%
135 KLAC KLA CORP Technology 415.0 $501K 0.16% NEW $1207.23 +45.1%
136 ISHARES TR 10,798.0 $488K 0.16% NEW $45.19
137 VST VISTRA CORP Utilities 3,006.0 $485K 0.15% NEW $161.34 -15.9%
138 IEFA ISHARES TR 5,277.0 $473K 0.15% NEW $89.63 +6.8%
139 XLV SELECT SECTOR SPDR TR 2,982.0 $462K 0.15% NEW $154.93 -4.9%
140 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,511.0 $461K 0.15% NEW $305.10 +30.0%
Page 7 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%