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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 8 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,511.0 $461K 0.15% NEW $305.10 +30.0%
142 DLN WISDOMTREE TR 5,073.0 $447K 0.14% NEW $88.11 +8.1%
143 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,720.0 $443K 0.14% NEW $257.56 -13.6%
144 XLU SELECT SECTOR SPDR TR 10,329.0 $441K 0.14% NEW $42.70 +3.9%
145 VWO VANGUARD INTL EQUITY INDEX F 8,128.0 $438K 0.14% NEW $53.89 +7.8%
146 SLV ISHARES SILVER TR Financial Services 6,792.0 $436K 0.14% NEW $64.19 +5.2%
147 ISRG INTUITIVE SURGICAL INC Healthcare 751.0 $424K 0.14% NEW $564.58 -22.2%
148 BX BLACKSTONE INC Financial Services 2,737.0 $423K 0.14% NEW $154.55 -25.2%
149 EOG EOG RES INC Energy 4,030.0 $423K 0.14% NEW $104.96 +37.1%
150 CDNS CADENCE DESIGN SYSTEM INC Technology 1,326.0 $415K 0.13% NEW $312.97 +9.5%
151 NSC NORFOLK SOUTHN CORP Industrials 1,414.0 $409K 0.13% NEW $289.25 +10.5%
152 PPL PPL CORP Utilities 11,613.0 $408K 0.13% NEW $35.13 +0.6%
153 PSX PHILLIPS 66 Energy 3,149.0 $407K 0.13% NEW $129.25 +41.0%
154 URI UNITED RENTALS INC Industrials 490.0 $396K 0.13% NEW $808.16 +16.2%
155 UBER UBER TECHNOLOGIES INC Technology 4,831.0 $395K 0.13% NEW $81.76 -9.3%
156 SPLV INVESCO EXCH TRADED FD TR II 5,521.0 $394K 0.13% NEW $71.36 +3.2%
157 IJH ISHARES TR 5,947.0 $392K 0.12% NEW $65.92 +8.9%
158 GILD GILEAD SCIENCES INC Healthcare 3,185.0 $392K 0.12% NEW $123.08 +6.7%
159 CRWD CROWDSTRIKE HLDGS INC Technology 839.0 $391K 0.12% NEW $466.03 +32.8%
160 MPC MARATHON PETE CORP Energy 2,409.0 $390K 0.12% NEW $161.89 +60.8%
Page 8 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%