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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $320M AUM 14,170 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 217 Added 144 Reduced 48 Exited
Page 1 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 38,221.0 $6.5M 2.03% -369.0 -1.0% $169.57 -5.8%
2 JNJ JOHNSON &JOHNSON Healthcare 18,273.0 $4.5M 1.40% -572.0 -3.0% $244.29 -6.3%
3 GOOG ALPHABET INC Communication Services 15,411.0 $4.4M 1.38% -96.0 -0.6% $287.00 +35.6%
4 MA MASTERCARD INCORPORATED Financial Services 6,815.0 $3.4M 1.06% -139.0 -2.0% $499.34 +1.8%
5 GOOGL ALPHABET INC Communication Services 10,836.0 $3.1M 0.98% -203.0 -1.8% $288.39 +36.2%
6 DGRO ISHARES TR 35,047.0 $2.5M 0.77% -2K -6.3% $70.31 +4.3%
7 SCHD SCHWAB STRATEGIC TR 77,466.0 $2.4M 0.74% -14K -15.6% $30.74 +3.7%
8 HSY HERSHEY CO Consumer Defensive 11,134.0 $2.3M 0.72% -302.0 -2.6% $207.83 -8.2%
9 PG PROCTER &GAMBLE CO Consumer Defensive 15,341.0 $2.2M 0.69% -746.0 -4.6% $144.45 -1.8%
10 UNP UNION PAC CORP Industrials 8,231.0 $2.0M 0.62% -100.0 -1.2% $242.62 +12.0%
11 ORCL ORACLE CORP Technology 12,900.0 $1.9M 0.59% -112.0 -0.9% $147.21 +25.5%
12 CVX CHEVRON CORPORATION Energy 7,132.0 $1.5M 0.46% -80.0 -1.1% $207.38 -6.4%
13 KO COCA COLA CO Consumer Defensive 17,680.0 $1.3M 0.42% -99.0 -0.6% $76.19 +7.2%
14 NFLX NETFLIX INC. Communication Services 13,260.0 $1.3M 0.40% -605.0 -4.4% $96.30 -5.7%
15 MOAT VANECK ETF TRUST 11,533.0 $1.1M 0.35% -87.0 -0.8% $96.59 +3.4%
16 DOV DOVER CORP Industrials 4,363.0 $910K 0.28% -27.0 -0.6% $208.57 -0.7%
17 SCHV SCHWAB STRATEGIC TR 28,912.0 $883K 0.28% -604.0 -2.0% $30.54 +6.2%
18 SDY SPDR SERIES TRUST 6,053.0 $882K 0.28% -103.0 -1.7% $145.71 +0.8%
19 SCHG SCHWAB STRATEGIC TR 28,972.0 $844K 0.26% -2K -5.7% $29.13 +16.8%
20 IWF ISHARES TR 1,979.0 $844K 0.26% -38.0 -1.9% $426.48 -71.1%
Page 1 of 8  ·  144 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 28.5%
Financial Services 21.5%
Industrials 13.2%
Healthcare 8.2%
Consumer Cyclical 6.7%
Consumer Defensive 6.5%
Energy 6.1%
Communication Services 6.0%
Utilities 2.1%
Basic Materials 0.8%