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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 2 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 10,208.0 $791K 0.25% -949.0 -8.5% $77.49 +48.9%
22 BLK BLACKROCK INC Financial Services 670.0 $652K 0.20% -26.0 -3.7% $973.13 +8.1%
23 VZ VERIZON COMMUNICATIONS INC Communication Services 12,757.0 $640K 0.20% -919.0 -6.7% $50.17 -4.8%
24 DIS DISNEY WALT CO Communication Services 6,011.0 $579K 0.18% -629.0 -9.5% $96.32 +6.2%
25 AMD ADVANCED MICRO DEVICES INC Technology 2,833.0 $573K 0.18% -15.0 -0.5% $202.26 +121.3%
26 MPC MARATHON PETE CORP Energy 2,309.0 $562K 0.18% -100.0 -4.2% $243.40 +8.1%
27 GLW CORNING INC Technology 3,868.0 $529K 0.17% -38.0 -1.0% $136.76 +28.6%
28 ISHARES TR 10,050.0 $465K 0.14% -748.0 -6.9% $46.27
29 LRCX LAM RESEARCH CORP Technology 2,161.0 $461K 0.14% -49.0 -2.2% $213.33 +28.2%
30 VST VISTRA CORP Utilities 2,955.0 $452K 0.14% -51.0 -1.7% $152.96 -11.9%
31 BWXT BWX TECHNOLOGIES INC Industrials 2,204.0 $450K 0.14% -30.0 -1.3% $204.17 -0.7%
32 MGK VANGUARD WORLD FD 1,221.0 $449K 0.14% -8.0 -0.7% $367.73 -75.9%
33 CRM SALESFORCE INC Technology 2,365.0 $440K 0.14% -545.0 -18.7% $186.05 -3.6%
34 SLV ISHARES SILVER TR Financial Services 6,388.0 $436K 0.14% -404.0 -6.0% $68.25 +0.7%
35 GILD GILEAD SCIENCES INC Healthcare 2,936.0 $408K 0.13% -249.0 -7.8% $138.96 -6.1%
36 TMUS T-MOBILE US INC Communication Services 1,905.0 $403K 0.13% -12.0 -0.6% $211.55 -8.6%
37 IJH ISHARES TR 5,804.0 $387K 0.12% -143.0 -2.4% $66.68 +9.2%
38 CDNS CADENCE DESIGN SYSTEM INC Technology 1,316.0 $368K 0.12% -10.0 -0.8% $279.64 +25.5%
39 NVO NOVO-NORDISK A S Healthcare 9,821.0 $361K 0.11% -888.0 -8.3% $36.76 +20.5%
40 CZA INVESCO EXCHANGE TRADED FD T 3,160.0 $348K 0.11% -275.0 -8.0% $110.13 +5.3%
Page 2 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%