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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 URI UNITED RENTALS INC Industrials 466.0 $342K 0.11% -24.0 -4.9% $733.91 +28.7%
42 NVS NOVARTIS AG Healthcare 2,200.0 $335K 0.10% -50.0 -2.2% $152.27 -2.1%
43 CRWD CROWDSTRIKE HLDGS INC Technology 834.0 $328K 0.10% -5.0 -0.6% $393.29 +57.3%
44 SPLV INVESCO EXCH TRADED FD TR II 4,420.0 $323K 0.10% -1K -19.9% $73.08 +0.5%
45 PWR QUANTA SVCS INC Industrials 581.0 $322K 0.10% -12.0 -2.0% $554.22 +30.5%
46 TDIV FIRST TR EXCHANGE TRADED FD 2,976.0 $277K 0.09% -44.0 -1.5% $93.08 +18.4%
47 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 437.0 $271K 0.09% -27.0 -5.8% $620.14 +5.2%
48 FTCS FIRST TR EXCHANGE-TRADED FD 2,784.0 $260K 0.08% -120.0 -4.1% $93.39 +0.2%
49 T AT&T INC Communication Services 8,129.0 $236K 0.07% -55.0 -0.7% $29.03 -15.9%
50 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,072.0 $212K 0.07% -576.0 -15.8% $69.01 +18.7%
51 VMC VULCAN MATLS CO Basic Materials 760.0 $207K 0.07% -10.0 -1.3% $272.37 -2.2%
52 RPG INVESCO EXCHANGE TRADED FD T 4,347.0 $204K 0.06% -869.0 -16.7% $46.93 +18.4%
53 TM TOYOTA MOTOR CORP Consumer Cyclical 961.0 $196K 0.06% -50.0 -5.0% $203.95 -8.1%
54 APP APPLOVIN CORP Technology 478.0 $192K 0.06% -4.0 -0.8% $401.67 +18.7%
55 EEM ISHARES TR 3,344.0 $191K 0.06% -44.0 -1.3% $57.12 +12.5%
56 MELI MERCADOLIBRE INC Consumer Cyclical 107.0 $186K 0.06% -18.0 -14.4% $1738.32 -8.8%
57 SPSM SPDR SERIES TRUST 3,743.0 $182K 0.06% -108.0 -2.8% $48.62 +6.6%
58 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,550.0 $181K 0.06% -125.0 -7.5% $116.77 -7.5%
59 TROW PRICE T ROWE GROUP INC Financial Services 2,007.0 $180K 0.06% -100.0 -4.8% $89.69 +14.2%
60 FISV FISERV INC Technology 3,184.0 $180K 0.06% -504.0 -13.7% $56.53 +0.2%
Page 3 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%