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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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KNG FIRST TR EXCHANGE-TRADED FD 3,403.0 $168K 0.05% -200.0 -5.5% $49.37 -1.8%
62 CRS CARPENTER TECHNOLOGY CORP Industrials 412.0 $163K 0.05% -125.0 -23.3% $395.63 +2.2%
63 FPE FIRST TR EXCH TRADED FD III 8,487.0 $155K 0.05% -600.0 -6.6% $18.26 -1.9%
64 STZ CONSTELLATION BRANDS INC Consumer Defensive 961.0 $145K 0.04% -57.0 -5.6% $150.88 -2.2%
65 XPND FIRST TR EXCHNG TRADED FD VI 4,200.0 $138K 0.04% -400.0 -8.7% $32.86 +16.4%
66 PLD PROLOGIS INC. Real Estate 999.0 $133K 0.04% -25.0 -2.4% $133.13 +6.9%
67 CWB SPDR SERIES TRUST 1,433.0 $132K 0.04% -27.0 -1.9% $92.11 +11.2%
68 FANG DIAMONDBACK ENERGY INC Energy 641.0 $127K 0.04% -30.0 -4.5% $198.13 +3.8%
69 NOW SERVICENOW INC Technology 1,232.0 $127K 0.04% -953.0 -43.6% $103.08 +0.3%
70 VAW VANGUARD WORLD FD 541.0 $122K 0.04% -10.0 -1.8% $225.51 -1.8%
71 VXUS VANGUARD STAR FDS 1,537.0 $119K 0.04% -240.0 -13.5% $77.42 +6.9%
72 BOTZ GLOBAL X FDS 3,517.0 $118K 0.04% -22.0 -0.6% $33.55 +15.9%
73 SFLR INNOVATOR ETFS TRUST 3,319.0 $117K 0.04% -285.0 -7.9% $35.25 +7.1%
74 VHT VANGUARD WORLD FD 425.0 $116K 0.04% -10.0 -2.3% $272.94 +0.4%
75 D DOMINION ENERGY INC Utilities 1,825.0 $114K 0.04% -29.0 -1.6% $62.47 +8.2%
76 TXN TEXAS INSTRS INC Technology 526.0 $103K 0.03% -12.0 -2.2% $195.82 +53.5%
77 VBIL VANGUARD INSTL INDEX FD 1,348.0 $102K 0.03% -947.0 -41.3% $75.67 -0.1%
78 GMAY FIRST TR EXCHNG TRADED FD VI 2,206.0 $91K 0.03% -582.0 -20.9% $41.25 +2.9%
79 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 578.0 $90K 0.03% -157.0 -21.4% $155.71 +0.2%
80 UPS UNITED PARCEL SVCS INC Industrials 892.0 $88K 0.03% -10.0 -1.1% $98.65 -3.2%
Page 4 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%