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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 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ACN ACCENTURE PLC IRELAND Technology 444.0 $88K 0.03% -72.0 -13.9% $198.20 -9.6%
82 USMV ISHARES TR 933.0 $86K 0.03% -76.0 -7.5% $92.18 +4.0%
83 ADBE ADOBE INC Technology 348.0 $85K 0.03% -119.0 -25.5% $244.25 +3.7%
84 ITW ILLINOIS TOOL WKS INC Industrials 328.0 $85K 0.03% -50.0 -13.2% $259.15 -4.5%
85 SYY SYSCO CORP Consumer Defensive 1,190.0 $85K 0.03% -210.0 -15.0% $71.43 +5.3%
86 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 913.0 $85K 0.03% -50.0 -5.2% $93.10 +81.5%
87 MDT MEDTRONIC PLC Healthcare 874.0 $75K 0.02% -28.0 -3.1% $85.81 -8.4%
88 DES WISDOMTREE TR 2,044.0 $73K 0.02% -521.0 -20.3% $35.71 +7.0%
89 FCX FREEPORT MCMORAN INC Basic Materials 1,237.0 $72K 0.02% -55.0 -4.3% $58.21 +0.8%
90 MKC MCCORMICK &CO INC Consumer Defensive 1,397.0 $70K 0.02% -518.0 -27.1% $50.11 -5.7%
91 CMCSA COMCAST CORP NEW Communication Services 2,292.0 $67K 0.02% -566.0 -19.8% $29.23 -15.2%
92 GMAR FIRST TR EXCHNG TRADED FD VI 1,485.0 $62K 0.02% -1K -45.7% $41.75 +5.2%
93 BX BLACKSTONE INC Financial Services 520.0 $59K 0.02% -2K -81.0% $113.46 +3.0%
94 NKE NIKE INC Consumer Cyclical 1,125.0 $59K 0.02% -60.0 -5.1% $52.44 -19.1%
95 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 583.0 $53K 0.02% -65.0 -10.0% $90.91 +11.3%
96 PAWZ PROSHARES TR 968.0 $50K 0.02% -275.0 -22.1% $51.65 -9.5%
97 INTU INTUIT Technology 114.0 $49K 0.01% -3.0 -2.6% $429.82 -7.0%
98 FPAG INVESTMENT MANAGERS SER TR I 1,211.0 $44K 0.01% -102.0 -7.8% $36.33 +7.4%
99 UNH UNITEDHEALTH GROUP INC Healthcare 158.0 $44K 0.01% -48.0 -23.3% $278.48 +39.8%
100 COWG PACER FDS TR 1,301.0 $43K 0.01% -360.0 -21.7% $33.05 +13.8%
Page 5 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%