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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $313M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 1 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 64,435.0 $17.5M 5.60% NEW $271.98 +9.5%
2 QQQ INVESCO QQQ TR Financial Services 24,517.0 $15.1M 4.81% NEW $614.59 +14.9%
3 NVDA NVIDIA CORPORATION Technology 57,730.0 $10.8M 3.44% NEW $186.52 +20.8%
4 MSFT MICROSOFT CORP Technology 19,451.0 $9.4M 3.00% NEW $483.63 -12.8%
5 AMZN AMAZON COM INC Consumer Cyclical 40,133.0 $9.3M 2.96% NEW $230.78 +14.8%
6 GOOG ALPHABET INC Communication Services 15,507.0 $4.9M 1.55% NEW $313.47 +25.5%
7 XOM EXXON MOBIL CORP Energy 38,590.0 $4.6M 1.48% NEW $120.34 +31.2%
8 AVGO BROADCOM INC Technology 11,731.0 $4.1M 1.29% NEW $345.41 +21.8%
9 MA MASTERCARD INCORPORATED Financial Services 6,954.0 $4.0M 1.27% NEW $571.04 -13.5%
10 JNJ JOHNSON &JOHNSON Healthcare 18,845.0 $3.9M 1.25% NEW $206.90 +9.6%
11 PNC PNC FINL SVCS GROUP INC Financial Services 17,404.0 $3.6M 1.16% NEW $208.92 +1.9%
12 BERKSHIRE HATHAWAY INC DEL 6,870.0 $3.5M 1.10% NEW $503.20
13 GOOGL ALPHABET INC Communication Services 11,039.0 $3.5M 1.10% NEW $313.16 +26.7%
14 JPM JPMORGAN CHASE &CO. Financial Services 10,532.0 $3.4M 1.08% NEW $322.16 -7.6%
15 LMT LOCKHEED MARTIN CORP Industrials 6,506.0 $3.1M 1.00% NEW $483.86 +6.6%
16 VIG VANGUARD SPECIALIZED FUNDS 14,102.0 $3.1M 0.99% NEW $219.69 +4.9%
17 KBWB INVESCO EXCH TRADED FD TR II 35,665.0 $3.0M 0.96% NEW $84.42 -0.1%
18 PPA INVESCO EXCHANGE TRADED FD T 17,746.0 $2.8M 0.89% NEW $156.54 +6.4%
19 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 167,477.0 $2.8M 0.88% NEW $16.42 -3.8%
20 DVY ISHARES TR 19,460.0 $2.7M 0.88% NEW $141.16 +8.0%
Page 1 of 47  ·  931 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 30.7%
Financial Services 22.6%
Industrials 11.6%
Healthcare 8.2%
Consumer Cyclical 7.0%
Communication Services 6.4%
Consumer Defensive 6.0%
Energy 4.4%
Utilities 1.9%
Basic Materials 0.8%