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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 10 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CZA INVESCO EXCHANGE TRADED FD T 3,160.0 $348K 0.11% -275.0 -8.0% $110.13 +4.9%
182 CGGR CAPITAL GROUP GROWTH ETF 8,513.0 $344K 0.11% +4K +87.2% $40.41 +13.3%
183 URI UNITED RENTALS INC Industrials 466.0 $342K 0.11% -24.0 -4.9% $733.91 +27.3%
184 XLF SELECT SECTOR SPDR TR 6,891.0 $340K 0.11% $49.34 +4.6%
185 CARR CARRIER GLOBAL CORPORATION Industrials 6,013.0 $339K 0.11% $56.38 +12.6%
186 VV VANGUARD INDEX FDS 1,129.0 $338K 0.11% +122.0 +12.1% $299.38 +13.6%
187 NVS NOVARTIS AG Healthcare 2,200.0 $335K 0.10% -50.0 -2.2% $152.27 -1.0%
188 TJX TJX COS INC NEW Consumer Cyclical 2,071.0 $333K 0.10% +22.0 +1.1% $160.79 -0.6%
189 MISL FIRST TR EXCHANGE-TRADED FD 7,392.0 $330K 0.10% $44.64 +2.0%
190 EQT EQT CORP Energy 5,186.0 $330K 0.10% +285.0 +5.8% $63.63 -8.5%
191 CRWD CROWDSTRIKE HLDGS INC Technology 834.0 $328K 0.10% -5.0 -0.6% $393.29 +63.0%
192 PH PARKER-HANNIFIN CORP Industrials 363.0 $326K 0.10% $898.07 -4.6%
193 JPIB J P MORGAN EXCHANGE TRADED F 6,712.0 $324K 0.10% +2K +42.1% $48.27 -1.1%
194 VCRB VANGUARD MALVERN FDS 4,158.0 $324K 0.10% +1K +41.2% $77.92 -1.8%
195 SPLV INVESCO EXCH TRADED FD TR II 4,420.0 $323K 0.10% -1K -19.9% $73.08 +0.6%
196 WM WASTE MGMT INC DEL Industrials 1,405.0 $323K 0.10% +34.0 +2.5% $229.89 -4.3%
197 PWR QUANTA SVCS INC Industrials 581.0 $322K 0.10% -12.0 -2.0% $554.22 +29.2%
198 AVLV AMERICAN CENTY ETF TR 4,002.0 $320K 0.10% +1K +45.3% $79.96 +10.6%
199 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,945.0 $319K 0.10% $80.86 -3.3%
200 FEZ SPDR INDEX SHS FDS 5,139.0 $317K 0.10% $61.69 +8.3%
Page 10 of 47  ·  923 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%