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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 13 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AZN ASTRAZENECA PLC Healthcare 1,079.0 $212K 0.07% NEW $196.48 -3.4%
242 MCD MCDONALDS CORP Consumer Cyclical 675.0 $210K 0.07% +50.0 +8.0% $311.11 -8.7%
243 IEMG ISHARES INC 2,958.0 $208K 0.07% +115.0 +4.0% $70.32 +14.6%
244 GRID FIRST TR EXCHANGE-TRADED FD 1,273.0 $208K 0.07% $163.39 +16.9%
245 VMC VULCAN MATLS CO Basic Materials 760.0 $207K 0.07% -10.0 -1.3% $272.37 -3.3%
246 VBK VANGUARD INDEX FDS 684.0 $207K 0.07% $302.63 +13.5%
247 XLY SELECT SECTOR SPDR TR 1,864.0 $204K 0.06% $109.44 +8.5%
248 RPG INVESCO EXCHANGE TRADED FD T 4,347.0 $204K 0.06% -869.0 -16.7% $46.93 +22.8%
249 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,491.0 $203K 0.06% +60.0 +4.2% $136.15 -9.0%
250 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 700.0 $203K 0.06% $290.00 +0.1%
251 JBL JABIL INC Technology 756.0 $199K 0.06% $263.23 +35.4%
252 XLG INVESCO EXCHANGE TRADED FD T 3,630.0 $197K 0.06% $54.27 +17.0%
253 TM TOYOTA MOTOR CORP Consumer Cyclical 961.0 $196K 0.06% -50.0 -5.0% $203.95 -6.9%
254 VSS VANGUARD INTL EQUITY INDEX F 1,345.0 $196K 0.06% +1K +3742.9% $145.72 +8.9%
255 LHX L3HARRIS TECHNOLOGIES INC Industrials 560.0 $194K 0.06% +36.0 +6.9% $346.43 -11.6%
256 VLTO VERALTO CORP Industrials 2,187.0 $193K 0.06% $88.25 -2.3%
257 PRU PRUDENTIAL FINL INC Financial Services 1,968.0 $192K 0.06% +68.0 +3.6% $97.56 +5.8%
258 APP APPLOVIN CORP Technology 478.0 $192K 0.06% -4.0 -0.8% $401.67 +21.0%
259 EEM ISHARES TR 3,344.0 $191K 0.06% -44.0 -1.3% $57.12 +15.6%
260 VEU VANGUARD INTL EQUITY INDEX F 2,475.0 $186K 0.06% $75.15 +9.9%
Page 13 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%