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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 17 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ADI ANALOG DEVICES INC Technology 371.0 $117K 0.04% $315.36 +21.8%
322 SFLR INNOVATOR ETFS TRUST 3,319.0 $117K 0.04% -285.0 -7.9% $35.25 +8.3%
323 GPC GENUINE PARTS CO Consumer Cyclical 1,105.0 $117K 0.04% $105.88 -7.8%
324 VHT VANGUARD WORLD FD 425.0 $116K 0.04% -10.0 -2.3% $272.94 +1.3%
325 JMEE J P MORGAN EXCHANGE TRADED F 1,735.0 $116K 0.04% $66.86 +9.0%
326 QQQM INVESCO EXCH TRADED FD TR II 484.0 $115K 0.04% $237.60 +23.8%
327 ILCG ISHARES TR 1,200.0 $115K 0.04% $95.83 +20.4%
328 D DOMINION ENERGY INC Utilities 1,825.0 $114K 0.04% -29.0 -1.6% $62.47 +9.3%
329 FDX FEDEX CORP Industrials 310.0 $111K 0.04% $358.06 +8.6%
330 MTUM ISHARES TR 461.0 $110K 0.03% $238.61 +26.6%
331 INTC INTEL CORP Technology 2,431.0 $107K 0.03% $44.01 +169.2%
332 SWK STANLEY BLACK &DECKER INC Industrials 1,479.0 $106K 0.03% $71.67 +4.6%
333 BOXX EA SERIES TRUST 892.0 $104K 0.03% $116.59 +0.2%
334 IBB ISHARES TR 609.0 $103K 0.03% $169.13 -0.0%
335 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,242.0 $103K 0.03% +40.0 +1.8% $45.94 -31.0%
336 TXN TEXAS INSTRS INC Technology 526.0 $103K 0.03% -12.0 -2.2% $195.82 +55.7%
337 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 6,376.0 $102K 0.03% NEW $16.00 +12.0%
338 ATRO ASTRONICS CORP Industrials 1,525.0 $102K 0.03% $66.89 +19.4%
339 FE FIRSTENERGY CORP Utilities 2,016.0 $102K 0.03% +11.0 +0.6% $50.60 -10.1%
340 VBIL VANGUARD INSTL INDEX FD 1,348.0 $102K 0.03% -947.0 -41.3% $75.67 -0.1%
Page 17 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%