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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 19 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 UPS UNITED PARCEL SVCS INC Industrials 892.0 $88K 0.03% -10.0 -1.1% $98.65 +0.2%
362 FXN FIRST TR EXCHANGE-TRADED FD 3,866.0 $87K 0.03% $22.50 -1.6%
363 USMV ISHARES TR 933.0 $86K 0.03% -76.0 -7.5% $92.18 +4.2%
364 MTB M &T BK CORP Financial Services 417.0 $86K 0.03% $206.24 +3.0%
365 ITW ILLINOIS TOOL WKS INC Industrials 328.0 $85K 0.03% -50.0 -13.2% $259.15 -3.6%
366 SYY SYSCO CORP Consumer Defensive 1,190.0 $85K 0.03% -210.0 -15.0% $71.43 +5.6%
367 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 913.0 $85K 0.03% -50.0 -5.2% $93.10 +107.7%
368 ADBE ADOBE INC Technology 348.0 $85K 0.03% -119.0 -25.5% $244.25 -0.1%
369 SO SOUTHERN CO Utilities 868.0 $84K 0.03% +24.0 +2.8% $96.77 -3.3%
370 SHOP SHOPIFY INC Technology 700.0 $83K 0.03% $118.57 -11.4%
371 AMT AMERICAN TOWER CORP Real Estate 471.0 $81K 0.03% $171.97 +6.9%
372 AGNC AGNC INVT CORP Real Estate 8,000.0 $80K 0.03% $10.00 +2.6%
373 VTRS VIATRIS INC Healthcare 5,949.0 $80K 0.03% $13.45 +23.4%
374 CENCORA INC 250.0 $79K 0.03% +10.0 +4.2% $316.00
375 XLE SELECT SECTOR SPDR TR 1,294.0 $79K 0.03% $61.05 -3.1%
376 VCSH VANGUARD SCOTTSDALE FDS 982.0 $78K 0.02% +31.0 +3.3% $79.43 -0.7%
377 MDT MEDTRONIC PLC Healthcare 874.0 $75K 0.02% -28.0 -3.1% $85.81 -8.9%
378 BKNG BOOKING HOLDINGS INC Consumer Cyclical 18.0 $75K 0.02% +7.0 +63.6% $4166.67 -96.2%
379 ASTS AST SPACEMOBILE INC Technology 900.0 $75K 0.02% +500.0 +125.0% $83.33 +15.5%
380 NEM NEWMONT CORP Basic Materials 695.0 $75K 0.02% $107.91 +0.4%
Page 19 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%