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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 2 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DVY ISHARES TR 19,580.0 $3.0M 0.93% +120.0 +0.6% $151.33 +0.8%
22 PAVE GLOBAL X FDS 57,115.0 $2.9M 0.91% +2K +3.6% $50.77 +7.8%
23 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 171,883.0 $2.8M 0.86% +4K +2.6% $16.00 -1.3%
24 CAT CATERPILLAR INC Industrials 3,817.0 $2.7M 0.85% +78.0 +2.1% $708.41 +22.0%
25 DGRO ISHARES TR 35,047.0 $2.5M 0.77% -2K -6.3% $70.31 +5.0%
26 SCHD SCHWAB STRATEGIC TR 77,466.0 $2.4M 0.74% -14K -15.6% $30.74 +4.2%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,372.0 $2.4M 0.74% +77.0 +3.4% $998.31 +5.1%
28 VGT VANGUARD WORLD FD 3,391.0 $2.4M 0.74% $697.73 -83.9%
29 RTX RTX CORPORATION Industrials 12,150.0 $2.3M 0.73% $193.00 -11.3%
30 ABBV ABBVIE INC Healthcare 10,737.0 $2.3M 0.73% $217.57 -3.7%
31 HSY HERSHEY CO Consumer Defensive 11,134.0 $2.3M 0.72% -302.0 -2.6% $207.83 -10.0%
32 LLY ELI LILLY &CO Healthcare 2,426.0 $2.2M 0.70% +53.0 +2.2% $924.98 +8.8%
33 MU MICRON TECHNOLOGY INC Technology 6,616.0 $2.2M 0.70% $337.67 +114.6%
34 TLH ISHARES TR 22,023.0 $2.2M 0.69% +952.0 +4.5% $100.67 -2.9%
35 PG PROCTER &GAMBLE CO Consumer Defensive 15,341.0 $2.2M 0.69% -746.0 -4.6% $144.45 -2.0%
36 ASML ASML HLDG NV Technology 1,670.0 $2.2M 0.69% $1320.36 +11.5%
37 MGV VANGUARD WORLD FD 14,560.0 $2.1M 0.66% $144.78 +6.8%
38 IJJ ISHARES TR 15,785.0 $2.1M 0.65% +3K +23.3% $132.28 +4.7%
39 UNP UNION PAC CORP Industrials 8,231.0 $2.0M 0.62% -100.0 -1.2% $242.62 +11.5%
40 ORCL ORACLE CORP Technology 12,900.0 $1.9M 0.59% -112.0 -0.9% $147.21 +31.1%
Page 2 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%