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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 20 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DRI DARDEN RESTAURANTS INC Consumer Cyclical 383.0 $75K 0.02% NEW $195.82 +0.6%
382 MSI MOTOROLA SOLUTIONS INC Technology 175.0 $75K 0.02% $428.57 -6.6%
383 XMHQ INVESCO EXCHANGE TRADED FD T 721.0 $74K 0.02% +199.0 +38.1% $102.64 +4.7%
384 PKG PACKAGING CORP AMER Consumer Cyclical 350.0 $74K 0.02% $211.43 +0.8%
385 SHEL SHELL PLC Energy 789.0 $74K 0.02% $93.79 -7.5%
386 DES WISDOMTREE TR 2,044.0 $73K 0.02% -521.0 -20.3% $35.71 +7.2%
387 CCI CROWN CASTLE INC Real Estate 900.0 $73K 0.02% $81.11 +13.5%
388 XLB SELECT SECTOR SPDR TR 1,460.0 $73K 0.02% $50.00 +0.0%
389 FCX FREEPORT MCMORAN INC Basic Materials 1,237.0 $72K 0.02% -55.0 -4.3% $58.21 +7.1%
390 TER TERADYNE INC Technology 240.0 $71K 0.02% $295.83 +16.4%
391 DLR DIGITAL RLTY TR INC Real Estate 395.0 $71K 0.02% $179.75 +8.1%
392 SAP SAP SE Technology 415.0 $71K 0.02% $171.08 +5.1%
393 TBLU TORTOISE CAPITAL SERIES TRUS 1,390.0 $70K 0.02% +17.0 +1.2% $50.36 -1.3%
394 OMC OMNICOM GROUP INC Communication Services 925.0 $70K 0.02% $75.68 -2.5%
395 MKC MCCORMICK &CO INC Consumer Defensive 1,397.0 $70K 0.02% -518.0 -27.1% $50.11 -6.3%
396 O REALTY INCOME CORP Real Estate 1,150.0 $70K 0.02% $60.87 +2.2%
397 NFTY FIRST TR EXCH TRD ALPHDX FD 1,374.0 $70K 0.02% $50.95 +4.1%
398 PDP INVESCO EXCHANGE TRADED FD T 585.0 $70K 0.02% $119.66 +16.4%
399 IJR ISHARES TR 559.0 $69K 0.02% +78.0 +16.2% $123.43 +10.4%
400 AKAM AKAMAI TECHNOLOGIES INC Technology 600.0 $69K 0.02% $115.00 +27.2%
Page 20 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%