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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 21 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VTG VANGUARD MALVERN FDS 915.0 $69K 0.02% $75.41 -0.9%
402 AKAM AKAMAI TECHNOLOGIES INC Technology 600.0 $69K 0.02% $115.00 +27.2%
403 MDLZ MONDELEZ INTL INC Consumer Defensive 1,174.0 $68K 0.02% $57.92 +6.2%
404 HIG HARTFORD INSURANCE GROUP INC Financial Services 500.0 $68K 0.02% $136.00 +0.0%
405 YUM YUM BRANDS INC Consumer Cyclical 439.0 $68K 0.02% $154.90 -1.4%
406 EIPI FIRST TR EXCHNG TRADED FD VI 2,979.0 $67K 0.02% $22.49 +0.4%
407 CMCSA COMCAST CORP NEW Communication Services 2,292.0 $67K 0.02% -566.0 -19.8% $29.23 -14.2%
408 XLP SELECT SECTOR SPDR TR 809.0 $66K 0.02% $81.58 +3.8%
409 OXY OCCIDENTAL PETE CORP Energy 1,000.0 $66K 0.02% $66.00 -10.9%
410 TMP TOMPKINS FINL CORP Financial Services 797.0 $63K 0.02% $79.05 +8.1%
411 EQIX EQUINIX INC Real Estate 65.0 $63K 0.02% +1.0 +1.6% $969.23 +11.3%
412 BSX BOSTON SCIENTIFIC CORP Healthcare 1,013.0 $63K 0.02% $62.19 -8.1%
413 FMB FIRST TR EXCH TRADED FD III 1,250.0 $63K 0.02% $50.40 +0.5%
414 SBUX STARBUCKS CORP Consumer Cyclical 688.0 $62K 0.02% $90.12 +18.2%
415 VOT VANGUARD INDEX FDS 240.0 $62K 0.02% $258.33 +11.8%
416 GMAR FIRST TR EXCHNG TRADED FD VI 1,485.0 $62K 0.02% -1K -45.7% $41.75 +5.3%
417 XLC SELECT SECTOR SPDR TR 547.0 $61K 0.02% $111.52 +4.1%
418 BP BP PLC Energy 1,300.0 $61K 0.02% +300.0 +30.0% $46.92 -4.4%
419 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,400.0 $61K 0.02% $43.57 +10.8%
420 FN FABRINET Technology 115.0 $60K 0.02% $521.74 +34.8%
Page 21 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%