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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 3 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 5,744.0 $1.9M 0.59% +58.0 +1.0% $329.21 -9.6%
42 PLTR PALANTIR TECHNOLOGIES INC Technology 12,875.0 $1.9M 0.59% +103.0 +0.8% $146.41 -8.5%
43 META META PLATFORMS INC Communication Services 3,288.0 $1.9M 0.59% +213.0 +6.9% $572.99 +7.2%
44 V VISA INC Financial Services 6,216.0 $1.9M 0.59% +129.0 +2.1% $302.93 +7.5%
45 DGRW WISDOMTREE TR 20,080.0 $1.8M 0.55% +833.0 +4.3% $87.90 +8.9%
46 GD GENERAL DYNAMICS CORP Industrials 4,642.0 $1.6M 0.50% $343.39 -2.6%
47 IGM ISHARES TR 13,142.0 $1.6M 0.49% $118.63 +28.9%
48 GS GOLDMAN SACHS GROUP INC Financial Services 1,765.0 $1.5M 0.47% +17.0 +1.0% $845.89 +12.1%
49 CVX CHEVRON CORPORATION Energy 7,132.0 $1.5M 0.46% -80.0 -1.1% $207.38 -7.8%
50 FLQM FRANKLIN TEMPLETON ETF TR 26,727.0 $1.5M 0.46% +329.0 +1.2% $55.08 +1.4%
51 IHI ISHARES TR 27,133.0 $1.4M 0.45% +477.0 +1.8% $53.29 -6.6%
52 EMR EMERSON ELEC CO Industrials 11,001.0 $1.4M 0.45% +97.0 +0.9% $131.08 +1.5%
53 COWZ PACER FDS TR 22,765.0 $1.4M 0.45% +594.0 +2.7% $62.77 +1.3%
54 VCIT VANGUARD SCOTTSDALE FDS 16,621.0 $1.4M 0.43% +10K +167.1% $82.91 -1.2%
55 GLD SPDR GOLD TR Financial Services 3,151.0 $1.4M 0.42% $430.66 -3.1%
56 BUFF INNOVATOR ETFS TRUST 27,327.0 $1.4M 0.42% $49.44 +5.4%
57 KO COCA COLA CO Consumer Defensive 17,680.0 $1.3M 0.42% -99.0 -0.6% $76.19 +6.1%
58 ALL ALLSTATE CORP Financial Services 6,490.0 $1.3M 0.42% $207.40 +4.8%
59 IJS ISHARES TR 11,099.0 $1.3M 0.41% +1K +13.3% $118.57 +6.4%
60 VRT VERTIV HOLDINGS CO Industrials 5,139.0 $1.3M 0.41% $251.99 +47.2%
Page 3 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%