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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 4 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC. Communication Services 13,260.0 $1.3M 0.40% -605.0 -4.4% $96.30 -8.9%
62 IJK ISHARES TR 12,571.0 $1.3M 0.40% +2K +22.4% $100.71 +8.1%
63 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,919.0 $1.2M 0.39% $649.82 +13.2%
64 DHR DANAHER CORP DEL Healthcare 6,567.0 $1.2M 0.39% $189.74 -13.2%
65 AMAT APPLIED MATLS INC Technology 3,610.0 $1.2M 0.39% $341.83 +22.8%
66 AMGN AMGEN INC Healthcare 3,450.0 $1.2M 0.38% $351.88 -6.4%
67 WMT WALMART INC Consumer Defensive 9,733.0 $1.2M 0.38% +399.0 +4.3% $123.91 +7.6%
68 ANET ARISTA NETWORKS INC Technology 9,609.0 $1.2M 0.37% +115.0 +1.2% $122.70 +15.7%
69 SPHQ INVESCO EXCHANGE TRADED FD T 15,407.0 $1.2M 0.36% +981.0 +6.8% $74.77 +10.1%
70 COF CAPITAL ONE FINL CORP Financial Services 6,326.0 $1.2M 0.36% +243.0 +4.0% $182.11 -1.0%
71 JCPB J P MORGAN EXCHANGE TRADED F 24,145.0 $1.1M 0.36% +11K +88.8% $47.46 -2.4%
72 MRVL MARVELL TECHNOLOGY INC Technology 11,337.0 $1.1M 0.35% +791.0 +7.5% $99.41 +90.6%
73 GE GE AEROSPACE Industrials 3,974.0 $1.1M 0.35% +156.0 +4.1% $283.09 +1.7%
74 VEA VANGUARD TAX-MANAGED FDS 17,378.0 $1.1M 0.35% +12K +198.0% $64.28 +7.5%
75 MOAT VANECK ETF TRUST 11,533.0 $1.1M 0.35% -87.0 -0.8% $96.59 +2.8%
76 PKW INVESCO EXCHANGE TRADED FD T 8,429.0 $1.1M 0.35% +300.0 +3.7% $131.33 +2.1%
77 PEP PEPSICO INC Consumer Defensive 7,123.0 $1.1M 0.34% +52.0 +0.7% $154.85 -3.3%
78 BUFR FIRST TR EXCHNG TRADED FD VI 32,424.0 $1.1M 0.34% +1K +3.3% $33.74 +6.8%
79 UBSI UNITED BANKSHARES INC WEST V Financial Services 25,832.0 $1.1M 0.33% $41.38 +3.0%
80 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,052.0 $1.0M 0.31% +88.0 +4.5% $489.77 -9.9%
Page 4 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%