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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 5 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWD ISHARES TR 4,685.0 $1.0M 0.31% $213.45 +9.2%
82 JPLD J P MORGAN EXCHANGE TRADED F 18,402.0 $962K 0.30% +12K +171.2% $52.28 -0.4%
83 JGRO J P MORGAN EXCHANGE TRADED F 11,038.0 $936K 0.29% +2K +26.5% $84.80 +14.1%
84 DOV DOVER CORP Industrials 4,363.0 $910K 0.28% -27.0 -0.6% $208.57 +0.6%
85 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,310.0 $905K 0.28% +110.0 +5.0% $391.77 +90.8%
86 MO ALTRIA GROUP INC Consumer Defensive 13,492.0 $891K 0.28% $66.04 +11.8%
87 SCHV SCHWAB STRATEGIC TR 28,912.0 $883K 0.28% -604.0 -2.0% $30.54 +7.3%
88 FULT FULTON FINL CORP PA Financial Services 43,432.0 $883K 0.28% +1K +3.5% $20.33 +4.8%
89 SDY SPDR SERIES TRUST 6,053.0 $882K 0.28% -103.0 -1.7% $145.71 +1.6%
90 VONG VANGUARD SCOTTSDALE FDS 8,048.0 $882K 0.28% $109.59 +16.7%
91 ETN EATON CORP PLC Industrials 2,438.0 $874K 0.27% +2K +291.3% $358.49 +6.2%
92 QCOM QUALCOMM INC Technology 6,638.0 $856K 0.27% $128.95 +56.8%
93 SCHG SCHWAB STRATEGIC TR 28,972.0 $844K 0.26% -2K -5.7% $29.13 +17.4%
94 IWF ISHARES TR 1,979.0 $844K 0.26% -38.0 -1.9% $426.48 -70.9%
95 BNDX VANGUARD CHARLOTTE FDS 17,411.0 $844K 0.26% +11K +173.2% $48.48 -1.2%
96 GEV GE VERNOVA INC Utilities 960.0 $837K 0.26% +20.0 +2.1% $871.88 +18.7%
97 CMI CUMMINS INC Industrials 1,503.0 $808K 0.25% $537.59 +24.3%
98 VANGUARD MALVERN FDS 10,496.0 $804K 0.25% +7K +200.6% $76.60
99 XLK SELECT SECTOR SPDR TR 6,018.0 $800K 0.25% $132.93 +32.6%
100 CSCO CISCO SYS INC Technology 10,208.0 $791K 0.25% -949.0 -8.5% $77.49 +48.7%
Page 5 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%