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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 6 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CGDV CAPITAL GROUP DIVIDEND VALUE 18,637.0 $788K 0.25% +3K +15.8% $42.28 +12.0%
102 TFI SPDR SERIES TRUST 16,739.0 $759K 0.24% $45.34 -0.6%
103 KMI KINDER MORGAN INC DEL Energy 22,612.0 $758K 0.24% $33.52 +3.1%
104 CL COLGATE PALMOLIVE CO Consumer Defensive 8,764.0 $747K 0.23% $85.24 +5.4%
105 TCAF T ROWE PRICE ETF INC 20,354.0 $724K 0.23% +2K +13.5% $35.57 +11.9%
106 HON HONEYWELL INTL INC Industrials 3,192.0 $723K 0.23% +17.0 +0.5% $226.50 -4.6%
107 VWO VANGUARD INTL EQUITY INDEX F 13,166.0 $714K 0.22% +5K +62.0% $54.23 +7.1%
108 AXP AMERICAN EXPRESS CO Financial Services 2,326.0 $704K 0.22% $302.67 +0.2%
109 EFV ISHARES TR 9,384.0 $699K 0.22% $74.49 +4.5%
110 EFG ISHARES TR 6,213.0 $692K 0.22% +430.0 +7.4% $111.38 +6.3%
111 IAU ISHARES GOLD TR Financial Services 7,769.0 $682K 0.21% +238.0 +3.2% $87.78 -3.8%
112 TSLA TESLA INC Consumer Cyclical 1,807.0 $671K 0.21% +246.0 +15.8% $371.33 +10.2%
113 PSX PHILLIPS 66 Energy 3,663.0 $667K 0.21% +514.0 +16.3% $182.09 +0.8%
114 VOO VANGUARD INDEX FDS 1,115.0 $666K 0.21% +199.0 +21.7% $597.31 +13.2%
115 MRK MERCK &CO INC Healthcare 5,440.0 $653K 0.20% $120.04 -4.6%
116 BLK BLACKROCK INC Financial Services 670.0 $652K 0.20% -26.0 -3.7% $973.13 +6.0%
117 HUBB HUBBELL INC Industrials 1,322.0 $649K 0.20% $490.92 -6.1%
118 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,093.0 $644K 0.20% $589.20 -10.0%
119 VZ VERIZON COMMUNICATIONS INC Communication Services 12,757.0 $640K 0.20% -919.0 -6.7% $50.17 -4.4%
120 IVV ISHARES TR 970.0 $633K 0.20% +135.0 +16.2% $652.58 +13.2%
Page 6 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%