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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 7 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KLAC KLA CORP Technology 423.0 $622K 0.20% +8.0 +1.9% $1470.45 +23.4%
122 PANW PALO ALTO NETWORKS INC Technology 3,782.0 $608K 0.19% +288.0 +8.2% $160.76 +53.0%
123 DYNF BLACKROCK ETF TRUST 10,156.0 $595K 0.19% +1K +14.9% $58.59 +13.0%
124 TFC TRUIST FINL CORP Financial Services 12,950.0 $593K 0.18% $45.79 +4.2%
125 XLI SELECT SECTOR SPDR TR 3,625.0 $585K 0.18% $161.38 +5.9%
126 EOG EOG RES INC Energy 4,030.0 $582K 0.18% $144.42 -2.1%
127 CALF PACER FDS TR 12,818.0 $581K 0.18% $45.33 +4.8%
128 COP CONOCOPHILLIPS Energy 4,411.0 $581K 0.18% +965.0 +28.0% $131.72 -6.8%
129 DIS DISNEY WALT CO Communication Services 6,011.0 $579K 0.18% -629.0 -9.5% $96.32 +8.4%
130 MS MORGAN STANLEY Financial Services 3,492.0 $575K 0.18% +251.0 +7.7% $164.66 +19.9%
131 AMD ADVANCED MICRO DEVICES INC Technology 2,833.0 $573K 0.18% -15.0 -0.5% $202.26 +119.8%
132 LH LABCORP HOLDINGS INC Healthcare 2,151.0 $573K 0.18% $266.39 -3.9%
133 LOW LOWES COS INC Consumer Cyclical 2,391.0 $566K 0.18% +94.0 +4.1% $236.72 -7.1%
134 BAC BANK AMERICA CORP Financial Services 11,556.0 $564K 0.18% $48.81 +5.1%
135 BUG GLOBAL X FDS 22,469.0 $563K 0.18% +268.0 +1.2% $25.06 +31.8%
136 MPC MARATHON PETE CORP Energy 2,309.0 $562K 0.18% -100.0 -4.2% $243.40 +5.4%
137 PM PHILIP MORRIS INTL INC Consumer Defensive 3,321.0 $549K 0.17% $165.31 +13.3%
138 SCHW SCHWAB CHARLES CORP Financial Services 5,833.0 $548K 0.17% +293.0 +5.3% $93.95 -3.6%
139 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,586.0 $535K 0.17% +75.0 +5.0% $337.33 +18.9%
140 GLW CORNING INC Technology 3,868.0 $529K 0.17% -38.0 -1.0% $136.76 +31.6%
Page 7 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%