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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 8 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RDVY FIRST TR EXCHANGE TRADED FD 7,330.0 $501K 0.16% +689.0 +10.4% $68.35 +8.8%
142 CEG CONSTELLATION ENERGY CORP Utilities 1,772.0 $494K 0.15% +128.0 +7.8% $278.78 +0.5%
143 AVUV AMERICAN CENTY ETF TR 4,429.0 $489K 0.15% +809.0 +22.4% $110.41 +7.6%
144 IJT ISHARES TR 3,385.0 $489K 0.15% +903.0 +36.4% $144.46 +10.6%
145 VUG VANGUARD INDEX FDS 1,099.0 $482K 0.15% +27.0 +2.5% $438.58 -80.1%
146 IEFA ISHARES TR 5,277.0 $477K 0.15% $90.39 +6.9%
147 XLU SELECT SECTOR SPDR TR 10,332.0 $474K 0.15% $45.88 -2.8%
148 ALAB ASTERA LABS INC Technology 4,244.0 $465K 0.14% $109.57 +152.8%
149 ISHARES TR 10,050.0 $465K 0.14% -748.0 -6.9% $46.27
150 LRCX LAM RESEARCH CORP Technology 2,161.0 $461K 0.14% -49.0 -2.2% $213.33 +36.2%
151 DE DEERE &CO Industrials 815.0 $457K 0.14% $560.74 +0.8%
152 DLN WISDOMTREE TR 5,081.0 $455K 0.14% $89.55 +6.4%
153 VST VISTRA CORP Utilities 2,955.0 $452K 0.14% -51.0 -1.7% $152.96 -6.1%
154 BWXT BWX TECHNOLOGIES INC Industrials 2,204.0 $450K 0.14% -30.0 -1.3% $204.17 -0.8%
155 MGK VANGUARD WORLD FD 1,221.0 $449K 0.14% -8.0 -0.7% $367.73 -76.0%
156 PPL PPL CORP Utilities 11,616.0 $444K 0.14% $38.22 -7.3%
157 AVEM AMERICAN CENTY ETF TR 5,536.0 $442K 0.14% +1K +37.0% $79.84 +15.1%
158 CRM SALESFORCE INC Technology 2,365.0 $440K 0.14% -545.0 -18.7% $186.05 -4.4%
159 XLV SELECT SECTOR SPDR TR 2,985.0 $439K 0.14% $147.07 -0.3%
160 NOC NORTHROP GRUMMAN CORP Industrials 647.0 $439K 0.14% $678.52 -18.9%
Page 8 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%