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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 9 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WMB WILLIAMS COS INC Energy 6,030.0 $438K 0.14% $72.64 +7.8%
162 SLV ISHARES SILVER TR Financial Services 6,388.0 $436K 0.14% -404.0 -6.0% $68.25 +0.6%
163 CSX CSX CORP Industrials 10,518.0 $431K 0.14% $40.98 +12.9%
164 CGUS CAPITAL GROUP CORE EQUITY ET 11,063.0 $424K 0.13% +3K +32.9% $38.33 +12.9%
165 DELL DELL TECHNOLOGIES INC Technology 2,548.0 $418K 0.13% $164.05 +49.2%
166 IBM INTERNATIONAL BUSINESS MACHS Technology 1,711.0 $414K 0.13% $241.96 -8.1%
167 GILD GILEAD SCIENCES INC Healthcare 2,936.0 $408K 0.13% -249.0 -7.8% $138.96 -6.3%
168 NSC NORFOLK SOUTHN CORP Industrials 1,414.0 $407K 0.13% $287.84 +9.6%
169 TMUS T-MOBILE US INC Communication Services 1,905.0 $403K 0.13% -12.0 -0.6% $211.55 -10.0%
170 IJH ISHARES TR 5,804.0 $387K 0.12% -143.0 -2.4% $66.68 +8.8%
171 NEE NEXTERA ENERGY INC Utilities 4,103.0 $381K 0.12% +474.0 +13.1% $92.86 -4.5%
172 SOXX ISHARES TR 1,150.0 $378K 0.12% $328.70 +56.7%
173 DFAI DIMENSIONAL ETF TRUST 9,613.0 $374K 0.12% +4K +74.8% $38.91 +6.4%
174 CDNS CADENCE DESIGN SYSTEM INC Technology 1,316.0 $368K 0.12% -10.0 -0.8% $279.64 +24.4%
175 ISRG INTUITIVE SURGICAL INC Healthcare 796.0 $367K 0.12% +45.0 +6.0% $461.06 -3.1%
176 DXYZ DESTINY TECH100 INC 13,715.0 $364K 0.11% +3K +24.2% $26.54 +82.5%
177 NVO NOVO-NORDISK A S Healthcare 9,821.0 $361K 0.11% -888.0 -8.3% $36.76 +21.9%
178 VB VANGUARD INDEX FDS 1,338.0 $352K 0.11% +47.0 +3.6% $263.08 +7.8%
179 UBER UBER TECHNOLOGIES INC Technology 4,895.0 $352K 0.11% +64.0 +1.3% $71.91 +4.0%
180 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,720.0 $349K 0.11% $202.91 +8.0%
Page 9 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%