Hazlett, Burt & Watson, Inc. Top Holdings and 13F Report (2026)

About Hazlett, Burt & Watson, Inc.

Investment Activity

Hazlett, Burt & Watson, Inc. has $319.78 thousand in total holdings as of March 31, 2026.
Hazlett, Burt & Watson, Inc. owns shares of 923 different stocks, but just 140 companies or ETFs make up 80% of its holdings.
Approximately 4.85% of the portfolio was purchased this quarter.
About 1.46% of the portfolio was sold this quarter.
This quarter, Hazlett, Burt & Watson, Inc. has purchased 931 new stocks and bought additional shares in 266 stocks.
Hazlett, Burt & Watson, Inc. sold shares of 154 stocks and completely divested from 66 stocks this quarter.

Largest Holdings

Apple: $16,323
Invesco QQQ: $14,377
NVIDIA: $10,074
Amazon.com: $8,558
Microsoft: $7,629

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $212 Holding
6706EW100 - Nuveen S&P 500 Dynamic Overwrite Fund: $102 Holding
237194105 - Darden Restaurants: $75 Holding
457187102 - Ingredion: $51 Holding
80004C200 - SANDISK CORP: $45 Holding

Largest Purchases this Quarter

iShares S&P 500 Value ETF: 5,778 shares (about $1.22K)
iShares S&P 500 Growth ETF: 9,437 shares (about $1.07K)
Vanguard Intermediate-Term Corporate Bond ETF: 10,398 shares (about $862.07)
Vanguard FTSE Developed Markets ETF: 11,547 shares (about $742.20)
Eaton: 1,815 shares (about $650.66)

Largest Sales this Quarter

Schwab US Dividend Equity ETF: 14,350 shares (about $441.06)
Blackstone: 2,217 shares (about $251.54)
iShares Core Dividend Growth ETF: 2,363 shares (about $166.13)
Johnson & Johnson: 572 shares (about $139.74)
Procter & Gamble: 746 shares (about $107.76)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$16,323	$45 â–¼	-0.3%	64,259	5.1%	Computer and Technology
QQQ Invesco QQQ	$14,377	$203 â–²	1.4%	24,869	4.5%	Finance
NVDA NVIDIA	$10,074	$6 â–²	0.1%	57,766	3.2%	Computer and Technology
AMZN Amazon.com	$8,558	$205 â–²	2.5%	41,119	2.7%	Retail/Wholesale
MSFT Microsoft	$7,629	$425 â–²	5.9%	20,599	2.4%	Computer and Technology
XOM ExxonMobil	$6,481	$63 â–¼	-1.0%	38,221	2.0%	Energy
JNJ Johnson & Johnson	$4,464	$140 â–¼	-3.0%	18,273	1.4%	Medical
GOOG Alphabet	$4,423	$28 â–¼	-0.6%	15,411	1.4%	Computer and Technology
LMT Lockheed Martin	$3,935	$7 â–²	0.2%	6,517	1.2%	Aerospace
AVGO Broadcom	$3,674	$48 â–²	1.3%	11,887	1.1%	Computer and Technology
PNC The PNC Financial Services Group	$3,634	$13 â–²	0.4%	17,467	1.1%	Finance
MA Mastercard	$3,403	$69 â–¼	-2.0%	6,815	1.1%	Business Services
IVE iShares S&P 500 Value ETF	$3,398	$1,221 â–²	56.1%	16,081	1.1%	ETF
BRK.B Berkshire Hathaway	$3,299	$5 â–²	0.1%	6,880	1.0%	Finance
VIG Vanguard Dividend Appreciation ETF	$3,243	$209 â–²	6.9%	15,072	1.0%	ETF
JPM JPMorgan Chase & Co.	$3,131	$32 â–²	1.0%	10,642	1.0%	Finance
GOOGL Alphabet	$3,125	$59 â–¼	-1.8%	10,836	1.0%	Computer and Technology
PPA Invesco Aerospace & Defense ETF	$3,085	$151 â–²	5.1%	18,659	1.0%	ETF
IVW iShares S&P 500 Growth ETF	$3,038	$1,069 â–²	54.3%	26,830	1.0%	ETF
KBWB Invesco KBW Bank ETF	$2,988	$168 â–²	6.0%	37,795	0.9%	Manufacturing
DVY iShares Select Dividend ETF	$2,963	$18 â–²	0.6%	19,580	0.9%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$2,900	$101 â–²	3.6%	57,115	0.9%	ETF
SDHY PGIM Short Duration High Yield Opportunities Fund	$2,750	$70 â–²	2.6%	171,883	0.9%
CAT Caterpillar	$2,704	$55 â–²	2.1%	3,817	0.8%	Industrials
DGRO iShares Core Dividend Growth ETF	$2,464	$166 â–¼	-6.3%	35,047	0.8%	ETF
SCHD Schwab US Dividend Equity ETF	$2,381	$441 â–¼	-15.6%	77,466	0.7%	ETF
COST Costco Wholesale	$2,368	$77 â–²	3.4%	2,372	0.7%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$2,366		0.0%	3,391	0.7%	ETF
RTX RTX	$2,345	$4 â–²	0.2%	12,150	0.7%	Aerospace
ABBV AbbVie	$2,336	$1 â–²	0.1%	10,737	0.7%	Medical
HSY Hershey	$2,314	$63 â–¼	-2.6%	11,134	0.7%	Consumer Staples
LLY Eli Lilly and Company	$2,244	$49 â–²	2.2%	2,426	0.7%	Medical
MU Micron Technology	$2,234	$3 â–²	0.2%	6,616	0.7%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$2,217	$96 â–²	4.5%	22,023	0.7%	ETF
PG Procter & Gamble	$2,216	$108 â–¼	-4.6%	15,341	0.7%	Consumer Staples
ASML ASML	$2,205	$7 â–²	0.3%	1,670	0.7%	Computer and Technology
MGV Vanguard Mega Cap Value ETF	$2,108	$1 â–²	0.1%	14,560	0.7%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,088	$394 â–²	23.3%	15,785	0.7%	ETF
UNP Union Pacific	$1,997	$24 â–¼	-1.2%	8,231	0.6%	Transportation
ORCL Oracle	$1,899	$16 â–¼	-0.9%	12,900	0.6%	Computer and Technology
HD Home Depot	$1,891	$19 â–²	1.0%	5,744	0.6%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$1,885	$15 â–²	0.8%	12,875	0.6%	CL A
META Meta Platforms	$1,884	$122 â–²	6.9%	3,288	0.6%	Computer and Technology
V Visa	$1,883	$39 â–²	2.1%	6,216	0.6%	Business Services
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,765	$73 â–²	4.3%	20,080	0.6%	Manufacturing
GD General Dynamics	$1,594	$2 â–²	0.1%	4,642	0.5%	Aerospace
IGM iShares Expanded Tech Sector ETF	$1,559		0.0%	13,142	0.5%	ETF
GS The Goldman Sachs Group	$1,493	$14 â–²	1.0%	1,765	0.5%	Finance
CVX Chevron	$1,479	$17 â–¼	-1.1%	7,132	0.5%	Energy
FLQM Franklin U.S. Mid Cap Multifactor Index ETF	$1,472	$18 â–²	1.2%	26,727	0.5%	ETF
IHI iShares U.S. Medical Devices ETF	$1,446	$25 â–²	1.8%	27,133	0.5%	ETF
EMR Emerson Electric	$1,442	$13 â–²	0.9%	11,001	0.5%	Industrials
COWZ Pacer US Cash Cows 100 ETF	$1,429	$37 â–²	2.7%	22,765	0.4%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,378	$862 â–²	167.1%	16,621	0.4%	ETF
GLD SPDR Gold Shares	$1,357	$3 â–²	0.2%	3,151	0.4%	Finance
BUFF Innovator Laddered Allocation Power Buffer ETF	$1,351	$2 â–¼	-0.1%	27,327	0.4%	ETF
KO CocaCola	$1,347	$8 â–¼	-0.6%	17,680	0.4%	Consumer Staples
ALL Allstate	$1,346		0.0%	6,490	0.4%	Finance
IJS iShares S&P Small-Cap 600 Value ETF	$1,316	$154 â–²	13.3%	11,099	0.4%	ETF
VRT Vertiv	$1,295	$3 â–²	0.2%	5,139	0.4%	Computer and Technology
NFLX Netflix	$1,277	$58 â–¼	-4.4%	13,260	0.4%	Consumer Discretionary
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,266	$231 â–²	22.3%	12,571	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$1,247		0.0%	1,919	0.4%	Finance
DHR Danaher	$1,246	$5 â–¼	-0.4%	6,567	0.4%	Medical
AMAT Applied Materials	$1,234	$5 â–²	0.4%	3,610	0.4%	Computer and Technology
AMGN Amgen	$1,214	$2 â–²	0.1%	3,450	0.4%	Medical
WALMART INC	$1,206	$49 â–²	4.3%	9,733	0.4%	COM
ARISTA NETWORKS INC	$1,179	$14 â–²	1.2%	9,609	0.4%	COM SHS
COF Capital One Financial	$1,152	$44 â–²	4.0%	6,326	0.4%	Finance
SPHQ Invesco S&P 500 Quality ETF	$1,152	$73 â–²	6.8%	15,407	0.4%	ETF
JCPB JPMorgan Core Plus Bond ETF	$1,146	$539 â–²	88.8%	24,145	0.4%	ETF
MRVL Marvell Technology	$1,127	$79 â–²	7.5%	11,337	0.4%	Computer and Technology
GE GE Aerospace	$1,125	$44 â–²	4.1%	3,974	0.4%	Aerospace
VEA Vanguard FTSE Developed Markets ETF	$1,117	$742 â–²	198.0%	17,378	0.3%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$1,114	$8 â–¼	-0.7%	11,533	0.3%	ETF
PKW Invesco BuyBack Achievers ETF	$1,107	$39 â–²	3.7%	8,429	0.3%	ETF
PEP PepsiCo	$1,103	$8 â–²	0.7%	7,123	0.3%	Consumer Staples
BUFR FT Vest Laddered Buffer ETF	$1,094	$35 â–²	3.3%	32,424	0.3%	ETF
UBSI United Bankshares	$1,069		0.0%	25,832	0.3%	Finance
TMO Thermo Fisher Scientific	$1,005	$43 â–²	4.5%	2,052	0.3%	Medical
IWD iShares Russell 1000 Value ETF	$1,000	$0 â–²	0.0%	4,685	0.3%	ETF
J P MORGAN EXCHANGE TRADED F	$962	$607 â–²	171.2%	18,402	0.3%	JPMORGAM LTD DUR
JGRO JPMorgan Active Growth ETF	$936	$196 â–²	26.5%	11,038	0.3%	ETF
DOV Dover	$910	$6 â–¼	-0.6%	4,363	0.3%	Industrials
STX Seagate Technology	$905	$43 â–²	5.0%	2,310	0.3%	Computer and Technology
MO Altria Group	$891	$2 â–¼	-0.2%	13,492	0.3%	Consumer Staples
FULT Fulton Financial	$883	$30 â–²	3.5%	43,432	0.3%	Finance
SCHV Schwab U.S. Large-Cap Value ETF	$883	$18 â–¼	-2.0%	28,912	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$882	$0 â–²	0.0%	8,048	0.3%	ETF
SDY SPDR S&P Dividend ETF	$882	$15 â–¼	-1.7%	6,053	0.3%	ETF
ETN Eaton	$874	$651 â–²	291.3%	2,438	0.3%	Industrials
QCOM Qualcomm	$856	$1 â–²	0.1%	6,638	0.3%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$844	$51 â–¼	-5.6%	28,972	0.3%	ETF
BNDX Vanguard Total International Bond ETF	$844	$535 â–²	173.2%	17,411	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$844	$16 â–¼	-1.9%	1,979	0.3%	ETF
GE VERNOVA INC	$837	$17 â–²	2.1%	960	0.3%	COM
CMI Cummins	$808		0.0%	1,503	0.3%	Auto/Tires/Trucks
VANGUARD MALVERN FDS	$804	$537 â–²	200.6%	10,496	0.3%	SHORT DURATION B
XLK Technology Select Sector SPDR Fund	$800		0.0%	6,018	0.3%	ETF
CSCO Cisco Systems	$791	$74 â–¼	-8.5%	10,208	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Hazlett, Burt & Watson, Inc. Top Holdings and 13F Report (2026)

About Hazlett, Burt & Watson, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Hazlett, Burt & Watson, Inc. Top Holdings and 13F Report (2026)

About Hazlett, Burt & Watson, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHazlett, Burt & Watson, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools