Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HAZLETT, BURT & WATSON, INC. (CIK 46392) reported $319.8M across 907 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($16.3M, 5.10%), QQQ ($14.4M, 4.50%), NVDA ($10.1M, 3.15%), AMZN ($8.6M, 2.68%), MSFT ($7.6M, 2.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.3M | 5.10% | 64,259 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $14.4M | 4.50% | 24,869 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $10.1M | 3.15% | 57,766 | Added |
| 4 | AMZN | AMAZON COM INC | $8.6M | 2.68% | 41,119 | Added |
| 5 | MSFT | MICROSOFT CORP | $7.6M | 2.39% | 20,599 | Added |
| 6 | XOM | EXXON MOBIL CORP | $6.5M | 2.03% | 38,221 | Trimmed |
| 7 | JNJ | JOHNSON &JOHNSON | $4.5M | 1.40% | 18,273 | Trimmed |
| 8 | GOOG | ALPHABET INC | $4.4M | 1.38% | 15,411 | Trimmed |
| 9 | LMT | LOCKHEED MARTIN CORP | $3.9M | 1.23% | 6,517 | Added |
| 10 | AVGO | BROADCOM INC | $3.7M | 1.15% | 11,887 | Added |
| 11 | PNC | PNC FINL SVCS GROUP INC | $3.6M | 1.14% | 17,467 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $3.4M | 1.06% | 6,815 | Trimmed |
| 13 | IVE | ISHARES TR | $3.4M | 1.06% | 16,081 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.3M | 1.03% | 6,880 | Added |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $3.2M | 1.01% | 15,072 | Added |
| 16 | JPM | JPMORGAN CHASE &CO | $3.1M | 0.98% | 10,642 | Added |
| 17 | GOOGL | ALPHABET INC | $3.1M | 0.98% | 10,836 | Trimmed |
| 18 | PPA | INVESCO EXCHANGE TRADED FD T | $3.1M | 0.96% | 18,659 | Added |
| 19 | IVW | ISHARES TR | $3.0M | 0.95% | 26,830 | Added |
| 20 | DVY | ISHARES TR | $3.0M | 0.93% | 19,580 | Added |
| 21 | KBWB | INVESCO EXCH TRADED FD TR II | $3.0M | 0.93% | 37,795 | Added |
| 22 | PAVE | GLOBAL X FDS | $2.9M | 0.91% | 57,115 | Added |
| 23 | SDHY | PGIM SHORT DUR HIG YLD OPP F | $2.8M | 0.86% | 171,883 | Added |
| 24 | CAT | CATERPILLAR INC | $2.7M | 0.85% | 3,817 | Added |
| 25 | DGRO | ISHARES TR | $2.5M | 0.77% | 35,047 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31