Institutional Fund
Hazlett, Burt & Watson, Inc.
Wheeling, WVCIK 463925 filings on record
Portfolio Value
$319.7K
Q1 2026
Holdings
912
Reported positions
New Buys
40
Opened this quarter
QoQ Change
+2.1%
from $313.0K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.1%
- Invesco Qqq Tr4.5%
- Nvidia Corporation3.2%
- Amazon Com Inc2.7%
- Microsoft Corp2.4%
- Exxon Mobil Corp2.0%
- Other80.2%
Portfolio Holdings
912 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 64.3K | $16.3K | 5.1% | −176 | Reduced |
| 2 | Invesco Qqq Tr | 24.9K | $14.4K | 4.5% | +352 | Added |
| 3 | Nvidia Corporation | 57.8K | $10.1K | 3.2% | +36 | Added |
| 4 | Amazon Com Inc | 41.1K | $8.6K | 2.7% | +986 | Added |
| 5 | Microsoft Corp | 20.6K | $7.6K | 2.4% | +1.1K | Added |
| 6 | Exxon Mobil Corp | 38.2K | $6.5K | 2.0% | −369 | Reduced |
| 7 | Johnson & Johnson | 18.3K | $4.5K | 1.4% | −572 | Reduced |
| 8 | Alphabet Inc | 15.4K | $4.4K | 1.4% | −96 | Reduced |
| 9 | Lockheed Martin Corp | 6.5K | $3.9K | 1.2% | +11 | Added |
| 10 | Broadcom Inc | 11.9K | $3.7K | 1.1% | +156 | Added |
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