Hazlett, Burt & Watson, Inc. Portfolio Holdings
Hazlett, Burt & Watson, Inc.
- $244 Million
- Q2 2025
Hazlett, Burt & Watson, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $244 Million distributed in 9591 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12M, Invesco Qqq Trust, Series 1 with a value of $12M, Schwab Strategic Tr Us Dividen with a value of $9.62M, Microsoft Corp with a value of $8.51M, and Amazon Com Inc with a value of $7.19M.
Examining the 13F form we can see an increase of $21.7M in the current position value, from $222M to 244M.
Below you can find more details about Hazlett, Burt & Watson, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$244 Million
ETFs: $87.5 Million
Technology: $42.2 Million
Financial Services: $25.8 Million
Industrials: $20.4 Million
Consumer Defensive: $14.7 Million
Healthcare: $13.3 Million
Consumer Cyclical: $12 Million
Communication Services: $9.14 Million
Other: $13.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 9,591
- Current Value $244 Million
- Prior Value $222 Million
- Filing
- Period Q2 2025
- Filing Date July 25, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 76 stocks
- Additional Purchases 239 stocks
- Sold out of 0 stocks
- Reduced holdings in 204 stocks