Hazlett-Burt--Watson

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "INDI",
  "ALAB",
  "PINS",
  "JOBY",
  "ABSI",
  "HOOD",
  "FLEX",
  "GTX",
  "FN",
  "LTH",
  "GDX",
  null,
  "OSK",
  "NTR",
  "TROW",
  "NLY",
  "AKAM",
  null,
  "EXAS",
  "HUM",
  "QSR",
  "SMCI",
  "NSIT",
  "ARM",
  "SNOW",
  "MU",
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "PFBC",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MAIN",
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "ASIX",
  null,
  null,
  null,
  "AXP",
  null,
  "FOLD",
  null,
  null,
  null,
  "ASML",
  "T",
  "BLK",
  "AWF",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  null,
  "LOW",
  null,
  null,
  "CP.TO",
  "ARCC",
  null,
  "BSX",
  null,
  null,
  "CRS",
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  "DVAX",
  null,
  "USA",
  "DUK",
  "D",
  "NWBI",
  null,
  "ROKU",
  "REZI",
  null,
  "KWR",
  "RXRX",
  "RGTI",
  "WTRG",
  "SERV",
  null,
  "EOG",
  null,
  null,
  null,
  null,
  "U",
  "HELE",
  null,
  "NVCR",
  null,
  "FCX",
  null,
  "IBKR",
  null,
  null,
  "GD",
  "GILD",
  "IRDM",
  "APLD",
  "HON",
  "HD",
  "HPQ",
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  null,
  "BEN",
  null,
  null,
  "FE",
  "UNP",
  "FULT",
  null,
  "QCOM",
  null,
  "ISRG",
  null,
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  null,
  null,
  "EMXC",
  "GOF",
  "HMC",
  "HWM",
  "LEN",
  null,
  "ITW",
  null,
  null,
  "GSIE",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  "NPFD",
  "IVW",
  null,
  null,
  "IJH",
  "QUBT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SWK",
  "SSYS",
  null,
  null,
  "UNFI",
  null,
  "DXYZ",
  null,
  "IONQ",
  null,
  "IOVA",
  "RNP",
  "IGA",
  "SDHY",
  null,
  null,
  "JRS",
  null,
  "KMI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EVG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "LAZ",
  "IWS",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  "SLF",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MUFG",
  "CNR",
  "MS",
  "TMUS",
  "NEOG",
  "ENPH",
  "EQIX",
  "EQT",
  "EXC",
  "FIS",
  "FTV",
  "GE",
  null,
  "GPC",
  null,
  "HIG",
  "NVS",
  "FMC",
  "OXY",
  null,
  "OMC",
  "IGD",
  "PCAR",
  "SMR",
  "DLN",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  null,
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  "PAYX",
  null,
  null,
  "VHT",
  "DOC",
  null,
  "NNN",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  null,
  "BSM",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "PSTG",
  "KEYS",
  null,
  "MKC",
  "JPC",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  "PPG",
  "REGN",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "BP",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UL",
  "UTHR",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "MET",
  "AGNC",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "ASTS",
  "VRTS",
  "SCHW",
  "MNST",
  "GOOS",
  "ALC",
  null,
  null,
  "VWO",
  "ETV",
  "VSS",
  "BXMX",
  null,
  "CHT",
  null,
  "NJR",
  null,
  null,
  null,
  null,
  null,
  "NGG",
  null,
  "EME",
  "VIG",
  null,
  "TTE",
  "TMP",
  "TSCO",
  null,
  null,
  null,
  null,
  null,
  "XLB",
  "PTON",
  "WY",
  "IWN",
  "PATH",
  null,
  "SNY",
  null,
  "TSM",
  "GSK",
  null,
  "OHI",
  null,
  "RMD",
  "THS",
  null,
  null,
  "CHPT",
  null,
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "GTN",
  "VRT",
  "SRPT",
  "SEIC",
  "NFG",
  "UGI",
  "ADSK",
  "VNT",
  "AEE",
  "GM",
  "HAL",
  "APTV",
  "STWD",
  "BLD",
  "TOL",
  "ALB",
  "UBSI",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "DOV",
  "WAB",
  "DLTR",
  "F",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "HSIC",
  "IR",
  "GSLC",
  "AEP",
  "BKR",
  "CUBI",
  "FHI",
  "FRBA",
  "FTRE",
  "GOOD",
  "IDCC",
  "IPG",
  null,
  null,
  null,
  null,
  "PEG",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  null,
  "CHY",
  "NNOX",
  null,
  null,
  null,
  "IVE",
  "LCID",
  null,
  "PFG",
  null,
  "LUV",
  null,
  null,
  null,
  "HOG",
  null,
  null,
  "KD",
  "HIMS",
  null,
  "ELS",
  null,
  null,
  "HBAN",
  null,
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "BLV",
  "MGK",
  "VONE",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "VKTX",
  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WSBC",
  "WDC",
  "WU",
  "WFC",
  "WEN",
  "WST",
  "WMK",
  "WELL",
  "WMB",
  null,
  null,
  null,
  "KLG",
  "WW",
  "WDAY",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "ZIMV",
  "SOLV",
  "LNT",
  "ESTC",
  null,
  "OSUR",
  null,
  "FNF",
  "MTB",
  "JHG",
  "GEN",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "LW",
  "EIX",
  "NSC",
  null,
  "JCI",
  "NXPI",
  "LH",
  "MNDY",
  "IEP",
  "SO",
  "STBA",
  "SJM",
  "PPL",
  "TDOC",
  "OTIS",
  "PSX",
  "CRM",
  "SCI",
  null,
  "SYY",
  null,
  "SEZL",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  "PBI",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  null,
  "GWW",
  "ESGU",
  "PSA",
  "NUE",
  "FDX",
  null,
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  null,
  "BNS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BHE",
  "BHP",
  "TECH",
  null,
  "BA",
  "BHF",
  "BMY",
  "BF-B",
  "BR",
  "BWXT",
  "AI",
  "CCJ",
  "CPB",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "IGR",
  "CNP",
  "CERT",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "KO",
  "CCEP",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "ROAD",
  "STZ",
  "CEG",
  "CXW",
  "COST",
  "GLW",
  "CTVA",
  "CPNG",
  "CRDO",
  "CBRL",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  "DFS",
  "DLR",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "VOD",
  "TTEK",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 816
Total Value: 20539
Accession Number: 0000046392-25-000002
Form Type: 13F-HR
CIK: hazlett-burt--watson
Manager Name: Hazlett-Burt--Watson

Data Enrichment

71% identified

583 identified233 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

816 positions • $20.5K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 41

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464287119

Shares:1.1K

Value:$89.0K

% of Portfolio:433.3% ($89.0K/$20.5K)

NOVARTIS AG

NVS|66987V109

Shares:800

Value:$89.0K

% of Portfolio:433.3% ($89.0K/$20.5K)

46432F834

IXUS|46432F834

Shares:1.3K

Value:$87.0K

% of Portfolio:423.6% ($87.0K/$20.5K)

464287523

Shares:450

Value:$85.0K

% of Portfolio:413.8% ($85.0K/$20.5K)

Snap-on Inc

SNA|833034101

Shares:250

Value:$84.0K

% of Portfolio:409.0% ($84.0K/$20.5K)

464287499

IWR|464287499

Shares:970

Value:$83.0K

% of Portfolio:404.1% ($83.0K/$20.5K)

CROWN CASTLE INC.

CCI|22822V101

Shares:800

Value:$83.0K

% of Portfolio:404.1% ($83.0K/$20.5K)

Public Storage

PSA|74460D109

Shares:274

Value:$82.0K

% of Portfolio:399.2% ($82.0K/$20.5K)

AGNC Investment Corp.

AGNC|00123Q104

Shares:8.0K

Value:$77.0K

% of Portfolio:374.9% ($77.0K/$20.5K)

97717W307

DLN|97717W307

Shares:960

Value:$76.0K

% of Portfolio:370.0% ($76.0K/$20.5K)

PAYCHEX INC

PAYX|704326107

Shares:475

Value:$73.0K

% of Portfolio:355.4% ($73.0K/$20.5K)

NATIONAL FUEL GAS CO

NFG|636180101

Shares:872

Value:$69.0K

% of Portfolio:335.9% ($69.0K/$20.5K)

RESMED INC

RMD|761152107

Shares:300

Value:$67.0K

% of Portfolio:326.2% ($67.0K/$20.5K)

46138G649

Shares:339

Value:$65.0K

% of Portfolio:316.5% ($65.0K/$20.5K)

INTUIT INC.

INTU|461202103

Shares:104

Value:$64.0K

% of Portfolio:311.6% ($64.0K/$20.5K)

97717W604

Shares:2.0K

Value:$64.0K

% of Portfolio:311.6% ($64.0K/$20.5K)

81369Y100

XLB|81369Y100

Shares:730

Value:$63.0K

% of Portfolio:306.7% ($63.0K/$20.5K)

Prologis, Inc.

PLD|74340W103

Shares:567

Value:$63.0K

% of Portfolio:306.7% ($63.0K/$20.5K)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:500

Value:$62.0K

% of Portfolio:301.9% ($62.0K/$20.5K)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:200

Value:$62.0K

% of Portfolio:301.9% ($62.0K/$20.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287119)✕	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$89.0K	433.3% ($89.0K/$20.5K)	QoQ -10.10% (-$0) YoY +7.22% (+$0)
NOVARTIS AG(NVScusip66987V109)	800	QoQ 0.00% (+0) YoY +4110.52% (+781)	All Managers (Combined)	$89.0K	433.3% ($89.0K/$20.5K)	QoQ +14.10% (+$0) YoY +4350.00% (+$0)
(IXUScusip46432F834)	1.3K	QoQ 0.00% (+0) YoY +7712.50% (+1.2K)	All Managers (Combined)	$87.0K	423.6% ($87.0K/$20.5K)	QoQ +4.81% (+$0) YoY +8600.00% (+$0)
(cusip464287523)✕	450	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$85.0K	413.8% ($85.0K/$20.5K)	QoQ -12.37% (-$0) YoY -16.66% (-$0)
Snap-on Inc(SNAcusip833034101)	250	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$84.0K	409.0% ($84.0K/$20.5K)	QoQ -1.17% (-$0) YoY +13.51% (+$0)
(IWRcusip464287499)	970	QoQ -14.91% (-170) YoY -45.65% (-815)	All Managers (Combined)	$83.0K	404.1% ($83.0K/$20.5K)	QoQ -17.82% (-$0) YoY -44.66% (-$0)
CROWN CASTLE INC.(CCIcusip22822V101)	800	QoQ +60.00% (+300) YoY +5233.33% (+785)	All Managers (Combined)	$83.0K	404.1% ($83.0K/$20.5K)	QoQ +84.44% (+$0) YoY +4050.00% (+$0)
Public Storage(PSAcusip74460D109)	274	QoQ +1.10% (+3) YoY +1270.00% (+254)	All Managers (Combined)	$82.0K	399.2% ($82.0K/$20.5K)	QoQ +1.23% (+$0) YoY +1266.66% (+$0)
AGNC Investment Corp.(AGNCcusip00123Q104)	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$77.0K	374.9% ($77.0K/$20.5K)	QoQ +4.05% (+$0) YoY NEW(+$0)
(DLNcusip97717W307)	960	QoQ +0.41% (+4) YoY +2.01% (+19)	All Managers (Combined)	$76.0K	370.0% ($76.0K/$20.5K)	QoQ +2.70% (+$0) YoY +11.76% (+$0)
PAYCHEX INC(PAYXcusip704326107)	475	QoQ 0.00% (+0) YoY +1384.37% (+443)	All Managers (Combined)	$73.0K	355.4% ($73.0K/$20.5K)	QoQ +8.95% (+$0) YoY +1725.00% (+$0)
NATIONAL FUEL GAS CO(NFGcusip636180101)	872	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$69.0K	335.9% ($69.0K/$20.5K)	QoQ +30.18% (+$0) YoY +46.80% (+$0)
RESMED INC(RMDcusip761152107)	300	QoQ +500.00% (+250) YoY 0.00% (+0)	All Managers (Combined)	$67.0K	326.2% ($67.0K/$20.5K)	QoQ +509.09% (+$0) YoY +13.55% (+$0)
(cusip46138G649)✕	339	QoQ -40.42% (-230) YoY NEW(+339)	All Managers (Combined)	$65.0K	316.5% ($65.0K/$20.5K)	QoQ -45.83% (-$0) YoY NEW(+$0)
INTUIT INC.(INTUcusip461202103)	104	QoQ +1980.00% (+99) YoY +10300.00% (+103)	All Managers (Combined)	$64.0K	311.6% ($64.0K/$20.5K)	QoQ +2033.33% (+$0) YoY +6300.00% (+$0)
(cusip97717W604)✕	2.0K	QoQ +0.50% (-10) YoY +309.89% (+1.5K)	All Managers (Combined)	$64.0K	311.6% ($64.0K/$20.5K)	QoQ -5.88% (-$0) YoY +300.00% (+$0)
(XLBcusip81369Y100)	730	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$63.0K	306.7% ($63.0K/$20.5K)	QoQ +3.27% (+$0) YoY -7.35% (-$0)
Prologis, Inc.(PLDcusip74340W103)	567	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$63.0K	306.7% ($63.0K/$20.5K)	QoQ +5.00% (+$0) YoY -14.86% (-$0)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$62.0K	301.9% ($62.0K/$20.5K)	QoQ +12.72% (+$0) YoY +19.23% (+$0)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$62.0K	301.9% ($62.0K/$20.5K)	QoQ -12.67% (-$0) YoY +34.78% (+$0)