Hazlett, Burt & Watson, Inc.
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$239K
Holdings
910
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (18.4k shares)
5.1%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (43.2k shares)
3.3%
03
$NDQ
INVESCO QQQ TR
Q1 2026: New position (739 shares)
3.3%
04
$MSFT
MICROSOFT CORP
Q1 2026: New position (11.1k shares)
2.3%
05
$XOM
EXXON MOBIL CORP
Q1 2026: New position (6.9k shares)
2.1%
06
$AMZN
AMAZON COM INC
Q1 2026: New position (20.6k shares)
1.9%
07
$JNJ
JOHNSON &JOHNSON
Q1 2026: New position (1.3k shares)
1.7%
08
$LMT
LOCKHEED MARTIN CORP
Held since at least Q1 2024
1.6%
09
$PNC
PNC FINL SVCS GROUP INC
Held since at least Q1 2024
1.4%
10
$GOOG
ALPHABET INC
Q1 2026: New position (13.9k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:33 UTC.