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Timothy M Bidwell

Hazlett, Burt & Watson, Inc.

Assets Managed
$319.78M
Holdings
923
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
2.13%(2Q avg: 6.36%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hazlett, Burt & Watson, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 923 positions.

Assets under management

The assets under management (AUM) of Hazlett, Burt & Watson, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 319.78M in assets, with a quarterly growth rate of 2.13% and a 2-quarter average growth rate of 6.36%. The portfolio is managed by Timothy M Bidwell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.27%
5.11%
$16.323M
64,259 shares@ $254.02 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.44%
4.5%
$14.377M
24,869 shares@ $578.11 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.07%
3.16%
$10.074M
57,766 shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.46%
2.68%
$8.558M
41,119 shares@ $208.13 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.91%
2.39%
$7.629M
20,599 shares@ $370.36 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.95%
2.03%
$6.481M
38,221 shares@ $169.57 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -3.03%
1.4%
$4.464M
18,273 shares@ $244.3 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.61%
1.39%
$4.423M
15,411 shares@ $287.01 avg price
LMT
Lockheed Martin Corp
Recent Activity
Increased 0.17%
1.24%
$3.935M
6,517 shares@ $603.81 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.33%
1.15%
$3.674M
11,887 shares@ $309.08 avg price

1-10 of 923