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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $320M AUM 14,170 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 217 Added 144 Reduced 48 Exited
Page 10 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,157.0 $17K 0.01% +42.0 +3.8% $14.69 +7.1%
182 HAL HALLIBURTON CO Energy 381.0 $15K 0.01% +2.0 +0.5% $39.37 +8.7%
183 BHP BHP BILLITON LIMITED Basic Materials 201.0 $14K 0.00% +3.0 +1.5% $69.65 +17.5%
184 AMLP ALPS ETF TR 216.0 $12K 0.00% +30.0 +16.1% $55.56 -1.3%
185 CGIB CAPITAL GRP FIXED INCM ETF T 482.0 $12K 0.00% +80.0 +19.9% $24.90 +0.5%
186 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 417.0 $12K 0.00% +3.0 +0.7% $28.78 +0.3%
187 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 147.0 $12K 0.00% +2.0 +1.4% $81.63 -9.2%
188 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 1,075.0 $11K 0.00% +19.0 +1.8% $10.23 -2.1%
189 KIM KIMCO REALTY CORP Real Estate 533.0 $11K 0.00% +103.0 +23.9% $20.64 +13.7%
190 CGUI CAPITAL GRP FIXED INCM ETF T 383.0 $10K 0.00% +2.0 +0.5% $26.11 -3.1%
191 CAH CARDINAL HEALTH INC Healthcare 51.0 $10K 0.00% +3.0 +6.2% $196.08 +2.2%
192 BXSL BLACKSTONE SECD LENDING FD Financial Services 387.0 $9K 0.00% +11.0 +2.9% $23.26 +1.2%
193 FITB FIFTH THIRD BANCORP Financial Services 185.0 $9K 0.00% +2.0 +1.1% $48.65 -1.5%
194 HOG HARLEY DAVIDSON INC Consumer Cyclical 419.0 $8K 0.00% +5.0 +1.2% $19.09 +27.5%
195 EUAD SPINNAKER ETF SERIES 182.0 $7K 0.00% +1.0 +0.6% $38.46 +0.5%
196 GSIE GOLDMAN SACHS ETF TR 148.0 $6K 0.00% +1.0 +0.7% $40.54 +10.9%
197 SPOT SPOTIFY TECHNOLOGY S A Communication Services 13.0 $6K 0.00% +1.0 +8.3% $461.54 -3.6%
198 RNP COHEN &STEERS REIT &PFD & Financial Services 255.0 $5K 0.00% +4.0 +1.6% $19.61 +5.0%
199 TOST TOAST INC Technology 175.0 $5K 0.00% +25.0 +16.7% $28.57 -20.8%
200 IBDR ISHARES TR 166.0 $4K 0.00% +1.0 +0.6% $24.10 +0.5%
Page 10 of 11  ·  217 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.5%
Industrials 13.2%
Healthcare 8.2%
Consumer Cyclical 6.7%
Consumer Defensive 6.5%
Energy 6.1%
Communication Services 6.0%
Utilities 2.1%
Basic Materials 0.8%