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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 8 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EQIX EQUINIX INC Real Estate 65.0 $63K 0.02% +1.0 +1.6% $969.23 +8.2%
142 BP BP PLC Energy 1,300.0 $61K 0.02% +300.0 +30.0% $46.92 -3.8%
143 Q QNITY ELECTRONICS INC Technology 508.0 $58K 0.02% +49.0 +10.7% $114.17 +27.2%
144 FNDE SCHWAB STRATEGIC TR 1,458.0 $57K 0.02% +303.0 +26.2% $39.09 +3.3%
145 JMUB J P MORGAN EXCHANGE TRADED F 1,088.0 $54K 0.02% +10.0 +0.9% $49.63 +0.6%
146 CTVA CORTEVA INC Basic Materials 625.0 $53K 0.02% +167.0 +36.5% $84.80 -6.9%
147 APH AMPHENOL CORP Technology 401.0 $52K 0.02% +70.0 +21.1% $129.68 -5.1%
148 IDEV ISHARES TR 617.0 $52K 0.02% +233.0 +60.7% $84.28 +6.0%
149 LIN LINDE PLC Basic Materials 103.0 $52K 0.02% +13.0 +14.4% $504.85 +0.2%
150 DD DUPONT DE NEMOURS INC Basic Materials 1,141.0 $50K 0.02% +154.0 +15.6% $43.82 +11.0%
151 PGHY INVESCO EXCH TRADED FD TR II 2,362.0 $47K 0.01% +178.0 +8.2% $19.90 -1.3%
152 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 588.0 $43K 0.01% +108.0 +22.5% $73.13 +3.6%
153 REMX VANECK ETF TRUST 465.0 $41K 0.01% +20.0 +4.5% $88.17 +7.9%
154 LNG CHENIERE ENERGY INC Energy 140.0 $40K 0.01% +10.0 +7.7% $285.71 -13.6%
155 JEPQ J P MORGAN EXCHANGE TRADED F 703.0 $40K 0.01% +29.0 +4.3% $56.90 +5.4%
156 VGIT VANGUARD SCOTTSDALE FDS 662.0 $40K 0.01% +330.0 +99.4% $60.42 -2.8%
157 SPGI S&P GLOBAL INC Financial Services 87.0 $37K 0.01% +24.0 +38.1% $425.29 -3.5%
158 WELL WELLTOWER INC Real Estate 182.0 $36K 0.01% +40.0 +28.2% $197.80 +10.2%
159 CUBI CUSTOMERS BANCORP INC Financial Services 500.0 $35K 0.01% +400.0 +400.0% $70.00 +4.7%
160 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 3,055.0 $34K 0.01% +600.0 +24.4% $11.13 +0.5%
Page 8 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%