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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 9 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 URA GLOBAL X FDS 675.0 $33K 0.01% +45.0 +7.1% $48.89 -3.5%
162 PHO INVESCO EXCHANGE TRADED FD T 480.0 $33K 0.01% +92.0 +23.7% $68.75 -6.7%
163 SNPS SYNOPSYS INC Technology 77.0 $31K 0.01% +1.0 +1.3% $402.60 +23.8%
164 TCAL T ROWE PRICE ETF INC 1,063.0 $24K 0.01% +30.0 +2.9% $22.58 -1.5%
165 PSH PGIM ETF TR 466.0 $23K 0.01% +5.0 +1.1% $49.36 +0.9%
166 DG DOLLAR GEN CORP Consumer Defensive 186.0 $22K 0.01% +1.0 +0.5% $118.28 -10.2%
167 TPR TAPESTRY INC Consumer Cyclical 155.0 $21K 0.01% +5.0 +3.3% $135.48 -3.2%
168 IBDS ISHARES TR 837.0 $20K 0.01% +7.0 +0.8% $23.89 +1.2%
169 TGT TARGET CORP Consumer Defensive 166.0 $20K 0.01% +1.0 +0.6% $120.48 +2.4%
170 IBDT ISHARES TR 704.0 $18K 0.01% +6.0 +0.9% $25.57 -1.4%
171 IBHJ ISHARES TR 681.0 $18K 0.01% +8.0 +1.2% $26.43 -1.0%
172 IBDU ISHARES TR 766.0 $18K 0.01% +5.0 +0.7% $23.50 -1.8%
173 IBHI ISHARES TR 765.0 $18K 0.01% +9.0 +1.2% $23.53 -1.1%
174 IBHH ISHARES TR 760.0 $18K 0.01% +8.0 +1.1% $23.68 -1.0%
175 IBHG ISHARES TR 801.0 $18K 0.01% +6.0 +0.8% $22.47 -1.7%
176 IBDV ISHARES TR 813.0 $18K 0.01% +6.0 +0.7% $22.14 -2.2%
177 WEN WENDYS CO Consumer Cyclical 2,550.0 $18K 0.01% +425.0 +20.0% $7.06 +11.1%
178 ISHARES TR 900.0 $18K 0.01% +6.0 +0.7% $20.00
179 ISHARES TR 796.0 $18K 0.01% +4.0 +0.5% $22.61
180 ISHARES TR 791.0 $18K 0.01% +4.0 +0.5% $22.76
Page 9 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%