Portfolio (Quarterly)
Guide ↗
HAZLETT, BURT & WATSON, INC.
· CIK 0000046392| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CERT | CERTARA INC | Healthcare | 100 | $1K | — | SOLD |
| 42 | DFGR | DIMENSIONAL ETF TRUST | — | 46 | $1K | — | SOLD |
| 43 | OLMA | OLEMA PHARMACEUTICALS INC | Healthcare | 50 | $1K | — | SOLD |
| 44 | — CALL | META PLATFORMS INC | — | 2 | $1K | — | SOLD |
| 45 | XEL | XCEL ENERGY INC | Utilities | 19 | $1K | — | SOLD |
| 46 | IEP | ICAHN ENTERPRISES LP | Industrials | 2 | — | — | SOLD |
| 47 | — CALL | GEOSPACE TECHNOLOGIES CORP | — | 3 | — | — | SOLD |
| 48 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 10 | — | — | SOLD |
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%