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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFXF VANECK ETF TRUST 350.0 $6K 0.00% NEW $17.14 +6.4%
22 MFC MANULIFE FINL CORP Financial Services 160.0 $6K 0.00% NEW $37.50 +0.8%
23 A AGILENT TECHNOLOGIES INC Healthcare 50.0 $6K 0.00% NEW $120.00 -7.6%
24 AKRE PROFESIONALLY MANAGED PORTFO 100.0 $5K 0.00% NEW $50.00 +9.2%
25 CGNG CAPITAL GROUP NEW GEOGRAPHY 150.0 $5K 0.00% NEW $33.33 +4.3%
26 FCPT FOUR CORNERS PPTY TR INC Real Estate 179.0 $4K 0.00% NEW $22.35 +11.0%
27 SRVR PACER FDS TR 101.0 $3K 0.00% NEW $29.70 +13.4%
28 HALO HALOZYME THERAPEUTICS INC Healthcare 40.0 $3K 0.00% NEW $75.00 -10.9%
29 NUKZ EXCHANGE TRADED CONCEPTS TRU 45.0 $3K 0.00% NEW $66.67 +0.5%
30 VOYG VOYAGER TECHNOLOGIES INC Industrials 100.0 $2K 0.00% NEW $20.00 +86.2%
31 ET ENERGY TRANSFER L P Energy 100.0 $2K 0.00% NEW $20.00 +1.2%
32 VSNT VERSANT MEDIA GROUP INC Industrials 72.0 $2K 0.00% NEW $27.78 +51.9%
33 SONO SONOS INC Technology 151.0 $2K 0.00% NEW $13.25 +11.4%
34 IGSB ISHARES TR 35.0 $2K 0.00% NEW $57.14 -8.7%
35 GOLD GOLD COM INC Financial Services 33.0 $1K NEW $30.30 +27.0%
36 AG FIRST MAJESTIC SILVER CORP Basic Materials 40.0 $1K NEW $25.00 -22.4%
37 OWL BLUE OWL CAPITAL INC Financial Services 60.0 $1K NEW $16.67 -43.1%
38 ONON ON HLDG AG Consumer Cyclical 40.0 $1K NEW $25.00 +52.0%
39 PL PLANET LABS PBC Industrials 25.0 $1K NEW $40.00 +1.9%
40 ARKK ARK ETF TR 20.0 $1K NEW $50.00 +47.6%
Page 2 of 2  ·  40 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%