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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $313M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 25 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 JPC NUVEEN PFD &INCOME OPPORTUN Financial Services 4,966.0 $40K 0.01% NEW $8.05 -3.3%
482 SNOW SNOWFLAKE INC Technology 183.0 $40K 0.01% NEW $218.58 -22.4%
483 SMH VANECK ETF TRUST 114.0 $40K 0.01% NEW $350.88 +60.8%
484 VT VANGUARD INTL EQUITY INDEX F 284.0 $40K 0.01% NEW $140.85 +9.8%
485 BR BROADRIDGE FINL SOLUTIONS IN Technology 175.0 $39K 0.01% NEW $222.86 -33.1%
486 HEI HEICO CORP NEW Industrials 119.0 $39K 0.01% NEW $327.73 -10.8%
487 XSMO INVESCO EXCHANGE TRADED FD T 535.0 $39K 0.01% NEW $72.90 +16.9%
488 USAI PACER FDS TR 1,000.0 $39K 0.01% NEW $39.00 +23.3%
489 VNQ VANGUARD INDEX FDS 440.0 $39K 0.01% NEW $88.64 +8.9%
490 DD DUPONT DE NEMOURS INC Basic Materials 987.0 $38K 0.01% NEW $38.50 +26.3%
491 GNRC GENERAC HLDGS INC Industrials 275.0 $38K 0.01% NEW $138.18 +76.6%
492 IYH ISHARES TR 585.0 $38K 0.01% NEW $64.96 -4.7%
493 VTI VANGUARD INDEX FDS 116.0 $38K 0.01% NEW $327.59 +11.2%
494 LIN LINDE PLC Basic Materials 90.0 $38K 0.01% NEW $422.22 +19.9%
495 FPX FIRST TR EXCHANGE-TRADED FD 228.0 $37K 0.01% NEW $162.28 +13.7%
496 Q QNITY ELECTRONICS INC Technology 459.0 $37K 0.01% NEW $80.61 +80.2%
497 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 251.0 $36K 0.01% NEW $143.43 -6.3%
498 PMAR INNOVATOR ETFS TRUST 800.0 $36K 0.01% NEW $45.00 +5.3%
499 IGOV ISHARES TR 861.0 $36K 0.01% NEW $41.81 -0.9%
500 PFF ISHARES TR 1,173.0 $36K 0.01% NEW $30.69 +1.4%
Page 25 of 47  ·  931 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 30.7%
Financial Services 22.6%
Industrials 11.6%
Healthcare 8.2%
Consumer Cyclical 7.0%
Communication Services 6.4%
Consumer Defensive 6.0%
Energy 4.4%
Utilities 1.9%
Basic Materials 0.8%