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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 31 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CF CF INDS HLDGS INC Basic Materials 250.0 $19K 0.01% NEW $76.00 +62.2%
602 SYLD CAMBRIA ETF TR 276.0 $19K 0.01% NEW $68.84 +13.6%
603 XSLV INVESCO EXCH TRADED FD TR II 415.0 $19K 0.01% NEW $45.78 +8.7%
604 RITM RITHM CAPITAL CORP Real Estate 1,700.0 $19K 0.01% NEW $11.18 -19.5%
605 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 100.0 $19K 0.01% NEW $190.00 +9.2%
606 SMCI SUPER MICRO COMPUTER INC Technology 631.0 $19K 0.01% NEW $30.11 +1.5%
607 TPR TAPESTRY INC Consumer Cyclical 150.0 $19K 0.01% NEW $126.67 +3.9%
608 FNF FIDELITY NATIONAL FINANCIAL Financial Services 336.0 $18K 0.01% NEW $53.57 -8.8%
609 GOOD GLADSTONE COMMERCIAL CORP Real Estate 1,700.0 $18K 0.01% NEW $10.59 +17.7%
610 MBB ISHARES TR 188.0 $18K 0.01% NEW $95.74 -2.1%
611 IBDT ISHARES TR 698.0 $18K 0.01% NEW $25.79 -2.1%
612 IBHJ ISHARES TR 673.0 $18K 0.01% NEW $26.75 -1.5%
613 IBDU ISHARES TR 761.0 $18K 0.01% NEW $23.65 -2.2%
614 IBHI ISHARES TR 756.0 $18K 0.01% NEW $23.81 -1.7%
615 IBHH ISHARES TR 752.0 $18K 0.01% NEW $23.94 -1.8%
616 IBHG ISHARES TR 795.0 $18K 0.01% NEW $22.64 -2.2%
617 IBDV ISHARES TR 807.0 $18K 0.01% NEW $22.30 -2.6%
618 NRP NATURAL RESOURCE PARTNERS L Energy 175.0 $18K 0.01% NEW $102.86 -0.3%
619 STBA S &T BANCORP INC Financial Services 464.0 $18K 0.01% NEW $38.79 +13.8%
620 SLX VANECK ETF TRUST 210.0 $18K 0.01% NEW $85.71 +22.7%
Page 31 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%