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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABT ABBOTT LABORATORIES Healthcare 407.0 $42K 0.01% -10.0 -2.4% $103.19 -13.9%
102 HSIC SCHEIN HENRY INC Healthcare 537.0 $40K 0.01% -200.0 -27.1% $74.49 -2.1%
103 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,150.0 $37K 0.01% -353.0 -23.5% $32.17 +2.7%
104 BA BOEING CO Industrials 180.0 $36K 0.01% -9.0 -4.8% $200.00 +7.5%
105 VTI VANGUARD INDEX FDS 105.0 $34K 0.01% -11.0 -9.5% $323.81 +11.2%
106 PFF ISHARES TR 1,073.0 $33K 0.01% -100.0 -8.5% $30.75 +0.7%
107 VNQ VANGUARD INDEX FDS 348.0 $31K 0.01% -92.0 -20.9% $89.08 +7.0%
108 APOS APOLLO GLOBAL MGMT INC Financial Services 252.0 $28K 0.01% -31.0 -10.9% $111.11 -76.8%
109 CRWV COREWEAVE INC Technology 343.0 $28K 0.01% -119.0 -25.8% $81.63 +22.3%
110 NUE NUCOR CORP Basic Materials 160.0 $27K 0.01% -200.0 -55.6% $168.75 +31.4%
111 SNOW SNOWFLAKE INC Technology 170.0 $26K 0.01% -13.0 -7.1% $152.94 +10.9%
112 AVAV AEROVIRONMENT INC Industrials 127.0 $23K 0.01% -6.0 -4.5% $181.10 -11.5%
113 KNRG SIMPLIFY EXCHANGE TRADED FUN 800.0 $21K 0.01% -124.0 -13.4% $26.25 -2.2%
114 DT DYNATRACE INC Technology 550.0 $20K 0.01% -200.0 -26.7% $36.36 +9.9%
115 FEX FIRST TR EXCHANGE-TRADED ALP 160.0 $20K 0.01% -116.0 -42.0% $125.00 +3.6%
116 FIS FIDELITY NATL INFORMATION SV Technology 389.0 $19K 0.01% -263.0 -40.3% $48.84 -10.9%
117 PYLD PIMCO ETF TR 634.0 $17K 0.01% -197.0 -23.7% $26.81 -2.8%
118 CNR CORE NATURAL RESOURCES INC Energy 155.0 $16K 0.01% -20.0 -11.4% $103.23 -19.2%
119 CEFS EXCHANGE LISTED FDS TR 669.0 $15K 0.01% -67.0 -9.1% $22.42 +9.8%
120 CCJ CAMECO CORP Energy 110.0 $13K 0.00% -20.0 -15.4% $118.18 -12.4%
Page 6 of 8  ·  144 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%