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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SMCI SUPER MICRO COMPUTER INC Technology 546.0 $13K 0.00% -85.0 -13.5% $23.81 +29.6%
122 MIND TECHNOLOGY INC 1,500.0 $12K 0.00% -1K -49.1% $8.00
123 CNP CENTERPOINT ENERGY INC Utilities 261.0 $11K 0.00% -87.0 -25.0% $42.15 -1.0%
124 SCHE SCHWAB STRATEGIC TR 375.0 $11K 0.00% -85.0 -18.5% $29.33 +19.6%
125 HIMS HIMS &HERS HEALTH INC Healthcare 500.0 $10K 0.00% -1K -73.4% $20.00 +11.4%
126 HELE HELEN OF TROY LTD Consumer Defensive 740.0 $10K 0.00% -800.0 -52.0% $13.51 +77.2%
127 CALL PALANTIR TECHNOLOGIES INC 1.0 $9K 0.00% -1.0 -50.0% $9000.00
128 GJUN FIRST TR EXCHNG TRADED FD VI 200.0 $8K 0.00% -165.0 -45.2% $40.00 +2.4%
129 GSLC GOLDMAN SACHS ETF TR 64.0 $8K 0.00% -3.0 -4.5% $125.00 +11.3%
130 JOBY JOBY AVIATION INC Industrials 970.0 $8K 0.00% -87.0 -8.2% $8.25 +25.5%
131 AGI ALAMOS GOLD INC Basic Materials 150.0 $7K 0.00% -150.0 -50.0% $46.67 -17.4%
132 GWRE GUIDEWIRE SOFTWARE INC Technology 50.0 $7K 0.00% -105.0 -67.7% $140.00 -2.1%
133 USHY ISHARES TR 194.0 $7K 0.00% -68.0 -25.9% $36.08 +1.7%
134 AEM AGNICO EAGLE MINES LTD Basic Materials 30.0 $6K 0.00% -30.0 -50.0% $200.00 -13.3%
135 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 100.0 $6K 0.00% -78.0 -43.8% $60.00 +1.9%
136 F FORD MTR CO Consumer Cyclical 450.0 $5K 0.00% -6K -92.7% $11.11 +17.3%
137 J JACOBS SOLUTIONS INC Industrials 37.0 $5K 0.00% -7.0 -15.9% $135.14 -15.9%
138 TOL TOLL BROTHERS INC Consumer Cyclical 35.0 $5K 0.00% -41.0 -54.0% $142.86 -11.1%
139 VDC VANGUARD WORLD FD 24.0 $5K 0.00% -13.0 -35.1% $208.33 +12.7%
140 AXON AXON ENTERPRISE INC Industrials 10.0 $4K 0.00% -10.0 -50.0% $400.00 -1.9%
Page 7 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%