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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 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DOC HEALTHPEAK PROPERTIES INC Real Estate 250.0 $4K 0.00% -550.0 -68.8% $16.00 +21.5%
142 PSA PUBLIC STORAGE OPER CO Real Estate 10.0 $3K 0.00% -342.0 -97.2% $300.00 -1.8%
143 TRV TRAVELERS COMPANIES INC Financial Services 9.0 $3K 0.00% -9.0 -50.0% $333.33 -8.1%
144 AVRE AMERICAN CENTY ETF TR 13.0 $1K -4.0 -23.5% $76.92 -38.7%
Page 8 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%