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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 24 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EDOW FIRST TR EXCHANGE-TRADED FD 1,145.0 $46K 0.01% $40.17 +7.5%
462 BDX BECTON DICKINSON &CO Healthcare 280.0 $45K 0.01% $160.71 -9.0%
463 SMH VANECK ETF TRUST 114.0 $45K 0.01% $394.74 +43.8%
464 RALLIANT CORP 1,084.0 $45K 0.01% $41.51
465 SANDISK CORP 71.0 $45K 0.01% NEW $633.80
466 FPAG INVESTMENT MANAGERS SER TR I 1,211.0 $44K 0.01% -102.0 -7.8% $36.33 +8.2%
467 LMBS FIRST TR EXCHANGE-TRADED FD 900.0 $44K 0.01% $48.89 +1.5%
468 FTRE FORTREA HLDGS INC Healthcare 4,672.0 $44K 0.01% $9.42 +39.5%
469 JMOM J P MORGAN EXCHANGE TRADED F 650.0 $44K 0.01% $67.69 +17.6%
470 UNH UNITEDHEALTH GROUP INC Healthcare 158.0 $44K 0.01% -48.0 -23.3% $278.48 +37.6%
471 COWG PACER FDS TR 1,301.0 $43K 0.01% -360.0 -21.7% $33.05 +14.0%
472 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 588.0 $43K 0.01% +108.0 +22.5% $73.13 +4.7%
473 ABT ABBOTT LABORATORIES Healthcare 407.0 $42K 0.01% -10.0 -2.4% $103.19 -14.9%
474 STRV EA SERIES TRUST 994.0 $42K 0.01% $42.25 +13.3%
475 DOW DOW HLDGS INC Basic Materials 999.0 $42K 0.01% $42.04 -14.6%
476 GIS GENERAL MILLS INC Consumer Defensive 1,136.0 $42K 0.01% NEW $36.97 -9.5%
477 USA LIBERTY ALL STAR EQUITY FD Financial Services 7,595.0 $42K 0.01% $5.53 +4.5%
478 ANNALY CAPITAL MANAGEMENT IN 2,000.0 $42K 0.01% $21.00
479 ARCC ARES CAPITAL CORP Financial Services 2,300.0 $41K 0.01% $17.83 +5.1%
480 DEO DIAGEO PLC Consumer Defensive 545.0 $41K 0.01% $75.23 +14.3%
Page 24 of 47  ·  923 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%