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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 27 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SPHD INVESCO EXCH TRADED FD TR II 670.0 $33K 0.01% $49.25 +1.9%
522 PFF ISHARES TR 1,073.0 $33K 0.01% -100.0 -8.5% $30.75 +1.2%
523 SCI SERVICE CORP INTL Consumer Cyclical 400.0 $33K 0.01% $82.50 -6.0%
524 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 251.0 $32K 0.01% $127.49 +3.1%
525 CF CF INDUSTRIES HOLD Basic Materials 250.0 $32K 0.01% $128.00 -4.9%
526 LW LAMB WESTON HLDGS INC Consumer Defensive 746.0 $32K 0.01% $42.90 -0.2%
527 QDPL PACER FDS TR 800.0 $32K 0.01% $40.00 +13.8%
528 SYFI AB ACTIVE ETFS INC 889.0 $31K 0.01% $34.87 +2.4%
529 CNI CANADIAN NATL RY CO Industrials 300.0 $31K 0.01% $103.33 +10.5%
530 SNPS SYNOPSYS INC Technology 77.0 $31K 0.01% +1.0 +1.3% $402.60 +23.9%
531 VNQ VANGUARD INDEX FDS 348.0 $31K 0.01% -92.0 -20.9% $89.08 +8.5%
532 QQEW FIRST TR EXCHANGE-TRADED FD 233.0 $30K 0.01% $128.76 +15.5%
533 RSPH INVESCO EXCHANGE TRADED FD T 1,000.0 $30K 0.01% $30.00 +2.7%
534 MMM 3M CO Industrials 215.0 $30K 0.01% $139.53 +8.6%
535 FFIV F5 INC Technology 100.0 $29K 0.01% $290.00 +32.3%
536 VOD VODAFONE GROUP PLC Communication Services 1,909.0 $29K 0.01% $15.19 +0.3%
537 APOS APOLLO GLOBAL MGMT INC Financial Services 252.0 $28K 0.01% -31.0 -10.9% $111.11 -76.5%
538 BR BROADRIDGE FINL SOLUTIONS IN Technology 175.0 $28K 0.01% $160.00 -6.2%
539 CRWV COREWEAVE INC Technology 343.0 $28K 0.01% -119.0 -25.8% $81.63 +31.8%
540 PSI INVESCO EXCHANGE TRADED FD T 300.0 $28K 0.01% $93.33 +61.5%
Page 27 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%