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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 28 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IYF ISHARES TR 230.0 $28K 0.01% $121.74 +1.4%
542 IUSB ISHARES TR 607.0 $28K 0.01% $46.13 -0.7%
543 TECB ISHARES TR 500.0 $28K 0.01% $56.00 +24.2%
544 HELO J P MORGAN EXCHANGE TRADED F 437.0 $28K 0.01% $64.07 +5.7%
545 NDAQ NASDAQ INC Financial Services 335.0 $28K 0.01% NEW $83.58 +8.2%
546 NUE NUCOR CORP Basic Materials 160.0 $27K 0.01% -200.0 -55.6% $168.75 +34.2%
547 CLS CELESTICA INC Technology 93.0 $26K 0.01% $279.57 +26.9%
548 QTUM ETF SER SOLUTIONS 240.0 $26K 0.01% $108.33 +37.8%
549 WTRG ESSENTIAL UTILS INC Utilities 650.0 $26K 0.01% $40.00 -8.7%
550 SCZ ISHARES TR 336.0 $26K 0.01% $77.38 +10.0%
551 SNOW SNOWFLAKE INC Technology 170.0 $26K 0.01% -13.0 -7.1% $152.94 +9.2%
552 IXN ISHARES TR 250.0 $25K 0.01% $100.00 +34.5%
553 WST WEST PHARMACEUTICAL SVSC INC Healthcare 100.0 $25K 0.01% $250.00 +22.2%
554 YUMC YUM CHINA HLDGS INC Consumer Cyclical 509.0 $25K 0.01% $49.12 -7.3%
555 HACK AMPLIFY ETF TR 308.0 $24K 0.01% $77.92 +19.0%
556 BAX BAXTER INTL INC Healthcare 1,500.0 $24K 0.01% $16.00 +18.9%
557 WRB BERKLEY W R CORP Financial Services 360.0 $24K 0.01% $66.67 +2.4%
558 DDOG DATADOG INC Technology 200.0 $24K 0.01% $120.00 +81.7%
559 DCOR DIMENSIONAL ETF TRUST 328.0 $24K 0.01% $73.17 +10.0%
560 DFAC DIMENSIONAL ETF TRUST 608.0 $24K 0.01% $39.47 +9.8%
Page 28 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%