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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 31 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MBB ISHARES TR 188.0 $18K 0.01% $95.74 -1.9%
602 INDY ISHARES TR 410.0 $18K 0.01% $43.90 -3.6%
603 IBDT ISHARES TR 704.0 $18K 0.01% +6.0 +0.9% $25.57 -1.3%
604 IBHJ ISHARES TR 681.0 $18K 0.01% +8.0 +1.2% $26.43 -0.3%
605 IBDU ISHARES TR 766.0 $18K 0.01% +5.0 +0.7% $23.50 -1.5%
606 IBHI ISHARES TR 765.0 $18K 0.01% +9.0 +1.2% $23.53 -0.6%
607 IBHH ISHARES TR 760.0 $18K 0.01% +8.0 +1.1% $23.68 -0.7%
608 IBHG ISHARES TR 801.0 $18K 0.01% +6.0 +0.8% $22.47 -1.6%
609 IBDV ISHARES TR 813.0 $18K 0.01% +6.0 +0.7% $22.14 -1.8%
610 WEN WENDYS CO Consumer Cyclical 2,550.0 $18K 0.01% +425.0 +20.0% $7.06 +9.8%
611 ISHARES TR 900.0 $18K 0.01% +6.0 +0.7% $20.00
612 ISHARES TR 812.0 $18K 0.01% $22.17
613 ISHARES TR 796.0 $18K 0.01% +4.0 +0.5% $22.61
614 ISHARES TR 791.0 $18K 0.01% +4.0 +0.5% $22.76
615 PYLD PIMCO ETF TR 634.0 $17K 0.01% -197.0 -23.7% $26.81 -2.0%
616 PBI PITNEY BOWES INC Industrials 1,580.0 $17K 0.01% $10.76 +44.1%
617 SBAC SBA COMMUNICATIONS CORP Real Estate 100.0 $17K 0.01% $170.00 +22.2%
618 PATH UIPATH INC Technology 1,500.0 $17K 0.01% $11.33 -6.7%
619 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,157.0 $17K 0.01% +42.0 +3.8% $14.69 +10.7%
620 CANADIAN PACIFIC KANSAS CITY 216.0 $17K 0.01% $78.70
Page 31 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%