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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 32 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 IRIDIUM COMMUNICATIONS INC 600.0 $17K 0.01% $28.33
622 DRLL EA SERIES TRUST 400.0 $16K 0.01% $40.00 -7.4%
623 NET CLOUDFLARE INC Technology 82.0 $16K 0.01% $195.12 +9.0%
624 CNR CORE NATURAL RESOURCES INC Energy 155.0 $16K 0.01% -20.0 -11.4% $103.23 -18.6%
625 FNF FIDELITY NATL FINL INC Financial Services 336.0 $16K 0.01% $47.62 +3.7%
626 EPP ISHARES INC 300.0 $16K 0.01% $53.33 +3.8%
627 RITM RITHM CAPITAL CORP Real Estate 1,700.0 $16K 0.01% $9.41 -1.5%
628 BKR BAKER HUGHES COMPANY Energy 251.0 $15K 0.01% $59.76 +10.1%
629 CLX CLOROX CO DEL Consumer Defensive 145.0 $15K 0.01% NEW $103.45 -8.0%
630 CEFS EXCHANGE LISTED FDS TR 669.0 $15K 0.01% -67.0 -9.1% $22.42 +11.5%
631 DHDG FIRST TR EXCHNG TRADED FD VI 435.0 $15K 0.01% NEW $34.48 +4.7%
632 LIT GLOBAL X FDS 202.0 $15K 0.01% $74.26 +13.6%
633 HAL HALLIBURTON CO Energy 381.0 $15K 0.01% +2.0 +0.5% $39.37 +6.6%
634 HUBS HUBSPOT INC Technology 64.0 $15K 0.01% $234.38 -15.4%
635 PNOV INNOVATOR ETFS TRUST 360.0 $15K 0.01% $41.67 +5.5%
636 LULU LULULEMON ATHLETICA INC Consumer Cyclical 100.0 $15K 0.01% $150.00 -15.5%
637 XLRE SELECT SECTOR SPDR TR 380.0 $15K 0.01% $39.47 +12.7%
638 VGK VANGUARD INTL EQUITY INDEX F 185.0 $15K 0.01% $81.08 +9.5%
639 BHP BHP BILLITON LIMITED Basic Materials 201.0 $14K 0.00% +3.0 +1.5% $69.65 +21.9%
640 RGTI RIGETTI COMPUTING INC Technology 981.0 $14K 0.00% $14.27 +18.3%
Page 32 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%