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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 39 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PMAY INNOVATOR ETFS TRUST 140.0 $6K 0.00% $42.86 -4.4%
762 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 240.0 $6K 0.00% $25.00 +31.3%
763 MFC MANULIFE FINL CORP Financial Services 160.0 $6K 0.00% NEW $37.50 +2.8%
764 TWLO TWILIO INC Communication Services 50.0 $6K 0.00% $120.00 +56.5%
765 PFXF VANECK ETF TRUST 350.0 $6K 0.00% NEW $17.14 +7.1%
766 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 100.0 $6K 0.00% -78.0 -43.8% $60.00 +3.5%
767 SPOT SPOTIFY TECHNOLOGY S A Communication Services 13.0 $6K 0.00% +1.0 +8.3% $461.54 -6.3%
768 ACHR ARCHER AVIATION INC Industrials 1,000.0 $5K 0.00% $5.00 +18.3%
769 CGNG CAPITAL GROUP NEW GEOGRAPHY 150.0 $5K 0.00% NEW $33.33 +6.3%
770 RNP COHEN &STEERS REIT &PFD & Financial Services 255.0 $5K 0.00% +4.0 +1.6% $19.61 +6.1%
771 CAG CONAGRA BRANDS INC Consumer Defensive 328.0 $5K 0.00% $15.24 -9.2%
772 ETG EATON VANCE TX ADV GLBL DIV Financial Services 250.0 $5K 0.00% $20.00 +12.7%
773 EVG EATON VANCE SHORT DURATION D Financial Services 500.0 $5K 0.00% $10.00 +6.1%
774 F FORD MTR CO Consumer Cyclical 450.0 $5K 0.00% -6K -92.7% $11.11 +19.3%
775 HPE HEWLETT PACKARD ENTERPRISE C Technology 200.0 $5K 0.00% $25.00 +35.2%
776 PSEP INNOVATOR ETFS TRUST 125.0 $5K 0.00% $40.00 +13.9%
777 J JACOBS SOLUTIONS INC Industrials 37.0 $5K 0.00% -7.0 -15.9% $135.14 -15.9%
778 KHC KRAFT HEINZ CO Consumer Defensive 208.0 $5K 0.00% $24.04 -2.6%
779 OSUR ORASURE TECHNOLOGIES INC Healthcare 1,500.0 $5K 0.00% $3.33 -7.8%
780 AKRE PROFESIONALLY MANAGED PORTFO 100.0 $5K 0.00% NEW $50.00 +8.5%
Page 39 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%