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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 41 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 IBHF ISHARES TR 175.0 $4K 0.00% +2.0 +1.2% $22.86 -0.4%
802 LVHI LEGG MASON ETF INVT 98.0 $4K 0.00% $40.82 +1.5%
803 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 39.0 $4K 0.00% $102.56 -9.8%
804 SEZL SEZZLE INC Financial Services 57.0 $4K 0.00% $70.18 +44.6%
805 LUV SOUTHWEST AIRLS CO Industrials 100.0 $4K 0.00% $40.00 -0.8%
806 TRGP TARGA RES CORP Energy 16.0 $4K 0.00% $250.00 +8.4%
807 ISHARES TR 173.0 $4K 0.00% +1.0 +0.6% $23.12
808 ISHARES TR 195.0 $4K 0.00% +2.0 +1.0% $20.51
809 ISHARES TR 175.0 $4K 0.00% +1.0 +0.6% $22.86
810 ISHARES TR 157.0 $4K 0.00% +2.0 +1.3% $25.48
811 OCCIDENTAL PETE CORP 87.0 $4K 0.00% $45.98
812 AVDE AMERICAN CENTY ETF TR 34.0 $3K 0.00% +8.0 +30.8% $88.24 +2.4%
813 BIDU BAIDU INC Communication Services 30.0 $3K 0.00% $100.00 +34.9%
814 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 300.0 $3K 0.00% $10.00 -4.1%
815 CVNA CARVANA CO Consumer Cyclical 10.0 $3K 0.00% $300.00 -78.0%
816 DTM DT MIDSTREAM INC Energy 22.0 $3K 0.00% $136.36 +11.0%
817 NUKZ EXCHANGE TRADED CONCEPTS TRU 45.0 $3K 0.00% NEW $66.67 +3.0%
818 WCMI FIRST TR EXCHANGE-TRADED FD 176.0 $3K 0.00% +56.0 +46.7% $17.05 +9.8%
819 HALO HALOZYME THERAPEUTICS INC Healthcare 40.0 $3K 0.00% NEW $75.00 -8.3%
820 BALT INNOVATOR ETFS TRUST 94.0 $3K 0.00% $31.91 +6.8%
Page 41 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%