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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 43 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ALK ALASKA AIR GROUP INC Industrials 65.0 $2K 0.00% $30.77 +19.2%
842 AIG AMERICAN INTL GROUP INC Financial Services 20.0 $2K 0.00% $100.00 -23.0%
843 ANGO ANGIODYNAMICS INC Healthcare 157.0 $2K 0.00% $12.74 -9.2%
844 AVB AVALONBAY CMNTYS INC Real Estate 10.0 $2K 0.00% $200.00 -7.3%
845 BBIO BRIDGEBIO PHARMA INC Healthcare 26.0 $2K 0.00% $76.92 -12.9%
846 CPB THE CAMPBELLS COMPANY Consumer Defensive 112.0 $2K 0.00% $17.86 +11.4%
847 CHTR CHARTER COMMUNICATIONS INC Communication Services 11.0 $2K 0.00% $181.82 -21.3%
848 DHI D R HORTON INC Consumer Cyclical 18.0 $2K 0.00% $111.11 +21.4%
849 DTE DTE ENERGY CO Utilities 15.0 $2K 0.00% $133.33 +7.7%
850 ET ENERGY TRANSFER L P Energy 100.0 $2K 0.00% NEW $20.00 +3.3%
851 FTSM FIRST TR EXCHANGE-TRADED FD 28.0 $2K 0.00% +1.0 +3.7% $71.43 -16.2%
852 YJUN FIRST TR EXCHNG TRADED FD VI 71.0 $2K 0.00% $28.17 -5.4%
853 IONQ IONQ INC Technology 110.0 $2K 0.00% +15.0 +15.8% $18.18 +169.9%
854 IGSB ISHARES TR 35.0 $2K 0.00% NEW $57.14 -8.7%
855 IE IVANHOE ELECTRIC INC Technology 150.0 $2K 0.00% +100.0 +200.0% $13.33 -11.9%
856 MP MP MATERIALS CORP Basic Materials 60.0 $2K 0.00% $33.33 +63.8%
857 PGNY PROGYNY INC Healthcare 93.0 $2K 0.00% $21.51 +14.3%
858 ONLN PROSHARES TR 40.0 $2K 0.00% $50.00 +10.9%
859 SPTL SPDR SERIES TRUST 85.0 $2K 0.00% $23.53 +7.5%
860 SCHA SCHWAB STRATEGIC TR 59.0 $2K 0.00% $33.90 -5.0%
Page 43 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%