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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 44 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SONO SONOS INC Technology 151.0 $2K 0.00% NEW $13.25 +11.4%
862 TTEK TETRA TECH INC NEW Industrials 66.0 $2K 0.00% $30.30 -10.0%
863 GDX VANECK ETF TRUST 18.0 $2K 0.00% $111.11 -24.6%
864 VSNT VERSANT MEDIA GROUP INC Industrials 72.0 $2K 0.00% NEW $27.78 +52.2%
865 VOYG VOYAGER TECHNOLOGIES INC Industrials 100.0 $2K 0.00% NEW $20.00 +91.9%
866 JHG JANUS HENDERSON GROUP PLC Financial Services 47.0 $2K 0.00% $42.55 +21.7%
867 ALC ALCON AG Healthcare 20.0 $2K 0.00% $100.00 -33.7%
868 SSYS STRATASYS LTD Technology 300.0 $2K 0.00% $6.67 +23.5%
869 FIRST TR EXCHNG TRADED FD VI 76.0 $2K 0.00% $26.32
870 CALL CREDO TECHNOLOGY GROUP HOLDI 1.0 $2K 0.00% $2000.00
871 AFL AFLAC INC Financial Services 5.0 $1K $200.00 -40.8%
872 GOLD GOLD COM INC Financial Services 33.0 $1K NEW $30.30 +30.9%
873 ARKK ARK ETF TR 20.0 $1K NEW $50.00 +47.7%
874 AA ALCOA CORP Basic Materials 17.0 $1K $58.82 +8.7%
875 OKLO OKLO INC Utilities 30.0 $1K +20.0 +200.0% $33.33 +75.7%
876 AVRE AMERICAN CENTY ETF TR 13.0 $1K -4.0 -23.5% $76.92 -38.6%
877 AVUS AMERICAN CENTY ETF TR 8.0 $1K $125.00 -1.2%
878 OWL BLUE OWL CAPITAL INC Financial Services 60.0 $1K NEW $16.67 -43.1%
879 BHF BRIGHTHOUSE FINL INC Financial Services 15.0 $1K $66.67 -6.5%
880 COIN COINBASE GLOBAL INC Financial Services 6.0 $1K $166.67 +13.7%
Page 44 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%