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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 45 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 303.0 $1K $3.30 -15.2%
882 CXW CORECIVIC INC Real Estate 50.0 $1K $20.00 +5.1%
883 EA ELECTRONIC ARTS INC Communication Services 5.0 $1K $200.00 +0.5%
884 FG F&G ANNUITIES &LIFE INC Financial Services 20.0 $1K $50.00 -43.9%
885 AG FIRST MAJESTIC SILVER CORP Basic Materials 40.0 $1K NEW $25.00 -24.8%
886 GTX GARRETT MOTION INC Consumer Cyclical 49.0 $1K $20.41 +48.9%
887 GNOM GLOBAL X FDS 25.0 $1K $40.00 +9.7%
888 INVH INVITATION HOMES INC Real Estate 35.0 $1K $28.57 +0.6%
889 MXI ISHARES TR 10.0 $1K $100.00 +7.3%
890 OGN ORGANON &CO Healthcare 188.0 $1K $5.32 +152.3%
891 PTON PELOTON INTERACTIVE INC Consumer Cyclical 150.0 $1K $6.67 -20.5%
892 PL PLANET LABS PBC Industrials 25.0 $1K NEW $40.00 +4.0%
893 SCHC SCHWAB STRATEGIC TR 12.0 $1K $83.33 -40.8%
894 SHW SHERWIN WILLIAMS CO Basic Materials 2.0 $1K $500.00 -39.4%
895 USAR USA RARE EARTH INC Basic Materials 70.0 $1K $14.29 +49.0%
896 WAB WABTEC Industrials 2.0 $1K $500.00 -48.0%
897 NVCR NOVOCURE LTD Healthcare 65.0 $1K $15.38 +13.5%
898 ONON ON HLDG AG Consumer Cyclical 40.0 $1K NEW $25.00 +52.4%
899 ESTC ELASTIC N V Technology 20.0 $1K $50.00 +7.8%
900 J P MORGAN EXCHANGE TRADED F 11.0 $1K $90.91
Page 45 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%