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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $313M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 46 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 PTON PELOTON INTERACTIVE INC Consumer Cyclical 150.0 $1K NEW $6.67 -20.5%
902 SCHC SCHWAB STRATEGIC TR 12.0 $1K NEW $83.33 -40.8%
903 SHW SHERWIN WILLIAMS CO Basic Materials 2.0 $1K NEW $500.00 -39.4%
904 USAR USA RARE EARTH INC Basic Materials 70.0 $1K NEW $14.29 +49.0%
905 XEL XCEL ENERGY INC Utilities 19.0 $1K NEW $52.63 +48.4%
906 NVCR NOVOCURE LTD Healthcare 65.0 $1K NEW $15.38 +13.5%
907 J P MORGAN EXCHANGE TRADED F 11.0 $1K NEW $90.91
908 LIBERTY MEDIA CORP DEL 7.0 $1K NEW $142.86
909 MEDICUS PHARMA LTD 425.0 $1K NEW $2.35
910 CALL META PLATFORMS INC 2.0 $1K NEW $500.00
911 ASIX ADVANSIX INC Basic Materials 19.0 NEW
912 EQR EQUITY RESIDENTIAL Real Estate 5.0 NEW
913 FRMI FERMI INC Utilities 20.0 NEW
914 HTZ HERTZ GLOBAL HLDGS INC Industrials 112.0 NEW
915 IEP ICAHN ENTERPRISES LP Industrials 2.0 NEW
916 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 100.0 NEW
917 LCID LUCID GROUP INC Consumer Cyclical 2.0 NEW
918 QVCGA QVC GROUP INC Consumer Cyclical 1.0 NEW
919 VTIP VANGUARD MALVERN FDS 6.0 NEW
920 VKTX VIKING THERAPEUTICS INC Healthcare 10.0 NEW
Page 46 of 47  ·  931 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 30.7%
Financial Services 22.6%
Industrials 11.6%
Healthcare 8.2%
Consumer Cyclical 7.0%
Communication Services 6.4%
Consumer Defensive 6.0%
Energy 4.4%
Utilities 1.9%
Basic Materials 0.8%