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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 46 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 LIBERTY MEDIA CORP DEL 7.0 $1K $142.86
902 CALL ADVANCED MICRO DEVICES INC 1.0 $1K $1000.00
903 CALL NVIDIA CORPORATION 4.0 $1K $250.00
904 CALL ARISTA NETWORKS INC 1.0 $1K $1000.00
905 CALL NVIDIA CORPORATION 2.0 $1K $500.00
906 ASIX ADVANSIX INC Basic Materials 19.0
907 EQR EQUITY RESIDENTIAL Real Estate 5.0
908 FRMI FERMI INC Utilities 20.0
909 HTZ HERTZ GLOBAL HLDGS INC Industrials 112.0
910 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 100.0
911 LCID LUCID GROUP INC Consumer Cyclical 2.0
912 QVCGA QVC GROUP INC Consumer Cyclical 1.0
913 VTIP VANGUARD MALVERN FDS 6.0
914 JCI JOHNSON CONTROLS INTERNATION Industrials 2.0
915 MANU MANCHESTER UTD PLC NEW Communication Services 31.0
916 CRSP CRISPR THERAPEUTICS AG Healthcare 6.0
917 ATLANTA BRAVES HLDGS INC 2.0
918 ATLANTA BRAVES HLDGS INC 5.0
919 CHARGEPOINT HOLDINGS INC 15.0
920 GCI LIBERTY INC 1.0
Page 46 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%