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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 36 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HELE HELEN OF TROY LTD Consumer Defensive 740.0 $10K 0.00% -800.0 -52.0% $13.51 +105.1%
702 BXSL BLACKSTONE SECD LENDING FD Financial Services 387.0 $9K 0.00% +11.0 +2.9% $23.26 +2.0%
703 CC CHEMOURS CO Basic Materials 400.0 $9K 0.00% $22.50 -1.2%
704 FITB FIFTH THIRD BANCORP Financial Services 185.0 $9K 0.00% +2.0 +1.1% $48.65 +2.7%
705 FVD FIRST TR EXCHANGE-TRADED FD 200.0 $9K 0.00% $45.00 +6.3%
706 DOGG FIRST TR EXCHANGE-TRADED FD 394.0 $9K 0.00% $22.84 -5.7%
707 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 925.0 $9K 0.00% $9.73 +54.0%
708 EL LAUDER ESTEE COS INC Consumer Defensive 125.0 $9K 0.00% $72.00 +25.9%
709 PTMC PACER FDS TR 250.0 $9K 0.00% $36.00 +11.9%
710 QUBT QUANTUM COMPUTING INC Technology 1,251.0 $9K 0.00% $7.19 +60.8%
711 RDW REDWIRE CORPORATION Industrials 1,000.0 $9K 0.00% NEW $9.00 +161.3%
712 RKLB ROCKET LAB CORP Industrials 142.0 $9K 0.00% $63.38 +131.9%
713 SWKS SKYWORKS SOLUTIONS INC Technology 170.0 $9K 0.00% $52.94 +50.4%
714 STN STANTEC INC Industrials 100.0 $9K 0.00% $90.00 -15.4%
715 SLF SUN LIFE FINANCIAL INC. Financial Services 150.0 $9K 0.00% $60.00 +20.4%
716 VPU VANGUARD WORLD FD 47.0 $9K 0.00% $191.49 +2.3%
717 WT WISDOMTREE INC Financial Services 600.0 $9K 0.00% $15.00 +26.7%
718 CALL PALANTIR TECHNOLOGIES INC 1.0 $9K 0.00% -1.0 -50.0% $9000.00
719 BALL BALL CORP Consumer Cyclical 140.0 $8K 0.00% $57.14 -0.8%
720 GJUN FIRST TR EXCHNG TRADED FD VI 200.0 $8K 0.00% -165.0 -45.2% $40.00 +2.5%
Page 36 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%