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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 40 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 UYG PROSHARES TR 67.0 $5K 0.00% $74.63 +5.7%
782 SLYG SPDR SERIES TRUST 51.0 $5K 0.00% $98.04 +12.6%
783 TOST TOAST INC Technology 175.0 $5K 0.00% +25.0 +16.7% $28.57 -13.7%
784 TOL TOLL BROTHERS INC Consumer Cyclical 35.0 $5K 0.00% -41.0 -54.0% $142.86 -1.2%
785 VDC VANGUARD WORLD FD 24.0 $5K 0.00% -13.0 -35.1% $208.33 +10.4%
786 CALL TAIWAN SEMICONDUCTOR MANUFAC 1.0 $5K 0.00% $5000.00
787 AXON AXON ENTERPRISE INC Industrials 10.0 $4K 0.00% -10.0 -50.0% $400.00 -2.9%
788 IGR CBRE GBL REAL ESTATE INC FD Financial Services 1,000.0 $4K 0.00% $4.00 +16.9%
789 EXPO EXPONENT INC Industrials 63.0 $4K 0.00% $63.49 -10.2%
790 FCPT FOUR CORNERS PPTY TR INC Real Estate 179.0 $4K 0.00% NEW $22.35 +13.4%
791 GTN GRAY MEDIA INC Communication Services 850.0 $4K 0.00% $4.71 -11.4%
792 HPQ HP INC Technology 200.0 $4K 0.00% $20.00 +24.7%
793 DOC HEALTHPEAK PROPERTIES INC Real Estate 250.0 $4K 0.00% -550.0 -68.8% $16.00 +25.5%
794 ITOT ISHARES TR 30.0 $4K 0.00% $133.33 +22.9%
795 VLUE ISHARES TR 25.0 $4K 0.00% $160.00 +21.5%
796 IBDR ISHARES TR 166.0 $4K 0.00% +1.0 +0.6% $24.10 +0.6%
797 IBDY ISHARES TR 154.0 $4K 0.00% +2.0 +1.3% $25.97 -0.7%
798 IBTO ISHARES TR 162.0 $4K 0.00% +1.0 +0.6% $24.69 -2.3%
799 IBDX ISHARES TR 157.0 $4K 0.00% +2.0 +1.3% $25.48 -1.1%
800 IBDW ISHARES TR 189.0 $4K 0.00% +1.0 +0.5% $21.16 -1.5%
Page 40 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%