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Home > Institutional Investor > Hazlett, Burt & Watson, Inc. > Profile

Instuitional Investor - Hazlett, Burt & Watson, Inc.

Fund Profile
Filing Period:
Fund Name: Hazlett, Burt & Watson, Inc.
Portfolio Value $222,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 54,732 $12,157 5.46%
2.
Schwab Strategic Trust
 FNDF 377,641 $10,557 4.75%
3.
Invesco Qqq Tr
 21,865 $10,249 4.61%
4.
Microsoft Corp
 MSFT 16,502 $6,205 2.79%
5.
Amazon Com Inc
 AMZN 30,529 $5,807 2.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)