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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 $148,559
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 51,763 $9,969 6.71%
2.
Schwab Strategic Trust
 FNDF 119,452 $9,092 6.12%
3.
Invesco Qqq Tr
 20,194 $8,277 5.57%
4.
Microsoft Corp
 MSFT 15,062 $5,665 3.81%
5.
Amazon Com Inc
 AMZN 25,934 $3,933 2.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)