13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001165002
Total reported value
$13.3B
$13.3B
479 檔
9.2%
As reported in its official Q2 2025 Form 13F filing, Westwood Holdings Group Inc's tracked investment portfolio stood at $13.3B with 479 total positions.
Westwood Holdings Group Inc executed strategic sector rebalancing during Q2 2025, establishing 35 new positions while fully exiting 31 holdings and trimming 65 positions.
Showing top 200 holdings (of 479 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | Stock-Energy | 2.18% | +0.03% | -0.64% | |
| 2 | WMB | Williams Cos Inc | Stock-Energy | 1.86% | +0.27% | +1.03% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | +0.34% | +25.13% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | — | -20.49% | |
| 5 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.49% | -0.04% | +9.57% | |
| 6 | LNG | Cheniere Energy Inc | Stock-Energy | 1.41% | +0.05% | -1.27% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | -0.11% | -8.67% | |
| 8 | EPD | Enterprise Products Partners | Stock-Energy | 1.26% | +0.13% | -1.94% | |
| 9 | TRGP | Targa Resources CORP | Stock-Energy | 1.20% | +0.15% | -12.81% | |
| 10 | OKE | Oneok Inc | Stock-Energy | 1.14% | -0.01% | -18.64% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | -0.26% | -9.73% | |
| 12 | BCC | Boise Cascade Co | Stock-Materials | 1.03% | — | +9.72% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.02% | +176.77% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.99% | +0.05% | -0.75% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 0.95% | +0.01% | -2.93% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.08% | -2.09% | |
| 17 | HUBB | Hubbell Inc | Stock-Industrials | 0.87% | -0.09% | -0.98% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.86% | -0.02% | +9.46% | |
| 19 | DTM | Dt Midstream Inc | Stock-Energy | 0.86% | +0.10% | +2.86% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 0.86% | -0.03% | +327.24% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.03% | -9.55% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 0.84% | -0.04% | +41.39% | |
| 23 | VRRM | Verra Mobility CORP | Stock-Other | 0.83% | -0.43% | -6.82% | |
| 24 | MPLX | Mplx LP | Stock-Energy | 0.82% | -0.03% | +1.52% | |
| 25 | RMBS | Rambus Inc | Stock-Tech | 0.80% | +0.03% | +40.97% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.25% | -15.52% | |
| 27 | PCH | Potlatchdeltic CORP | Stock-Other | 0.77% | — | +19.79% | |
| 28 | AIR | Aar CORP | Stock-Industrials | 0.77% | +0.08% | -2.13% | |
| 29 | ENB | Enbridge Inc | Stock-Energy | 0.75% | -0.12% | +83.06% | |
| 30 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.74% | -0.17% | -5.98% | |
| 31 | IPAR | Interparfums Inc | Stock-Other | 0.73% | +0.08% | +66.84% | |
| 32 | CDP | Copt Defense Properties | Stock-Other | 0.72% | +0.06% | -0.15% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.71% | -0.22% | +13.45% | |
| 34 | TRP | Tc Energy CORP | Stock-Energy | 0.71% | +0.01% | -0.09% | |
| 35 | BLD | Topbuild CORP | Stock-Industrials | 0.70% | — | +10.16% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.70% | -0.35% | -11.51% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.13% | +2.51% | |
| 38 | BLBD | Blue Bird CORP | Stock-Other | 0.69% | +0.06% | -6.97% | |
| 39 | 62C | Piper Sandler Cos | Stock-Other | 0.69% | — | -3.74% | |
| 40 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.68% | -0.13% | +5.88% | |
| 41 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.68% | -0.01% | -31.71% | |
| 42 | SM | Sm Energy Co | Stock-Energy | 0.66% | — | +16.34% | |
| 43 | SXT | Sensient Technologies CORP | Stock-Materials | 0.66% | +0.08% | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.12% | -1.71% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.56% | +0.49% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.25% | +0.03% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.01% | +8.29% | |
| 48 | MOG-A | Moog Inc-class A | Stock-Other | 0.63% | -0.11% | EXIT | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.60% | -0.21% | +14.23% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.09% | -6.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments Inc | +0.7% | +327.24% | Add |
| 2 | AMZN | Amazon.com Inc | +0.7% | +176.77% | Add |
| 3 | FBNC | First Bancorp/nc | +0.6% | +11353.23% | Add |
| 4 | FCPT | Four Corners Property Trust | +0.5% | +12829.41% | Add |
| 5 | GPOR | Gulfport Energy CORP | +0.4% | +16461.37% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +25.13% | Add |
| 7 | VECO | Veeco Instruments Inc | +0.4% | +16700.80% | Add |
| 8 | IPAR | Interparfums Inc | +0.3% | +66.84% | Add |
| 9 | ENB | Enbridge Inc | +0.3% | +83.06% | Add |
| 10 | RMBS | Rambus Inc | +0.3% | +40.97% | Add |
| 11 | YETI | Yeti Holdings Inc | +0.3% | +110.21% | Add |
| 12 | 8TG | Thermon Group Holdings Inc | +0.3% | +15981.50% | Add |
| 13 | GD | General Dynamics CORP | +0.3% | +41.39% | Add |
| 14 | INR | Infinity Natural Resour-cl A | +0.3% | +11720.66% | Add |
| 15 | MCK | Mckesson CORP | +0.3% | +778.72% | Add |
| 16 | DE | Deere & Co | +0.3% | +215.72% | Add |
| 17 | HESM | Hess Midstream LP - Class A | +0.2% | +92.42% | Add |
| 18 | AMT | American Tower CORP | +0.2% | +829.03% | Add |
| 19 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +108.49% | Add |
| 20 | ADBE | Adobe Inc | +0.2% | +1166.78% | Add |
| 21 | DIS | Walt Disney Co/the | +0.2% | +9.46% | Add |
| 22 | GS | Goldman Sachs Group Inc | +0.2% | -0.75% | Trim |
| 23 | MRVL | Marvell Technology Inc | +0.2% | +17.94% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +185.19% | Add |
| 25 | TXRH | Texas Roadhouse Inc | +0.2% | +4711.69% | Add |
| 26 | AHR | American Healthcare Reit Inc | +0.2% | +3949.28% | Add |
| 27 | AVA | Avista CORP | +0.1% | +52.71% | Add |
| 28 | HUBB | Hubbell Inc | +0.1% | -0.98% | Trim |
| 29 | BL | Blackline Inc | +0.1% | +10.82% | Add |
| 30 | NVDA | Nvidia CORP | +0.1% | -2.80% | Trim |
| 31 | KMI | Kinder Morgan, Inc. | +0.1% | +9.57% | Add |
| 32 | BLBD | Blue Bird CORP | +0.1% | -6.97% | Trim |
| 33 | AIR | Aar CORP | +0.1% | -2.13% | Trim |
| 34 | DTM | Dt Midstream Inc | +0.1% | +2.86% | Add |
| 35 | ICE | Intercontinental Exchange In | +0.1% | +13.45% | Add |
| 36 | AAPL | Apple Inc | +0.1% | +42.97% | Add |
| 37 | SEI | Solaris Energy Infrastructur | +0.1% | +11.76% | Add |
| 38 | CL | Colgate-palmolive Co | +0.1% | +3198.07% | Add |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +23.07% | Add |
| 40 | BLD | Topbuild CORP | +0.1% | +10.16% | Add |
| 41 | PM | Philip Morris International | +0.1% | +295.84% | Add |
| 42 | PR | Permian Resources Corp-cl A | +0.1% | +72.49% | Add |
| 43 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.09% | Trim |
| 44 | WFC | Wells Fargo & Co | +0.1% | +2.51% | Add |
| 45 | MCY | Mercury General CORP | +0.1% | +14.03% | Add |
| 46 | WMS | Advanced Drainage Systems In | +0.1% | +38.61% | Add |
| 47 | EXP | Eagle Materials Inc | +0.1% | +85.94% | Add |
| 48 | PEGA | Pegasystems Inc | +0.1% | +115.97% | Add |
| 49 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -8.66% | Trim |
| 50 | MU | Micron Technology Inc | +0.1% | +69.08% | Add |
According to official SEC Form 13F filings, Westwood Holdings Group Inc reported a total U.S. public equity portfolio value of $13.3B across 479 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ET, WMB, VEA) accounted for 9.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
SXT
市值: $91.3M
Top Position Liquidated / Trimmed
CSTM
前期市值: $65.8M
During Q2 2025, Westwood Holdings Group Inc's top holdings by market value included ET (2.2%)、WMB (1.9%)、VEA (1.6%). The largest single position, ET, represented 2.2% of total portfolio value.
In Q2 2025, Westwood Holdings Group Inc made 200 total portfolio adjustments, initiating 35 new buys, adding to 69 positions, trimming 65 holdings, and fully liquidating 31 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.