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CIK: 0001165002
Total reported value
$13.3B
$13.3B
482 檔
8.2%
As reported in its official Q4 2025 Form 13F filing, Westwood Holdings Group Inc's tracked investment portfolio stood at $13.3B with 482 total positions.
In Q4 2025, Westwood Holdings Group Inc adopted a defensive or profit-taking posture, trimming 108 positions and completely liquidating 20 holdings to manage risk exposure.
Showing top 200 holdings (of 482 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.41% | +0.34% | +9.90% | |
| 2 | WMB | Williams Cos Inc | Stock-Energy | 2.08% | +0.27% | +2.72% | |
| 3 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.87% | -0.04% | -0.55% | |
| 4 | LNG | Cheniere Energy Inc | Stock-Energy | 1.23% | +0.05% | -3.39% | |
| 5 | TRGP | Targa Resources CORP | Stock-Energy | 1.22% | +0.15% | -1.96% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | — | -9.45% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.21% | -13.83% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.02% | -18.89% | |
| 9 | DTM | Dt Midstream Inc | Stock-Energy | 1.10% | +0.10% | +1.61% | |
| 10 | OKE | Oneok Inc | Stock-Energy | 1.06% | -0.01% | +0.76% | |
| 11 | ENB | Enbridge Inc | Stock-Energy | 1.05% | -0.12% | +10.40% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | -0.08% | -39.68% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.11% | -12.94% | |
| 14 | TRP | Tc Energy CORP | Stock-Energy | 0.95% | +0.01% | +2.14% | |
| 15 | VRRM | Verra Mobility CORP | Stock-Other | 0.87% | -0.43% | +4.55% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.25% | -21.21% | |
| 17 | SXT | Sensient Technologies CORP | Stock-Materials | 0.85% | +0.08% | +10.42% | |
| 18 | AVA | Avista CORP | Stock-Utilities | 0.82% | -0.13% | -6.75% | |
| 19 | CDP | Copt Defense Properties | Stock-Other | 0.82% | +0.06% | +0.98% | |
| 20 | SSB | Southstate Bank CORP | Stock-Financials | 0.80% | -0.21% | -17.91% | |
| 21 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.80% | -0.05% | -21.88% | |
| 22 | 62C | Piper Sandler Cos | Stock-Other | 0.75% | — | -3.48% | |
| 23 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.73% | -0.13% | -6.44% | |
| 24 | BLBD | Blue Bird CORP | Stock-Other | 0.72% | +0.06% | +14.18% | |
| 25 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.72% | -0.13% | -11.51% | |
| 26 | MOG-A | Moog Inc-class A | Stock-Other | 0.71% | -0.11% | EXIT | |
| 27 | IPAR | Interparfums Inc | Stock-Other | 0.70% | +0.08% | +3.66% | |
| 28 | BL | Blackline Inc | Stock-Tech | 0.68% | -0.11% | +9.65% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.10% | -14.83% | |
| 30 | HUBB | Hubbell Inc | Stock-Industrials | 0.68% | -0.09% | -22.52% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.26% | -26.82% | |
| 32 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.66% | -0.17% | -14.06% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.25% | -11.97% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.56% | -15.76% | |
| 35 | CAKE | Cheesecake Factory Inc/the | Stock-Consumer Disc | 0.62% | -0.11% | +6.31% | |
| 36 | CCS | Century Communities Inc | Stock-Other | 0.61% | -0.03% | +5.99% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.61% | -0.13% | -23.34% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.61% | -0.03% | -13.01% | |
| 39 | EXP | Eagle Materials Inc | Stock-Materials | 0.60% | -0.11% | -10.95% | |
| 40 | UE | Urban Edge Properties | Stock-Other | 0.60% | — | +3.69% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.25% | -15.38% | |
| 42 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.59% | +0.05% | -5.94% | |
| 43 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 0.59% | -0.21% | +3.31% | |
| 44 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 0.59% | +0.11% | -26.11% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.24% | -7.80% | |
| 46 | ATMU | Atmus Filtration Technologie | Stock-Consumer Disc | 0.58% | +0.03% | -15.68% | |
| 47 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.58% | -0.24% | -3.68% | |
| 48 | BANR | Banner Corporation | Stock-Other | 0.58% | — | -1.55% | |
| 49 | FCPT | Four Corners Property Trust | Stock-Real Estate | 0.58% | -0.10% | +4.12% | |
| 50 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.58% | +0.05% | -7.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.6% | +9.90% | Add |
| 2 | MRK | Merck & Co. Inc. | +0.5% | +1953.44% | Add |
| 3 | DELL | Dell Technologies -c | +0.5% | +1272.29% | Add |
| 4 | FBK | Fb Financial CORP | +0.4% | +275.81% | Add |
| 5 | SXI | Standex International CORP | +0.3% | +67.38% | Add |
| 6 | TRGP | Targa Resources CORP | +0.2% | -1.96% | Trim |
| 7 | WMB | Williams Cos Inc | +0.2% | +2.72% | Add |
| 8 | DTM | Dt Midstream Inc | +0.2% | +1.61% | Add |
| 9 | SXT | Sensient Technologies CORP | +0.2% | +10.42% | Add |
| 10 | PEP | Pepsico Inc | +0.2% | +49.74% | Add |
| 11 | KMI | Kinder Morgan, Inc. | +0.2% | -0.55% | Trim |
| 12 | ENB | Enbridge Inc | +0.2% | +10.40% | Add |
| 13 | BL | Blackline Inc | +0.2% | +9.65% | Add |
| 14 | TRP | Tc Energy CORP | +0.1% | +2.14% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -11.85% | Trim |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +155.21% | Add |
| 17 | MU | Micron Technology Inc | +0.1% | +1.76% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +31.10% | Add |
| 19 | NOG | Northern Oil And Gas Inc | +0.1% | +23.20% | Add |
| 20 | PR | Permian Resources Corp-cl A | +0.1% | +28.26% | Add |
| 21 | AXTA | Axalta Coating Systems Ltd. | +0.1% | +23.88% | Add |
| 22 | IWD | Ishares Russell 1000 Value E | +0.1% | +30.78% | Add |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | +16.92% | Add |
| 24 | NFG | National Fuel Gas Co | +0.1% | +47.22% | Add |
| 25 | B | Barrick Mining CORP | +0.1% | -13.95% | Trim |
| 26 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | +2.92% | Add |
| 27 | CDP | Copt Defense Properties | +0.1% | +0.98% | Add |
| 28 | KNF | Knife River CORP | +0.1% | +15.18% | Add |
| 29 | VRRM | Verra Mobility CORP | +0.1% | +4.55% | Add |
| 30 | GILD | Gilead Sciences Inc | +0.1% | -1.05% | Trim |
| 31 | AAPL | Apple Inc | +0.1% | -13.83% | Trim |
| 32 | SMMD | Ishares Russell 2500 ETF | +0.1% | +93.33% | Add |
| 33 | AVA | Avista CORP | +0.1% | -6.75% | Trim |
| 34 | INR | Infinity Natural Resour-cl A | +0.1% | +5.01% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.50% | Add |
| 36 | IOSP | Innospec Inc | +0.1% | +9.71% | Add |
| 37 | ASO | Academy Sports & Outdoors In | +0.1% | -6.44% | Trim |
| 38 | 62C | Piper Sandler Cos | +0.1% | -3.48% | Trim |
| 39 | RGLD | Royal Gold Inc | +0.1% | +11.97% | Add |
| 40 | SBCF | Seacoast Banking Corp/fl | +0.1% | -7.61% | Trim |
| 41 | MOD | Modine Manufacturing Co | +0.1% | +18.79% | Add |
| 42 | FBNC | First Bancorp/nc | +0.1% | +0.02% | Add |
| 43 | AUB | Atlantic Union Bankshares Co | +0.1% | -3.68% | Trim |
| 44 | REXR | Rexford Industrial Realty In | +0.1% | +16.20% | Add |
| 45 | MOG-A | Moog Inc-class A | 0% | -21.23% | Trim |
| 46 | BLBD | Blue Bird CORP | 0% | +14.18% | Add |
| 47 | CWEN | Clearway Energy Inc-c | 0% | +182.99% | Add |
| 48 | HAYW | Hayward Holdings Inc | 0% | -8.64% | Trim |
| 49 | WELL | Welltower Inc | 0% | +339.54% | Add |
| 50 | BANR | Banner Corporation | 0% | -1.55% | Trim |
According to official SEC Form 13F filings, Westwood Holdings Group Inc reported a total U.S. public equity portfolio value of $13.3B across 482 disclosed positions in Q4 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 VEA, WMB, KMI) accounted for 8.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
ETR
市值: $52.6M
Top Position Liquidated / Trimmed
SM
前期市值: $90.8M
During Q4 2025, Westwood Holdings Group Inc's top holdings by market value included VEA (2.4%)、WMB (2.1%)、KMI (1.9%). The largest single position, VEA, represented 2.4% of total portfolio value.
In Q4 2025, Westwood Holdings Group Inc made 200 total portfolio adjustments, initiating 28 new buys, adding to 44 positions, trimming 108 holdings, and fully liquidating 20 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.
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