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Portfolio (Quarterly) Guide ↗

WESTWOOD HOLDINGS GROUP INC

· CIK 0001165002
13F Portfolio $12.3B AUM 482 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 43 New 125 Added 208 Reduced 50 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 AEM AGNICO EAGLE MINES LTD Basic Materials 1,792 $302K 0.00% SOLD
42 SMCI SUPER MICRO COMPUTER INC Technology 5,900 $283K 0.00% SOLD
43 TXNM ENERGY INC 4,907 $277K 0.00% SOLD
44 EQIX EQUINIX INC Real Estate 340 $266K 0.00% SOLD
45 KRP KIMBELL RTY PARTNERS LP Energy 18,100 $244K 0.00% SOLD
46 VNOM VIPER ENERGY INC Energy 6,007 $230K 0.00% SOLD
47 TT TRANE TECHNOLOGIES PLC Industrials 515 $217K 0.00% SOLD
48 FCX FREEPORT-MCMORAN INC Basic Materials 5,494 $215K 0.00% SOLD
49 SPG SIMON PPTY GROUP INC NEW Real Estate 1,092 $205K 0.00% SOLD
50 DLR DIGITAL RLTY TR INC Real Estate 1,169 $202K 0.00% SOLD
Page 3 of 3  ·  50 positions
Sector Allocation
Energy 19.2%
Financial Services 16.8%
Industrials 12.5%
Technology 11.9%
Consumer Cyclical 10.5%
Healthcare 6.8%
Real Estate 5.4%
Basic Materials 5.2%
Utilities 4.1%
Consumer Defensive 4.1%