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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 8 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSR CENTERSPACE Real Estate 100,000.0 $6.7M 0.05% -25K -20.0% $66.72 +1.7%
142 BDX BECTON DICKINSON & CO Healthcare 38,335.0 $6.0M 0.05% -212.0 -0.6% $155.32 -7.6%
143 HRL HORMEL FOODS CORP Consumer Defensive 251,067.0 $6.0M 0.05% -28K -9.9% $23.70 -15.6%
144 CDNS CADENCE DESIGN SYSTEM INC Technology 18,228.0 $5.7M 0.05% -1K -6.8% $312.58 +11.1%
145 HCA HCA HEALTHCARE INC Healthcare 11,947.0 $5.6M 0.04% -5K -29.9% $466.86 -7.3%
146 ET ENERGY TRANSFER L P Energy 322,164.0 $5.3M 0.04% -16.6M -98.1% $16.49 +23.5%
147 FANG DIAMONDBACK ENERGY INC Energy 27,733.0 $4.2M 0.03% -6K -17.4% $150.33 +33.2%
148 EPD ENTERPRISE PRODS PARTNERS L Energy 128,252.0 $4.1M 0.03% -5.5M -97.7% $32.06 +22.4%
149 LLY ELI LILLY & CO Healthcare 3,582.0 $3.8M 0.03% -39.0 -1.1% $1074.68 -6.3%
150 LQD ISHARES TR 34,566.0 $3.8M 0.03% -693.0 -2.0% $110.19 -2.1%
151 APOS APOLLO GLOBAL MGMT INC Financial Services 21,314.0 $3.1M 0.03% -3K -13.6% $144.76 -82.1%
152 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 113,454.0 $2.8M 0.02% -16K -12.5% $25.09 -0.2%
153 AMT AMERICAN TOWER CORP NEW Real Estate 16,138.0 $2.8M 0.02% -4K -19.5% $175.57 -2.8%
154 EQT EQT CORP Energy 52,422.0 $2.8M 0.02% -5K -8.5% $53.60 +5.5%
155 EGP EASTGROUP PPTYS INC Real Estate 15,620.0 $2.8M 0.02% -4K -20.0% $178.14 +13.6%
156 TLT ISHARES TR 30,002.0 $2.6M 0.02% -31K -51.2% $87.16 -4.0%
157 ADVANCED ENERGY INDS 2,250,000.0 $2.2M 0.02% -500K -18.2% $1.00
158 MPLX MPLX LP Energy 42,117.0 $2.2M 0.02% -2.2M -98.1% $53.37 +4.1%
159 ALIBABA GROUP HLDG LTD 2,000,000.0 $2.0M 0.02% -500K -20.0% $1.00
160 ABBV ABBVIE INC Healthcare 8,317.0 $1.9M 0.01% -130.0 -1.5% $228.49 -7.9%
Page 8 of 11  ·  208 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%