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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 21 of 25  ·  482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CSW INDUSTRIALS INC 2,400.0 $704K 0.01% $293.53
402 TPR TAPESTRY INC Consumer Cyclical 5,449.0 $696K 0.01% $127.77 +1.2%
403 EPR PPTYS 31,000.0 $688K 0.01% $22.18
404 MEOH METHANEX CORP Basic Materials 17,115.0 $680K 0.01% $39.72 +59.6%
405 HAL HALLIBURTON CO Energy 23,472.0 $663K 0.01% +3K +16.3% $28.26 +47.8%
406 UBER UBER TECHNOLOGIES INC Technology 7,968.0 $651K 0.01% -158.0 -1.9% $81.71 -8.1%
407 NET CLOUDFLARE INC Technology 3,235.0 $638K 0.01% -149.0 -4.4% $197.15 +0.2%
408 SPGI S&P GLOBAL INC Financial Services 1,214.0 $634K 0.01% -9.0 -0.7% $522.59 -22.9%
409 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 32,820.0 $634K 0.01% $19.33 +13.0%
410 MA MASTERCARD INCORPORATED Financial Services 1,094.0 $625K 0.01% -8.0 -0.7% $570.88 -13.4%
411 EXPAND ENERGY CORPORATION 5,559.0 $613K 0.01% +781.0 +16.4% $110.36
412 ARLO ARLO TECHNOLOGIES INC Industrials 43,270.0 $605K 0.01% -1K -2.4% $13.99 -7.4%
413 CQP CHENIERE ENERGY PARTNERS LP Energy 11,245.0 $601K 0.01% $53.48 +18.8%
414 CTRA COTERRA ENERGY INC Energy 21,154.0 $557K 0.01% +3K +15.2% $26.32 +23.7%
415 BSV VANGUARD BD INDEX FDS 6,992.0 $551K 0.00% +139.0 +2.0% $78.81 -1.3%
416 MO ALTRIA GROUP INC Consumer Defensive 9,539.0 $550K 0.00% $57.66 +26.8%
417 VXUS VANGUARD STAR FDS 7,202.0 $543K 0.00% $75.44 +10.7%
418 RBLX ROBLOX CORP Technology 6,654.0 $539K 0.00% -510.0 -7.1% $81.03 -47.1%
419 IJR ISHARES TR 4,458.0 $536K 0.00% -570.0 -11.3% $120.18 +11.8%
420 TFC TRUIST FINL CORP Financial Services 10,629.0 $523K 0.00% $49.21 -4.6%
Page 21 of 25  ·  482 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%