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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 22 of 25  ·  482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 QCOM QUALCOMM INC Technology 3,020.0 $517K 0.00% $171.05 +17.8%
422 PEABODY ENGR CORP 500,000.0 $500K 0.00% $1.00
423 PENNYMAC CORP 500,000.0 $500K 0.00% $1.00
424 VISHAY INTERTECHNOLOGY INC 500,000.0 $500K 0.00% $1.00
425 WISDOMTREE INC 500,000.0 $500K 0.00% $1.00
426 RY ROYAL BK CDA Financial Services 2,829.0 $482K 0.00% $170.49 +7.6%
427 BN BROOKFIELD CORP Financial Services 10,381.0 $476K 0.00% +3K +49.5% $45.89 -1.8%
428 CNI CANADIAN NATL RY CO Industrials 4,761.0 $471K 0.00% -954.0 -16.7% $98.85 +13.1%
429 SCHD SCHWAB STRATEGIC TR 16,163.0 $443K 0.00% $27.43 +16.8%
430 IVW ISHARES TR 3,586.0 $442K 0.00% $123.26 +10.2%
431 HTH HILLTOP HOLDINGS INC Financial Services 12,959.0 $440K 0.00% $33.94 +6.9%
432 USHY ISHARES TR 10,472.0 $392K 0.00% NEW $37.39 -1.6%
433 EFA ISHARES TR 3,971.0 $381K 0.00% +701.0 +21.4% $96.03 +6.9%
434 THOMSON REUTERS CORP 2,889.0 $381K 0.00% $131.89
435 PB PROSPERITY BANCSHARES INC Financial Services 5,431.0 $375K 0.00% +1K +26.5% $69.11 -3.8%
436 SBR SABINE RTY TR Energy 5,363.0 $368K 0.00% $68.57 +13.3%
437 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 9,922.0 $367K 0.00% -598.0 -5.7% $37.00 -8.8%
438 RIOT RIOT PLATFORMS INC Financial Services 28,099.0 $356K 0.00% $12.67 +85.4%
439 MMM 3M CO Industrials 2,215.0 $355K 0.00% $160.10 -8.7%
440 EPS WISDOMTREE TR 4,968.0 $352K 0.00% -145.0 -2.8% $70.86 +8.7%
Page 22 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%