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Portfolio (Quarterly) Guide ↗

WESTWOOD HOLDINGS GROUP INC

· CIK 0001165002
13F Portfolio $14.0B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 489 New
Page 7 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PLYMOUTH INDL REIT INC 1,785,921.0 $39.9M 0.28% NEW $22.33
122 THR THERMON GROUP HLDGS INC Industrials 1,487,163.0 $39.7M 0.28% NEW $26.72 +143.5%
123 IJH ISHARES TR 597,364.0 $39.0M 0.28% NEW $65.26 +10.7%
124 CCB COASTAL FINL CORP WA Financial Services 354,643.0 $38.4M 0.27% NEW $108.17 -36.0%
125 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 501,181.0 $38.1M 0.27% NEW $76.09 -4.5%
126 PWP PERELLA WEINBERG PARTNERS Financial Services 1,770,764.0 $37.8M 0.27% NEW $21.32 -13.7%
127 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 725,514.0 $37.3M 0.27% NEW $51.43 -25.3%
128 GILD GILEAD SCIENCES INC Healthcare 332,255.0 $36.9M 0.26% NEW $111.00 +17.4%
129 JJSF J & J SNACK FOODS CORP Consumer Defensive 380,517.0 $36.6M 0.26% NEW $96.09 -24.0%
130 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 3,889,641.0 $36.4M 0.26% NEW $9.37 +9.7%
131 ACN ACCENTURE PLC IRELAND Technology 143,564.0 $35.4M 0.25% NEW $246.60 -32.0%
132 IOSP INNOSPEC INC Basic Materials 447,962.0 $34.6M 0.25% NEW $77.16 +2.0%
133 HON HONEYWELL INTL INC Industrials 173,858.0 $34.5M 0.25% NEW $198.33 +7.9%
134 SEI SOLARIS ENERGY INFRAS INC Energy 861,121.0 $34.4M 0.25% NEW $39.97 +90.5%
135 B BARRICK MNG CORP Basic Materials 1,045,059.0 $34.2M 0.24% NEW $32.77 +27.0%
136 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 1,138,043.0 $33.6M 0.24% NEW $29.53 +15.0%
137 BOOT BOOT BARN HLDGS INC Consumer Cyclical 202,765.0 $33.6M 0.24% NEW $165.72 -12.6%
138 PEP PEPSICO INC Consumer Defensive 236,360.0 $33.2M 0.24% NEW $140.44 +5.8%
139 ETN EATON CORP PLC Industrials 87,724.0 $32.8M 0.23% NEW $374.25 +4.5%
140 GBCI GLACIER BANCORP INC NEW Financial Services 670,138.0 $32.6M 0.23% NEW $48.67 -5.8%
Page 7 of 25  ·  489 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 23.3%
Financial Services 15.3%
Industrials 12.6%
Technology 10.1%
Consumer Cyclical 9.6%
Healthcare 6.2%
Real Estate 5.7%
Basic Materials 5.0%
Communication Services 4.2%
Utilities 4.1%