Fund HoldingsWESTWOOD HOLDINGS GROUP INC

Total Portfolio Value
$11.17M
Total Bought
$1.29M
Total Sold
$1.38M
Net Transaction
-$95.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
FEDEX CORP(FDX)0358,335+358,3350890.80%+89
BOISE CASCADE CO DEL(BCC)0865,247+865,2470780.70%+78
WELLS FARGO CO NEW(WFC)01,781,638+1,781,6380760.68%+76
ABBOTT LABS0925,889+925,88901010.90%+101
ACCENTURE PLC IRELAND
SHS CLASS A
0229,983+229,9830710.64%+71
TRIUMPH FINANCIAL INC01,100,152+1,100,1520670.60%+67
EXXON MOBIL CORP(XOM)0722,635+722,6350780.69%+78
PUBLIC STORAGE(PSA)180,456319,382+138,92655930.83%+39
SUMMIT MATLS INC01,005,122+1,005,1220380.34%+38
ARCBEST CORP(ARCB)0361,127+361,1270360.32%+36
WASTE MGMT INC DEL(WM)0195,916+195,9160340.30%+34
KINDER MORGAN INC DEL(KMI)3,621,6465,478,005+1,856,35963940.84%+31
ENERPLUS CORP04,131,810+4,131,8100600.54%+60
DOLLAR GEN CORP NEW(DG)0354,065+354,0650600.54%+60
HESS MIDSTREAM LP(HESM)01,139,751+1,139,7510350.31%+35
SKYWARD SPECIALTY INS GROUP(SKWD)01,328,232+1,328,2320340.30%+34
ENBRIDGE INC(ENB)2,084,1692,675,991+591,82280990.89%+20
NVIDIA CORPORATION(NVDA)0108,658+108,6580460.41%+46
ACADEMY SPORTS & OUTDOORS IN(ASO)768,8951,280,374+511,47950690.62%+19
MERCURY SYS INC(MRCY)0991,627+991,6270340.31%+34
DOMINOS PIZZA INC(DPZ)235,720278,335+42,61578940.84%+16
ENCORE WIRE CORP244,228326,959+82,73145610.54%+16
LOWES COS INC(LOW)068,782+68,7820160.14%+16
BANNER CORP(BANR)0703,655+703,6550310.28%+31
AVANOS MED INC(AVNS)01,715,039+1,715,0390440.39%+44
EATON CORP PLC(ETN)535,050523,524-11,526921050.94%+14
UNITEDHEALTH GROUP INC(UNH)182,269207,078+24,809861000.89%+13
CULLEN FROST BANKERS INC(CFR)0241,052+241,0520260.23%+26
AMERICAN INTL GROUP INC1,430,2081,468,198+37,99072840.76%+12
PIPER SANDLER COMPANIES421,710547,369+125,65958710.63%+12
CONOCOPHILLIPS(COP)596,346686,018+89,67259710.64%+12
BRP GROUP INC(BWIN)02,001,794+2,001,7940500.44%+50
ALPHABET INC(GOOG)0277,558+277,5580340.30%+34
CACI INTL INC(CACI)315,770308,598-7,172941050.94%+12
GENESIS ENERGY L P(GEL)03,771,324+3,771,3240360.32%+36
LITTELFUSE INC(LFUS)079,943+79,9430230.21%+23
JOHNSON & JOHNSON(JNJ)959,368959,138-2301491591.42%+10
CROWN CASTLE INC(CCI)0105,807+105,8070120.11%+12
HCA HEALTHCARE INC(HCA)0151,500+151,5000460.41%+46
VENTAS INC(VTR)1,061,8131,127,319+65,50646530.48%+7
MOELIS & CO(MC)1,402,9661,345,552-57,41454610.55%+7
AVID TECHNOLOGY INC0276,368+276,368070.06%+7
EOG RES INC(EOG)601,658660,851+59,19369760.68%+7
DIGITALBRIDGE GROUP INC(DBRG)0440,728+440,728060.06%+6
ICU MED INC(ICUI)036,007+36,007060.06%+6
AMAZON COM INC(AMZN)0230,073+230,0730300.27%+30
VERTIV HOLDINGS CO(VRT)0766,845+766,8450190.17%+19
MICROSOFT CORP(MSFT)696,238606,821-89,4172012071.85%+6
CISCO SYS INC(CSCO)0179,059+179,059090.08%+9
NATIONAL STORAGE AFFILIATES(NSA)0168,915+168,915060.05%+6
BERKSHIRE HATHAWAY INC DEL243,172237,279-5,89375810.72%+6
WASTE CONNECTIONS INC(WCN)039,902+39,902060.05%+6
NEXTERA ENERGY INC(NEE)0123,150+123,150060.05%+6
CHIPOTLE MEXICAN GRILL INC(CMG)07,758+7,7580170.15%+17
CROWN HLDGS INC(CCK)058,092+58,092050.05%+5
OREILLY AUTOMOTIVE INC(ORLY)53,37052,625-74545500.45%+5
EQUITY RESIDENTIAL(EQR)075,000+75,000050.04%+5
CHURCH & DWIGHT CO INC(CHD)1,034,397961,605-72,79291960.86%+5
MARTIN MARIETTA MATLS INC(MLM)045,084+45,0840210.19%+21
PETROLEO BRASILEIRO SA PETRO(PBR)0346,073+346,073050.04%+5
COSAN S A(CSAN)0317,584+317,584050.04%+5
HONEYWELL INTL INC(HON)676,447645,170-31,2771291341.20%+5
ALBANY INTL CORP851,065861,310+10,24576800.72%+4
RPT REALTY0368,903+368,903040.03%+4
WP CAREY INC(WPC)055,000+55,000040.03%+4
APPLE HOSPITALITY REIT INC(APLE)0413,000+413,000060.06%+6
DANAHER CORPORATION(DHR)302,046331,330+29,28476800.71%+3
VISA INC(V)330,281327,163-3,11874780.70%+3
OUTFRONT MEDIA INC(OUT)0412,768+412,768060.06%+6
AKAMAI TECHNOLOGIES INC(AKAM)000030.03%+3
TARGA RES CORP(TRGP)2,270,9272,214,298-56,6291661691.51%+3
FEDERAL SIGNAL CORP(FSS)1,109,890983,935-125,95560630.56%+3
POTLATCHDELTIC CORPORATION1,195,7781,172,978-22,80059620.56%+3
CONMED CORP(CNMD)000030.03%+3
URBAN EDGE PPTYS(UE)4,863,5334,924,660+61,12773760.68%+3
INTERDIGITAL INC(IDCC)000030.02%+3
PATTERSON COS INC2,193,0551,846,753-346,30259610.55%+3
HOSTESS BRANDS INC2,836,7722,892,314+55,54271730.66%+3
AMKOR TECHNOLOGY INC01,072,731+1,072,7310320.29%+32
AMERICOLD REALTY TRUST INC(COLD)0763,710+763,7100250.22%+25
FIRST SOLAR INC(FSLR)012,016+12,016020.02%+2
WESTROCK CO0520,313+520,3130150.14%+15
LITHIA MTRS INC(LAD)038,774+38,7740120.11%+12
PROGRESSIVE CORP(PGR)547,891607,974+60,08378800.72%+2
DIGITAL RLTY TR INC(DLR)051,855+51,855060.05%+6
AGCO CORP0107,387+107,3870140.13%+14
BECTON DICKINSON & CO(BDX)471,732450,050-21,6821171191.06%+2
HOST HOTELS & RESORTS INC(HST)0268,000+268,000050.04%+5
BROADCOM INC(AVGO)011,128+11,1280100.09%+10
IDACORP INC(IDA)0165,560+165,5600170.15%+17
WALMART INC(WMT)741,866708,199-33,6671091111.00%+2
TYLER TECHNOLOGIES INC(TYL)057,642+57,6420240.21%+24
CONMED CORP(CNMD)567,753447,691-120,06259610.54%+2
LUMENTUM HLDGS INC(LITE)000020.02%+2
EASTERLY GOVT PPTYS INC(DEA)02,178,253+2,178,2530320.28%+32
PLUG POWER INC(PLUG)0483,366+483,366050.04%+5
BLOOM ENERGY CORP0156,921+156,921030.02%+3
EAGLE MATLS INC(EXP)081,389+81,3890150.14%+15
COMERICA INC0238,925+238,9250100.09%+10
DOCUSIGN INC(DOCU)028,131+28,131010.01%+1
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