Fund HoldingsWESTWOOD HOLDINGS GROUP INC

Total Portfolio Value
$21.42B
Total Bought
$6.02B
Total Sold
$5.99B
Net Transaction
+$31.38M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AKAMAI TECHNOLOGIES INC(AKAM)0000850,2023.97%+850,202
NORTHERN OIL & GAS INC(NOG)0000749,8773.50%+749,877
EXACT SCIENCES CORP0000728,7153.40%+728,715
INTEGER HLDGS CORP(ITGR)0008701,6163.28%+701,608
LIVE NATION ENTERTAINMENT IN(LYV)0008661,0673.09%+661,059
ROYAL CARIBBEAN GROUP(RCL)0000322,5501.51%+322,550
LANTHEUS HLDGS INC(LNTH)0000310,9081.45%+310,908
INTERDIGITAL INC(IDCC)0000309,2101.44%+309,210
ENERGY TRANSFER L P(ET)15,935,75016,107,470+171,720251261,2631.22%+261,012
MONGODB INC(MDB)0000250,1561.17%+250,156
HALOZYME THERAPEUTICS INC(HALO)0000250,1081.17%+250,108
PENNYMAC CORP(PMT)0000246,8751.15%+246,875
JAZZ INVESTMENTS I LTD(JAZZ)0000240,1251.12%+240,125
ON SEMICONDUCTOR CORP(ON)0000239,5001.12%+239,500
MICROSOFT CORP(MSFT)0501,324+501,3240224,0671.05%+224,067
POST HLDGS INC(POST)0000219,8001.03%+219,800
PROGRESS SOFTWARE CORP(PRGS)0000209,5200.98%+209,520
FORD MTR CO DEL(F)0000201,9000.94%+201,900
BENTLEY SYS INC(BSY)0000197,9000.92%+197,900
CMS ENERGY CORP(CMS)0000195,7000.91%+195,700
DEXCOM INC(DXCM)0000195,4000.91%+195,400
ZTO EXPRESS CAYMAN INC(ZTO)0000194,4600.91%+194,460
AKAMAI TECHNOLOGIES INC(AKAM)0000193,4920.90%+193,492
SHIFT4 PMTS INC(FOUR)0000188,9000.88%+188,900
CHENIERE ENERGY INC(LNG)1,083,8191,076,620-7,199175188,2250.88%+188,051
MARRIOTT VACATIONS WORLDWIDE(VAC)0000182,0000.85%+182,000
DROPBOX INC(DBX)0000181,8760.85%+181,876
LUMENTUM HLDGS INC(LITE)0000180,1200.84%+180,120
APPLE INC(AAPL)0843,938+843,9380177,7500.83%+177,750
JPMORGAN CHASE & CO.(JPM)915,363877,379-37,984183177,4590.83%+177,275
ONEOK INC NEW(OKE)2,101,7442,080,600-21,144168169,6730.79%+169,504
WILLIAMS COS INC(WMB)3,900,8743,897,965-2,909152165,6640.77%+165,511
EXACT SCIENCES CORP0000163,7100.76%+163,710
ENTERPRISE PRODS PARTNERS L(EPD)4,956,2445,404,012+447,768145156,6080.73%+156,464
TARGA RES CORP(TRGP)01,199,319+1,199,3190154,4480.72%+154,448
BANK AMERICA CORP03,857,413+3,857,4130153,4090.72%+153,409
ABBOTT LABS01,415,650+1,415,6500147,1000.69%+147,100
PPL CAP FDG INC(PPL)0000143,4750.67%+143,475
EXPEDIA GROUP INC(EXPE)0000137,7000.64%+137,700
CONMED CORP(CNMD)0000133,9520.63%+133,952
BOISE CASCADE CO DEL(BCC)538,1551,117,914+579,75983133,2780.62%+133,195
JOHNSON & JOHNSON(JNJ)0860,575+860,5750125,7820.59%+125,782
GOLDMAN SACHS GROUP INC(GS)0276,656+276,6560125,1370.58%+125,137
UNITEDHEALTH GROUP INC(UNH)0233,481+233,4810118,9030.56%+118,903
HONEYWELL INTL INC(HON)0555,675+555,6750118,6590.55%+118,659
VANGUARD TAX-MANAGED FDS1,948,6842,262,714+314,03098111,8230.52%+111,726
GENERAL DYNAMICS CORP(GD)139,778384,151+244,37339111,4580.52%+111,418
BECTON DICKINSON & CO(BDX)0456,226+456,2260106,6250.50%+106,625
LIBERTY MEDIA CORP DEL(FWONA)0000106,1290.50%+106,129
CHEVRON CORP NEW(CVX)0675,655+675,6550105,6860.49%+105,686
WEC ENERGY GROUP INC(WEC)1,320,7231,296,549-24,174108101,7270.47%+101,619
PLAINS GP HLDGS L P(PAGP)5,280,4605,393,558+113,09896101,5070.47%+101,410
FEDEX CORP(FDX)338,408334,183-4,22598100,2010.47%+100,103
ETSY INC(ETSY)000098,7500.46%+98,750
SCHWAB CHARLES CORP(SCHW)1,498,9291,340,816-158,11310898,8050.46%+98,696
HUBBELL INC(HUBB)245,732269,889+24,15710298,6390.46%+98,537
WALMART INC(WMT)01,439,970+1,439,970097,5000.46%+97,500
UNION PAC CORP(UNP)0427,918+427,918096,8210.45%+96,821
PEGASYSTEMS INC(PEGA)000096,1000.45%+96,100
SPDR S&P 500 ETF TR(SPY)104,237172,921+68,6845594,1070.44%+94,053
VERRA MOBILITY CORP3,159,0313,380,416+221,3857991,9470.43%+91,868
COPT DEFENSE PROPERTIES(CDP)3,725,4703,634,290-91,1809090,9660.42%+90,876
EXXON MOBIL CORP726,637782,010+55,3738490,0250.42%+89,941
SALESFORCE INC(CRM)0346,556+346,556089,1000.42%+89,100
ATLANTIC UN BANKSHARES CORP(AUB)2,627,7562,658,342+30,5869387,3270.41%+87,234
PIPER SANDLER COMPANIES0373,475+373,475085,9630.40%+85,963
OREILLY AUTOMOTIVE INC(ORLY)77,09581,373+4,2788785,9350.40%+85,848
MPLX LP(MPLX)1,974,1521,998,243+24,0918285,1050.40%+85,023
CACI INTL INC(CACI)0196,434+196,434084,4920.39%+84,492
WELLS FARGO CO NEW(WFC)1,597,5271,416,413-181,1149384,1210.39%+84,028
PROLOGIS INC.(PLD)0738,366+738,366082,9260.39%+82,926
ENPHASE ENERGY INC(ENPH)000082,7720.39%+82,772
ALPHABET INC(GOOG)0454,232+454,232082,7380.39%+82,738
DANAHER CORPORATION(DHR)0327,199+327,199081,7510.38%+81,751
AMERICAN INTL GROUP INC1,391,0481,095,550-295,49810981,3340.38%+81,225
GALLAGHER ARTHUR J & CO(AJG)320,190312,806-7,3848081,1140.38%+81,034
ENBRIDGE INC(ENB)1,795,1792,272,604+477,4256580,8820.38%+80,817
NORTHERN OIL & GAS INC(NOG)2,145,7622,166,580+20,8188580,5320.38%+80,447
URBAN EDGE PPTYS(UE)4,572,0544,324,628-247,4267979,8760.37%+79,797
MOOG INC(MOG-A)539,580473,930-65,6508679,2880.37%+79,202
DTE ENERGY CO(DTB)0710,043+710,043078,8220.37%+78,822
THE BALDWIN INSURANCE GRP IN(BWIN)2,735,4502,219,148-516,3027978,7130.37%+78,634
NEXTERA ENERGY INC(NEE)1,254,7341,110,371-144,3638078,6250.37%+78,545
LITTELFUSE INC(LFUS)313,927305,295-8,6327678,0300.36%+77,954
CONSTELLIUM SE(CSTM)2,796,8684,131,418+1,334,5506277,8770.36%+77,815
AAR CORP01,069,523+1,069,523077,7540.36%+77,754
MICROCHIP TECHNOLOGY INC.(MCHP)0848,272+848,272077,6170.36%+77,617
SEACOAST BKG CORP FLA(SBCF)03,210,657+3,210,657075,9000.35%+75,900
PEPSICO INC(PEP)0451,697+451,697074,4980.35%+74,498
J & J SNACK FOODS CORP(JJSF)542,945457,614-85,3317874,3030.35%+74,224
SM ENERGY CO(SM)1,552,0041,709,927+157,9237773,9200.35%+73,843
ACCENTURE PLC IRELAND
SHS CLASS A
0240,679+240,679073,0240.34%+73,024
CENTURY CMNTYS INC(CCS)793,887883,197+89,3107772,1220.34%+72,045
WESTERN MIDSTREAM PARTNERS L(WES)1,809,8141,810,211+3976471,9200.34%+71,855
BERKSHIRE HATHAWAY INC DEL178,845176,002-2,8437571,5980.33%+71,522
ACADEMY SPORTS & OUTDOORS IN(ASO)01,331,744+1,331,744070,9150.33%+70,915
HESS MIDSTREAM LP(HESM)853,6821,936,522+1,082,8403170,5670.33%+70,536
BLUE BIRD CORP2,186,1631,309,010-877,1538470,4900.33%+70,406
MCDONALDS CORP(MCD)0273,640+273,640069,7340.33%+69,734
HERSHEY CO(HSY)0377,924+377,924069,4740.32%+69,474
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