Fund HoldingsWESTWOOD HOLDINGS GROUP INC

Total Portfolio Value
$23.72B
Total Bought
$1.62B
Total Sold
$1.20B
Net Transaction
+$421.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CENTERPOINT ENERGY INC(CNP)0000625,7252.64%+625,725
TYLER TEX INDPT SCH DIST(TYL)0000245,2001.03%+245,200
TETRA TECH INC NEW(TTEK)0000196,2750.83%+196,275
ADVANCED ENERGY INDS(AEIS)0000157,8750.67%+157,875
WORKIVA INC(WK)0000141,5850.60%+141,585
WESTERN MIDSTREAM PARTNERS L(WES)1,810,2114,934,852+3,124,64171,920188,8070.80%+116,888
SAREPTA THERAPEUTICS INC(SRPT)0000170,0250.72%+170,025
IONIS PHARMACEUTICALS INC(IONS)0000103,5500.44%+103,550
RAPID7 INC000093,9540.40%+93,954
VISHAY INTERTECHNOLOGY INC(VSH)000091,5500.39%+91,550
LANTHEUS HLDGS INC(LNTH)000310,908388,0001.64%+77,093
LIVE NATION ENTERTAINMENT IN(LYV)000661,067736,2453.10%+75,179
INTEGER HLDGS CORP(ITGR)000701,616774,8503.27%+73,234
DOMINOS PIZZA INC(DPZ)0264,364+264,3640113,7140.48%+113,714
AKAMAI TECHNOLOGIES INC(AKAM)000850,202901,3543.80%+51,152
UNION PAC CORP(UNP)427,918584,341+156,42396,821144,0280.61%+47,208
TC ENERGY CORP(TRP)02,161,394+2,161,3940102,7740.43%+102,774
FEDERAL RLTY INVT TR NEW(FRT)0944,763+944,7630108,6190.46%+108,619
PROGRESS SOFTWARE CORP(PRGS)000209,520247,5001.04%+37,980
WASTE MGMT INC DEL(WM)0353,685+353,685073,4250.31%+73,425
UNITEDHEALTH GROUP INC(UNH)233,481265,977+32,496118,903155,5110.66%+36,609
ROYAL CARIBBEAN GROUP(RCL)000322,550357,4501.51%+34,900
WILLIAMS COS INC(WMB)3,897,9654,362,930+464,965165,664199,1680.84%+33,504
KINDER MORGAN INC DEL(KMI)03,385,781+3,385,781074,7920.32%+74,792
RAMBUS INC DEL(RMBS)01,429,896+1,429,896060,3700.25%+60,370
POTLATCHDELTIC CORPORATION02,143,390+2,143,390096,5600.41%+96,560
BOISE CASCADE CO DEL(BCC)1,117,9141,147,611+29,697133,278161,7900.68%+28,512
VISA INC(V)0350,988+350,988096,5040.41%+96,504
VANGUARD TAX-MANAGED FDS2,262,7142,617,761+355,047111,823138,2440.58%+26,421
DT MIDSTREAM INC(DTM)0519,119+519,119040,8340.17%+40,834
EXACT SCIENCES CORP000163,710186,9000.79%+23,190
HP INC(HPQ)01,654,022+1,654,022059,3300.25%+59,330
JPMORGAN CHASE & CO.(JPM)877,379940,578+63,199177,459198,3300.84%+20,872
CHURCH & DWIGHT CO INC(CHD)0771,901+771,901080,8330.34%+80,833
ENBRIDGE INC(ENB)2,272,6042,471,208+198,60480,882100,3560.42%+19,474
BWX TECHNOLOGIES INC(BWXT)0261,286+261,286028,4020.12%+28,402
CMS ENERGY CORP(CMS)000195,700214,2000.90%+18,500
ZTO EXPRESS CAYMAN INC(ZTO)000194,460212,9000.90%+18,440
HUBBELL INC(HUBB)269,889273,161+3,27298,639117,0090.49%+18,369
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0219,050+219,050018,1810.08%+18,181
POST HLDGS INC(POST)000219,800237,8001.00%+18,000
PUBLIC STORAGE OPER CO(PSA)0110,542+110,542040,2230.17%+40,223
HALOZYME THERAPEUTICS INC(HALO)000250,108267,1881.13%+17,080
SHIFT4 PMTS INC(FOUR)000188,900205,6000.87%+16,700
HAWKINS INC(HWKN)0456,187+456,187058,1500.25%+58,150
LUMENTUM HLDGS INC(LITE)000180,120196,2000.83%+16,080
ARM HOLDINGS PLC0110,279+110,279015,7710.07%+15,771
HEWLETT PACKARD ENTERPRISE C(HPE)0260,000+260,000015,7330.07%+15,733
VIAVI SOLUTIONS INC(VIAV)07,219,963+7,219,963065,1240.27%+65,124
WEC ENERGY GROUP INC(WEC)1,296,5491,217,425-79,124101,727117,0920.49%+15,365
PPL CAP FDG INC(PPL)000143,475158,7000.67%+15,225
GLACIER BANCORP INC NEW(GBCI)0711,649+711,649032,5220.14%+32,522
ISHARES TR0294,108+294,108018,3290.08%+18,329
PEGASYSTEMS INC(PEGA)0187,872+187,872013,7320.06%+13,732
ACADEMY SPORTS & OUTDOORS IN(ASO)1,331,7441,449,633+117,88970,91584,6010.36%+13,685
MCDONALDS CORP(MCD)273,640273,933+29369,73483,4150.35%+13,681
LPL FINL HLDGS INC(LPLA)058,432+58,432013,5930.06%+13,593
IDACORP INC(IDA)0365,491+365,491037,6780.16%+37,678
DUOLINGO INC(DUOL)054,702+54,702015,4270.07%+15,427
KRATOS DEFENSE & SEC SOLUTIO(KTOS)02,747,030+2,747,030064,0060.27%+64,006
PERMIAN RESOURCES CORP(PR)0976,916+976,916013,2960.06%+13,296
ON SEMICONDUCTOR CORP(ON)000239,500252,7501.07%+13,250
MARKETAXESS HLDGS INC(MKTX)050,652+50,652012,9770.05%+12,977
ABBOTT LABS1,415,6501,402,861-12,789147,100159,9400.67%+12,840
BIO RAD LABS INC038,291+38,291012,8110.05%+12,811
AKAMAI TECHNOLOGIES INC(AKAM)000193,492206,2000.87%+12,708
EQUITY LIFESTYLE PPTYS INC(ELS)0170,526+170,526012,1650.05%+12,165
JOHNSON & JOHNSON(JNJ)860,575850,949-9,626125,782137,9050.58%+12,123
MONGODB INC(MDB)000250,156262,0101.10%+11,854
TELEFLEX INCORPORATED(TFX)0122,666+122,666030,3380.13%+30,338
ISHARES TR058,251+58,251012,8670.05%+12,867
SELECT SECTOR SPDR TR
ST STR FINL ETF
0257,785+257,785011,6830.05%+11,683
WEATHERFORD INTL PLC(WFRD)0137,179+137,179011,6490.05%+11,649
LITTELFUSE INC(LFUS)305,295337,659+32,36478,03089,5640.38%+11,534
AMDOCS LTD(DOX)0234,458+234,458020,5100.09%+20,510
MPLX LP(MPLX)1,998,2432,170,896+172,65385,10596,5180.41%+11,413
NATIONAL BK HLDGS CORP(NBHC)01,127,346+1,127,346047,4610.20%+47,461
LITHIA MTRS INC(LAD)091,075+91,075028,9290.12%+28,929
CONSTELLIUM SE(CSTM)4,131,4185,475,550+1,344,13277,87789,0320.38%+11,155
J & J SNACK FOODS CORP(JJSF)457,614496,483+38,86974,30385,4550.36%+11,152
CULLEN FROST BANKERS INC(CFR)0497,918+497,918055,6970.23%+55,697
DROPBOX INC(DBX)000181,876192,8760.81%+11,000
HOME DEPOT INC(HD)0189,842+189,842076,9240.32%+76,924
DIAMONDBACK ENERGY INC(FANG)082,200+82,200014,1710.06%+14,171
BLUE BIRD CORP1,309,0101,692,161+383,15170,49081,1560.34%+10,666
COGENT COMMUNICATIONS HLDGS0620,098+620,098047,0780.20%+47,078
ACCENTURE PLC IRELAND
SHS CLASS A
240,679235,501-5,17873,02483,2450.35%+10,220
INTEGER HLDGS CORP(ITGR)0214,838+214,838027,9290.12%+27,929
ILLUMINA INC(ILMN)089,975+89,975011,7340.05%+11,734
PIPER SANDLER COMPANIES373,475337,931-35,54485,96395,9080.40%+9,945
HEXCEL CORP NEW(HXL)0413,107+413,107025,5420.11%+25,542
AVANTOR INC(AVTR)0990,239+990,239025,6170.11%+25,617
GMS INC0766,926+766,926069,4600.29%+69,460
ISHARES TR
US SML CAP EQT
0145,292+145,29209,6400.04%+9,640
ALLIANT ENERGY CORP(LNT)0588,029+588,029035,6870.15%+35,687
NEXTERA ENERGY INC(NEE)1,110,3711,041,077-69,29478,62588,0020.37%+9,377
PAPA JOHNS INTL INC(PZZA)01,032,002+1,032,002055,5940.23%+55,594
BJS WHSL CLUB HLDGS INC(BJ)0242,262+242,262019,9820.08%+19,982
ATLANTIC UN BANKSHARES CORP(AUB)2,658,3422,561,365-96,97787,32796,4870.41%+9,160
SM ENERGY CO(SM)1,709,9272,076,000+366,07373,92082,9780.35%+9,058
Page 1 of 1