Back to WESTWOOD HOLDINGS GROUP INC

WESTWOOD HOLDINGS GROUP INC

Q2 2026 13F filing

Updated 27 days ago

626 disclosed positions worth $13.3B

Portfolio value
$13.3B
Total holdings
626
New positions
216
Closed positions
51
Increased
127
Decreased
247
Turnover
42.6%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

F

WILLIAMS COS INC

+4.7%
Value
$365.7M
Shares
4.92M
% Port
2.76%
V

VANGUARD TAX-MANAGED FDS

-0.1%
Value
$344.7M
Shares
4.84M
% Port
2.60%
E

ENERGY TRANSFER L P

-0.9%
Value
$321.7M
Shares
16.83M
% Port
2.42%
S

SPDR SERIES TRUST

-5.9%
Value
$302.4M
Shares
3.30M
% Port
2.28%
E

KINDER MORGAN INC DEL

-0.8%
Value
$246.1M
Shares
7.70M
% Port
1.85%
E

ENTERPRISE PRODS PARTNERS L

+7.7%
Value
$217.6M
Shares
5.92M
% Port
1.64%
C
7.CQP

CHENIERE ENERGY INC

+18.2%
Value
$211.8M
Shares
886.2K
% Port
1.60%
E

ENBRIDGE INC

-11.2%
Value
$180.7M
Shares
3.33M
% Port
1.36%
I
9.IVZ

INVESCO EXCHANGE TRADED FD T

-0.1%
Value
$179M
Shares
841.3K
% Port
1.35%
T
10.TRGP

TARGA RES CORP

+2.7%
Value
$165.9M
Shares
618.5K
% Port
1.25%
D
11.DTM

DT MIDSTREAM INC

-3.3%
Value
$152.6M
Shares
1.04M
% Port
1.15%
A
12.AAPL

APPLE INC

+6.4%
Value
$139.9M
Shares
483.4K
% Port
1.05%
O
13.OKE

ONEOK INC NEW

+0.1%
Value
$132M
Shares
1.52M
% Port
0.99%
T

TC ENERGY CORP

-7.3%
Value
$131.7M
Shares
1.99M
% Port
0.99%
A
15.AMZN

AMAZON COM INC

-17.5%
Value
$120.8M
Shares
507.0K
% Port
0.91%
M

MPLX LP

-5.5%
Value
$119.1M
Shares
2.11M
% Port
0.90%
M
17.MSFT

MICROSOFT CORP

-4.1%
Value
$113.1M
Shares
303.3K
% Port
0.85%
A
18.AIR

AAR CORP

-18.1%
Value
$111.1M
Shares
777.4K
% Port
0.84%
S
19.SXT

SENSIENT TECHNOLOGIES CORP

-24.9%
Value
$109M
Shares
884.3K
% Port
0.82%
I
20.IPGP

IPG PHOTONICS CORP

+15.7%
Value
$105.8M
Shares
901.5K
% Port
0.80%
C
21.CDP

COPT DEFENSE PROPERTIES

-12.5%
Value
$103.4M
Shares
2.84M
% Port
0.78%
I
22.IPAR

INTERPARFUMS INC

-11.9%
Value
$99.1M
Shares
886.1K
% Port
0.75%
B
23.BLBD

BLUE BIRD CORP

-25.1%
Value
$97.9M
Shares
1.24M
% Port
0.74%
W
24.WES

WESTERN MIDSTREAM PARTNERS L

+1.9%
Value
$95.5M
Shares
2.18M
% Port
0.72%
C

CULLEN FROST BANKERS INC

-20.6%
Value
$91.2M
Shares
590.5K
% Port
0.69%
P
26.PIPR

PIPER SANDLER COMPANIES

+11.3%
Value
$89.5M
Shares
1.24M
% Port
0.67%
J

JPMORGAN CHASE & CO

-25.4%
Value
$86.5M
Shares
264.2K
% Port
0.65%
G

ALPHABET INC

-31.5%
Value
$84.5M
Shares
236.5K
% Port
0.64%
J
29.JNJ

JOHNSON & JOHNSON

-33.5%
Value
$82.1M
Shares
323.1K
% Port
0.62%
D
30.DELL

DELL TECHNOLOGIES INC

-50.6%
Value
$81.8M
Shares
189.6K
% Port
0.62%
V
31.VECO

VEECO INSTRS INC DEL

-49.3%
Value
$81.1M
Shares
1.07M
% Port
0.61%
A
32.AVA

AVISTA CORP

-21.9%
Value
$81.1M
Shares
1.98M
% Port
0.61%
V
33.VC

VISTEON CORP

Value
$80M
Shares
806.1K
% Port
0.60%
M
34.MYRG

MYR GROUP INC

-24.7%
Value
$78.6M
Shares
157.1K
% Port
0.59%
S
35.SXI

STANDEX INTL CORP

-26.0%
Value
$78.1M
Shares
218.3K
% Port
0.59%
H
36.HAYW

HAYWARD HLDGS INC

-8.4%
Value
$76.7M
Shares
4.43M
% Port
0.58%
T
37.TREX

TREX INC

-14.0%
Value
$75.3M
Shares
1.50M
% Port
0.57%
N
38.NIC

NICOLET BANKSHARES INC

-7.4%
Value
$74.5M
Shares
450.7K
% Port
0.56%
S
39.SKWD

SKYWARD SPECIALTY INS GROUP

-4.1%
Value
$74.4M
Shares
1.27M
% Port
0.56%
S
40.SBCF

SEACOAST BKG CORP FLA

-2.4%
Value
$73.6M
Shares
2.21M
% Port
0.55%
H
41.HUBB

HUBBELL INC

-21.5%
Value
$73.2M
Shares
139.9K
% Port
0.55%
F
42.FBP

FIRST BANCORP N C

-11.4%
Value
$72.8M
Shares
1.14M
% Port
0.55%
C
43.CHCO

CITY HLDG CO

-5.6%
Value
$72M
Shares
542.7K
% Port
0.54%
R
44.RNST

RENASANT CORP

-14.6%
Value
$71.9M
Shares
1.69M
% Port
0.54%
A
45.ATMU

ATMUS FILTRATION TECHNOLOGIE

+12.8%
Value
$71.2M
Shares
1.40M
% Port
0.54%
F
46.FBK

FB FINL CORP

+1.7%
Value
$71M
Shares
1.28M
% Port
0.54%
A
47.ASO

ACADEMY SPORTS & OUTDOORS IN

-6.0%
Value
$71M
Shares
1.51M
% Port
0.53%
M
48.MMSI

MERIT MED SYS INC

+6.9%
Value
$70.1M
Shares
1.01M
% Port
0.53%
G

ALPHABET INC

-3.8%
Value
$70M
Shares
198.2K
% Port
0.53%
S
50.SFNC

SIMMONS FIRST NATL CORP

-12.2%
Value
$69.8M
Shares
3.08M
% Port
0.53%