WESTWOOD HOLDINGS GROUP INC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$12.3B

Total Positions

482

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

VEA2.41%

WMB2.08%

KMI1.87%

LNG1.23%

TRGP1.22%

MSFT1.22%

AAPL1.14%

AMZN1.10%

DTM1.10%

OKE1.06%

Other12.70%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

BBVA28Q held

BANCO BILBAO VIZCAYA ARGENTA

Avg $4.38 · $243,860 est. P&L

Est. P&L

+435.87%

TSM28Q held

TAIWAN SEMICONDUCTOR MFG LTD

Avg $69.45 · $22.9M est. P&L

Est. P&L

+331.34%

CDNS24Q held

Cadence Design Systems Inc

Avg $75.93 · $4.4M est. P&L

Est. P&L

+315.63%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 435 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VEA VANGUARD TAX-MANAGED FDS	4.8M	$297M	2.4%	—	$47.96	+30.93%	28 qtrs	Increased 58
WMB Williams Cos Inc/The	4.3M	$255.8M	2.1%	—	$32.11	+87.34%	18 qtrs	Increased 54
KMI Kinder Morgan Inc	8.4M	$229.6M	1.9%	—	$22.91	+19.18%	13 qtrs	Decreased 0
LNG Cheniere Energy Inc	778,102	$151.3M	1.2%	—	$149.17	+29.33%	28 qtrs	Decreased 0
TRGP Targa Resources Corp	813,777	$150.1M	1.2%	—	$88.73	+108.18%	28 qtrs	Decreased 0
MSFT Microsoft Corp	309,221	$149.5M	1.2%	—	$172.79	+182.13%	28 qtrs	Decreased 0
AAPL Apple Inc	514,420	$139.9M	1.1%	—	$208.22	+31.03%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	588,130	$135.8M	1.1%	—	$188.75	+23.19%	28 qtrs	Decreased 0
DTM DT Midstream Inc	1.1M	$134.9M	1.1%	—	$82.08	+47.20%	13 qtrs	Increased 48
OKE ONEOK Inc	1.8M	$130.2M	1.1%	—	$68.24	+6.71%	28 qtrs	Increased 48
ENB ENBRIDGE INC C	2.7M	$129.3M	1.1%	—	$39.23	+22.47%	28 qtrs	Increased 53
GOOGL Alphabet Inc	390,165	$122.1M	1.0%	—	$121.82	+157.63%	28 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	367,024	$118.3M	1.0%	—	$112.70	+185.69%	28 qtrs	Decreased 0
TRP TC ENERGY CORP	2.1M	$116.9M	1.0%	—	$39.69	+41.41%	10 qtrs	Increased 43
VRRM Verra Mobility Corp	4.8M	$106.7M	0.9%	—	$24.45	-7.66%	8 qtrs	Increased 44
JNJ Johnson & Johnson	511,744	$105.9M	0.9%	—	$155.10	+33.40%	28 qtrs	Decreased 0
SXT SENSIENT TECHNOLOGIES CORP	1.1M	$104.1M	0.8%	—	$96.55	-2.61%	3 qtrs	Increased 47
AVA AVISTA CORP	2.6M	$100.8M	0.8%	—	$34.66	+11.68%	27 qtrs	Decreased 0
CDP COPT Defense Properties	3.6M	$100.3M	0.8%	—	$22.89	+22.28%	15 qtrs	Increased 42
SSB SOUTHSTATE BANK CORP	1.1M	$98.9M	0.8%	—	$98.09	-3.64%	2 qtrs	Decreased 0
CFR Cullen/Frost Bankers Inc	778,429	$98.6M	0.8%	—	$116.07	+10.51%	14 qtrs	Decreased 0
PIPR PIPER SANDLER COMPANIES C	272,055	$92.4M	0.8%	—	$132.50	+158.85%	22 qtrs	Decreased 0
ASO ACADEMY SPORTS & OUTDOORS IN	1.8M	$89.6M	0.7%	—	$47.28	+4.83%	19 qtrs	Decreased 0
BLBD Blue Bird Corp	1.9M	$89.1M	0.7%	—	$39.88	+16.83%	8 qtrs	Increased 48
PKG Packaging Corp of America	430,025	$88.7M	0.7%	—	$214.95	-3.11%	2 qtrs	Decreased 0
Showing 25 of 435 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

REXRRexford Industrial Realty Inc

Q1 2024 → Q4 2025+546,726 shares+$31.2M

SBRSABINE RTY TR

Q1 2024 → Q4 2025+180 shares+$367,390

VEAVANGUARD TAX-MANAGED FDS

Q1 2024 → Q4 2025+2.8M shares+$296.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer