WESTWOOD HOLDINGS GROUP INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings463 positions
ENERGY TRANSFER LP | 16.8M | $312.1M | 2.4% | $10.29 | +61.76% | 25 qtrssince 2019-Q1 | Increased 55 |
WILLIAMS COS INC | 4.1M | $243.2M | 1.8% | $30.18 | +88.94% | 15 qtrssince 2021-Q3 | Decreased 0 |
ONEOK INC | 2.4M | $236.2M | 1.8% | $66.76 | +37.47% | 25 qtrssince 2019-Q1 | Increased 62 |
TARGA RES CORP | 1.1M | $219.3M | 1.7% | $88.10 | +120.19% | 25 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 560,248 | $210.3M | 1.6% | $170.94 | +117.06% | 25 qtrssince 2019-Q1 | Increased 53 |
ENTERPRISE PRODUCTS PARTNERS | 5.8M | $196.5M | 1.5% | $20.41 | +51.68% | 13 qtrssince 2022-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 816,544 | $188.9M | 1.4% | $148.70 | +53.45% | 25 qtrssince 2019-Q1 | Increased 49 |
KINDER MORGAN INC DEL | 6.4M | $183.8M | 1.4% | $21.11 | +27.21% | 10 qtrssince 2022-Q4 | Increased 55 |
JPMORGAN CHASE & CO | 740,491 | $181.6M | 1.4% | $110.60 | +115.26% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 3.2M | $160.7M | 1.2% | $42.23 | +15.77% | 25 qtrssince 2019-Q1 | Increased 51 |
ABBOTT LABORATORIES | 1.2M | $157.2M | 1.2% | $94.52 | +35.92% | 25 qtrssince 2019-Q1 | Decreased 0 |
BOISE CASCADE CO | 1.5M | $147.1M | 1.1% | $99.06 | -1.54% | 8 qtrssince 2023-Q2 | Increased 59 |
UNITEDHEALTH GROUP INC | 280,364 | $146.8M | 1.1% | $364.93 | +37.94% | 25 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 859,640 | $142.6M | 1.1% | $152.68 | +4.55% | 25 qtrssince 2019-Q1 | Increased 70 |
UNION PACIFIC CORP | 592,152 | $139.9M | 1.1% | $187.23 | +22.06% | 25 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 240,289 | $128M | 1.0% | $347.74 | +53.15% | 25 qtrssince 2019-Q1 | Increased 58 |
T-MOBILE US INC | 462,537 | $123.4M | 0.9% | $192.08 | +35.01% | 20 qtrssince 2020-Q2 | Decreased 0 |
MPLX LP | 2.2M | $116.3M | 0.9% | $28.38 | +67.95% | 10 qtrssince 2022-Q4 | Decreased 0 |
DOMINO'S PIZZA INC | 252,425 | $116M | 0.9% | $370.82 | +20.34% | 11 qtrssince 2022-Q3 | Decreased 0 |
WEC ENERGY GROUP INC | 1.1M | $114.5M | 0.9% | $81.33 | +27.40% | 25 qtrssince 2019-Q1 | Decreased 0 |
WESTWOOD HOLDINGS GROUP INC manages $13.2B across 463 positions as of Q1 2025. Top holdings: ET (2.4%), WMB (1.8%), OKE (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 34 new positions, 54 exits, 157 increased. Top move: JNJ (INCREASED, conviction 70). Portfolio: $13.2B across 463 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR