WESTWOOD HOLDINGS GROUP INC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$6.6T

Holdings

402

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (402 positions)

#StockSharesValue% PortfolioType
1
JPMJPMORGAN CHASE & CO
1,356,797$122.2B1.84%
2
TAT&T INC
4,090,970$119.3B1.80%
3
BDXBECTON DICKINSON & CO
504,838$116.0B1.75%
4
HONHONEYWELL INTL INC
852,276$114.0B1.72%
5
HDHOME DEPOT INC
592,733$110.7B1.67%
6
MSFTMICROSOFT CORP
685,609$108.1B1.63%
7
JNJJOHNSON & JOHNSON
804,650$105.5B1.59%
8
AAPLAPPLE INC
370,658$94.3B1.42%
9
BACBK OF AMERICA CORP
4,321,407$91.7B1.38%
10
CBCHUBB LIMITED
813,753$90.9B1.37%
11
PEPPEPSICO INC
733,055$88.0B1.33%
12
MDTMEDTRONIC PLC
960,491$86.6B1.31%
13
AQLTISHARES TR
1,724,566$86.0B1.30%
14
CA8ACACI INTL INC
405,139$85.5B1.29%
15
GOOGLALPHABET INC
71,538$83.1B1.25%
16
ABTABBOTT LABS
1,050,980$82.9B1.25%
17
PSAPUBLIC STORAGE
412,001$81.8B1.23%
18
DISDISNEY WALT CO
839,499$81.1B1.22%
19
CVXCHEVRON CORP NEW
1,066,083$77.2B1.16%
20
CVSCVS HEALTH CORP
1,292,313$76.7B1.16%
21
CLCOLGATE PALMOLIVE CO
1,122,397$74.5B1.12%
22
WFCWELLS FARGO CO NEW
2,589,530$74.3B1.12%
23
UNPUNION PAC CORP
488,394$68.9B1.04%
24
ATVIEURACTIVISION BLIZZARD INC
1,149,061$68.3B1.03%
25
AIZASSURANT INC
654,525$68.1B1.03%
26
VUGVANGUARD INDEX FDS
410,468$64.3B0.97%
27
HRLHORMEL FOODS CORP
1,375,497$64.2B0.97%
28
CHDCHURCH & DWIGHT INC
998,315$64.1B0.97%
29
ABXBARRICK GOLD CORPORATION
3,444,470$62.9B0.95%
30
WECWEC ENERGY GROUP INC
693,280$61.1B0.92%
31
LHXL3HARRIS TECHNOLOGIES INC
324,736$58.5B0.88%
32
CMSCMS ENERGY CORP
950,373$55.8B0.84%
33
EFXEQUIFAX INC
452,977$54.1B0.82%
34
UNHUNITEDHEALTH GROUP INC
216,229$53.9B0.81%
35
AMZNAMAZON COM INC
26,939$52.5B0.79%
36
NEENEXTERA ENERGY INC
216,335$52.1B0.78%
37
MCDMCDONALDS CORP
309,870$51.2B0.77%
38
LBRDKLIBERTY BROADBAND CORP
457,855$50.7B0.76%
39
BJBJS WHSL CLUB HLDGS INC
1,973,669$50.3B0.76%
40
SCHWSCHWAB CHARLES CORP
1,445,895$48.6B0.73%
41
DTEDTE ENERGY CO
511,172$48.5B0.73%
42
AIGAMERICAN INTL GROUP INC
1,994,061$48.4B0.73%
43
COPCONOCOPHILLIPS
1,562,470$48.1B0.73%
44
NOCNORTHROP GRUMMAN CORP
157,255$47.6B0.72%
45
MSIMOTOROLA SOLUTIONS INC
341,789$45.4B0.68%
46
COFCAPITAL ONE FINL CORP
798,931$40.3B0.61%
47
PZZAPAPA JOHNS INTL INC
720,520$38.5B0.58%
48
BAMBROOKFIELD ASSET MGMT INC
847,493$37.5B0.57%
49
JJSFJ & J SNACK FOODS CORP
298,253$36.1B0.54%
50
GDGENERAL DYNAMICS CORP
272,070$36.0B0.54%
51
GILDGILEAD SCIENCES INC
478,146$35.7B0.54%
52
NTESNETEASE INC
109,883$35.3B0.53%
53
TSMTAIWAN SEMICONDUCTOR MFG LTD
702,738$33.6B0.51%
54
VIAVVIAVI SOLUTIONS INC
2,985,035$33.5B0.50%
55
WAFDWASHINGTON FED INC
1,285,291$33.4B0.50%
56
EOGEOG RES INC
894,934$32.1B0.48%
57
IEMGISHARES INC
748,775$30.3B0.46%
58
CTRIP COM INTL LTD
30,500,000$29.8B0.45%
59
ALLSCRIPTS HEALTHCARE SOLUTN
30,100,000$29.1B0.44%
60
S76STORE CAP CORP
1,595,925$28.9B0.44%
61
BLVVANGUARD BD INDEX FDS
267,708$28.6B0.43%
62
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
25,632,000$28.5B0.43%
63
MUMICRON TECHNOLOGY INC
675,179$28.4B0.43%
64
ARGO GROUP INTL HLDGS LTD
759,144$28.1B0.42%
65
MPWRMONOLITHIC PWR SYS INC
167,106$28.0B0.42%
66
HTHHILLTOP HOLDINGS INC
1,849,057$28.0B0.42%
67
MCMOELIS & CO
988,130$27.8B0.42%
68
TEVA PHARMACEUTICAL FIN LLC
29,605,000$27.7B0.42%
69
NOMDNOMAD FOODS LTD
1,488,738$27.6B0.42%
70
SHWSHERWIN WILLIAMS CO
58,710$27.0B0.41%
71
ZBHZIMMER BIOMET HOLDINGS INC
265,869$26.9B0.41%
72
PORTFOLIO RECOVERY ASSOCS IN
25,500,000$25.1B0.38%
73
TWNKEURHOSTESS BRANDS INC
2,338,274$24.9B0.38%
74
YUMCYUM CHINA HLDGS INC
580,891$24.8B0.37%
75
FORTIVE CORP
26,000,000$24.2B0.37%
76
SJIEURSOUTH JERSEY INDS INC
969,168$24.2B0.37%
77
FSSFEDERAL SIGNAL CORP
885,906$24.2B0.36%
78
AVAAVISTA CORP
564,791$24.0B0.36%
79
JRVRJAMES RIV GROUP LTD
651,629$23.6B0.36%
80
VEAVANGUARD TAX-MANAGED INTL FD
701,603$23.4B0.35%
81
RPAYREPAY HLDGS CORP
1,613,446$23.2B0.35%
82
DEAEASTERLY GOVT PPTYS INC
939,655$23.2B0.35%
83
NWENORTHWESTERN CORP
386,216$23.1B0.35%
84
UNFUNIFIRST CORP MASS
152,860$23.1B0.35%
85
WORKDAY INC
20,540,000$22.9B0.34%
86
RNSTRENASANT CORP
1,029,397$22.5B0.34%
87
IOSPINNOSPEC INC
321,544$22.3B0.34%
88
FIXCOMFORT SYS USA INC
605,681$22.1B0.33%
89
UNIVERSAL FST PRODS INC
593,379$22.1B0.33%
90
OMCLOMNICELL INC
334,580$21.9B0.33%
91
BLMNBLOOMIN BRANDS INC
3,071,973$21.9B0.33%
92
VVISA INC
135,016$21.8B0.33%
93
LSCCLATTICE SEMICONDUCTOR CORP
1,206,192$21.5B0.32%
94
CMCSACOMCAST CORP NEW
620,649$21.3B0.32%
95
GREAT WESTN BANCORP INC
1,037,200$21.2B0.32%
96
CERNCHFCERNER CORP
332,137$20.9B0.32%
97
COLUMBIA PPTY TR INC
1,672,846$20.9B0.32%
98
KAMNUSDKAMAN CORP
541,989$20.9B0.31%
99
COLONY CAP INC
25,000,000$20.8B0.31%
100
1GSNNOVANTA INC
260,906$20.8B0.31%
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