WESTWOOD HOLDINGS GROUP INC Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$9.9T

Holdings

449

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (449 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
593,307$160.7B1.63%
2
BDXBECTON DICKINSON & CO
633,981$154.2B1.56%
3
BACBK OF AMERICA CORP
3,482,816$143.6B1.45%
4
SCHWSCHWAB CHARLES CORP
1,946,397$141.7B1.44%
5
HDHOME DEPOT INC
436,042$139.0B1.41%
6
GMGENERAL MTRS CO
2,227,000$131.8B1.34%
7
ETNEATON CORP PLC
876,467$129.9B1.32%
8
HONHONEYWELL INTL INC
579,145$127.0B1.29%
9
PSAPUBLIC STORAGE
415,914$125.1B1.27%
10
FCXFREEPORT-MCMORAN INC
3,289,702$122.1B1.24%
11
UNPUNION PAC CORP
539,580$118.7B1.20%
12
CVSCVS HEALTH CORP
1,401,778$117.0B1.18%
13
CSCOCISCO SYS INC
2,199,367$116.6B1.18%
14
MDTMEDTRONIC PLC
923,085$114.6B1.16%
15
MIDDMIDDLEBY CORP
655,282$113.5B1.15%
16
MUMICRON TECHNOLOGY INC
1,249,770$106.2B1.08%
17
WMTWALMART INC
752,535$106.1B1.08%
18
VEAVANGUARD TAX-MANAGED INTL FD
2,000,994$103.1B1.04%
19
JNJJOHNSON & JOHNSON
592,927$97.7B0.99%
20
DISDISNEY WALT CO
540,286$95.0B0.96%
21
GSGOLDMAN SACHS GROUP INC
249,346$94.6B0.96%
22
GOOGLALPHABET INC
37,173$90.8B0.92%
23
ATVIEURACTIVISION BLIZZARD INC
944,305$90.1B0.91%
24
UNHUNITEDHEALTH GROUP INC
223,276$89.4B0.91%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
321,467$89.3B0.91%
26
WEAWESTERN ALLIANCE BANCORP
946,976$87.9B0.89%
27
MCHPMICROCHIP TECHNOLOGY INC.
579,149$86.7B0.88%
28
AMZNAMAZON COM INC
25,208$86.7B0.88%
29
AAPLAPPLE INC
632,678$86.7B0.88%
30
AMKRAMKOR TECHNOLOGY INC
3,639,529$86.1B0.87%
31
WW6WW INTL INC
2,292,232$82.8B0.84%
32
DGDOLLAR GEN CORP NEW
367,817$79.6B0.81%
33
PEPPEPSICO INC
518,232$76.8B0.78%
34
ICEINTERCONTINENTAL EXCHANGE IN
636,543$75.6B0.77%
35
TMUST-MOBILE US INC
518,151$75.0B0.76%
36
LHXL3HARRIS TECHNOLOGIES INC
346,384$74.9B0.76%
37
HCSGHEALTHCARE SVCS GROUP INC
2,366,405$74.7B0.76%
38
VVISA INC
317,081$74.1B0.75%
39
COPCONOCOPHILLIPS
1,216,402$74.1B0.75%
40
PNCPNC FINL SVCS GROUP INC
385,200$73.5B0.74%
41
JJSFJ & J SNACK FOODS CORP
415,543$72.5B0.73%
42
COFCAPITAL ONE FINL CORP
467,313$72.3B0.73%
43
VIAVVIAVI SOLUTIONS INC
4,087,124$72.2B0.73%
44
EOGEOG RES INC
864,935$72.2B0.73%
45
ROSTROSS STORES INC
574,795$71.3B0.72%
46
PLDPROLOGIS INC.
594,607$71.1B0.72%
47
VLOVALERO ENERGY CORP
898,591$70.2B0.71%
48
MMSIMERIT MED SYS INC
1,060,801$68.6B0.69%
49
VBTXVERITEX HLDGS INC
1,920,465$68.0B0.69%
50
AIGAMERICAN INTL GROUP INC
1,420,405$67.6B0.68%
51
JACKJACK IN THE BOX INC
604,274$67.3B0.68%
52
SFNCSIMMONS 1ST NATL CORP
2,280,443$66.9B0.68%
53
CVXCHEVRON CORP NEW
633,585$66.4B0.67%
54
NEENEXTERA ENERGY INC
897,974$65.8B0.67%
55
SAHSONIC AUTOMOTIVE INC
1,443,909$64.6B0.65%
56
DOOREURMASONITE INTL CORP
577,456$64.6B0.65%
57
MCMOELIS & CO
1,102,554$62.7B0.64%
58
MHKMOHAWK INDS INC
321,105$61.7B0.63%
59
PDCEUSDPDC ENERGY INC
1,336,612$61.2B0.62%
60
NWENORTHWESTERN CORP
983,181$59.2B0.60%
61
DTEDTE ENERGY CO
529,812$58.4B0.59%
62
VUGVANGUARD INDEX FDS
203,697$58.4B0.59%
63
CCSCENTURY CMNTYS INC
865,356$57.6B0.58%
64
IWDISHARES TR
355,274$56.4B0.57%
65
UFPIUFP INDUSTRIES INC
758,039$56.4B0.57%
66
AIMCUSDALTRA INDL MOTION CORP
852,052$55.4B0.56%
67
RPAYREPAY HLDGS CORP
2,299,270$55.3B0.56%
68
TWNKEURHOSTESS BRANDS INC
3,393,080$54.9B0.56%
69
MNROMONRO INC
862,599$54.8B0.56%
70
AVNTAVIENT CORPORATION
1,109,614$54.5B0.55%
71
CNMDCONMED CORP
396,563$54.5B0.55%
72
NSANATIONAL STORAGE AFFILIATES
1,074,121$54.3B0.55%
73
FSSFEDERAL SIGNAL CORP
1,347,531$54.2B0.55%
74
PIPRPIPER SANDLER COMPANIES
416,252$53.9B0.55%
75
JPMJPMORGAN CHASE & CO
346,707$53.9B0.55%
76
CENTACENTRAL GARDEN & PET CO
1,112,012$53.7B0.54%
77
SD2SANDY SPRING BANCORP INC
1,198,881$52.9B0.54%
78
MOG/AMOOG INC
628,299$52.8B0.54%
79
FIXCOMFORT SYS USA INC
670,247$52.8B0.54%
80
AVAAVISTA CORP
1,224,979$52.3B0.53%
81
GREAT WESTERN BANCORP INC
1,590,428$52.1B0.53%
82
RNSTRENASANT CORP
1,291,640$51.7B0.52%
83
SCLSTEPAN CO
429,161$51.6B0.52%
84
COLBCOLUMBIA BKG SYS INC
1,333,702$51.4B0.52%
85
ARGO GROUP INTL HLDGS LTD
956,244$49.6B0.50%
86
XOMEXXON MOBIL CORP
740,193$46.7B0.47%
87
KAMNUSDKAMAN CORP
889,123$44.8B0.45%
88
PQ GROUP HLDGS INC
2,689,148$41.3B0.42%
89
WIREEURENCORE WIRE CORP
543,884$41.2B0.42%
90
JRVRJAMES RIV GROUP LTD
1,091,007$40.9B0.41%
91
ASOACADEMY SPORTS & OUTDOORS IN
963,114$39.7B0.40%
92
GOOGALPHABET INC
15,420$38.6B0.39%
93
UEURBAN EDGE PPTYS
2,020,499$38.6B0.39%
94
GDGENERAL DYNAMICS CORP
200,530$37.8B0.38%
95
SBUXSTARBUCKS CORP
337,460$37.7B0.38%
96
IEMGISHARES INC
553,694$37.1B0.38%
97
RADIGUSDRADIUS GLOBAL INFRASTRCTRE I
2,509,567$36.4B0.37%
98
NOMDNOMAD FOODS LTD
1,280,813$36.2B0.37%
99
ABTABBOTT LABS
292,227$33.9B0.34%
100
AZZAZZ INC
653,475$33.8B0.34%
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