WESTWOOD HOLDINGS GROUP INC Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$9.2T

Holdings

448

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (448 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
719,478$184.8B2.02%
2
JNJJOHNSON & JOHNSON
847,037$150.4B1.64%
3
UNHUNITEDHEALTH GROUP INC
266,461$136.9B1.49%
4
BDXBECTON DICKINSON & CO
553,689$136.5B1.49%
5
BACBK OF AMERICA CORP
4,354,470$135.6B1.48%
6
TMUST-MOBILE US INC
979,517$131.8B1.44%
7
UNPUNION PAC CORP
589,271$125.7B1.37%
8
HDHOME DEPOT INC
443,647$121.7B1.33%
9
ETNEATON CORP PLC
905,120$114.0B1.24%
10
HONHONEYWELL INTL INC
650,411$113.0B1.23%
11
GILDGILEAD SCIENCES INC
1,629,023$100.7B1.10%
12
GSGOLDMAN SACHS GROUP INC
329,224$97.8B1.07%
13
CA8ACACI INTL INC
345,325$97.3B1.06%
14
TAT&T INC
4,599,377$96.4B1.05%
15
VUGVANGUARD INDEX FDS
431,946$96.3B1.05%
16
GOOGLALPHABET INC
42,519$92.7B1.01%
17
DTEDTE ENERGY CO
713,097$90.4B0.99%
18
WMTWALMART INC
727,868$88.5B0.97%
19
WECWEC ENERGY GROUP INC
864,167$87.0B0.95%
20
DGDOLLAR GEN CORP NEW
348,095$85.4B0.93%
21
VEAVANGUARD TAX-MANAGED INTL FD
2,049,990$83.6B0.91%
22
LHXL3HARRIS TECHNOLOGIES INC
333,781$80.7B0.88%
23
PEPPEPSICO INC
483,402$80.6B0.88%
24
ORLYOREILLY AUTOMOTIVE INC
127,083$80.3B0.88%
25
AAPLAPPLE INC
581,675$79.5B0.87%
26
NEENEXTERA ENERGY INC
1,022,875$79.2B0.86%
27
MCHPMICROCHIP TECHNOLOGY INC.
1,363,201$79.2B0.86%
28
PGRPROGRESSIVE CORP
679,847$79.0B0.86%
29
EOGEOG RES INC
678,274$74.9B0.82%
30
VICIVICI PPTYS INC
2,513,602$74.9B0.82%
31
COPCONOCOPHILLIPS
831,701$74.7B0.81%
32
CVSCVS HEALTH CORP
801,169$74.2B0.81%
33
VVISA INC
373,947$73.6B0.80%
34
BXBLACKSTONE INC
794,928$72.5B0.79%
35
RADIGUSDRADIUS GLOBAL INFRASTRCTRE I
4,677,237$71.4B0.78%
36
MOG/AMOOG INC
887,743$70.5B0.77%
37
PNCPNC FINL SVCS GROUP INC
445,936$70.4B0.77%
38
MCXMCCORMICK & CO INC
843,701$70.2B0.77%
39
TERTERADYNE INC
780,802$69.9B0.76%
40
JJSFJ & J SNACK FOODS CORP
490,211$68.5B0.75%
41
CVXCHEVRON CORP NEW
469,181$67.9B0.74%
42
TWNKEURHOSTESS BRANDS INC
3,198,890$67.8B0.74%
43
RMBS*RAMBUS INC DEL
3,150,081$67.7B0.74%
44
AIGAMERICAN INTL GROUP INC
1,284,439$65.7B0.72%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
238,742$65.2B0.71%
46
MMSIMERIT MED SYS INC
1,194,145$64.8B0.71%
47
MCMOELIS & CO
1,627,866$64.1B0.70%
48
AREALEXANDRIA REAL ESTATE EQ IN
440,363$63.9B0.70%
49
SCHWSCHWAB CHARLES CORP
1,003,898$63.4B0.69%
50
NWENORTHWESTERN CORP
1,050,465$61.9B0.68%
51
IWDISHARES TR
424,060$61.5B0.67%
52
VIAVVIAVI SOLUTIONS INC
4,638,571$61.4B0.67%
53
CDPCORPORATE OFFICE PPTYS TR
2,258,045$59.1B0.64%
54
FSSFEDERAL SIGNAL CORP
1,659,733$59.1B0.64%
55
UEURBAN EDGE PPTYS
3,828,326$58.2B0.63%
56
CENTACENTRAL GARDEN & PET CO
1,454,639$58.2B0.63%
57
SBG1SEACOAST BKG CORP FLA
1,761,228$58.2B0.63%
58
SCLSTEPAN CO
569,311$57.7B0.63%
59
HUNHUNTSMAN CORP
2,032,684$57.6B0.63%
60
FIXCOMFORT SYS USA INC
691,376$57.5B0.63%
61
AUBATLANTIC UN BANKSHARES CORP
1,680,682$57.0B0.62%
62
MNROMONRO INC
1,327,794$56.9B0.62%
63
WEAWESTERN ALLIANCE BANCORP
802,112$56.6B0.62%
64
COLBCOLUMBIA BKG SYS INC
1,971,174$56.5B0.62%
65
FCPTFOUR CORNERS PPTY TR INC
2,112,803$56.2B0.61%
66
AIMCUSDALTRA INDL MOTION CORP
1,590,997$56.1B0.61%
67
SD2SANDY SPRING BANCORP INC
1,422,795$55.6B0.61%
68
PDCOEURPATTERSON COS INC
1,819,825$55.1B0.60%
69
PZZAPAPA JOHNS INTL INC
660,107$55.1B0.60%
70
AVAAVISTA CORP
1,260,142$54.8B0.60%
71
RNSTRENASANT CORP
1,852,039$53.4B0.58%
72
MNRLUSDBRIGHAM MINERALS INC
2,165,913$53.3B0.58%
73
PLYMPLYMOUTH INDL REIT INC
3,041,170$53.3B0.58%
74
DOOREURMASONITE INTL CORP
693,633$53.3B0.58%
75
TFINTRIUMPH BANCORP INC
844,906$52.9B0.58%
76
CCSCENTURY CMNTYS INC
1,167,274$52.5B0.57%
77
NOGNORTHERN OIL AND GAS INC MN
2,049,658$51.8B0.56%
78
VBTXVERITEX HLDGS INC
1,769,130$51.8B0.56%
79
PIPRPIPER SANDLER COMPANIES
451,340$51.2B0.56%
80
JPMJPMORGAN CHASE & CO
452,920$51.0B0.56%
81
RPAYREPAY HLDGS CORP
3,951,883$50.8B0.55%
82
ECVTECOVYST INC
5,101,870$50.3B0.55%
83
CNMDCONMED CORP
524,307$50.2B0.55%
84
WLLWHITING PETE CORP NEW
735,726$50.1B0.55%
85
VLOVALERO ENERGY CORP
435,177$46.3B0.50%
86
AINALBANY INTL CORP
578,264$45.6B0.50%
87
CHCTCOMMUNITY HEALTHCARE TR INC
1,223,881$44.3B0.48%
88
MCKMCKESSON CORP
129,958$42.4B0.46%
89
GDGENERAL DYNAMICS CORP
184,963$40.9B0.45%
90
PLDPROLOGIS INC.
347,108$40.8B0.45%
91
BMYBRISTOL-MYERS SQUIBB CO
520,097$40.0B0.44%
92
DHRDANAHER CORPORATION
156,624$39.7B0.43%
93
ADTNEURADTRAN INC
2,232,044$39.1B0.43%
94
A3IAMERISAFE INC
693,653$36.1B0.39%
95
ASOACADEMY SPORTS & OUTDOORS IN
975,532$34.7B0.38%
96
DVNDEVON ENERGY CORP NEW
628,873$34.7B0.38%
97
NVDANVIDIA CORPORATION
222,155$33.7B0.37%
98
AZZAZZ INC
821,014$33.5B0.37%
99
LTHM1EURLIVENT CORP
1,395,451$31.7B0.35%
100
ASTEASTEC INDS INC
774,476$31.6B0.34%
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