WESTWOOD HOLDINGS GROUP INC Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$9.2B

Holdings

448

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (448 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
719,478$184.8B2015.07%
2
JNJJOHNSON & JOHNSON
847,037$150.4B1639.67%
3
UNHUNITEDHEALTH GROUP INC
266,461$136.9B1492.50%
4
BDXBECTON DICKINSON & CO
553,689$136.5B1488.56%
5
BACBK OF AMERICA CORP
4,354,470$135.6B1478.25%
6
TMUST-MOBILE US INC
979,517$131.8B1437.11%
7
UNPUNION PAC CORP
589,271$125.7B1370.56%
8
HDHOME DEPOT INC
443,647$121.7B1326.94%
9
ETNEATON CORP PLC
905,120$114.0B1243.59%
10
HONHONEYWELL INTL INC
650,411$113.0B1232.82%
11
GILDGILEAD SCIENCES INC
1,629,023$100.7B1098.04%
12
GSGOLDMAN SACHS GROUP INC
329,224$97.8B1066.37%
13
CA8ACACI INTL INC
345,325$97.3B1061.14%
14
TAT&T INC
4,599,377$96.4B1051.29%
15
VUGVANGUARD INDEX FDS
431,946$96.3B1049.91%
16
GOOGLALPHABET INC
42,519$92.7B1010.46%
17
DTEDTE ENERGY CO
713,097$90.4B985.66%
18
WMTWALMART INC
727,868$88.5B965.04%
19
WECWEC ENERGY GROUP INC
864,167$87.0B948.42%
20
DGDOLLAR GEN CORP NEW
348,095$85.4B931.69%
21
VEAVANGUARD TAX-MANAGED INTL FD
2,049,990$83.6B912.09%
22
LHXL3HARRIS TECHNOLOGIES INC
333,781$80.7B879.77%
23
PEPPEPSICO INC
483,402$80.6B878.56%
24
ORLYOREILLY AUTOMOTIVE INC
127,083$80.3B875.53%
25
AAPLAPPLE INC
581,675$79.5B867.25%
26
NEENEXTERA ENERGY INC
1,022,875$79.2B864.03%
27
MCHPMICROCHIP TECHNOLOGY INC.
1,363,201$79.2B863.41%
28
PGRPROGRESSIVE CORP
679,847$79.0B862.01%
29
EOGEOG RES INC
678,274$74.9B816.88%
30
VICIVICI PPTYS INC
2,513,602$74.9B816.58%
31
COPCONOCOPHILLIPS
831,701$74.7B814.56%
32
CVSCVS HEALTH CORP
801,169$74.2B809.56%
33
VVISA INC
373,947$73.6B802.91%
34
BXBLACKSTONE INC
794,928$72.5B790.85%
35
RADIGUSDRADIUS GLOBAL INFRASTRCTRE I
4,677,237$71.4B778.35%
36
MOG/AMOOG INC
887,743$70.5B768.57%
37
PNCPNC FINL SVCS GROUP INC
445,936$70.4B767.24%
38
MCXMCCORMICK & CO INC
843,701$70.2B765.97%
39
TERTERADYNE INC
780,802$69.9B762.50%
40
JJSFJ & J SNACK FOODS CORP
490,211$68.5B746.60%
41
CVXCHEVRON CORP NEW
469,181$67.9B740.75%
42
TWNKEURHOSTESS BRANDS INC
3,198,890$67.8B739.89%
43
RMBS*RAMBUS INC DEL
3,150,081$67.7B738.23%
44
AIGAMERICAN INTL GROUP INC
1,284,439$65.7B716.17%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
238,742$65.2B710.81%
46
MMSIMERIT MED SYS INC
1,194,145$64.8B706.73%
47
MCMOELIS & CO
1,627,866$64.1B698.54%
48
AREALEXANDRIA REAL ESTATE EQ IN
440,363$63.9B696.47%
49
SCHWSCHWAB CHARLES CORP
1,003,898$63.4B691.67%
50
NWENORTHWESTERN CORP
1,050,465$61.9B675.07%
51
IWDISHARES TR
424,060$61.5B670.40%
52
VIAVVIAVI SOLUTIONS INC
4,638,571$61.4B669.24%
53
CDPCORPORATE OFFICE PPTYS TR
2,258,045$59.1B644.91%
54
FSSFEDERAL SIGNAL CORP
1,659,733$59.1B644.35%
55
UEURBAN EDGE PPTYS
3,828,326$58.2B635.00%
56
CENTACENTRAL GARDEN & PET CO
1,454,639$58.2B634.68%
57
SBG1SEACOAST BKG CORP FLA
1,761,228$58.2B634.58%
58
SCLSTEPAN CO
569,311$57.7B629.23%
59
HUNHUNTSMAN CORP
2,032,684$57.6B628.43%
60
FIXCOMFORT SYS USA INC
691,376$57.5B626.91%
61
AUBATLANTIC UN BANKSHARES CORP
1,680,682$57.0B621.69%
62
MNROMONRO INC
1,327,794$56.9B620.88%
63
WEAWESTERN ALLIANCE BANCORP
802,112$56.6B617.55%
64
COLBCOLUMBIA BKG SYS INC
1,971,174$56.5B615.86%
65
FCPTFOUR CORNERS PPTY TR INC
2,112,803$56.2B612.64%
66
AIMCUSDALTRA INDL MOTION CORP
1,590,997$56.1B611.58%
67
SD2SANDY SPRING BANCORP INC
1,422,795$55.6B606.21%
68
PDCOEURPATTERSON COS INC
1,819,825$55.1B601.32%
69
PZZAPAPA JOHNS INTL INC
660,107$55.1B601.22%
70
AVAAVISTA CORP
1,260,142$54.8B597.92%
71
RNSTRENASANT CORP
1,852,039$53.4B581.87%
72
MNRLUSDBRIGHAM MINERALS INC
2,165,913$53.3B581.75%
73
PLYMPLYMOUTH INDL REIT INC
3,041,170$53.3B581.69%
74
DOOREURMASONITE INTL CORP
693,633$53.3B581.16%
75
TFINTRIUMPH BANCORP INC
844,906$52.9B576.41%
76
CCSCENTURY CMNTYS INC
1,167,274$52.5B572.43%
77
NOGNORTHERN OIL AND GAS INC MN
2,049,658$51.8B564.60%
78
VBTXVERITEX HLDGS INC
1,769,130$51.8B564.49%
79
PIPRPIPER SANDLER COMPANIES
451,340$51.2B557.95%
80
JPMJPMORGAN CHASE & CO
452,920$51.0B556.19%
81
RPAYREPAY HLDGS CORP
3,951,883$50.8B553.77%
82
ECVTECOVYST INC
5,101,870$50.3B548.03%
83
CNMDCONMED CORP
524,307$50.2B547.53%
84
WLLWHITING PETE CORP NEW
735,726$50.1B545.82%
85
VLOVALERO ENERGY CORP
435,177$46.3B504.37%
86
AINALBANY INTL CORP
578,264$45.6B496.85%
87
CHCTCOMMUNITY HEALTHCARE TR INC
1,223,881$44.3B483.27%
88
MCKMCKESSON CORP
129,958$42.4B462.30%
89
GDGENERAL DYNAMICS CORP
184,963$40.9B446.27%
90
PLDPROLOGIS INC.
347,108$40.8B445.32%
91
BMYBRISTOL-MYERS SQUIBB CO
520,097$40.0B436.72%
92
DHRDANAHER CORPORATION
156,624$39.7B433.02%
93
ADTNEURADTRAN INC
2,232,044$39.1B426.70%
94
A3IAMERISAFE INC
693,653$36.1B393.42%
95
ASOACADEMY SPORTS & OUTDOORS IN
975,532$34.7B378.08%
96
DVNDEVON ENERGY CORP NEW
628,873$34.7B377.95%
97
NVDANVIDIA CORPORATION
222,155$33.7B367.24%
98
AZZAZZ INC
821,014$33.5B365.47%
99
LTHM1EURLIVENT CORP
1,395,451$31.7B345.28%
100
ASTEASTEC INDS INC
774,476$31.6B344.42%
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