WESTWOOD HOLDINGS GROUP INC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$12.3B

Holdings

482

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (482 positions)

#StockSharesValue% PortfolioType
101
MCDMCDONALDS CORP
159,879$48.9B397.27%
102
IVVISHARES TR
68,964$47.2B384.05%
103
AMANTERO MIDSTREAM CORP
2,643,777$47.0B382.39%
104
KKRKKR & CO INC
368,656$47.0B382.10%
105
PCHPOTLATCHDELTIC CORPORATION
1,132,938$45.1B366.42%
106
BACBANK AMERICA CORP
817,260$44.9B365.45%
107
MCYMERCURY GENL CORP NEW
465,237$43.8B355.79%
108
NDQINVESCO QQQ TR
70,311$43.2B351.17%
109
WMTWALMART INC
381,443$42.5B345.51%
110
MDSTULTIMUS MANAGERS TR
1,576,749$41.7B338.69%
111
GILDGILEAD SCIENCES INC
328,782$40.4B328.09%
112
ADUSADDUS HOMECARE CORP
375,171$40.3B327.56%
113
MYRGMYR GROUP INC DEL
181,908$39.7B323.15%
114
BBARRICK MNG CORP
899,294$39.2B318.42%
115
CHDCHURCH & DWIGHT CO INC
463,139$38.8B315.74%
116
CCBCOASTAL FINL CORP WA
337,040$38.6B314.00%
117
MGYMAGNOLIA OIL & GAS CORP
1,761,843$38.6B313.56%
118
IDAIDACORP INC
304,547$38.5B313.37%
119
IOSPINNOSPEC INC
491,451$37.6B305.82%
120
JJSFJ & J SNACK FOODS CORP
413,705$37.4B303.96%
121
LNNLINDSAY CORP
315,353$37.2B302.21%
122
SAHSONIC AUTOMOTIVE INC
596,138$36.9B299.82%
123
PWIPOWER INTEGRATIONS INC
1,037,517$36.9B299.79%
124
DFINDONNELLEY FINL SOLUTIONS INC
778,301$36.3B295.44%
125
THRTHERMON GROUP HLDGS INC
976,821$36.3B295.12%
126
IBMINTERNATIONAL BUSINESS MACHS
121,032$35.9B291.47%
127
CENTACENTRAL GARDEN & PET CO
1,217,619$35.5B288.97%
128
SCLSTEPAN CO
741,307$35.1B285.44%
129
PWPPERELLA WEINBERG PARTNERS
2,024,905$35.0B284.81%
130
ALGALAMO GROUP INC
207,579$34.8B283.31%
131
XPELXPEL INC
693,277$34.6B281.32%
132
MDUMDU RES GROUP INC
1,752,574$34.2B278.14%
133
SHOSUNSTONE HOTEL INVS INC NEW
3,785,820$33.8B275.17%
134
TPHDTIMOTHY PLAN
858,500$33.1B268.94%
135
IJHISHARES TR
499,914$33.0B268.25%
136
HONHONEYWELL INTL INC
168,031$32.8B266.52%
137
BOOTBOOT BARN HLDGS INC
181,553$32.0B260.48%
138
SEISOLARIS ENERGY INFRAS INC
689,768$31.7B257.80%
139
REXRREXFORD INDL RLTY INC
807,226$31.3B254.11%
140
GBCIGLACIER BANCORP INC NEW
705,280$31.1B252.59%
141
CCKCROWN HLDGS INC
301,012$31.0B252.00%
142
MODMODINE MFG CO
228,418$30.5B247.94%
143
WF2WINTRUST FINL CORP
215,960$30.2B245.50%
144
TSMTAIWAN SEMICONDUCTOR MFG LTD
99,335$30.2B245.42%
145
GDXVANECK ETF TRUST
351,849$30.2B245.36%
146
KTOSKRATOS DEFENSE & SEC SOLUTIO
395,843$30.0B244.30%
147
INRINFINITY NAT RES INC
2,029,139$29.9B243.01%
148
TKRTIMKEN CO
354,869$29.9B242.73%
149
SOBOSOUTH BOW CORP
1,077,286$29.6B240.60%
150
PRPERMIAN RESOURCES CORP
2,098,372$29.4B239.36%
151
NFGNATIONAL FUEL GAS CO
366,629$29.4B238.64%
152
DPZDOMINOS PIZZA INC
70,288$29.3B238.20%
153
IWDISHARES TR
138,862$29.2B237.47%
154
AXTAAXALTA COATING SYS LTD
900,277$29.1B236.49%
155
LADLITHIA MTRS INC
85,346$28.4B230.60%
156
LFUSLITTELFUSE INC
111,374$28.2B229.02%
157
MSAMSA SAFETY INC
175,327$28.1B228.27%
158
TPLCTIMOTHY PLAN
616,000$28.0B227.63%
159
KNTKKINETIK HOLDINGS INC
774,045$27.9B226.87%
160
GSGOLDMAN SACHS GROUP INC
31,355$27.6B224.08%
161
ACNACCENTURE PLC IRELAND
101,414$27.2B221.22%
162
NRANRG ENERGY INC
170,562$27.2B220.82%
163
MRVLMARVELL TECHNOLOGY INC
318,861$27.1B220.30%
164
JBHTHUNT J B TRANS SVCS INC
138,945$27.0B219.54%
165
SOSOUTHERN CO
302,986$26.4B214.80%
166
RMBS*RAMBUS INC DEL
285,073$26.2B212.98%
167
MUMICRON TECHNOLOGY INC
90,736$25.9B210.54%
168
WMGWARNER MUSIC GROUP CORP
844,318$25.9B210.54%
169
AVGOBROADCOM INC
74,018$25.6B208.28%
170
BJBJS WHSL CLUB HLDGS INC
280,347$25.2B205.20%
171
TJXTJX COS INC NEW
163,545$25.1B204.25%
172
ETNEATON CORP PLC
77,976$24.8B201.93%
173
EVREVERCORE INC
72,439$24.6B200.39%
174
QQNITY ELECTRONICS INC
301,305$24.6B200.02%
175
PSAPUBLIC STORAGE OPER CO
94,773$24.6B199.95%
176
TPSCTIMOTHY PLAN
580,000$24.0B195.46%
177
CRWDCROWDSTRIKE HLDGS INC
50,897$23.9B193.97%
178
XPOXPO INC
171,055$23.2B189.02%
179
FRTFEDERAL RLTY INVT TR NEW
223,473$22.5B183.14%
180
ITGRINTEGER HLDGS CORP
282,148$22.1B179.91%
181
RNRRENAISSANCERE HLDGS LTD
77,380$21.8B176.88%
182
MRXMAREX GROUP PLC
564,236$21.6B175.97%
183
CHRDCHORD ENERGY CORPORATION
233,048$21.6B175.64%
184
TXRHTEXAS ROADHOUSE INC
128,990$21.4B174.09%
185
PEGAPEGASYSTEMS INC
357,995$21.4B173.82%
186
RGLDROYAL GOLD INC
94,296$21.0B170.42%
187
DOXAMDOCS LTD
248,081$20.0B162.39%
188
VENVENTAS INC
253,188$19.6B159.28%
189
JEPQJ P MORGAN EXCHANGE TRADED F
335,097$19.5B158.34%
190
UNPUNION PAC CORP
83,716$19.4B157.44%
191
RSPINVESCO EXCHANGE TRADED FD T
97,743$18.7B152.23%
192
WEAWESTERN ALLIANCE BANCORP
214,476$18.0B146.59%
193
CSCOCISCO SYS INC
233,962$18.0B146.53%
194
ESSESSEX PPTY TR INC
68,119$17.8B144.92%
195
LSCCLATTICE SEMICONDUCTOR CORP
237,416$17.5B142.03%
196
FDXFEDEX CORP
59,834$17.3B140.52%
197
MSIMOTOROLA SOLUTIONS INC
44,002$16.9B137.13%
198
JJACOBS SOLUTIONS INC
123,881$16.4B133.41%
199
BWXTBWX TECHNOLOGIES INC
94,287$16.3B132.49%
200
APTVAPTIV PLC
210,122$16.0B129.99%
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