WESTWOOD HOLDINGS GROUP INC

CIK
0001165002
City
DALLAS
State / Country
TX

Top Portfolio Positions

334 positions · $10,217,197,346 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
WMB
Williams Companies, Inc.
4,256,309 $255,846,733 2.50%
KMI
Kinder Morgan, Inc.
8,350,611 $229,558,296 2.25%
LNG
Cheniere Energy, Inc.
778,102 $151,255,247 1.48%
TRGP
Targa Resources Corp.
813,777 $150,141,856 1.47%
MSFT
Microsoft Corp
309,221 $149,545,460 1.46%
AAPL
Apple Inc.
514,420 $139,850,221 1.37%
AMZN
Amazon Com Inc
588,130 $135,752,166 1.33%
DTM
DT Midstream, Inc.
1,127,338 $134,919,811 1.32%
OKE
Oneok Inc /New/
1,770,938 $130,163,943 1.27%
ENB
Enbridge Inc
Energy
2,704,357 $129,349,395 1.27%

Portfolio Trend

48 quarters · across all stocks

Holdings in COO

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Shares Held

Position Value (USD)

8 of 8 shown
Report Date Value (USD) Shares
2025-12-31 $15,333,486 187,085
2025-09-30 $21,986,917 320,696
2025-06-30 $22,183,774 311,745
2025-03-31 $21,303,014 252,555
2024-12-31 $23,326,777 253,745
2024-09-30 $26,418,264 239,426
2024-06-30 $17,604,132 201,651
2024-03-31 $18,669,857 184,012