Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WESTWOOD HOLDINGS GROUP INC (CIK 1165002) reported $13.73B across 455 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WMB ($342.2M, 2.49%), ET ($327.8M, 2.39%), BIL ($321.5M, 2.34%), VEA ($310.2M, 2.26%), KMI ($260.1M, 1.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMB | WILLIAMS COS INC | $342.2M | 2.49% | 4.7M | Added |
| 2 | ET | ENERGY TRANSFER L P | $327.8M | 2.39% | 17.0M | Added |
| 3 | BIL | SPDR SERIES TRUST | $321.5M | 2.34% | 3.5M | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $310.2M | 2.26% | 4.8M | Added |
| 5 | KMI | KINDER MORGAN INC DEL | $260.1M | 1.89% | 7.8M | Trimmed |
| 6 | LNG | CHENIERE ENERGY INC | $212.7M | 1.55% | 749,722 | Trimmed |
| 7 | EPD | ENTERPRISE PRODS PARTNERS L | $208.0M | 1.51% | 5.5M | Added |
| 8 | ENB | ENBRIDGE INC | $203.3M | 1.48% | 3.8M | Added |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $161.6M | 1.18% | 841,866 | Added |
| 10 | TRGP | TARGA RES CORP | $151.0M | 1.10% | 602,242 | Trimmed |
| 11 | DTM | DT MIDSTREAM INC | $144.8M | 1.05% | 1.1M | Trimmed |
| 12 | OKE | ONEOK INC NEW | $137.0M | 1.00% | 1.5M | Trimmed |
| 13 | TRP | TC ENERGY CORP | $134.2M | 0.98% | 2.1M | Added |
| 14 | MPLX | MPLX LP | $127.7M | 0.93% | 2.2M | Added |
| 15 | AMZN | AMAZON COM INC | $128.0M | 0.93% | 614,579 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $118.9M | 0.87% | 486,249 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $117.0M | 0.85% | 316,188 | Added |
| 18 | AAPL | APPLE INC | $115.3M | 0.84% | 454,229 | Trimmed |
| 19 | AIR | AAR CORP | $103.8M | 0.76% | 948,672 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $104.1M | 0.76% | 353,968 | Trimmed |
| 21 | SXT | SENSIENT TECHNOLOGIES CORP | $101.8M | 0.74% | 1.2M | Added |
| 22 | CFR | CULLEN FROST BANKERS INC | $102.0M | 0.74% | 743,728 | Trimmed |
| 23 | AVA | AVISTA CORP | $101.9M | 0.74% | 2.5M | Trimmed |
| 24 | OFC | COPT DEFENSE PROPERTIES | $99.3M | 0.72% | 3.2M | Trimmed |
| 25 | GOOGL | ALPHABET INC | $99.3M | 0.72% | 345,461 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31