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Portfolio (Quarterly) Guide ↗

WESTWOOD HOLDINGS GROUP INC

· CIK 0001165002
13F Portfolio $12.3B AUM 482 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 43 New 125 Added 208 Reduced 50 Exited
Page 11 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BX BLACKSTONE INC Financial Services 1,811.0 $279K 0.00% -600.0 -24.9% $154.14 -11.7%
202 OWL BLUE OWL CAPITAL INC Financial Services 18,647.0 $279K 0.00% -821K -97.8% $14.94 -21.4%
203 BLV VANGUARD BD INDEX FDS 3,367.0 $234K 0.00% -245.0 -6.8% $69.52 -5.3%
204 USMV ISHARES TR 2,359.0 $222K 0.00% -516.0 -17.9% $94.16 +7.1%
205 MBB ISHARES TR 2,314.0 $220K 0.00% -96.0 -4.0% $95.22 -2.6%
206 BBCA J P MORGAN EXCHANGE TRADED F 2,363.0 $220K 0.00% -236.0 -9.1% $93.00 +15.0%
207 BBJP J P MORGAN EXCHANGE TRADED F 3,314.0 $218K 0.00% -88.0 -2.6% $65.91 +20.3%
208 APD AIR PRODS & CHEMS INC Basic Materials 842.0 $208K 0.00% -395.0 -31.9% $247.02 +22.0%
Page 11 of 11  ·  208 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 19.4%
Financial Services 16.5%
Industrials 12.7%
Technology 12.0%
Consumer Cyclical 10.6%
Healthcare 6.9%
Real Estate 5.5%
Basic Materials 5.2%
Utilities 4.1%
Consumer Defensive 4.1%