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Institutional

WESTWOOD HOLDINGS GROUP INC (WHG)

CIK 0001165002
$13.73B
Reported AUM
461
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · WESTWOOD HOLDINGS GROUP INC (WHG) · Q1 2026

AI · grounded in 13F

WESTWOOD HOLDINGS GROUP INC (WHG) closed its position in 62C for a reduction of $92.4M. The fund also exited positions in BANR and BCC, totaling losses of $71.1M and $50.4M respectively. On the buy side, the fund accumulated shares in AIR, MPLX, and ET.

Portfolio · Q1 2026

WMB$342.2MET$327.8MBIL$321.5MVEA$310.2MKMI$260.1MLNG$212.7MEPD$208.0MENB$203.3MOther$10.95BW(

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1WMBWILLIAMS COS INC$342.2M2.49%+444,889+10.5%
2ETENERGY TRANSFER L P$327.8M2.39%+16,662,220+5172.0%
3BILSPDR SERIES TRUST$321.5M2.34%+3,370,946+2462.8%
4VEAVANGUARD TAX-MANAGED FDS$310.2M2.26%+87,309+1.8%
5KMIKINDER MORGAN INC DEL$260.1M1.89%-594,450-7.1%
6LNGCHENIERE ENERGY INC$212.7M1.55%-28,380-3.6%
7EPDENTERPRISE PRODS PARTNERS L$208.0M1.51%+5,367,816+4185.4%
8ENBENBRIDGE INC$203.3M1.48%+1,050,498+38.8%
9RSPINVESCO EXCHANGE TRADED FD T$161.6M1.18%+744,123+761.3%
10TRGPTARGA RES CORP$151.0M1.10%-211,535-26.0%
11DTMDT MIDSTREAM INC$144.8M1.05%-52,089-4.6%
12OKEONEOK INC NEW$137.0M1.00%-254,951-14.4%
13TRPTC ENERGY CORP$134.2M0.98%+18,459+0.9%
14AMZNAMAZON COM INC$128.0M0.93%+26,449+4.5%
15MPLXMPLX LP$127.7M0.93%+2,194,739+5211.1%
16JNJJOHNSON & JOHNSON$118.9M0.87%-25,495-5.0%
17MSFTMICROSOFT CORP$117.0M0.85%+6,967+2.3%
18AAPLAPPLE INC$115.3M0.84%-60,191-11.7%
19JPMJPMORGAN CHASE & CO$104.1M0.76%-13,056-3.6%
20AIRAAR CORP$103.8M0.76%+937,220+8183.9%
21CFRCULLEN FROST BANKERS INC$102.0M0.74%-34,701-4.5%
22AVAAVISTA CORP$101.9M0.74%-78,678-3.0%
23SXTSENSIENT TECHNOLOGIES CORP$101.8M0.74%+69,945+6.3%
24GOOGLALPHABET INC$99.3M0.72%-44,704-11.5%
25CDPCOPT DEFENSE PROPERTIES$99.3M0.72%-363,391-10.1%
26XOMEXXON MOBIL CORP$98.0M0.71%-66,499-10.3%
27BLBDBLUE BIRD CORP$94.0M0.68%-240,268-12.7%
28SSBSOUTHSTATE BK CORP$93.7M0.68%-37,489-3.6%
29IPARINTERPARFUMS INC$91.3M0.67%-6,742-0.7%
30ASOACADEMY SPORTS & OUTDOORS IN$90.5M0.66%-190,594-10.6%
31IPGPIPG PHOTONICS CORP$89.3M0.65%+779,528NEW
32CVXCHEVRON CORPORATION$88.6M0.65%-50,860-10.6%
33PKGPACKAGING CORP AMER$88.3M0.64%-14,174-3.3%
34WESWESTERN MIDSTREAM PARTNERS L$88.2M0.64%+2,099,796+4867.7%
35HUBBHUBBELL INC$87.4M0.64%-9,179-4.9%
36HDHOME DEPOT INC$86.9M0.63%+29,947+12.8%
37WECWEC ENERGY GROUP INC$85.6M0.62%-26,521-3.5%
38PIPRPIPER SANDLER COMPANIES$85.1M0.62%+1,111,662NEW
39MSIMOTOROLA SOLUTIONS INC$80.3M0.58%+140,970+320.4%
40NEENEXTERA ENERGY INC$77.0M0.56%-66,683-7.4%
41DEDEERE & CO$76.4M0.56%-6,868-4.8%
42WMSADVANCED DRAIN SYS INC DEL$75.9M0.55%+123,869+28.9%
43SXISTANDEX INTL CORP$75.2M0.55%-27,512-8.5%
44ECGEVERUS CONSTR GROUP$75.1M0.55%-182,923-22.3%
45TXNTEXAS INSTRS INC$74.0M0.54%-49,151-11.4%
46MDUMDU RES GROUP INC$73.4M0.53%+1,789,472+102.1%
47KNFKNIFE RIVER CORP$73.4M0.53%+73,039+8.8%
48MRKMERCK & CO INC$73.2M0.53%+8,633+1.4%
49FBNCFIRST BANCORP N C$72.4M0.53%-102,517-7.4%
50NICNICOLET BANKSHARES INC$72.3M0.53%+486,751NEW
51CAKECHEESECAKE FACTORY INC$71.5M0.52%-194,191-12.9%
52RNSTRENASANT CORP$71.5M0.52%-15,608-0.8%
53VECOVEECO INSTRS INC DEL$71.4M0.52%-330,002-13.5%
54AUBATLANTIC UN BANKSHARES CORP$71.3M0.52%-34,684-1.7%
55UEURBAN EDGE PPTYS$70.8M0.52%-268,872-7.0%
56ATMUATMUS FILTRATION TECHNOLOGIE$70.3M0.51%-142,299-10.3%
57BRK/BBERKSHIRE HATHAWAY INC DEL$70.3M0.51%+26,991+22.5%
58CHCOCITY HLDG CO$68.7M0.50%-17,775-3.0%
59SBCFSEACOAST BKG CORP FLA$68.7M0.50%+5,448+0.2%
60PLDPROLOGIS INC.$68.5M0.50%-24,633-4.5%
61CSXCSX CORP$68.3M0.50%-54,198-3.2%
62SFNCSIMMONS FIRST NATL CORP$68.2M0.50%-171,043-4.6%
63QQNITY ELECTRONICS INC$68.1M0.50%+288,811+95.9%
64GDGENERAL DYNAMICS CORP$67.7M0.49%-7,897-3.8%
65FCPTFOUR CORNERS PPTY TR INC$66.7M0.49%-264,438-8.6%
66PBHPRESTIGE CONSMR HEALTHCARE I$66.4M0.48%-59,921-5.1%
67PBAPEMBINA PIPELINE CORP$65.6M0.48%-99,504-6.4%
68FBKFB FINL CORP$65.5M0.48%+16,837+1.4%
69MMSIMERIT MED SYS INC$65.2M0.48%+120,262+14.6%
70WMGWARNER MUSIC GROUP CORP$64.9M0.47%+1,696,417+200.9%
71HAYWHAYWARD HLDGS INC$64.7M0.47%+247,383+5.4%
72VRRMVERRA MOBILITY CORP$64.3M0.47%-261,755-5.5%
73CCSCENTURY COMMUNITIES INC$64.2M0.47%-152,439-12.0%
74TREXTREX INC$63.7M0.46%+1,748,611NEW
75DELLDELL TECHNOLOGIES INC$63.0M0.46%-84,136-18.0%
76TMUST-MOBILE US INC$62.7M0.46%-16,384-5.2%
77TMOTHERMO FISHER SCIENTIFIC INC$62.3M0.45%+28,343+28.8%
78ETRENTERGY CORP NEW$62.1M0.45%-16,629-2.9%
79WMT2WELLS FARGO & CO$60.7M0.44%-41,170-5.1%
80PEPPEPSICO INC$59.5M0.43%+29,402+8.3%
81GOOGALPHABET INC$59.1M0.43%-4,790-2.3%
82MYRGMYR GROUP INC$58.9M0.43%+26,704+14.7%
83HSYHERSHEY CO$58.4M0.43%+5,759+2.1%
84SKWDSKYWARD SPECIALTY INS GROUP$58.1M0.42%+1,329,349NEW
85GPORGULFPORT ENERGY CORP$57.3M0.42%+18,768+7.4%
86AZZAZZ INC$57.3M0.42%-50,445-9.9%
87YETIYETI HLDGS INC$56.6M0.41%-85,928-5.3%
88BWINTHE BALDWIN INSURANCE GRP IN$56.5M0.41%-274,322-9.6%
89NBHCNATIONAL BK HLDGS CORP$55.6M0.41%-68,501-4.6%
90RBARB GLOBAL INC$54.5M0.40%+568,542NEW
91ORLYOREILLY AUTOMOTIVE INC$54.5M0.40%-13,140-2.2%
92BLBLACKLINE INC$53.9M0.39%-63,150-4.2%
93PGRPROGRESSIVE CORP$53.8M0.39%-1,068-0.4%
94HWKNHAWKINS INC$53.8M0.39%-57,540-14.1%
95NVDANVIDIA CORPORATION$53.3M0.39%-16,079-5.0%
96AMANTERO MIDSTREAM CORP$53.0M0.39%-319,229-12.1%
97METAMETA PLATFORMS INC$52.5M0.38%-34,937-27.6%
98ICEINTERCONTINENTAL EXCHANGE IN$51.8M0.38%-7,943-2.4%
99ABTABBOTT LABORATORIES$51.8M0.38%-140,843-21.8%
100HESMHESS MIDSTREAM LP$51.0M0.37%-477,755-26.7%
101NMRKNEWMARK GROUP INC$50.9M0.37%+180,211+5.6%
102MGYMAGNOLIA OIL & GAS CORP$50.2M0.37%-171,273-9.7%
103MSCIMSCI INC$49.9M0.36%+7,093+8.3%
104CGAUCENTERRA GOLD INC$48.3M0.35%+2,713,163NEW
105WMTWALMART INC$45.4M0.33%-15,846-4.2%
106MDSTULTIMUS MANAGERS TR$45.4M0.33%+10,070+0.6%
107VVISA INC$45.4M0.33%-51-0.0%
108POWIPOWER INTEGRATIONS INC$44.7M0.33%-164,482-15.9%
109EXPEAGLE MATLS INC$43.5M0.32%-127,521-35.7%
110GILDGILEAD SCIENCES INC$42.3M0.31%-25,315-7.7%
111SAHSONIC AUTOMOTIVE INC$41.7M0.30%+11,744+2.0%
112VGVENTURE GLOBAL INC$40.3M0.29%+1,890,357+282.5%
113IDAIDACORP INC$40.1M0.29%-24,050-7.9%
114SOBOSOUTH BOW CORP$39.7M0.29%+114,649+10.6%
115THRTHERMON GROUP HLDGS INC$39.5M0.29%-194,058-19.9%
116PARRPAR PAC HOLDINGS INC$39.0M0.28%+622,833NEW
117CENTACENTRAL GARDEN & PET CO$38.9M0.28%-18,431-1.5%
118GELGENESIS ENERGY L P$38.2M0.28%+2,085,528+3493.9%
119BACBANK AMERICA CORP$38.2M0.28%-34,157-4.2%
120MODMODINE MFG CO$37.6M0.27%-54,796-24.0%
121INRINFINITY NAT RES INC$37.5M0.27%+102,533+5.1%
122AJGGALLAGHER ARTHUR J & CO$36.6M0.27%-45,647-21.3%
123HONHONEYWELL INTL INC$36.2M0.26%-8,009-4.8%
124ARCBARCBEST CORP$36.0M0.26%-306,196-45.6%
125DFINDONNELLEY FINL SOLUTIONS INC$35.9M0.26%-17,138-2.2%
126NOGNORTHERN OIL & GAS INC$35.8M0.26%-2,085,402-63.0%
127XPELXPEL INC$35.7M0.26%+112,269+16.2%
128PWPPERELLA WEINBERG PARTNERS$35.6M0.26%-66,653-3.3%
129TPHDTIMOTHY PLAN$35.5M0.26%HELD
130BBARRICK MNG CORP$35.1M0.26%-37,893-4.2%
131LNNLINDSAY CORP$35.1M0.26%-20,314-6.4%
132ADUSADDUS HOMECARE CORP$35.0M0.25%-1,450-0.4%
133IJHISHARES TR$34.9M0.25%+17,562+3.5%
134GSGOLDMAN SACHS GROUP INC$34.9M0.25%+9,868+31.5%
135CURBCURBLINE PPTYS CORP$34.5M0.25%+1,337,401NEW
136CSTMCONSTELLIUM SE$34.4M0.25%+1,401,416NEW
137LFUSLITTELFUSE INC$34.4M0.25%-10,114-9.1%
138PAAPLAINS ALL AMERN PIPELINE L$34.3M0.25%+1,470,707+2178.2%
139CACICACI INTL INC$34.3M0.25%+50,353+393.6%
140SEISOLARIS ENERGY INFRAS INC$34.1M0.25%-87,202-12.6%
141POOLPOOL CORP$33.8M0.25%+141,881+559.5%
142KTOSKRATOS DEFENSE & SEC SOLUTIO$33.7M0.25%+82,791+20.9%
143IWDISHARES TR$33.3M0.24%+17,062+12.3%
144SPYSTATE STR SPDR S&P 500 ETF T$33.3M0.24%-36,437-41.6%
145SHOSUNSTONE HOTEL INVS INC NEW$33.1M0.24%-114,062-3.0%
146OFRMONCE UPON A FARM PBC$33.0M0.24%+2,020,742NEW
147LPLALPL FINL HLDGS INC$32.9M0.24%-28,598-20.7%
148EGPEASTGROUP PPTYS INC$32.4M0.24%+159,564+1021.5%
149KKRKKR & CO INC$32.3M0.24%-19,179-5.2%
150EVREVERCORE INC$32.3M0.24%+35,817+49.4%
151BJBJS WHSL CLUB HLDGS INC$32.0M0.23%+44,851+16.0%
152MCKMCKESSON CORP$31.9M0.23%-26,050-41.4%
153GBCIGLACIER BANCORP INC NEW$31.8M0.23%+7,550+1.1%
154IBMINTERNATIONAL BUSINESS MACHS$31.8M0.23%+10,136+8.4%
155RMBSRAMBUS INC DEL$31.8M0.23%+84,077+29.5%
156ALGALAMO GROUP INC$31.6M0.23%-16,004-7.7%
157NFGNATIONAL FUEL GAS CO$31.6M0.23%-30,543-8.3%
158PRPERMIAN RESOURCES CORP$31.2M0.23%-633,551-30.2%
159BOOTBOOT BARN HLDGS INC$31.2M0.23%+31,720+17.5%
160MCDMCDONALDS CORP$31.0M0.23%-60,060-37.6%
161PSAPUBLIC STORAGE OPER CO$30.6M0.22%+18,312+19.3%
162VLTOVERALTO CORP$30.6M0.22%-152,749-30.6%
163IVVISHARES TR$30.3M0.22%-22,531-32.7%
164RGLDROYAL GOLD INC$30.1M0.22%+24,155+25.6%
165MRVLMARVELL TECHNOLOGY INC$29.9M0.22%-16,622-5.2%
166PAGPPLAINS GP HLDGS L P$29.3M0.21%-1,502,764-55.4%
167KNTKKINETIK HOLDINGS INC$29.3M0.21%-168,133-21.7%
168WTFCWINTRUST FINL CORP$28.6M0.21%-9,997-4.6%
169TPLCTIMOTHY PLAN$28.6M0.21%HELD
170JBHTHUNT J B TRANS SVCS INC$28.0M0.20%-6,917-5.0%
171MSAMSA SAFETY INC$27.5M0.20%-7,741-4.4%
172XMESPDR SERIES TRUST$27.4M0.20%+113,366+80.7%
173LSCCLATTICE SEMICONDUCTOR CORP$27.2M0.20%+55,853+23.5%
174ETNEATON CORP PLC$26.9M0.20%-2,779-3.6%
175XLESELECT SECTOR SPDR TR$26.3M0.19%+184,731+75.3%
176XLUSELECT SECTOR SPDR TR$26.2M0.19%+250,710+78.4%
177KEXKIRBY CORP$25.6M0.19%+192,482NEW
178CCBCOASTAL FINL CORP WA$25.2M0.18%-5,680-1.7%
179TJXTJX COS INC NEW$25.0M0.18%-6,698-4.1%
180AVGOBROADCOM INC$25.0M0.18%+6,715+9.1%
181NRGNRG ENERGY INC$24.9M0.18%HELD
182GDXVANECK ETF TRUST$24.7M0.18%-82,277-23.4%
183TPSCTIMOTHY PLAN$24.6M0.18%HELD
184XPOXPO INC$24.2M0.18%-46,656-27.3%
185MRXMAREX GROUP PLC$24.0M0.17%-26,380-4.7%
186CLMBCLIMB GLOBAL SOLUTIONS INC$23.8M0.17%+1,201,856NEW
187FRTFEDERAL RLTY INVT TR NEW$23.4M0.17%-3,569-1.6%
188NWENORTHWESTERN ENERGY GROUP IN$23.2M0.17%-435,344-55.3%
189RNRRENAISSANCERE HLDGS LTD$23.0M0.17%+131+0.2%
190LADLITHIA MTRS INC$22.6M0.16%+5,171+6.1%
191CHRDCHORD ENERGY CORPORATION$22.3M0.16%-76,412-32.8%
192MCYMERCURY GENL CORP NEW$22.1M0.16%-214,212-46.0%
193TXRHTEXAS ROADHOUSE INC$21.8M0.16%+3,214+2.5%
194TKRTIMKEN CO$21.8M0.16%-138,264-39.0%
195PEGAPEGASYSTEMS INC$21.5M0.16%+146,483+40.9%
196TSMTAIWAN SEMICONDUCTOR MANUFAC$21.2M0.15%-36,623-36.9%
197SOLVSOLVENTUM CORP$21.2M0.15%+324,237NEW
198SLBSLB LIMITED$20.4M0.15%+361,546+1010.9%
199UNPUNION PAC CORP$20.0M0.15%-1,439-1.7%
200SMMDISHARES TR$19.9M0.15%+58,909+29.2%
201WBIWATERBRIDGE INFRASTRUCTURE L$19.9M0.15%+132,507+21.7%
202VTRVENTAS INC$19.6M0.14%-13,544-5.3%
203BWXTBWX TECHNOLOGIES INC$18.0M0.13%-6,457-6.8%
204EQTEQT CORP$17.9M0.13%+229,027+436.9%
205CRWDCROWDSTRIKE HLDGS INC$17.5M0.13%-6,031-11.8%
206CSCOCISCO SYS INC$17.3M0.13%-10,884-4.7%
207USFDUS FOODS HLDG CORP$17.0M0.12%-6,096-3.2%
208YLDWULTIMUS MANAGERS TR$16.9M0.12%+444,122+178.3%
209JEPQJ P MORGAN EXCHANGE TRADED F$16.2M0.12%-42,761-12.8%
210DOXAMDOCS LTD$16.2M0.12%+336+0.1%
211MOG/AMOOG INC$15.5M0.11%-303,521-85.1%
212PAASPAN AMERN SILVER CORP$15.4M0.11%-761-0.3%
213CHDCHURCH & DWIGHT CO INC$15.3M0.11%-299,589-64.7%
214MPWRMONOLITHIC PWR SYS INC$15.0M0.11%-3,665-21.1%
215BRXBRIXMOR PPTY GROUP INC$14.9M0.11%-41,341-7.4%
216MTNVAIL RESORTS INC$14.9M0.11%+21+0.0%
217SCCOSOUTHERN COPPER CORP$14.4M0.10%+75,600+968.2%
218ALCALCON AG$14.3M0.10%-10,321-5.2%
219LMTLOCKHEED MARTIN CORP$14.3M0.10%-1,439-5.8%
220EOGEOG RES INC$14.2M0.10%+3,864+4.1%
221COOCOOPER COS INC$14.1M0.10%+10,477+5.6%
222HYDVANECK ETF TRUST$14.0M0.10%+23,143+9.0%
223HSICSCHEIN HENRY INC$13.9M0.10%+3,457+1.9%
224APTVAPTIV PLC$13.5M0.10%-15,437-7.3%
225BLDRBUILDERS FIRSTSOURCE INC$13.5M0.10%+164,154NEW
226LRCXLAM RESEARCH CORP$13.5M0.10%-3,292-5.0%
227DTEDTE ENERGY CO$12.9M0.09%-5,468-5.8%
228HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$12.6M0.09%HELD
229JEPIJ P MORGAN EXCHANGE TRADED F$12.5M0.09%-18,838-7.9%
230COPCONOCOPHILLIPS$12.4M0.09%+11,408+13.8%
231WEEIULTIMUS MANAGERS TR$12.3M0.09%+3,210+0.6%
232TSLATESLA INC$12.2M0.09%-386-1.2%
233PMPHILIP MORRIS INTL INC$12.2M0.09%-4,127-5.3%
234NFLXNETFLIX INC.$12.1M0.09%+117,955+1551.6%
235BA 6 10/15/27BOEING CO$12.0M0.09%HELD
236LHXL3HARRIS TECHNOLOGIES INC$11.7M0.08%-1,422-4.0%
237MDTMEDTRONIC PLC$11.5M0.08%-6,528-4.7%
238VUGVANGUARD INDEX FDS$11.4M0.08%-503-1.9%
239FDSFACTSET RESH SYS INC$11.4M0.08%+52,450NEW
240CWENCLEARWAY ENERGY INC$11.2M0.08%+46,627+19.6%
241FDXFEDEX CORP$10.8M0.08%-29,491-49.3%
242COFCAPITAL ONE FINL CORP$10.8M0.08%-4,325-6.8%
243NEXTNEXTDECADE CORP$10.5M0.08%+46,427+3.5%
244EEMISHARES TR$9.8M0.07%-13,428-7.2%
245GAPGAP INC$9.8M0.07%+404,056NEW
246LNTALLIANT ENERGY CORP$9.7M0.07%-8,653-6.0%
247CTVACORTEVA INC$9.6M0.07%-7,605-6.2%
248COSTCOSTCO WHOLESALE CORPORATION$9.2M0.07%+11+0.1%
249RLJ 1.95 PERP ARLJ LODGING TR$9.2M0.07%HELD
250MLMMARTIN MARIETTA MATLS INC$9.1M0.07%-732-4.5%
251YSSYORK SPACE SYSTEMS INC$9.1M0.07%+409,186NEW
252QQQINVESCO QQQ TR$8.9M0.06%-54,886-78.1%
253LXP 6.5 PERP CLXP INDUSTRIAL TRUST$8.8M0.06%HELD
254ESSESSEX PPTY TR INC$8.7M0.06%-32,322-47.4%
255NOCNORTHROP GRUMMAN CORP$8.4M0.06%-674-5.2%
256AGGISHARES TR$8.3M0.06%-8,309-9.0%
257CCICROWN CASTLE INC$8.2M0.06%+49,912+97.3%
258MAMASTERCARD INCORPORATED$8.1M0.06%+15,114+1381.5%
259DKLDELEK LOGISTICS PARTNERS LP$8.0M0.06%+160,624NEW
260VBVANGUARD INDEX FDS$8.0M0.06%+293+1.0%
261WHGWESTWOOD HLDGS GROUP INC$7.3M0.05%+444,245NEW
262BXMTBLACKSTONE MORTGAGE TRUST IN$7.2M0.05%HELD
263WPCWP CAREY INC$6.9M0.05%+30,250+42.8%
264WELLWELLTOWER INC$6.7M0.05%+995+3.0%
265VTWGVANGUARD SCOTTSDALE FDS$6.3M0.05%-14,816-35.1%
266IUSGISHARES TR$6.0M0.04%+634+1.7%
267AMGNAMGEN INC$5.8M0.04%-170-1.0%
268VSTVISTRA CORP$5.8M0.04%+21,606+126.0%
269CSRCENTERSPACE$5.7M0.04%+76+0.1%
270HCAHCA HEALTHCARE INC$5.7M0.04%-6-0.1%
271MCHPMICROCHIP TECHNOLOGY INC.$5.6M0.04%HELD
272EPR 9 PERP EEPR PPTYS$5.6M0.04%-100,000-35.3%
273CCKCROWN HLDGS INC$5.5M0.04%-245,898-81.7%
274WYWEYERHAEUSER CO$5.5M0.04%HELD
275SHWSHERWIN WILLIAMS CO$5.4M0.04%HELD
276HRLHORMEL FOODS CORP$5.4M0.04%-11,888-4.7%
277MGVVANGUARD WORLD FD$5.3M0.04%+204+0.6%
278WSMWILLIAMS SONOMA INC$5.2M0.04%+15,395+116.4%
279STESTERIS PLC$5.1M0.04%HELD
280RVTYREVVITY INC$5.1M0.04%HELD
281MZTIMARZETTI COMPANY$5.1M0.04%HELD
282CDNSCADENCE DESIGN SYSTEM INC$5.0M0.04%-90-0.5%
283LINELINEAGE INC$4.9M0.04%+50,082+50.0%
284WCNWASTE CONNECTIONS INC$4.9M0.04%HELD
285VWOVANGUARD INTL EQUITY INDEX F$4.9M0.04%+90,402NEW
286KOCOCA COLA CO$4.8M0.03%-1,208-1.9%
287DLRDIGITAL RLTY TR INC$4.8M0.03%+26,550NEW
288TAT&T INC$4.8M0.03%-5,764-3.4%
289MACMACERICH CO$4.7M0.03%+251,150NEW
290PEB 6.3 PERP FPEBBLEBROOK HOTEL TR$4.7M0.03%HELD
291FANGDIAMONDBACK ENERGY INC$4.7M0.03%-3,858-13.9%
292CBCHUBB LTD SWITZ$4.7M0.03%+82+0.6%
293ASMLASML HLDG NV$4.6M0.03%+755+27.6%
294VONVVANGUARD SCOTTSDALE FDS$4.4M0.03%-39,885-45.8%
295PNCPNC FINL SVCS GROUP INC$4.2M0.03%+20,218NEW
296SHLSSHOALS TECHNOLOGIES GROUP IN$4.2M0.03%+389,828+161.4%
297DPZDOMINOS PIZZA INC$4.1M0.03%-58,976-83.9%
298MKCMCCORMICK & CO INC$4.0M0.03%-314-0.4%
299TYLTYLER TECHNOLOGIES INC$3.7M0.03%HELD
300WTTRSELECT WATER SOLUTIONS INC$3.6M0.03%+236,262NEW
301BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M0.03%HELD
302LLYELI LILLY & CO$3.6M0.03%+319+8.9%
303VLOVALERO ENERGY CORP$3.4M0.02%+5,476+65.7%
304SRESEMPRA$3.4M0.02%+2,331+7.1%
305PSXPHILLIPS 66$3.2M0.02%+4,492+34.9%
306BABOEING CO$3.0M0.02%-569-3.7%
307CATCATERPILLAR INC$2.9M0.02%-1,296-24.3%
308QUREQUANTA SVCS INC$2.8M0.02%-4,955-49.5%
309SOSOUTHERN CO$2.8M0.02%-274,354-90.6%
310CRMSALESFORCE INC$2.7M0.02%-195,264-93.0%
311INTCINTEL CORP$2.5M0.02%-3,469-5.7%
312DUKDUKE ENERGY CORP NEW$2.4M0.02%-277-1.5%
313BKRBAKER HUGHES COMPANY$2.4M0.02%+14,716+59.4%
314DISDISNEY WALT CO$2.4M0.02%-86,793-77.8%
315WMWASTE MGMT INC DEL$2.2M0.02%-221,190-95.8%
316SUNSUNOCO LP/SUNOCO FIN CORP$2.2M0.02%+34,335NEW
317GEGE AEROSPACE$2.2M0.02%-495-6.0%
318ORCLORACLE CORP$2.2M0.02%+373+2.6%
319MPCMARATHON PETE CORP$2.1M0.02%+2,894+50.1%
320TGTTARGET CORP$2.1M0.02%-325-1.9%
321PEB 6.375 PERP EPEBBLEBROOK HOTEL TR$1.9M0.01%HELD
322IWFISHARES TR$1.9M0.01%HELD
323ABBVABBVIE INC$1.9M0.01%+318+3.8%
324HSBCHSBC HLDGS PLC$1.9M0.01%+22,720NEW
325IGICINTL GNRL INSURANCE HLDNGS L$1.8M0.01%-37,253-32.8%
326TTETOTALENERGIES SE$1.8M0.01%+19,337NEW
327NKENIKE INC$1.7M0.01%+1,169+3.8%
328ACICAMERICAN COASTAL INS CORP$1.7M0.01%-2,000-1.3%
329DVNDEVON ENERGY CORP NEW$1.6M0.01%+9,583+42.5%
330LQDISHARES TR$1.6M0.01%-20,309-58.8%
331HALHALLIBURTON CO$1.5M0.01%+15,435+65.8%
332SWSMURFIT WESTROCK PLC$1.5M0.01%+437+1.2%
333APOAPOLLO GLOBAL MGMT INC$1.4M0.01%-8,533-40.0%
334IWMISHARES TR$1.4M0.01%+18+0.3%
335ILMNILLUMINA INC$1.4M0.01%-1,402-11.3%
336HBANHUNTINGTON BANCSHARES INC$1.3M0.01%+63,920+327.8%
337KGCKINROSS GOLD CORP$1.3M0.01%+42,157NEW
338AVNTAVIENT CORPORATION$1.3M0.01%-6,979-16.5%
339WWDWOODWARD INC$1.2M0.01%+3,463NEW
340HYGISHARES TR$1.2M0.01%+1,533+11.0%
341PGPROCTER & GAMBLE CO$1.2M0.01%+1,284+18.6%
342VOOVANGUARD INDEX FDS$1.2M0.01%-76-3.7%
343MUFGMITSUBISHI UFJ FINANCIAL GRO$1.1M0.01%+65,743NEW
344TLTISHARES TR$1.1M0.01%-17,237-57.5%
345ROKROCKWELL AUTOMATION INC$1.1M0.01%-404-11.6%
346BPBP PLC$1.1M0.01%HELD
347EXEEXPAND ENERGY CORPORATION$1.1M0.01%+4,048+72.8%
348CMECME GROUP INC$1.0M0.01%+45+1.3%
349CRSPCRISPR THERAPEUTICS AG$1.0M0.01%-2,462-10.3%
350IMOIMPERIAL OIL LTD$1.0M0.01%+7,778NEW
351TPLTEXAS PACIFIC LAND CORPORATI$1.0M0.01%+939+79.0%
352SUSUNCOR ENERGY INC NEW$985K0.01%+14,934NEW
353IEMGISHARES INC$971K0.01%-69-0.5%
354AVAVAEROVIRONMENT INC$940K0.01%+2,188+74.3%
355DKSDICKS SPORTING GOODS INC$917K0.01%-163-3.4%
356REGNREGENERON PHARMACEUTICALS$916K0.01%-298-20.1%
357OXYOCCIDENTAL PETE CORP$913K0.01%-4,016-22.2%
358USHYISHARES TR$882K0.01%+13,464+128.6%
359LINLINDE PLC$826K0.01%-612-26.9%
360PANWPALO ALTO NETWORKS INC$791K0.01%-336-6.4%
361HOODROBINHOOD MKTS INC$788K0.01%-609-5.1%
362TDTORONTO DOMINION BK ONT$784K0.01%+8,419NEW
363MPMP MATERIALS CORP$784K0.01%-1,920-10.6%
364APAAPA CORPORATION$781K0.01%+4,878+36.1%
365TPRTAPESTRY INC$769K0.01%HELD
366EFAISHARES TR$732K0.01%+3,570+89.9%
367CQPCHENIERE ENERGY PARTNERS L P$727K0.01%HELD
368EPR 5.75 PERP CEPR PPTYS$700K0.01%HELD
369COINCOINBASE GLOBAL INC$687K0.01%-13-0.3%
370SMFGSUMITOMO MITSUI FIN GRP INC$648K0.00%HELD
371MOALTRIA GROUP INC$630K0.00%+2+0.0%
372CSWCSW INDUSTRIALS INC$625K0.00%HELD
373NETCLOUDFLARE INC$615K0.00%-256-7.9%
374BABAALIBABA GROUP HLDG LTD$608K0.00%-304-5.9%
375SNOWSNOWFLAKE INC$605K0.00%-459-10.3%
376BNSBANK NOVA SCOTIA B C$603K0.00%+8,727NEW
377SHOPSHOPIFY INC$589K0.00%+4,983NEW
378ARLOARLO TECHNOLOGIES INC$571K0.00%-3,126-7.2%
379VXUSVANGUARD STAR FDS$565K0.00%+126+1.7%
380CMCANADIAN IMPERIAL BANK OF CO$557K0.00%+5,901NEW
381UECURANIUM ENERGY CORP$550K0.00%-19,566-32.4%
382PFFISHARES TR$548K0.00%-25,766-58.8%
383HEI/AHEICO CORP NEW$534K0.00%+2,532NEW
384LOGILOGITECH INTL S A$524K0.00%+5,818NEW
385UBERUBER TECHNOLOGIES INC$522K0.00%-708-8.9%
386SPGIS&P GLOBAL INC$516K0.00%HELD
387CRGYCRESCENT ENERGY COMPANY$508K0.00%HELD
388CCEPCOCA-COLA EUROPACIFIC PARTNE$501K0.00%+5,526NEW
389CNICANADIAN NATL RY CO$495K0.00%+54+1.1%
390AZNASTRAZENECA PLC$492K0.00%+2,538NEW
391HTHHILLTOP HLDGS INC$464K0.00%HELD
392RYROYAL BK CDA$458K0.00%HELD
393WALWESTERN ALLIANCE BANCORP$455K0.00%-208,056-97.0%
394ORCL 6.5 01/15/29 DORACLE CORP$454K0.00%+10,000NEW
395BTGB2GOLD CORP$453K0.00%+99,999NEW
396WBDWARNER BROS DISCOVERY INC$449K0.00%+16,344NEW
397MEOHMETHANEX CORP$447K0.00%-9,615-56.2%
398AEMAGNICO EAGLE MINES LTD$446K0.00%+2,204NEW
399NTRNUTRIEN LTD$438K0.00%+5,818NEW
400ZTSZOETIS INC$436K0.00%-114,638-96.9%
401EQIXEQUINIX INC$433K0.00%+442NEW
402CVECENOVUS ENERGY INC$423K0.00%+15,998NEW
403BNBROOKFIELD CORP$420K0.00%HELD
404IJRISHARES TR$418K0.00%-1,099-24.7%
405FTITECHNIPFMC PLC$415K0.00%HELD
406IVWISHARES TR$406K0.00%HELD
407SBRSABINE RTY TR$403K0.00%+14+0.3%
408ESLTELBIT SYS LTD$400K0.00%+479NEW
409MUMICRON TECHNOLOGY INC$398K0.00%-89,559-98.7%
410MGAMAGNA INTL INC$390K0.00%+7,002NEW
411QCOMQUALCOMM INC$388K0.00%-10-0.3%
412GILGILDAN ACTIVEWEAR INC$371K0.00%+6,681NEW
413PBPROSPERITY BANCSHARES INC$365K0.00%HELD
414RIOTRIOT PLATFORMS INC$347K0.00%HELD
415RBLXROBLOX CORP$345K0.00%-546-8.2%
416EPSWISDOMTREE TR$338K0.00%HELD
417TWLOTWILIO INC$335K0.00%+2,661NEW
418MFCMANULIFE FINL CORP$322K0.00%HELD
419CMSCMS ENERGY CORP$320K0.00%-2-0.0%
420BMOBANK MONTREAL MEDIUM$316K0.00%HELD
421CCITIGROUP INC$316K0.00%HELD
422SPFISOUTH PLAINS FINANCIAL INC$315K0.00%HELD
423MMM3M CO$307K0.00%-100-4.5%
424FERFERROVIAL SE$305K0.00%+4,774NEW
425BOKFBOK FINL CORP$304K0.00%HELD
426SCHDSCHWAB STRATEGIC TR$302K0.00%-6,306-39.0%
427IJKISHARES TR$301K0.00%HELD
428JJACOBS SOLUTIONS INC$300K0.00%-121,523-98.1%
429DBDEUTSCHE BK AG$288K0.00%+9,949NEW
430VNOMVIPER ENERGY INC$283K0.00%+6,023NEW
431VGTVANGUARD WORLD FD$278K0.00%HELD
432BBVABANCO BILBAO VIZCAYA ARGENTA$277K0.00%HELD
433DSGXDESCARTES SYS GROUP INC$276K0.00%+3,865NEW
434FNVFRANCO NEV CORP$272K0.00%+1,103NEW
435MSMORGAN STANLEY$266K0.00%-188-10.4%
436WFGWEST FRASER TIMBER LTD$262K0.00%+4,028NEW
437TRI4EURTHOMSON REUTERS CORP$260K0.00%HELD
438AMKRAMKOR TECHNOLOGY INC$259K0.00%-1,522-20.9%
439FNXFIRST TR EXCHANGE-TRADED ALP$254K0.00%-10-0.5%
440CWCURTISS WRIGHT CORP$249K0.00%+366NEW
441EFAVISHARES TR$249K0.00%HELD
442YUMYUM BRANDS INC$249K0.00%HELD
443PSECPROSPECT CAP CORP$243K0.00%HELD
444IJJISHARES TR$235K0.00%HELD
445EMREMERSON ELEC CO$233K0.00%+1,779NEW
446HPEHEWLETT PACKARD ENTERPRISE C$231K0.00%+9,717NEW
447STNSTANTEC INC$231K0.00%+2,677NEW
448BBCAJ P MORGAN EXCHANGE TRADED F$222K0.00%HELD
449BBJPJ P MORGAN EXCHANGE TRADED F$221K0.00%-102-3.1%
450USMVISHARES TR$219K0.00%HELD
451BDXBECTON DICKINSON & CO$215K0.00%-36,966-96.4%
452VTIVANGUARD INDEX FDS$214K0.00%HELD
453BSVVANGUARD BD INDEX FDS$214K0.00%-4,257-60.9%
454TTTRANE TECHNOLOGIES PLC$214K0.00%+513NEW
455DHRDANAHER CORP DEL$209K0.00%HELD
456APDAIR PRODUCTS AND CHEMICALS I$206K0.00%-133-15.8%
457CLCOLGATE PALMOLIVE CO$205K0.00%-1,312-35.3%
458COYACOYA THERAPEUTICS INC$142K0.00%-657-1.8%
459BTXBLACKROCK TECH AND PRIVATE E$121K0.00%+18,300NEW
460LIENCHICAGO ATLANTIC BDC INC$100K0.00%HELD
461LPROOPEN LENDING CORP$13K0.00%HELD
46262CPIPER SANDLER COMPANIES-272,055EXITED
463BANRBANNER CORP-1,135,362EXITED
464BCCBOISE CASCADE CO DEL-684,639EXITED
465PCHPOTLATCHDELTIC CORPORATION-1,132,938EXITED
466IOSPINNOSPEC INC-491,451EXITED
467JJSFJ & J SNACK FOODS CORP-413,705EXITED
468SCLSTEPAN CO-741,307EXITED
469REXRREXFORD INDL RLTY INC-807,226EXITED
470AXTAAXALTA COATING SYS LTD-900,277EXITED
471ACNACCENTURE PLC IRELAND-101,414EXITED
472ITGRINTEGER HLDGS CORP-282,148EXITED
473TFXTELEFLEX INCORPORATED-130,069EXITED
474TPGTPG INC-238,738EXITED
475EZUISHARES INC-180,708EXITED
476XLISELECT SECTOR SPDR TR-73,358EXITED
477AVTRAVANTOR INC-949,003EXITED
478TSNTYSON FOODS INC-143,778EXITED
479BL 1 06/01/29BLACKLINE INC-8,100,000EXITED
480NOG 3.625 04/15/29NORTHERN OIL & GAS INC-6,515,000EXITED
481NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC-6,400,000EXITED
482CNP 4.25 08/15/26CENTERPOINT ENERGY INC-6,180,000EXITED
483MTH 1.75 05/15/28MERITAGE HOMES CORP-6,140,000EXITED
484HPPHUDSON PAC PPTYS INC-450,001EXITED
485RWT 7.75 06/15/27REDWOOD TRUST INC-3,500,000EXITED
486PSN 2.625 03/01/29PARSONS CORP DEL-3,300,000EXITED
487BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN-3,000,000EXITED
488AMTAMERICAN TOWER CORP NEW-16,138EXITED
489FOUR 0.5 08/01/27SHIFT4 PMTS INC-2,800,000EXITED
490OSIS 2.25 08/01/29OSI SYSTEMS INC-2,500,000EXITED
491JD 0.25 06/01/29JD.COM INC-2,500,000EXITED
492GPN 1.5 03/01/31GLOBAL PMTS INC-2,500,000EXITED
493TTEK 2.25 08/15/28TETRA TECH INC NEW-2,500,000EXITED
494DDOG 0 12/01/29DATADOG INC-2,500,000EXITED
495FOUR 6 05/01/28SHIFT4 PMTS INC-30,000EXITED
496AEIS 2.5 09/15/28ADVANCED ENERGY INDS-2,250,000EXITED
497FLR 1.125 08/15/29FLUOR CORP-2,250,000EXITED
498CMS 3.375 05/01/28CMS ENERGY CORP-2,250,000EXITED
499MKSI 1.25 06/01/30MKS INC.-2,200,000EXITED
500ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC-2,100,000EXITED

Source: SEC EDGAR · accession 0001165002-26-000038. 13F discloses long positions only — shorts, foreign equities, and options are excluded.