Westwood Holdings Group Inc

Holdings as of Jun 30, 2026 · filed Aug 14, 2026

$13272135057
Portfolio value
626
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Williams Cos Inc $365740515 2.76% +218637 +4.65%
2 Vanguard Tax-Managed Fds $344686243 2.60% -3702 -0.08%
3 Energy Transfer L P $321711079 2.42% -158492 -0.93%
4 Spdr Series Trust $302425471 2.28% -207671 -5.92%
5 Kinder Morgan Inc Del $246101671 1.85% -58267 -0.75%
6 Enterprise Prods Partners L $217570180 1.64% +422599 +7.69%
7 Cheniere Energy Inc $211802584 1.60% +136444 +18.20%
8 Enbridge Inc $180709793 1.36% -421341 -11.22%
9 Invesco Exchange Traded Fd T $179009146 1.35% -539 -0.06%
10 Targa Res Corp $165855837 1.25% +16300 +2.71%
11 Dt Midstream Inc $152624589 1.15% -35147 -3.27%
12 Apple Inc $139886628 1.05% +29206 +6.43%
13 Oneok Inc New $132000266 0.99% +2304 +0.15%
14 Tc Energy Corp $131703164 0.99% -156370 -7.30%
15 Amazon Com Inc $120832659 0.91% -107603 -17.51%
16 Mplx Lp $119072885 0.90% -123011 -5.50%
17 Microsoft Corp $113118764 0.85% -12937 -4.09%
18 Aar Corp $111120785 0.84% -171223 -18.05%
19 Sensient Technologies Corp $109029784 0.82% -293398 -24.91%
20 Ipg Photonics Corp $105768790 0.80% +122013 +15.65%
21 Copt Defense Properties $103372854 0.78% -405052 -12.48%
22 Interparfums Inc $99119144 0.75% -119494 -11.88%
23 Blue Bird Corp $97929034 0.74% -414534 -25.05%
24 Western Midstream Partners L $95536327 0.72% +40255 +1.88%
25 Cullen Frost Bankers Inc $91246312 0.69% -153213 -20.60%
26 Piper Sandler Companies $89491089 0.67% +125428 +11.28%
27 Jpmorgan Chase & Co $86486415 0.65% -89750 -25.36%
28 Alphabet Inc $84515488 0.64% -108968 -31.54%
29 Johnson & Johnson $82055333 0.62% -163158 -33.55%
30 Dell Technologies Inc $81801442 0.62% -194483 -50.64%
31 Veeco Instrs Inc Del $81084699 0.61% -1037928 -49.25%
32 Avista Corp $81056005 0.61% -556740 -21.94%
33 Visteon Corp $79970304 0.60% NEW BUY
34 Myr Group Inc $78629853 0.59% -51478 -24.68%
35 Standex Intl Corp $78061477 0.59% -76640 -25.99%
36 Hayward Hldgs Inc $76699259 0.58% -407995 -8.43%
37 Trex Inc $75261961 0.57% -244575 -13.99%
38 Nicolet Bankshares Inc $74534492 0.56% -36092 -7.41%
39 Skyward Specialty Ins Group $74363865 0.56% -54904 -4.13%
40 Seacoast Bkg Corp Fla $73597311 0.55% -53714 -2.37%
41 Hubbell Inc $73173823 0.55% -38303 -21.50%
42 First Bancorp N C $72769920 0.55% -146964 -11.43%
43 City Hldg Co $71978422 0.54% -32436 -5.64%
44 Renasant Corp $71874349 0.54% -288976 -14.61%
45 Atmus Filtration Technologie $71241442 0.54% +157979 +12.75%
46 Fb Finl Corp $71042166 0.54% +21989 +1.74%
47 Academy Sports & Outdoors In $70983482 0.53% -96877 -6.04%
48 Merit Med Sys Inc $70128880 0.53% +64901 +6.86%
49 Alphabet Inc $70035305 0.53% -7800 -3.79%
50 Simmons First Natl Corp $69821976 0.53% -426183 -12.15%
51 Yeti Hldgs Inc $69349208 0.52% -146323 -9.47%
52 Urban Edge Pptys $69207034 0.52% -520226 -14.67%
53 Mdu Res Group Inc $68336688 0.51% -320137 -9.04%
54 Knife River Corp $68118201 0.51% -84078 -9.36%
55 Boot Barn Hldgs Inc $68022893 0.51% +200819 +94.16%
56 Curbline Pptys Corp $67691254 0.51% +889285 +66.49%
57 Packaging Corp Amer $67653231 0.51% -131928 -31.72%
58 Magnolia Oil & Gas Corp $67593615 0.51% +1051870 +66.13%
59 Texas Instrs Inc $67229249 0.51% -155873 -40.87%
60 Select Sector Spdr Tr $65825803 0.50% NEW BUY
61 Bel Fuse Inc $64688689 0.49% NEW BUY
62 Nvidia Corporation $63933592 0.48% +13833 +4.53%
63 Pembina Pipeline Corp $62474226 0.47% -114740 -7.83%
64 Southstate Bk Corp $62036700 0.47% -392182 -38.71%
65 Rush Enterprises Inc $60703522 0.46% NEW BUY
66 Wec Energy Group Inc $59841030 0.45% -226721 -30.67%
67 Power Integrations Inc $59823652 0.45% -158808 -18.19%
68 General Dynamics Corp $59192199 0.45% -30295 -15.35%
69 Antero Midstream Corp $58475690 0.44% +245812 +10.57%
70 Century Communities Inc $58398241 0.44% -303754 -27.15%
71 State Str Spdr S&P 500 Etf T $58073012 0.44% +26636 +52.09%
72 Advanced Drain Sys Inc Del $57741829 0.44% -185335 -33.50%
73 Par Pac Holdings Inc $57122751 0.43% +395761 +63.54%
74 Azz Inc $56996689 0.43% -90293 -19.72%
75 National Bk Hldgs Corp $56708230 0.43% -144540 -10.17%
76 Everus Constr Group $55510772 0.42% -301504 -47.41%
77 Centerra Gold Inc $55130312 0.42% +762897 +28.12%
78 Deere & Co $54982487 0.41% -49022 -36.13%
79 Cheesecake Factory Inc $54805445 0.41% -616831 -47.24%
80 Chevron Corporation $52738276 0.40% -110262 -25.74%
81 The Baldwin Insurance Grp In $51521873 0.39% -638826 -24.79%
82 Broadcom Inc $51167376 0.39% +54720 +67.78%
83 Four Corners Ppty Tr Inc $51142781 0.39% -735736 -26.10%
84 Home Depot Inc $50770125 0.38% -120183 -45.50%
85 Solaris Energy Infras Inc $50363770 0.38% +23382 +3.88%
86 Motorola Solutions Inc $49910392 0.38% -64790 -35.03%
87 Newmark Group Inc $48993887 0.37% -150712 -4.44%
88 Thermo Fisher Scientific Inc $48893134 0.37% -29135 -23.00%
89 Merck & Co Inc $47319746 0.36% -240381 -39.50%
90 Ultimus Managers Tr $45596057 0.34% -5270 -0.33%
91 Hess Midstream Lp $43995450 0.33% -141343 -10.78%
92 Warner Music Group Corp $43408266 0.33% -937179 -36.89%
93 Mge Energy Inc $43266835 0.33% NEW BUY
94 York Space Systems Inc $42762624 0.32% +1327720 +324.48%
95 Gilead Sciences Inc $42675883 0.32% +34319 +11.31%
96 Gulfport Energy Corp $42182159 0.32% -22393 -8.26%
97 Sonic Automotive Inc $41963164 0.32% -112975 -18.59%
98 Idacorp Inc $41952614 0.32% -3216 -1.15%
99 Nextera Energy Inc $41844773 0.32% -352346 -42.50%
100 Bank Of Amer Corp $41147652 0.31% -60961 -7.78%
101 Wells Fargo & Co $40711319 0.31% -270422 -35.44%
102 Ishares Tr $40400025 0.30% +176293 +457.93%
103 Once Upon A Farm Pbc $40363356 0.30% -49875 -2.47%
104 Venture Global Inc $40257032 0.30% +1057469 +41.32%
105 Xpel Inc $40220938 0.30% +5360 +0.67%
106 Ishares Tr $40061169 0.30% +412667 +238.62%
107 Goldman Sachs Group Inc $39780216 0.30% -1890 -4.58%
108 Ishares Tr $39600823 0.30% -3913 -0.76%
109 Addus Homecare Corp $39031691 0.29% +14770 +3.95%
110 Entergy Corp New $38630584 0.29% -216038 -39.11%
111 Berkshire Hathaway Inc Del $38346385 0.29% -70058 -47.76%
112 Csx Corp $38152388 0.29% -860477 -51.74%
113 Central Garden & Pet Co $37933692 0.29% -220759 -18.41%
114 Atlantic Un Bankshares Corp $37312132 0.28% -1112632 -55.78%
115 Alamo Group Inc $37035746 0.28% +33580 +17.53%
116 Blackline Inc $37002716 0.28% -138419 -9.50%
117 Meta Platforms Inc $36616674 0.28% -26778 -29.18%
118 Lxp Industrial Trust $36450304 0.27% NEW BUY
119 Timothy Plan $36297380 0.27% Held
120 Evercore Inc $35605022 0.27% -3977 -3.67%
121 Prestige Consmr Healthcare I $35473535 0.27% -369270 -32.98%
122 South Bow Corp $35402738 0.27% -187317 -15.72%
123 Eaton Corp Plc $35238418 0.27% +7499 +9.97%
124 Constellium Se $35036666 0.26% -302054 -21.55%
125 Astronics Corp $34964634 0.26% NEW BUY
126 Qnity Electronics Inc $34843828 0.26% -376756 -63.84%
127 Rambus Inc Del $34521028 0.26% -109085 -29.55%
128 Prologis Inc. $34450020 0.26% -263786 -50.92%
129 Ishares Tr $34106586 0.26% -890 -1.92%
130 Morgan Stanley $33944961 0.26% +160768 +9942.36%
131 Plains All Amern Pipeline L $33669146 0.25% -25686 -1.67%
132 Invesco Qqq Tr $33646258 0.25% +30265 +196.21%
133 Pool Corp $33621749 0.25% -10785 -6.45%
134 Glacier Bancorp Inc New $33531127 0.25% -62750 -8.80%
135 Lattice Semiconductor Corp $33435526 0.25% -74679 -25.46%
136 Rb Global Inc $33350092 0.25% -282151 -49.63%
137 Tjx Cos Inc New $33213043 0.25% +62381 +39.77%
138 Marvell Technology Inc $32771176 0.25% -192228 -63.60%
139 Philip Morris Intl Inc $32309260 0.24% +104961 +142.55%
140 Hawkins Inc $31929017 0.24% -125533 -35.84%
141 Littelfuse Inc $31868091 0.24% -31271 -30.88%
142 Wintrust Finl Corp $31798130 0.24% -8115 -3.94%
143 Eastgroup Pptys Inc $31700198 0.24% -18663 -10.65%
144 Crowdstrike Hldgs Inc $31367343 0.24% -3763 -8.39%
145 Walmart Inc $31343804 0.24% -88855 -24.30%
146 Msa Safety Inc $31141580 0.23% +10794 +6.44%
147 Oreilly Automotive Inc $30983772 0.23% -253435 -42.96%
148 Kinetik Holdings Inc $30465640 0.23% +24325 +4.01%
149 Msci Inc $30423644 0.23% -38290 -41.34%
150 Semtech Corp $30391868 0.23% NEW BUY
151 Nrg Energy Inc $30186074 0.23% +36107 +21.17%
152 Genesis Energy L P $30119420 0.23% -19642 -0.92%
153 Ishares Tr $29772830 0.22% -33114 -21.24%
154 Arcbest Corp $29708617 0.22% -158931 -43.44%
155 Perella Weinberg Partners $29693915 0.22% -97731 -4.99%
156 Timothy Plan $29522261 0.22% NEW BUY
157 Pepsico Inc $29182946 0.22% -167797 -43.77%
158 Ultimus Managers Tr $29056401 0.22% +453317 +65.40%
159 International Business Machs $28854395 0.22% -28560 -21.77%
160 Bjs Whsl Club Hldgs Inc $28441919 0.21% +896 +0.28%
161 Modine Mfg Co $28265935 0.21% -67765 -39.03%
162 Visa Inc $28155792 0.21% -68004 -45.32%
163 Eagle Matls Inc $28132650 0.21% -104700 -45.57%
164 Timothy Plan $27829676 0.21% Held
165 Select Sector Spdr Tr $27814050 0.21% NEW BUY
166 Infinity Nat Res Inc $27331136 0.21% +20386 +0.96%
167 Stryker Corporation $27180137 0.20% NEW BUY
168 Cisco Sys Inc $27002643 0.20% +6810 +3.05%
169 Lam Research Corp $26992125 0.20% -909 -1.44%
170 Spdr Series Trust $26981540 0.20% -1516 -0.60%
171 Public Storage $26898785 0.20% -28580 -25.27%
172 Mckesson Corp $26782195 0.20% -1408 -3.82%
173 Permian Resources Corp $26756247 0.20% -11467 -0.78%
174 Plains Gp Hldgs L P $26747967 0.20% -106254 -8.79%
175 Regal Rexnord Corporation $26513881 0.20% NEW BUY
176 Climb Global Solutions Inc $26212028 0.20% -72514 -6.03%
177 Royal Gold Inc $26176057 0.20% +12685 +10.71%
178 Texas Roadhouse Inc $25705967 0.19% +829 +0.63%
179 Freeport Mcmoran Inc $25684840 0.19% NEW BUY
180 Ishares Tr $25185057 0.19% +13889 +5.32%
181 Mercury Genl Corp New $24999297 0.19% -16554 -6.59%
182 Cooper Cos Inc $24817325 0.19% +148517 +75.17%
183 Kirby Corp $24687801 0.19% -10914 -5.67%
184 Barrick Mng Corp $24685488 0.19% -189327 -21.98%
185 Federal Rlty Invt Tr New $24182760 0.18% -23997 -10.91%
186 Renaissancere Hldgs Ltd $24152217 0.18% -1297 -1.67%
187 Boeing Co $24135538 0.18% +96587 +647.84%
188 Progressive Corp $23564936 0.18% -163550 -60.26%
189 National Fuel Gas Co $23103702 0.17% -36854 -10.97%
190 Solventum Corp $23063838 0.17% -25289 -7.80%
191 Hewlett Packard Enterprise C $22571049 0.17% Held
192 Select Sector Spdr Tr $22488589 0.17% NEW BUY
193 Southern Copper Corp $22397488 0.17% +45121 +54.10%
194 Taiwan Semiconductor Manufac $22075194 0.17% -16488 -26.29%
195 Intercontinental Exchange In $21757272 0.16% -152823 -46.37%
196 Ishares Inc $21683444 0.16% NEW BUY
197 Select Sector Spdr Tr $21456599 0.16% NEW BUY
198 Union Pac Corp $21261696 0.16% -4109 -4.99%
199 Qualcomm Inc $20926913 0.16% +110237 +3662.36%
200 Kratos Defense & Sec Solutio $20677788 0.16% -63917 -13.35%
201 Exxon Mobil Corp $19836840 0.15% -432526 -74.88%
202 Slb Limited $19808830 0.15% +28777 +7.24%
203 Ventas Inc $19649398 0.15% -18367 -7.66%
204 J P Morgan Exchange Traded F $19315157 0.15% +21936 +7.50%
205 Chord Energy Corporation $18880187 0.14% +8545 +5.46%
206 Honeywell Intl Inc $18764947 0.14% NEW BUY
207 Waterbridge Infrastructure L $18762208 0.14% -195680 -26.33%
208 Costco Wholesale Corporation $18685077 0.14% +10698 +115.33%
209 Us Foods Hldg Corp $18274632 0.14% -5613 -3.04%
210 Builders Firstsource Inc $17382831 0.13% +30111 +18.34%
211 Elevance Health Inc Formerly $17283743 0.13% NEW BUY
212 Timken Co $17020023 0.13% -99484 -45.93%
213 Monolithic Pwr Sys Inc $16993351 0.13% -1420 -10.36%
214 Select Water Solutions Inc $16549214 0.12% +592027 +250.58%
215 Ovintiv Inc $16477976 0.12% NEW BUY
216 Bwx Technologies Inc $16321207 0.12% -3981 -4.53%
217 Abbvie Inc $16316086 0.12% +56204 +650.89%
218 Brixmor Ppty Group Inc $16231328 0.12% -3136 -0.61%
219 Fedex Fght Hldg Co Inc $16174818 0.12% NEW BUY
220 Church & Dwight Co Inc $15819244 0.12% -263 -0.16%
221 Abbott Laboratories $15717970 0.12% -331341 -65.67%
222 Schein Henry Inc $15708859 0.12% -855 -0.45%
223 Veralto Corp $15244990 0.11% -174272 -50.34%
224 Vail Resorts Inc $14941373 0.11% -6181 -5.33%
225 Weatherford Intl Plc $14779780 0.11% NEW BUY
226 T-Mobile Us Inc $14333534 0.11% -213182 -71.38%
227 Alphabet Inc $13629600 0.10% NEW BUY
228 Pan Amern Silver Corp $13564383 0.10% +20695 +7.33%
229 Tesla Inc $13205577 0.10% -1547 -4.70%
230 Vanguard Index Fds $13155903 0.10% +126669 +486.10%
231 Dte Energy Co $12908023 0.10% -3471 -3.94%
232 Oracle Corp $12728740 0.10% +72142 +490.29%
233 J P Morgan Exchange Traded F $12704894 0.10% +3825 +1.73%
234 Factset Resh Sys Inc $12523024 0.09% +1979 +3.77%
235 Boeing Co $12434979 0.09% Held
236 Lockheed Martin Corp $12361028 0.09% +684 +2.90%
237 Capital One Finl Corp $12336725 0.09% +2416 +4.09%
238 Blue Owl Capital Inc $12152954 0.09% NEW BUY
239 Ishares Tr $12030268 0.09% NEW BUY
240 Conocophillips $11839589 0.09% +19570 +20.75%
241 Honeywell Aerospace Inc $11820816 0.09% NEW BUY
242 Aptiv Plc $11635683 0.09% -5117 -2.63%
243 Eog Res Inc $11427266 0.09% -9973 -10.17%
244 Alliant Energy Corp $11189607 0.08% +11030 +8.13%
245 Essex Ppty Tr Inc $11134656 0.08% +2389 +6.67%
246 Ultimus Managers Tr $11010317 0.08% -3210 -0.64%
247 Nextdecade Corp $10650318 0.08% +46421 +3.40%
248 Westwood Hldgs Group Inc $9943389 0.07% +74721 +16.82%
249 Corteva Inc $9938116 0.07% +2925 +2.56%
250 L3harris Technologies Inc $9462482 0.07% -1199 -3.55%
251 Rlj Lodging Tr $9225000 0.07% Held
252 Vanguard Index Fds $9194841 0.07% -51 -0.17%
253 Shoals Technologies Group In $9174667 0.07% +295391 +46.79%
254 Martin Marietta Matls Inc $8704133 0.07% -442 -2.85%
255 Lxp Industrial Trust $8674450 0.07% Held
256 Stanley Black & Decker Inc $8384021 0.06% NEW BUY
257 Vistra Corp $8375981 0.06% +14055 +36.27%
258 Delek Logistics Partners Lp $8255935 0.06% -439 -0.27%
259 Coca Cola Co $8087664 0.06% +36493 +57.90%
260 Vaneck Etf Trust $7801858 0.06% -127567 -45.72%
261 Intel Corp $7796519 0.06% -1190 -2.09%
262 Crown Castle Inc $7618438 0.06% -603 -0.60%
263 Wp Carey Inc $7482046 0.06% +3668 +3.63%
264 Welltower Inc $7424415 0.06% -1267 -3.73%
265 Cadence Design System Inc $7102180 0.05% +785 +4.33%
266 Vanguard Scottsdale Fds $6881985 0.05% -3416 -12.50%
267 Ishares Tr $6800421 0.05% -14877 -17.80%
268 Revvity Inc $6444958 0.05% Held
269 Blackstone Mortgage Trust In $6356267 0.05% Held
270 Netflix Inc. $6163961 0.05% -39227 -31.24%
271 Crown Hldgs Inc $6162847 0.05% Held
272 Amgen Inc $5957598 0.04% -158 -0.95%
273 Epr Pptys $5881367 0.04% Held
274 Sherwin Williams Co $5843110 0.04% Held
275 Microchip Technology Inc. $5738122 0.04% -24084 -27.68%
276 Vanguard World Fd $5705876 0.04% -1745 -4.76%
277 Centerspace $5621135 0.04% -38 -0.04%
278 Caci Intl Inc $5606836 0.04% -51043 -80.83%
279 Digital Rlty Tr Inc $5526575 0.04% +4225 +15.91%
280 Vanguard Intl Equity Index F $5473034 0.04% +1289 +1.43%
281 Valero Energy Corp $5449187 0.04% +7117 +51.55%
282 Waste Connections Inc $5355950 0.04% +1855 +6.13%
283 Realty Income Corp $5214058 0.04% NEW BUY
284 Verra Mobility Corp $5107306 0.04% -3297781 -73.29%
285 Mastercard Incorporated $5077537 0.04% -6322 -39.01%
286 Steris Plc $5057891 0.04% +974 +4.23%
287 Northrop Grumman Corp $4932666 0.04% -2556 -20.88%
288 Pnc Finl Svcs Group Inc $4884510 0.04% -380 -1.88%
289 Pebblebrook Hotel Tr $4750545 0.04% Held
290 Hca Healthcare Inc $4654897 0.04% -2 -0.02%
291 Eli Lilly & Co $4653787 0.04% -21 -0.54%
292 Vanguard Scottsdale Fds $4630757 0.03% -3675 -7.78%
293 Gallagher Arthur J & Co $4444704 0.03% -149753 -88.55%
294 Phillips 66 $4379410 0.03% +8528 +49.07%
295 Chubb Limited $4358404 0.03% -1612 -11.19%
296 Marathon Pete Corp $4253071 0.03% +7963 +91.82%
297 Mccormick & Co Inc $4044692 0.03% -57 -0.07%
298 Quanta Svcs Inc $4043025 0.03% +563 +11.14%
299 At&T Inc $4041322 0.03% +31052 +18.91%
300 Macerich Co $3792984 0.03% -100575 -40.05%
301 Berkshire Hathaway Inc Del $3744250 0.03% Held
302 Devon Energy Corp New $3712148 0.03% +57694 +179.48%
303 Williams Sonoma Inc $3622373 0.03% -13076 -45.69%
304 Southern Co $3504326 0.03% +7982 +27.88%
305 Baker Hughes Company $3503826 0.03% +23632 +59.83%
306 Verizon Communications Inc $3373195 0.03% NEW BUY
307 Asml Hldg Nv $3300479 0.02% -1828 -52.42%
308 Liberty Energy Inc $3188109 0.02% NEW BUY
309 Target Corp $3155667 0.02% +7099 +41.61%
310 X-Energy Inc $3142129 0.02% NEW BUY
311 Procter & Gamble Co $3014477 0.02% +12371 +151.12%
312 Caterpillar Inc $2972134 0.02% -1242 -30.80%
313 Diamondback Energy Inc $2693126 0.02% -8554 -35.83%
314 Firstenergy Corp $2681730 0.02% NEW BUY
315 Duke Energy Corp New $2591218 0.02% +1762 +9.42%
316 Hsbc Hldgs Plc $2481468 0.02% +3376 +14.86%
317 Eqt Corp $2413705 0.02% -236053 -83.87%
318 Ge Aerospace $2409810 0.02% -1285 -16.62%
319 Versigent Plc $2302231 0.02% NEW BUY
320 Illumina Inc $2287724 0.02% +2041 +18.61%
321 Altria Group Inc $2173465 0.02% +20667 +216.61%
322 Ishares Tr $2157577 0.02% +12918 +289.77%
323 Halliburton Co $2062734 0.02% +21851 +56.16%
324 Sunoco Lp/Sunoco Fin Corp $2058461 0.02% -3839 -11.18%
325 Pebblebrook Hotel Tr $1933579 0.01% Held
326 Corning Inc $1917512 0.01% NEW BUY
327 Kkr & Co Inc $1882604 0.01% -328965 -94.13%
328 Medtronic Plc $1864299 0.01% -108472 -81.99%
329 Waste Mgmt Inc Del $1801315 0.01% -1680 -17.21%
330 Woodward Inc $1788123 0.01% +740 +21.37%
331 Ishares Tr $1778062 0.01% +187 +3.26%
332 Ishares Tr $1772934 0.01% +6730 +43.59%
333 American Coastal Ins Corp $1650959 0.01% Held
334 Palo Alto Networks Inc $1627346 0.01% -165 -3.34%
335 Twilio Inc $1562949 0.01% +4914 +184.67%
336 Rockwell Automation Inc $1467416 0.01% -117 -3.80%
337 Smurfit Westrock Plc $1462047 0.01% -4854 -13.31%
338 Ishares Tr $1440923 0.01% -1046 -7.34%
339 Spotify Technology S A $1403101 0.01% NEW BUY
340 Hershey Co $1393073 0.01% -272966 -97.17%
341 Robinhood Mkts Inc $1367317 0.01% +2257 +19.84%
342 Oracle Corp $1349100 0.01% +20000 +200.00%
343 Vanguard Index Fds $1337905 0.01% -16 -0.81%
344 Huntington Bancshares Inc $1329199 0.01% -8451 -10.13%
345 Micron Technology Inc $1315890 0.01% -37 -3.14%
346 Tapestry Inc $1314491 0.01% +3531 +64.80%
347 Occidental Pete Corp $1310759 0.01% +12942 +92.15%
348 Mitsubishi Ufj Financial Gro $1306793 0.01% -42 -0.06%
349 Texas Pacific Land Corporati $1291913 0.01% +825 +38.79%
350 Totalenergies Se $1197403 0.01% -3942 -20.39%
351 Regeneron Pharmaceuticals $1194078 0.01% +729 +61.47%
352 Expand Energy Corporation $1184649 0.01% +3384 +35.22%
353 Uber Technologies Inc $1181908 0.01% +9119 +125.61%
354 Bristol-Myers Squibb Co $1155155 0.01% NEW BUY
355 Sempra $1146545 0.01% -22655 -64.69%
356 Hewlett Packard Enterprise C $1131493 0.01% +15366 +158.14%
357 Crispr Therapeutics Ag $1122432 0.01% -873 -4.07%
358 Citigroup Inc $1108763 0.01% +5136 +184.35%
359 Salesforce Inc $1094740 0.01% -7630 -52.20%
360 Teradyne Inc $1053319 0.01% NEW BUY
361 Ishares Inc $1043784 0.01% -1323 -9.50%
362 Adobe Inc $1038221 0.01% NEW BUY
363 Royal Bk Cda $1028910 0.01% +2142 +75.72%
364 Monster Beverage Corp New $1003204 0.01% NEW BUY
365 American Elec Pwr Co Inc $986810 0.01% NEW BUY
366 Intl Gnrl Insurance Hldngs L $985509 0.01% -38543 -50.58%
367 Snowflake Inc $952339 0.01% -271 -6.75%
368 Colgate Palmolive Co $946229 0.01% +7914 +328.79%
369 Comcast Corp New $942008 0.01% NEW BUY
370 Ebay Inc. $938924 0.01% NEW BUY
371 Toronto Dominion Bk Ont $922516 0.01% -829 -9.85%
372 Hormel Foods Corp $908510 0.01% -202575 -84.70%
373 Travelers Companies Inc $908160 0.01% NEW BUY
374 Ishares Tr $887783 0.01% -2492 -19.52%
375 Bank Montreal Medium $881159 0.01% +2651 +113.48%
376 Dicks Sporting Goods Inc $877074 0.01% -758 -16.39%
377 Sabine Rty Tr $876940 0.01% +6603 +122.80%
378 Take-Two Interactive Softwar $874680 0.01% NEW BUY
379 Mp Materials Corp $866194 0.01% -771 -4.75%
380 Ishares Tr $865935 0.01% -545 -2.28%
381 Humana Inc $843695 0.01% NEW BUY
382 Ross Stores Inc $839055 0.01% NEW BUY
383 Viper Energy Inc $838103 0.01% +13744 +228.19%
384 Bp Plc $836695 0.01% -23 -0.10%
385 Advanced Micro Devices Inc $833605 0.01% NEW BUY
386 Bank Nova Scotia B C $829851 0.01% +824 +9.44%
387 Airbnb Inc $825830 0.01% NEW BUY
388 Apa Corporation $805130 0.01% +6323 +34.37%
389 Warner Bros Discovery Inc $804145 0.01% +13819 +84.55%
390 Space Exploration Techn Corp $799112 0.01% NEW BUY
391 Applied Matls Inc $785901 0.01% NEW BUY
392 Sumitomo Mitsui Fin Grp Inc $773377 0.01% -22 -0.07%
393 Canadian Nat Res Ltd Med Ter $771262 0.01% NEW BUY
394 Nutrien Ltd $754035 0.01% +6155 +105.79%
395 Canadian Imperial Bank Of Co $742610 0.01% +550 +9.32%
396 Cummins Inc $742452 0.01% NEW BUY
397 Beone Medicines Ltd $729523 0.01% NEW BUY
398 Cms Energy Corp $725143 0.01% +5356 +129.91%
399 General Mtrs Co $709136 0.01% NEW BUY
400 Ishares Tr $707941 0.01% -726 -9.63%
401 Keurig Dr Pepper Inc $704088 0.01% NEW BUY
402 Kimberly-Clark Corp $703187 0.01% NEW BUY
403 Heico Corp New $694809 0.01% +162 +6.40%
404 Hartford Insurance Group Inc $685923 0.01% NEW BUY
405 Cheniere Energy Partners L P $685383 0.01% Held
406 Suncor Energy Inc New $682895 0.01% -2236 -14.97%
407 Csw Industrials Inc $667920 0.01% Held
408 Aflac Inc $667388 0.01% NEW BUY
409 Archer Daniels Midland Co $665597 0.01% NEW BUY
410 Cme Group Inc $664035 0.01% -531 -15.01%
411 Kenvue Inc $660155 0.00% NEW BUY
412 Fedex Corp $657259 0.00% -28244 -93.08%
413 Shell Plc $628461 0.00% NEW BUY
414 Vanguard Star Fds $626470 0.00% Held
415 Pfizer Inc $620157 0.00% NEW BUY
416 Biogen Inc $601079 0.00% NEW BUY
417 Sprouts Fmrs Mkt Inc $600094 0.00% NEW BUY
418 Centene Corp Del $597352 0.00% NEW BUY
419 Allstate Corp $590805 0.00% NEW BUY
420 Linde Plc $580174 0.00% -549 -32.93%
421 Consolidated Edison Inc $579480 0.00% NEW BUY
422 Cvs Health Corp $579217 0.00% NEW BUY
423 Rocket Lab Corp $578794 0.00% NEW BUY
424 Bank Of Ny Mellon Corp $576850 0.00% NEW BUY
425 Garmin Ltd $575797 0.00% NEW BUY
426 Netapp Inc $575552 0.00% NEW BUY
427 Unitedhealth Group Inc $559022 0.00% NEW BUY
428 Astrazeneca Plc $558620 0.00% +447 +17.61%
429 Kroger Co $556966 0.00% NEW BUY
430 Caseys Gen Stores Inc $553969 0.00% NEW BUY
431 American Intl Group Inc $553608 0.00% NEW BUY
432 Nike Inc $550357 0.00% -18840 -58.42%
433 Expedia Group Inc $546560 0.00% NEW BUY
434 Trane Technologies Plc $540766 0.00% +588 +114.62%
435 Edison Intl $539911 0.00% NEW BUY
436 Atmos Energy Corp $539205 0.00% NEW BUY
437 Shopify Inc $534434 0.00% -310 -6.22%
438 Curtiss Wright Corp $529487 0.00% +333 +90.98%
439 Cincinnati Finl Corp $528945 0.00% NEW BUY
440 Coca-Cola Europacific Partne $523466 0.00% -295 -5.34%
441 Arlo Technologies Inc $519316 0.00% -1619 -4.03%
442 Old Dominion Freight Line In $517458 0.00% NEW BUY
443 Apollo Global Mgmt Inc $517133 0.00% -8410 -65.80%
444 Ciena Corp $517050 0.00% NEW BUY
445 Sysco Corp $512680 0.00% NEW BUY
446 Mongodb Inc $509224 0.00% NEW BUY
447 Ishares Tr $508969 0.00% -1387 -7.67%
448 Dominion Energy Inc $506234 0.00% NEW BUY
449 Teledyne Technologies Inc $504843 0.00% NEW BUY
450 Hilltop Hldgs Inc $502550 0.00% Held
451 Lowes Cos Inc $501835 0.00% NEW BUY
452 Xcel Energy Inc $501474 0.00% NEW BUY
453 Ishares Tr $499921 0.00% +49 +1.37%
454 Raymond James Finl Inc $496986 0.00% NEW BUY
455 S&P Global Inc $493599 0.00% -2 -0.16%
456 Autodesk Inc $489355 0.00% NEW BUY
457 Alcon Ag $487549 0.00% -182403 -96.17%
458 Jabil Inc $483392 0.00% NEW BUY
459 Centerpoint Energy Inc $482326 0.00% NEW BUY
460 Dollar Gen Corp $481506 0.00% NEW BUY
461 Ferguson Enterprises Inc $477983 0.00% NEW BUY
462 Canadian Natl Ry Co $476960 0.00% -815 -16.93%
463 Flex Ltd $474217 0.00% NEW BUY
464 Analog Devices Inc $473426 0.00% NEW BUY
465 Illinois Tool Wks Inc $472781 0.00% NEW BUY
466 Keysight Technologies Inc $471194 0.00% NEW BUY
467 Markel Group Inc $470675 0.00% NEW BUY
468 Everpure Inc $468564 0.00% NEW BUY
469 Te Connectivity Plc $464913 0.00% NEW BUY
470 Amkor Technology Inc $462537 0.00% -391 -6.79%
471 Ppg Inds Inc $461387 0.00% NEW BUY
472 Netease Com Inc $461304 0.00% NEW BUY
473 Aercap Holdings Nv $458332 0.00% NEW BUY
474 Imperial Oil Ltd $456424 0.00% -3712 -47.72%
475 Reddit Inc $455127 0.00% NEW BUY
476 Logitech Intl S A $452478 0.00% -999 -17.17%
477 Ishares Tr $451033 0.00% -318 -9.47%
478 Magna Intl Inc $448897 0.00% -173 -2.47%
479 Brookfield Corp $442126 0.00% Held
480 F5 Inc $438838 0.00% NEW BUY
481 American Express Co $438711 0.00% NEW BUY
482 Dollar Tree Inc $438081 0.00% NEW BUY
483 Western Alliance Bancorp $437715 0.00% -1095 -17.06%
484 Arch Cap Group Ltd $437158 0.00% NEW BUY
485 Cboe Global Mkts Inc $436806 0.00% NEW BUY
486 Workday Inc $434469 0.00% NEW BUY
487 Royalty Pharma Plc $432019 0.00% NEW BUY
488 D R Horton Inc $429677 0.00% NEW BUY
489 Kinross Gold Corp $428688 0.00% -24045 -57.04%
490 Citizens Finl Group Inc $427147 0.00% NEW BUY
491 Incyte Corp $426800 0.00% NEW BUY
492 Us Bancorp $425216 0.00% NEW BUY
493 United Therapeutics Corp Del $424795 0.00% NEW BUY
494 Uranium Energy Corp $421879 0.00% -1185 -2.91%
495 Astera Labs Inc $421193 0.00% NEW BUY
496 Exelon Corp $419627 0.00% NEW BUY
497 Ppl Corp $416935 0.00% NEW BUY
498 Disney Walt Co $413779 0.00% -20431 -82.62%
499 Ameren Corp $411466 0.00% NEW BUY
500 Hunt J B Trans Svcs Inc $406360 0.00% -130624 -98.94%
501 Credo Technology Group Holdi $405749 0.00% NEW BUY
502 Open Text Corp $405067 0.00% NEW BUY
503 Labcorp Holdings Inc $404040 0.00% NEW BUY
504 Autozone Inc $402688 0.00% NEW BUY
505 Expeditors Intl Wash Inc $397671 0.00% NEW BUY
506 Prosperity Bancshares Inc $396625 0.00% Held
507 Truist Finl Corp $391834 0.00% NEW BUY
508 Synchrony Financial $387931 0.00% NEW BUY
509 On Semiconductor Corp $387803 0.00% NEW BUY
510 Wisdomtree Tr $386460 0.00% Held
511 Cbre Group Inc $386291 0.00% NEW BUY
512 Snap On Inc $385097 0.00% NEW BUY
513 Kraft Heinz Co $380046 0.00% NEW BUY
514 Crh Plc $379850 0.00% NEW BUY
515 Manulife Finl Corp $378484 0.00% Held
516 Evergy Inc $377008 0.00% NEW BUY
517 Vanguard World Fd $374814 0.00% +2737 +685.96%
518 Ulta Beauty Inc $371608 0.00% NEW BUY
519 Verisign Inc $371554 0.00% NEW BUY
520 Lauder Estee Cos Inc $371302 0.00% NEW BUY
521 Zoom Communications Inc $370184 0.00% NEW BUY
522 Natera Inc $368358 0.00% NEW BUY
523 Burlington Stores Inc $367805 0.00% NEW BUY
524 Price T Rowe Group Inc $366991 0.00% NEW BUY
525 Cenovus Energy Inc $364562 0.00% -1300 -8.13%
526 Moderna Inc $364506 0.00% NEW BUY
527 Keycorp $362162 0.00% NEW BUY
528 Reliance Inc $359403 0.00% NEW BUY
529 Pulte Group Inc $357844 0.00% NEW BUY
530 Vici Pptys Inc $357761 0.00% NEW BUY
531 Baidu Inc $354299 0.00% NEW BUY
532 Ishares Tr $351678 0.00% Held
533 Nisource Inc $351299 0.00% NEW BUY
534 Accenture Plc Ireland $349925 0.00% NEW BUY
535 Nvr Inc $347483 0.00% NEW BUY
536 Ishares Tr $347198 0.00% NEW BUY
537 Marex Group Plc $346988 0.00% -532163 -98.94%
538 Loews Corp $346875 0.00% NEW BUY
539 Equity Residential $346579 0.00% NEW BUY
540 Methanex Corp $346125 0.00% Held
541 Cognizant Technology Solutio $345898 0.00% NEW BUY
542 Dupont De Nemours Inc $345068 0.00% NEW BUY
543 Iamgold Corp $345055 0.00% NEW BUY
544 Ishares Tr $344729 0.00% NEW BUY
545 Bitmine Immersion Techs Inc $343398 0.00% NEW BUY
546 3m Co $342439 0.00% Held
547 Berkley W R Corp $338050 0.00% NEW BUY
548 Sunbelt Rentals Holdings Inc $332778 0.00% NEW BUY
549 Western Digital Corp $328302 0.00% NEW BUY
550 Coupang Inc $328224 0.00% NEW BUY
551 Bunge Global Sa $327768 0.00% NEW BUY
552 Ww Grainger Inc $325136 0.00% NEW BUY
553 South Plains Financial Inc $323439 0.00% Held
554 B2gold Corp $322492 0.00% -13996 -14.00%
555 Newmont Corp $321763 0.00% NEW BUY
556 Banco Bilbao Vizcaya Argenta $320392 0.00% Held
557 Public Svc Enterprise Group $316849 0.00% NEW BUY
558 Mettler Toledo International $315545 0.00% NEW BUY
559 Zimmer Biomet Holdings Inc $313884 0.00% NEW BUY
560 Tractor Supply Co $313318 0.00% NEW BUY
561 Schwab Strategic Tr $312556 0.00% Held
562 Vertex Pharmaceuticals Inc $310953 0.00% NEW BUY
563 Invitation Homes Inc $306752 0.00% NEW BUY
564 Annaly Capital Management In $306131 0.00% NEW BUY
565 Tyson Foods Inc $302910 0.00% NEW BUY
566 Mid-Amer Apt Cmntys Inc $301639 0.00% NEW BUY
567 Sun Life Financial Inc. $301459 0.00% NEW BUY
568 Viatris Inc $301005 0.00% NEW BUY
569 Northern Tr Corp $298657 0.00% NEW BUY
570 Textron Inc $297572 0.00% NEW BUY
571 Weyerhaeuser Co $295013 0.00% -213511 -94.54%
572 M & T Bk Corp $290848 0.00% NEW BUY
573 First Tr Exchange-Traded Alp $289327 0.00% Held
574 Insmed Inc $288620 0.00% NEW BUY
575 Fastenal Co $287075 0.00% NEW BUY
576 Coeur Mng Inc $286775 0.00% NEW BUY
577 Norfolk Southn Corp $285648 0.00% NEW BUY
578 Host Hotels & Resorts Inc $284615 0.00% NEW BUY
579 Hudbay Minerals Inc $281587 0.00% NEW BUY
580 Best Buy Inc $280225 0.00% NEW BUY
581 Cintas Corp $278251 0.00% NEW BUY
582 Descartes Sys Group Inc $277225 0.00% +139 +3.60%
583 Stantec Inc $276826 0.00% +1338 +49.98%
584 United Airls Hldgs Inc $276332 0.00% NEW BUY
585 Sun Cmntys Inc $275673 0.00% NEW BUY
586 Genuine Parts Co $274893 0.00% NEW BUY
587 Principal Financial Group In $272576 0.00% NEW BUY
588 Firstservice Corp New $271499 0.00% NEW BUY
589 Eversource Energy $267616 0.00% NEW BUY
590 Steel Dynamics Inc $265944 0.00% NEW BUY
591 Ferrovial Nv $263946 0.00% -925 -19.38%
592 Rbc Bearings Inc $262776 0.00% NEW BUY
593 Fifth Third Bancorp $261758 0.00% NEW BUY
594 Ishares Tr $261482 0.00% Held
595 Yum Brands Inc $255776 0.00% Held
596 Emerson Elec Co $254663 0.00% Held
597 Celestica Inc $253379 0.00% NEW BUY
598 Xpo Inc $252301 0.00% -123170 -99.01%
599 Agnico Eagle Mines Ltd $248978 0.00% -601 -27.27%
600 Vanguard Index Fds $247367 0.00% Held
601 Ptc Inc $247329 0.00% NEW BUY
602 Avalonbay Cmntys Inc $244354 0.00% NEW BUY
603 Lennar Corp $238803 0.00% NEW BUY
604 J P Morgan Exchange Traded F $238054 0.00% -51 -1.59%
605 Thomson Reuters Corp $235944 0.00% NEW BUY
606 Pg&E Corp $235564 0.00% NEW BUY
607 Akamai Technologies Inc $235120 0.00% NEW BUY
608 Prudential Finl Inc $234532 0.00% NEW BUY
609 Atlassian Corporation $233992 0.00% NEW BUY
610 J P Morgan Exchange Traded F $232595 0.00% -23 -0.97%
611 Doordash Inc $231954 0.00% NEW BUY
612 Equinix Inc $230368 0.00% -221 -50.00%
613 Joyy Inc $224366 0.00% NEW BUY
614 Trimble Inc $223861 0.00% NEW BUY
615 Alibaba Group Hldg Ltd $220754 0.00% -2545 -52.53%
616 Nvent Elec Plc $219136 0.00% NEW BUY
617 Ubs Group Ag $219095 0.00% NEW BUY
618 Avery Dennison Corp $215601 0.00% NEW BUY
619 Prospect Cap Corp $215398 0.00% Held
620 Constellation Brands Inc $214199 0.00% NEW BUY
621 Mks Inc. $213504 0.00% NEW BUY
622 Emera Inc $210989 0.00% NEW BUY
623 Dover Corp $201403 0.00% NEW BUY
624 Vipshop Hldgs Ltd $148512 0.00% NEW BUY
625 Full Truck Alliance Co Ltd $82012 0.00% NEW BUY
626 Open Lending Corp $31100 0.00% Held

Closed last quarter

Thermon Group Hldgs Inc Honeywell Intl Inc Donnelley Finl Solutions Inc Northern Oil & Gas Inc Lindsay Corp Sunstone Hotel Invs Inc New Lpl Finl Hldgs Inc Mcdonalds Corp Timothy Plan Select Sector Spdr Tr Select Sector Spdr Tr Coastal Finl Corp Wa Vaneck Etf Trust Northwestern Energy Group In Lithia Mtrs Inc Pegasystems Inc Amdocs Ltd Moog Inc Clearway Energy Inc Gap Inc Marzetti Company Lineage Inc Dominos Pizza Inc Tyler Technologies Inc Avient Corporation Aerovironment Inc Epr Pptys Coinbase Global Inc Cloudflare Inc Crescent Energy Company Zoetis Inc Technipfmc Plc Elbit Sys Ltd Gildan Activewear Inc Riot Platforms Inc Roblox Corp Bok Finl Corp Jacobs Solutions Inc Deutsche Bk Ag Franco Nev Corp West Fraser Timber Ltd Thomson Reuters Corp Ishares Tr Ishares Tr Becton Dickinson & Co Vanguard Bd Index Fds Danaher Corp Del Air Products And Chemicals I Coya Therapeutics Inc Blackrock Tech And Private E Chicago Atlantic Bdc Inc

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.