account_balance
Investment manager · 13F filer · SEC CIK 1165002
Westwood Holdings Group Inc
Reported value$13.3Bas of Jun 30, 2026
Positions626 216 new, 51 sold out
Top 10 weight19.1%WMB alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WMBWilliams Cos Inc
2.8%Added +5%
VEAVanguard Tax-managed FDS
2.6%
ETEnergy Transfer L P
2.4%
BILSPDR Series Trust
2.3%Trimmed −6%
KMIKinder Morgan Inc
1.9%
EPDEnterprise Prods Partners L
1.6%Added +8%
LNGCheniere Energy Inc
1.6%Added +18%
ENBEnbridge Inc
1.4%Trimmed −11%
RSPInvesco Exchange Traded Fd T
1.3%
TRGPTarga Res Corp
1.2%Added +3%
DTMDt Midstream Inc
1.1%Trimmed −3%
AAPLApple Inc
1.1%Added +6%
WMBWilliams Cos Inc
2.8%Added +5%
VEAVanguard Tax-managed FDS
2.6%
ETEnergy Transfer L P
2.4%
BILSPDR Series Trust
2.3%Trimmed −6%
KMIKinder Morgan Inc
1.9%
EPD1.6%LNG1.6%ENB1.4%RSP1.3%
TRGP1.2%DTM1.1%AAPL1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WMB Williams Cos Inc 2.8% Added +5%
VEA Vanguard Tax-managed FDS 2.6% Held
ET Energy Transfer L P 2.4% HeldBIL SPDR Series Trust 2.3% Trimmed −6%
KMI Kinder Morgan Inc 1.9% HeldEPD Enterprise Prods Partners L 1.6% Added +8%LNG Cheniere Energy Inc 1.6% Added +18%ENB Enbridge Inc 1.4% Trimmed −11%RSP Invesco Exchange Traded Fd T 1.3% Held
TRGP Targa Res Corp 1.2% Added +3%DTM Dt Midstream Inc 1.1% Trimmed −3%AAPL Apple Inc 1.1% Added +6%What changed