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WESTWOOD HOLDINGS GROUP INC (WHG)

Q2 2023 · 13F-HR

WESTWOOD HOLDINGS GROUP INC (WHG)holdings as filed

Filed 2023-08-11 · accession 0001165002-23-000075

$11.2M
Reported value
480
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$206,6471.85%606,821CommonSOLE
29273V100ETENERGY TRANSFER L P$192,2611.72%15,138,680CommonSOLE
16411R208LNGCHENIERE ENERGY INC$185,0981.66%1,214,874CommonSOLE
87612G101TRGPTARGA RES CORP$168,5081.51%2,214,298CommonSOLE
478160104JNJJOHNSON & JOHNSON$158,7571.42%959,138CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$154,7181.39%5,871,660CommonSOLE
037833100AAPLAPPLE INC$147,5601.32%760,738CommonSOLE
438516106HONHONEYWELL INTL INC$133,8731.20%645,170CommonSOLE
060505104BACBANK AMERICA CORP$130,3881.17%4,544,709CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$123,2841.10%847,660CommonSOLE
969457100WMBWILLIAMS COS INC$122,8641.10%3,765,376CommonSOLE
075887109BDXBECTON DICKINSON & CO$118,8181.06%450,050CommonSOLE
931142103WMTWALMART INC$111,3151.00%708,199CommonSOLE
166764100CVXCHEVRON CORP NEW$110,8200.99%704,289CommonSOLE
437076102HDHOME DEPOT INC$107,9390.97%347,473CommonSOLE
375558103GILDGILEAD SCIENCES INC$105,3320.94%1,366,710CommonSOLE
G29183103ETNEATON CORP PLC$105,2810.94%523,524CommonSOLE
127190304CACICACI INTL INC$105,1830.94%308,598CommonSOLE
002824100ABTABBOTT LABS$100,9400.90%925,889CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$99,5300.89%207,078CommonSOLE
29250N105ENBENBRIDGE INC$99,4150.89%2,675,991CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$96,3820.86%961,605CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$94,3310.84%5,478,005CommonSOLE
25754A201DPZDOMINOS PIZZA INC$93,7960.84%278,335CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$93,7200.84%319,558CommonSOLE
74460D109PSAPUBLIC STORAGE$93,2210.83%319,382CommonSOLE
31428X106FDXFEDEX CORP$88,8310.80%358,335CommonSOLE
92939U106WECWEC ENERGY GROUP INC$84,7460.76%960,408CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$84,4800.76%1,468,198CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$84,0960.75%938,681CommonSOLE
518439104ELLAUDER ESTEE COS INC$83,2060.75%423,699CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$80,9120.72%237,279CommonSOLE
743315103PGRPROGRESSIVE CORP$80,4780.72%607,974CommonSOLE
907818108UNPUNION PAC CORP$80,3460.72%392,658CommonSOLE
012348108AINALBANY INTL CORP$80,3430.72%861,310CommonSOLE
235851102DHRDANAHER CORPORATION$79,5190.71%331,330CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$79,5030.71%246,491CommonSOLE
615394202MOG/AMOOG INC$79,1870.71%730,304CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$78,7310.70%358,568CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$78,1750.70%865,247CommonSOLE
92826C839VVISA INC$77,6950.70%327,163CommonSOLE
713448108PEPPEPSICO INC$77,5630.69%418,759CommonSOLE
30231G102XOMEXXON MOBIL CORP$77,5030.69%722,635CommonSOLE
949746101WMT2WELLS FARGO CO NEW$76,0400.68%1,781,638CommonSOLE
91704F104UEURBAN EDGE PPTYS$75,9880.68%4,924,660CommonSOLE
26875P101EOGEOG RES INC$75,6280.68%660,851CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$75,3750.67%1,268,292CommonSOLE
682680103OKEONEOK INC NEW$74,4480.67%1,206,222CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$73,9060.66%466,697CommonSOLE
233331107DTEDTE ENERGY CO$73,4180.66%667,313CommonSOLE
00206R102TAT&T INC$73,3280.66%4,597,387CommonSOLE
22002T108CDPCORPORATE OFFICE PPTYS TR$73,2370.66%3,083,667CommonSOLE
44109J106HOSTESS BRANDS INC$73,2330.66%2,892,314CommonSOLE
668074305NWENORTHWESTERN CORP$72,8750.65%1,283,913CommonSOLE
02079K305GOOGLALPHABET INC$71,7300.64%599,248CommonSOLE
65339F101NEENEXTERA ENERGY INC$71,2970.64%960,881CommonSOLE
20825C104COPCONOCOPHILLIPS$71,0780.64%686,018CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$70,9680.64%229,983CommonSOLE
72407810062CPIPER SANDLER COMPANIES$70,7530.63%547,369CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$70,1980.63%2,646,986CommonSOLE
925652109VICIVICI PPTYS INC$69,5450.62%2,212,679CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$69,2310.62%2,667,846CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$69,2040.62%1,280,374CommonSOLE
89679E304TRIUMPH FINANCIAL INC$66,8010.60%1,100,152CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$65,8790.59%1,426,565CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$64,3480.58%2,449,474CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$64,1970.57%5,666,087CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$64,1950.57%2,904,746CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$63,0010.56%983,935CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$62,9590.56%852,754CommonSOLE
199908104FIXCOMFORT SYS USA INC$62,9360.56%383,291CommonSOLE
74340W103PLDPROLOGIS INC.$62,6070.56%510,535CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$62,4470.56%1,819,560CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$61,9920.56%1,172,978CommonSOLE
858586100SCLSTEPAN CO$61,8860.55%647,617CommonSOLE
729640102PLYMPLYMOUTH INDL REIT INC$61,7350.55%2,681,803CommonSOLE
703395103PDCOEURPATTERSON COS INC$61,4230.55%1,846,753CommonSOLE
575385109DOORUSDMASONITE INTL CORP$61,3800.55%599,177CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$61,2120.55%4,127,548CommonSOLE
011311107ALGALAMO GROUP INC$61,1780.55%332,651CommonSOLE
60786M105MCMOELIS & CO$61,0070.55%1,345,552CommonSOLE
207410101CNMDCONMED CORP$60,8370.54%447,691CommonSOLE
292562105WIREEURENCORE WIRE CORP$60,7910.54%326,959CommonSOLE
610236101MNROMONRO INC$60,6540.54%1,492,842CommonSOLE
27923Q109ECVTECOVYST INC$60,3880.54%5,269,448CommonSOLE
256677105DGDOLLAR GEN CORP NEW$60,1130.54%354,065CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$59,9440.54%1,906,604CommonSOLE
292766102ERFGBPENERPLUS CORP$59,7870.54%4,131,810CommonSOLE
05379B107AVAAVISTA CORP$59,7000.53%1,520,246CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$58,8520.53%2,316,993CommonSOLE
78468R663BILSPDR SER TR$57,3460.51%624,552CommonSOLE
177835105CHCOCITY HLDG CO$56,3070.50%625,708CommonSOLE
318910106FBNCFIRST BANCORP N C$55,7020.50%1,872,321CommonSOLE
75970E107RNSTRENASANT CORP$54,1610.48%2,072,760CommonSOLE
92276F100VTRVENTAS INC$53,2880.48%1,127,319CommonSOLE
23345M107DTMDT MIDSTREAM INC$50,6120.45%1,021,026CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$50,2730.45%52,625CommonSOLE
05589G102BWINBRP GROUP INC$49,6040.44%2,001,794CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$48,1110.43%312,818CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$47,0540.42%4,921,970CommonSOLE
40412C101HCAHCA HEALTHCARE INC$45,9770.41%151,500CommonSOLE
67066G104NVDANVIDIA CORPORATION$45,9650.41%108,658CommonSOLE
05350V106AVNSAVANOS MED INC$43,8360.39%1,715,039CommonSOLE
579780206MKCMCCORMICK & CO INC$40,6440.36%465,945CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$38,2380.34%3,607,320CommonSOLE
86614U1007SUSUMMIT MATLS INC$38,0440.34%1,005,122CommonSOLE
464287598IWDISHARES TR$36,6350.33%232,118CommonSOLE
371927104GELGENESIS ENERGY L P$36,0160.32%3,771,324CommonSOLE
03937C105ARCBARCBEST CORP$35,6790.32%361,127CommonSOLE
55336V100MPLXMPLX LP$35,5750.32%1,048,181CommonSOLE
428103105HESMHESS MIDSTREAM LP$34,9680.31%1,139,751CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$34,4610.31%2,444,071CommonSOLE
589378108MRCYMERCURY SYS INC$34,3000.31%991,627CommonSOLE
94106L109WMWASTE MGMT INC DEL$33,9760.30%195,916CommonSOLE
002474104AZZAZZ INC$33,7940.30%777,583CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$33,7370.30%1,328,232CommonSOLE
02079K107GOOGALPHABET INC$33,5760.30%277,558CommonSOLE
53814L108LTHM1EURLIVENT CORP$32,0110.29%1,166,989CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$31,9140.29%1,072,731CommonSOLE
27616P103EASTERLY GOVT PPTYS INC$31,5850.28%2,178,253CommonSOLE
156504300CCSCENTURY CMNTYS INC$31,4650.28%410,661CommonSOLE
45768S105IOSPINNOSPEC INC$31,1490.28%310,121CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$31,0820.28%777,047CommonSOLE
855244109SBUXSTARBUCKS CORP$31,0410.28%313,352CommonSOLE
06652V208BANRBANNER CORP$30,7290.28%703,655CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$30,3470.27%2,998,702CommonSOLE
023135106AMZNAMAZON COM INC$29,9920.27%230,073CommonSOLE
171604101CHUYUSDCHUYS HLDGS INC$29,9850.27%734,561CommonSOLE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$29,6290.27%2,284,430CommonSOLE
923451108VBTXVERITEX HLDGS INC$29,5500.26%1,648,058CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$29,3730.26%1,797,584CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$28,9260.26%793,371CommonSOLE
03071H100AMSFAMERISAFE INC$28,9140.26%542,275CommonSOLE
589889104MMSIMERIT MED SYS INC$28,8230.26%344,603CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$28,5480.26%10,572CommonSOLE
633707104NBHCNATIONAL BK HLDGS CORP$28,2310.25%972,136CommonSOLE
882508104TXNTEXAS INSTRS INC$27,7730.25%154,276CommonSOLE
98978V103ZTSZOETIS INC$26,7780.24%155,494CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$25,9200.23%241,052CommonSOLE
369550108GDGENERAL DYNAMICS CORP$25,8380.23%120,092CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$25,3580.23%143,703CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$24,6680.22%763,710CommonSOLE
591520200MEIMETHODE ELECTRS INC$24,3830.22%727,424CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$24,0060.21%57,642CommonSOLE
800363103SD2SANDY SPRING BANCORP INC$23,3210.21%1,028,248CommonSOLE
537008104LFUSLITTELFUSE INC$23,2880.21%79,943CommonSOLE
N07059210ASMLASML HOLDING N V$22,7560.20%31,399CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$22,3940.20%395,091CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$21,9250.20%1,890,084CommonSOLE
244199105DEDEERE & CO$21,5520.19%53,191CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$20,8150.19%45,084CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$20,5450.18%46,347CommonSHARED
872590104TMUST-MOBILE US INC$20,4940.18%147,543CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$20,1750.18%315,485CommonSOLE
226344208CRESTWOOD EQUITY PARTNERS LP$19,4500.17%734,521CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$18,9950.17%766,845CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$18,4370.17%140,355CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$17,0710.15%177,689CommonSOLE
451107106IDAIDACORP INC$16,9860.15%165,560CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$16,5940.15%7,758CommonSOLE
031162100AMGNAMGEN INC$16,1440.14%72,716CommonSOLE
05352A100AVTRAVANTOR INC$16,1200.14%784,804CommonSOLE
548661107LOWLOWES COS INC$15,5240.14%68,782CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$15,2970.14%490,745CommonSOLE
067901108ABXBARRICK GOLD CORP$15,2530.14%900,947CommonSOLE
26969P108EXPEAGLE MATLS INC$15,1730.14%81,389CommonSOLE
96145D105WRKUSDWESTROCK CO$15,1260.14%520,313CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$14,5890.13%301,609CommonSOLE
428291108HXLHEXCEL CORP NEW$14,4110.13%189,575CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$14,2220.13%140,924CommonSOLE
443510607HUBBHUBBELL INC$14,2170.13%42,879CommonSOLE
001084102AGCOAGCO CORP$14,1130.13%107,387CommonSOLE
750917106RMBSRAMBUS INC DEL$13,9740.13%217,766CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$13,6960.12%25,956CommonSOLE
97650W108WTFCWINTRUST FINL CORP$13,4780.12%185,600CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$13,3980.12%119,331CommonSOLE
22052L104CTVACORTEVA INC$13,0070.12%226,996CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$12,9790.12%146,478CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$12,7660.11%95,405CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$12,1870.11%45,295CommonSOLE
464287200IVVISHARES TR$12,1630.11%27,289CommonSOLE
216648402COOPER COS INC$12,1210.11%31,613CommonSOLE
22822V101CCICROWN CASTLE INC$12,0560.11%105,807CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$12,0290.11%11,248,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$12,0070.11%81,755CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$11,8000.11%63,263CommonSOLE
536797103LADLITHIA MTRS INC$11,7920.11%38,774CommonSOLE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$11,5840.10%10,735,000CommonSOLE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$11,5470.10%185,281CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$11,5420.10%224,125CommonSOLE
872540109TJXTJX COS INC NEW$11,2530.10%132,720CommonSOLE
37954Y483QYLDGLOBAL X FDS$11,2500.10%633,813CommonSOLE
125896100CMSCMS ENERGY CORP$10,7510.10%183,002CommonSOLE
G5960L103MDTMEDTRONIC PLC$10,6100.10%120,428CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$10,5830.09%125,536CommonSOLE
69327R101PDC ENERGY INC$10,4500.09%146,890CommonSOLE
200340107CMACOMERICA INC$10,1210.09%238,925CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10,0710.09%18,706CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10,0100.09%13,931CommonSOLE
00130H204AES 6.875 02/15/24AES CORP$9,9180.09%121,805CommonSOLE
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$9,8090.09%1,097,166CommonSOLE
11135F101AVGOBROADCOM INC$9,6530.09%11,128CommonSOLE
806857108SLBSCHLUMBERGER LTD$9,5600.09%194,633CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$9,5250.09%180,937CommonSOLE
529043309LXP 6.5 PERP CLXP INDUSTRIAL TRUST$9,4300.08%190,000CommonSOLE
09260D107BXBLACKSTONE INC$9,2870.08%99,888CommonSOLE
17275R102CSCOCISCO SYS INC$9,2650.08%179,059CommonSOLE
74965L200RLJ 1.95 PERP ARLJ LODGING TR$9,0340.08%375,000CommonSOLE
74971D200RPT REALTY$8,8250.08%180,000CommonSOLE
922908736VUGVANGUARD INDEX FDS$8,5540.08%30,230CommonSOLE
H1467J104CBCHUBB LIMITED$8,1800.07%42,479CommonSOLE
889478103TOLTOLL BROTHERS INC$8,0660.07%102,006CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$8,0650.07%356,870CommonSOLE
26884U307EPR 9 PERP EEPR PPTYS$7,9410.07%280,000CommonSOLE
29355A107ENPHENPHASE ENERGY INC$7,7670.07%46,373CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$7,2870.07%105,294CommonSOLE
05367P100AVID TECHNOLOGY INC$7,0470.06%276,368CommonSOLE
871607107SNPSSYNOPSYS INC$7,0290.06%16,143CommonSOLE
018802108LNTALLIANT ENERGY CORP$7,0030.06%133,436CommonSOLE
464287242LQDISHARES TR$6,9740.06%64,486CommonSOLE
637417106NNNNNN REIT INC$6,9420.06%162,233CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$6,7350.06%339,277CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6,6980.06%14,549CommonSOLE
929089100VOYAVOYA FINANCIAL INC$6,6490.06%92,719CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$6,6330.06%24,982CommonSOLE
74051N1022655957DPREMIER INC$6,6300.06%239,679CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$6,6230.06%58,884CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$6,6150.06%136,500CommonSOLE
69007J106OUTFRONT MEDIA INC$6,4890.06%412,768CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$6,4830.06%440,728CommonSOLE
464287671IUSGISHARES TR$6,4310.06%65,867CommonSOLE
44930G107ICUIICU MED INC$6,4160.06%36,007CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$6,2400.06%413,000CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$6,1110.05%11,312CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$6,1090.05%26,049CommonSOLE
253868103DLRDIGITAL RLTY TR INC$5,9050.05%51,855CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$5,8830.05%168,915CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$5,7880.05%2,905,000CommonSOLE
191216100KOCOCA COLA CO$5,7130.05%94,867CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$5,7030.05%39,902CommonSOLE
832696405SJMSMUCKER J M CO$5,6720.05%38,411CommonSOLE
229663109CUBECUBESMART$5,6320.05%126,100CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5,6200.05%25,417CommonSOLE
30069T101EEEXCELERATE ENERGY INC$5,6190.05%276,394CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$5,5700.05%123,150CommonSOLE
05561Q201BOKFBOK FINL CORP$5,3370.05%66,072CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$5,3160.05%156,000CommonSOLE
G8473T100STESTERIS PLC$5,1850.05%23,046CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$5,0540.05%90,030CommonSOLE
228368106CCKCROWN HLDGS INC$5,0460.05%58,092CommonSOLE
72919P202PLUGPLUG POWER INC$5,0220.04%483,366CommonSOLE
714046109RVTYREVVITY INC$5,0020.04%42,105CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4,9480.04%75,000CommonSOLE
03762UAC9APOLLO COML REAL ESTATE FIN$4,8780.04%4,850,000CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$4,7860.04%346,073CommonSOLE
22113B103CSANCOSAN S A$4,7380.04%317,584CommonSOLE
86771W105RUNSUNRUN INC$4,5860.04%256,777CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$4,5100.04%268,000CommonSOLE
723787107PXDEURPIONEER NAT RES CO$4,4910.04%21,678CommonSOLE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$4,3700.04%186,440CommonSOLE
G3223R108EGEVEREST RE GROUP LTD$4,3090.04%12,604CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4,2150.04%113,333CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4,1940.04%21,422CommonSOLE
866674104SUISUN CMNTYS INC$4,1750.04%32,000CommonSOLE
46090E103QQQINVESCO QQQ TR$4,0780.04%11,040CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3,9200.04%26,921CommonSOLE
74971D101RPTUSDRPT REALTY$3,8550.03%368,903CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO DEL$3,8300.03%3,500,000CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$3,7350.03%3,000,000CommonSOLE
92936U109WPCWP CAREY INC$3,7160.03%55,000CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC$3,6180.03%5,051,000CommonSOLE
464287507IJHISHARES TR$3,1450.03%12,026CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3,1070.03%6CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$2,9140.03%3,000,000CommonSOLE
88688TAB6TILRAY BRANDS INC$2,9100.03%2,900,000CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$2,8090.03%3,000,000CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$2,7970.03%2,500,000CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$2,7650.02%2,500,000CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2,7600.02%165,679CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$2,7200.02%2,000,000CommonSOLE
093712107BEBLOOM ENERGY CORP$2,5660.02%156,921CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$2,5490.02%2,500,000CommonSOLE
464288513HYGISHARES TR$2,5290.02%33,694CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$2,5100.02%3,000,000CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$2,4810.02%97,085CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$2,4540.02%2,800,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$2,4030.02%2,500,000CommonSOLE
70932AAD5PENNYMAC CORP$2,3900.02%2,500,000CommonSOLE
58933Y105MRKMERCK & CO INC$2,3280.02%20,172CommonSOLE
336433107FSLRFIRST SOLAR INC$2,2840.02%12,016CommonSOLE
549498103CCIVGBPLUCID GROUP INC$2,2310.02%323,756CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2,2260.02%41,146CommonSOLE
928298AP3VISHAY INTERTECHNOLOGY INC$2,2010.02%2,000,000CommonSOLE
097023105BABOEING CO$2,1810.02%10,330CommonSOLE
05368V106AVNTAVIENT CORPORATION$2,1590.02%52,777CommonSOLE
580135101MCDMCDONALDS CORP$2,1480.02%7,198CommonSOLE
758075AD7REDWOOD TRUST INC$2,0570.02%2,097,000CommonSOLE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$1,9740.02%1,500,000CommonSOLE
464287226AGGISHARES TR$1,9710.02%20,119CommonSOLE
090043AD2BILL 0 04/01/27BILL HOLDINGS INC$1,9680.02%2,391,000CommonSOLE
345370860FFORD MTR CO DEL$1,9610.02%129,641CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1,9080.02%39,474CommonSOLE
032108607BLOKAMPLIFY ETF TR$1,9030.02%83,648CommonSOLE
149123101CATCATERPILLAR INC$1,8960.02%7,705CommonSOLE
717081103PFEPFIZER INC$1,8350.02%50,038CommonSOLE
532457108LLYLILLY ELI & CO$1,8330.02%3,909CommonSOLE
617446448MSMORGAN STANLEY$1,8280.02%21,402CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1,7860.02%15,469CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$1,7760.02%2,000,000CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$1,7090.02%2,000,000CommonSOLE
291011104EMREMERSON ELEC CO$1,6570.01%18,329CommonSOLE
125523100CITHE CIGNA GROUP$1,6440.01%5,860CommonSOLE
501044101KRKROGER CO$1,6220.01%34,502CommonSOLE
848637AF1SPLK 1.125 06/15/27SPLUNK INC$1,6050.01%1,850,000CommonSOLE
607828100MODMODINE MFG CO$1,5760.01%47,730CommonSOLE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$1,5740.01%2,000,000CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$1,5660.01%86,974CommonSOLE
46434G103IEMGISHARES INC$1,5630.01%31,715CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1,5570.01%6,095CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$1,5530.01%47,318CommonSHARED
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$1,5460.01%2,000,000CommonSOLE
53814LAB4LTHM 4.125 07/15/25LIVENT CORP$1,4780.01%460,000CommonSOLE
126650100CVSCVS HEALTH CORP$1,4650.01%21,193CommonSOLE
866082100INNSUMMIT HOTEL PPTYS INC$1,4590.01%224,180CommonSOLE
256163106DOCUDOCUSIGN INC$1,4370.01%28,131CommonSOLE
00287Y109ABBVABBVIE INC$1,4170.01%10,520CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$1,3830.01%2,828CommonSOLE
98262P101WW6WW INTL INC$1,3820.01%205,605CommonSOLE
87918A105TDOCTELADOC HEALTH INC$1,3310.01%52,554CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1,2930.01%11,352CommonSOLE
64110L106NFLXNETFLIX INC$1,2890.01%2,927CommonSOLE
464287614IWFISHARES TR$1,2890.01%4,683CommonSOLE
207410AF8CONMED CORP$1,2710.01%810,000CommonSOLE
784730AB9SSRMCN 2.5 04/01/39SSR MINING IN$1,2560.01%1,155,000CommonSOLE
18467V109YOUCLEAR SECURE INC$1,2150.01%52,425CommonSOLE
596278101MIDDMIDDLEBY CORP$1,2090.01%8,179CommonSOLE
452327109ILMNILLUMINA INC$1,1350.01%6,056CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1,1340.01%2,995CommonSOLE
30320C103FTCIFTC SOLAR INC$1,0730.01%333,097CommonSOLE
62914V106NIONIO INC$1,0700.01%110,454CommonSOLE
464287655IWMISHARES TR$1,0580.01%5,649CommonSOLE
464287804IJRISHARES TR$1,0490.01%10,530CommonSOLE
653656AB4NICEIT 0 09/15/25NICE LTD$1,0120.01%1,040,000CommonSOLE
87968A104TELLEURTELLURIAN INC NEW$1,0070.01%714,517CommonSOLE
98138H101WDAYWORKDAY INC$9820.01%4,346CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$9600.01%14,590CommonSOLE
83001A102SIXEURSIX FLAGS ENTMT CORP NEW$9230.01%35,527CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$9070.01%19,653CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$8970.01%785,000CommonSOLE
526057104LENLENNAR CORP$8870.01%7,078CommonSOLE
464287465EFAISHARES TR$8840.01%12,189CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$8840.01%102,789CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$8810.01%21,652CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8670.01%5,716CommonSOLE
387437114GRT-UCADGRANITE REAL ESTATE INVT TR$8650.01%14,600CommonSOLE
12572Q105CMECME GROUP INC$8280.01%4,468CommonSOLE
412822108HOGHARLEY DAVIDSON INC$8100.01%23,010CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$8030.01%10,629CommonSOLE
09062X103BIIBBIOGEN INC$7960.01%2,793CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7930.01%11,890CommonSOLE
60770K107MRNAMODERNA INC$7780.01%6,405CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$7440.01%5,630CommonSOLE
95040Q104WELLWELLTOWER INC$7280.01%9,000CommonSOLE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$7190.01%39,286CommonSOLE
34959E109FTNTFORTINET INC$7110.01%9,400CommonSOLE
59151K108MEOHMETHANEX CORP$7080.01%17,115CommonSOLE
29444U700EQIXEQUINIX INC$7060.01%900CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$6760.01%37,100CommonSOLE
67058H102NSUSDNUSTAR ENERGY LP$6610.01%38,544CommonSOLE
055622104BPBP PLC$6540.01%18,520CommonSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$6510.01%31,000CommonSOLE
02209S103MOALTRIA GROUP INC$6450.01%14,243CommonSOLE
46284V101IRMIRON MTN INC DEL$6360.01%11,200CommonSOLE
92539P101VERVE THERAPEUTICS INC$6250.01%33,351CommonSOLE
829073105SSDSIMPSON MFG INC$5930.01%4,285CommonSOLE
42226A107HQYHEALTHEQUITY INC$5930.01%9,387CommonSOLE
007973100AEISADVANCED ENERGY INDS$5930.01%5,320CommonSOLE
922908637VVVANGUARD INDEX FDS$5860.01%2,891CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$5840.01%17,966CommonSOLE
74348T102PSECPROSPECT CAP CORP$5780.01%93,246CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$5670.01%5,000CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$5540.00%5,224CommonSOLE
57776J100MXLMAXLINEAR INC$5480.00%17,353CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5470.00%3,144CommonNONE
74340E103PGNYPROGYNY INC$5470.00%13,892CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$5460.00%7,257CommonSOLE
985817105YELPYELP INC$5400.00%14,819CommonSOLE
749660106RESRPC INC$5390.00%75,376CommonSOLE
922280102VRNSVARONIS SYS INC$5380.00%20,203CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$5320.00%5,500CommonSOLE
00461U105ACRSACLARIS THERAPEUTICS INC$5290.00%51,023CommonSOLE
78469C103SPUSDSP PLUS CORP$5280.00%13,499CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$5160.00%7,324CommonSOLE
866683105SNCYSUN CTRY AIRLS HLDGS INC$5090.00%22,625CommonSOLE
02361E108AMRCAMERESCO INC$5090.00%10,477CommonSOLE
88160R101TSLATESLA INC$5030.00%1,922CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$5010.00%24,482CommonSOLE
74934Q108RICKRCI HOSPITALITY HLDGS INC$4990.00%6,561CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$4990.00%18,953CommonSOLE
42222N103HSTMHEALTHSTREAM INC$4970.00%20,247CommonSOLE
00108J109ACMRACM RESH INC$4950.00%37,849CommonSOLE
136375102CNICANADIAN NATL RY CO$4910.00%4,052CommonSOLE
89832Q109TFCTRUIST FINL CORP$4910.00%16,187CommonSOLE
922908363VOOVANGUARD INDEX FDS$4870.00%1,196CommonSOLE
83946P107SPFISOUTH PLAINS FINANCIAL INC$4830.00%21,470CommonSOLE
81282V100PRKSSEAWORLD ENTMT INC$4810.00%8,584CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$4790.00%5,328CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$4760.00%4,055CommonSOLE
780259305SHELSHELL PLC$4690.00%7,770CommonSOLE
02083G100NVLSEURALPINE IMMUNE SCIENCES INC$4500.00%43,799CommonSOLE
842587107SOSOUTHERN CO$4470.00%6,370CommonSOLE
92204A702VGTVANGUARD WORLD FDS$4420.00%1,000CommonSOLE
848637AD6SPLK 1.125 09/15/25SPLUNK INC$4300.00%427,000CommonSOLE
68389X105ORCLORACLE CORP$4270.00%3,587CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4150.00%796CommonNONE
746228303PCYOPURE CYCLE CORP$4130.00%37,506CommonSOLE
011642105ALRMALARM COM HLDGS INC$4100.00%7,938CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$4090.00%5,463CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$4090.00%12,985CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$4040.00%8,214CommonNONE
80007P869SDSANDRIDGE ENERGY INC$3970.00%26,021CommonSOLE
254067101DDSDILLARDS INC$3940.00%1,207CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$3900.00%2,891CommonSOLE
78468R556XOPSPDR SER TR$3850.00%2,986CommonNONE
25746U109DDOMINION ENERGY INC$3760.00%7,268CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$3730.00%7,638CommonSOLE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$3710.00%3,855CommonSOLE
45774W108IIININSTEEL INDS INC$3680.00%11,821CommonSOLE
82836G102SBOWEURSILVERBOW RES INC$3500.00%12,030CommonSOLE
93148P102WDWALKER & DUNLOP INC$3430.00%4,336CommonSOLE
785688102SBRSABINE RTY TR$3390.00%5,155CommonNONE
032654105ADIANALOG DEVICES INC$3360.00%1,725CommonSOLE
747525103QCOMQUALCOMM INC$3330.00%2,800CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$3260.00%12,147CommonSOLE
871829107SYYSYSCO CORP$3140.00%4,230CommonSOLE
718546104PSXPHILLIPS 66$3040.00%3,186CommonSOLE
761152107RMDRESMED INC$3040.00%1,392CommonNONE
254687106DISDISNEY WALT CO$2980.00%3,340CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$2900.00%5,135CommonSOLE
891160509TDTORONTO DOMINION BK ONT$2880.00%4,651CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$2870.00%2,703CommonNONE
464287309IVWISHARES TR$2820.00%3,997CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$2810.00%4,794CommonNONE
G54950103LINLINDE PLC$2790.00%731CommonSOLE
780087102RYROYAL BK CDA$2790.00%2,925CommonSOLE
58155Q103MCKMCKESSON CORP$2760.00%645CommonSOLE
46434V407SHYGISHARES TR$2750.00%6,628CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2720.00%8,106CommonSOLE
464288646IGSBISHARES TR$2660.00%5,293CommonSOLE
922908744VTVVANGUARD INDEX FDS$2580.00%1,817CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2540.00%6,115CommonSOLE
75615P103REATA PHARMACEUTICALS INC$2520.00%2,467CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2520.00%3,269CommonSOLE
922908751VBVANGUARD INDEX FDS$2490.00%1,253CommonSOLE
670346105NUENUCOR CORP$2460.00%1,500CommonNONE
30034W106EVRGEVERGY INC$2440.00%4,178CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2440.00%2,083CommonSOLE
125269100CFCF INDS HLDGS INC$2420.00%3,480CommonSOLE
767292105RIOTRIOT PLATFORMS INC$2390.00%20,237CommonSOLE
97717W588EPSWISDOMTREE TR$2390.00%5,113CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$2370.00%3,769CommonSOLE
756109104OREALTY INCOME CORP$2350.00%3,934CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$2330.00%2,494CommonSOLE
11271J107BNBROOKFIELD CORP$2330.00%6,921CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2300.00%504CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2280.00%4,197CommonSOLE
988498101YUMYUM BRANDS INC$2220.00%1,600CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2170.00%551CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$2140.00%5,857CommonNONE
063671101BMOBANK MONTREAL QUE$2110.00%2,336CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2080.00%3,326CommonSOLE
435763107HOLLY ENERGY PARTNERS L P$2060.00%11,112CommonSOLE
032095101APHAMPHENOL CORP NEW$2020.00%2,373CommonSOLE
90138Q10823ANDME HOLDING CO$1350.00%77,208CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$1260.00%10,313CommonSOLE
577096100MTTR*MATTERPORT INC$1180.00%37,365CommonSOLE
730541109POINT BIOPHARMA GLOBAL INC$1130.00%12,420CommonSOLE
68373J104LPROOPEN LENDING CORP$1050.00%10,000CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$980.00%12,785CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$970.00%14,520CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.