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WESTWOOD HOLDINGS GROUP INC (WHG)

Q3 2023 · 13F-HR

WESTWOOD HOLDINGS GROUP INC (WHG)holdings as filed

Filed 2023-11-14 · accession 0001165002-23-000087

$10.7M
Reported value
447
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29273V100ETENERGY TRANSFER L P$220,2752.05%15,700,270CommonSOLE
594918104MSFTMICROSOFT CORP$192,3021.79%609,033CommonSOLE
16411R208LNGCHENIERE ENERGY INC$182,0311.70%1,096,838CommonSOLE
478160104JNJJOHNSON & JOHNSON$148,8891.39%955,949CommonSOLE
29250N105ENBENBRIDGE INC$145,6821.36%4,389,320CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$135,4201.26%933,803CommonSOLE
87612G101TRGPTARGA RES CORP$133,6621.25%1,559,289CommonSOLE
037833100AAPLAPPLE INC$127,1641.19%742,736CommonSOLE
002824100ABTABBOTT LABS$125,8281.17%1,299,206CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$125,2651.17%4,576,732CommonSOLE
060505104BACBANK AMERICA CORP$120,4451.12%4,399,000CommonSOLE
438516106HONHONEYWELL INTL INC$119,8401.12%648,695CommonSOLE
166764100CVXCHEVRON CORP NEW$119,2561.11%707,246CommonSOLE
969457100WMBWILLIAMS COS INC$116,7311.09%3,464,845CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$113,7371.06%6,859,915CommonSOLE
075887109BDXBECTON DICKINSON & CO$113,4861.06%438,968CommonSOLE
931142103WMTWALMART INC$111,2571.04%695,661CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$106,9481.00%212,119CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$104,1480.97%321,870CommonSOLE
G29183103ETNEATON CORP PLC$104,1460.97%488,305CommonSOLE
437076102HDHOME DEPOT INC$102,6730.96%339,797CommonSOLE
375558103GILDGILEAD SCIENCES INC$99,6400.93%1,329,602CommonSOLE
682680103OKEONEOK INC NEW$96,6200.90%1,523,254CommonSOLE
743315103PGRPROGRESSIVE CORP$93,1190.87%668,479CommonSOLE
127190304CACICACI INTL INC$92,8410.87%295,737CommonSOLE
31428X106FDXFEDEX CORP$92,3130.86%348,455CommonSOLE
25754A201DPZDOMINOS PIZZA INC$87,1670.81%230,119CommonSOLE
74460D109PSAPUBLIC STORAGE$86,6940.81%328,986CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$86,1160.80%1,421,053CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$85,7380.80%314,937CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$85,2990.80%930,906CommonSOLE
30231G102XOMEXXON MOBIL CORP$82,9060.77%705,100CommonSOLE
92939U106WECWEC ENERGY GROUP INC$81,6460.76%1,013,612CommonSOLE
235851102DHRDANAHER CORPORATION$80,8730.75%325,968CommonSOLE
02079K305GOOGLALPHABET INC$80,4340.75%614,656CommonSOLE
907818108UNPUNION PAC CORP$79,2060.74%388,971CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$77,5340.72%340,167CommonSOLE
26875P101EOGEOG RES INC$77,3630.72%610,311CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$75,5120.70%3,168,791CommonSOLE
012348108AINALBANY INTL CORP$74,9120.70%868,248CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$74,5170.70%455,345CommonSOLE
20825C104COPCONOCOPHILLIPS$74,3510.69%620,628CommonSOLE
615394202MOG/AMOOG INC$74,3170.69%657,906CommonSOLE
72407810062CPIPER SANDLER COMPANIES$73,7890.69%507,802CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$73,4690.69%941,312CommonSOLE
949746101WMT2WELLS FARGO CO NEW$73,2700.68%1,793,201CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$72,9350.68%237,488CommonSOLE
92826C839VVISA INC$72,7640.68%316,353CommonSOLE
292562105WIREEURENCORE WIRE CORP$72,4160.68%396,886CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$71,8950.67%1,644,447CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$71,0610.66%2,469,107CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$70,9990.66%1,241,461CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$70,8040.66%202,124CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$70,4900.66%1,752,182CommonSOLE
713448108PEPPEPSICO INC$69,9810.65%413,012CommonSOLE
233331107DTEDTE ENERGY CO$69,5970.65%701,020CommonSOLE
668074305NWENORTHWESTERN CORP$69,0530.64%1,436,814CommonSOLE
91704F104UEURBAN EDGE PPTYS$67,9790.63%4,454,703CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$67,7590.63%2,254,129CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$66,6390.62%646,725CommonSOLE
427866108HSYHERSHEY CO$65,7940.61%328,838CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$65,6590.61%1,389,023CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$64,4660.60%2,935,617CommonSOLE
89679E300TFINTRIUMPH FINANCIAL INC$64,2530.60%991,710CommonSOLE
925652109VICIVICI PPTYS INC$64,0120.60%2,199,729CommonSOLE
177835105CHCOCITY HLDG CO$59,4710.55%658,229CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$59,1930.55%867,684CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$58,8930.55%985,979CommonSOLE
011311107ALGALAMO GROUP INC$58,8400.55%340,393CommonSOLE
60786M105MCMOELIS & CO$58,6920.55%1,300,502CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$58,6620.55%2,423,057CommonSOLE
65339F101NEENEXTERA ENERGY INC$58,3050.54%1,017,715CommonSOLE
03937C105ARCBARCBEST CORP$58,2850.54%573,392CommonSOLE
589889104MMSIMERIT MED SYS INC$57,9700.54%839,903CommonSOLE
75970E107RNSTRENASANT CORP$57,9660.54%2,213,276CommonSOLE
703395103PDCOEURPATTERSON COS INC$57,9450.54%1,954,960CommonSOLE
05379B107AVAAVISTA CORP$57,9090.54%1,788,979CommonSOLE
729640102PLYMPLYMOUTH INDL REIT INC$57,5820.54%2,748,551CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$57,5490.54%1,267,878CommonSOLE
292766102ERFGBPENERPLUS CORP$57,1540.53%3,241,852CommonSOLE
575385109DOORUSDMASONITE INTL CORP$57,0390.53%611,874CommonSOLE
199908104FIXCOMFORT SYS USA INC$56,7880.53%333,241CommonSOLE
207410101CNMDCONMED CORP$56,3910.53%559,157CommonSOLE
318910106FBNCFIRST BANCORP N C$56,2140.52%1,997,664CommonSOLE
610236101MNROMONRO INC$56,1040.52%2,020,325CommonSOLE
858586100SCLSTEPAN CO$56,0700.52%747,903CommonSOLE
78468R663BILSPDR SER TR$55,4270.52%603,652CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$54,8910.51%5,858,150CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$54,7730.51%2,468,351CommonSOLE
518439104ELLAUDER ESTEE COS INC$53,9120.50%372,967CommonSOLE
55336V100MPLXMPLX LP$53,4130.50%1,501,635CommonSOLE
74340W103PLDPROLOGIS INC.$52,0870.49%464,194CommonSOLE
27923Q109ECVTECOVYST INC$51,3060.48%5,213,991CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$50,9130.47%1,869,738CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$49,9930.47%5,469,648CommonSOLE
589378108MRCYMERCURY SYS INC$49,9220.47%1,345,963CommonSOLE
92276F100VTRVENTAS INC$47,2820.44%1,122,278CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$47,1420.44%2,924,411CommonSOLE
23345M107DTMDT MIDSTREAM INC$46,9880.44%887,898CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$46,8870.44%51,589CommonSOLE
86614U1007SUSUMMIT MATLS INC$43,5500.41%1,398,527CommonSOLE
05350V106AVNSAVANOS MED INC$42,6500.40%2,109,273CommonSOLE
371927104GELGENESIS ENERGY L P$42,6080.40%4,128,717CommonSOLE
05589G102BWINBRP GROUP INC$40,4880.38%1,742,917CommonSOLE
256677105DGDOLLAR GEN CORP NEW$39,7320.37%375,543CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$37,9780.35%232,848CommonSOLE
53814L108LTHM1EURLIVENT CORP$36,8080.34%1,999,347CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$35,9020.33%1,312,193CommonSOLE
002474104AZZAZZ INC$34,1160.32%748,477CommonSOLE
05367P100AVID TECHNOLOGY INC$33,8710.32%1,260,548CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$32,4610.30%355,898CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$32,2060.30%10,443CommonSOLE
45768S105IOSPINNOSPEC INC$31,9650.30%312,767CommonSOLE
023135106AMZNAMAZON COM INC$30,3680.28%238,890CommonSOLE
633707104NBHCNATIONAL BK HLDGS CORP$30,2860.28%1,017,690CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$30,2300.28%3,233,190CommonSOLE
06652V208BANRBANNER CORP$30,1190.28%710,700CommonSOLE
171604101CHUYUSDCHUYS HLDGS INC$29,9340.28%841,311CommonSOLE
94106L109WMWASTE MGMT INC DEL$29,9280.28%196,325CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$29,5530.28%1,929,044CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$29,3260.27%786,442CommonSOLE
74347B425SH1USDPROSHARES TR$29,2270.27%2,019,843CommonSOLE
03071H100AMSFAMERISAFE INC$28,6850.27%572,907CommonSOLE
923451108VBTXVERITEX HLDGS INC$28,6600.27%1,596,641CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$28,5560.27%712,307CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$28,5320.27%2,334,858CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$28,3040.26%1,851,167CommonSOLE
52466B103LZLEGALZOOM COM INC$28,0710.26%2,565,950CommonSOLE
855244109SBUXSTARBUCKS CORP$27,6850.26%303,336CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$27,5890.26%194,717CommonSOLE
156504300CCSCENTURY CMNTYS INC$27,3470.26%409,502CommonSOLE
98978V103ZTSZOETIS INC$27,2110.25%156,401CommonSOLE
02079K107GOOGALPHABET INC$26,5240.25%201,165CommonSOLE
67066G104NVDANVIDIA CORPORATION$26,5000.25%60,922CommonSOLE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$26,0930.24%2,543,141CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$25,9780.24%2,168,472CommonSOLE
27616P103EASTERLY GOVT PPTYS INC$25,6780.24%2,246,563CommonSOLE
369550108GDGENERAL DYNAMICS CORP$25,1580.23%113,851CommonSOLE
882508104TXNTEXAS INSTRS INC$24,3440.23%153,098CommonSOLE
428103105HESMHESS MIDSTREAM LP$24,0220.22%824,652CommonSOLE
96145D105WRKUSDWESTROCK CO$23,9440.22%668,824CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$23,9050.22%1,057,758CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$23,4300.22%269,616CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$23,0350.21%419,572CommonSOLE
537008104LFUSLITTELFUSE INC$22,7420.21%91,955CommonSOLE
244199105DEDEERE & CO$20,4050.19%54,071CommonSOLE
226344208CRESTWOOD EQUITY PARTNERS LP$19,6760.18%672,678CommonSOLE
031162100AMGNAMGEN INC$19,4470.18%72,357CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$19,0420.18%10,395CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$18,2190.17%313,909CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$18,0680.17%594,160CommonSOLE
451107106IDAIDACORP INC$18,0270.17%192,493CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$18,0050.17%116,251CommonSOLE
872590104TMUST-MOBILE US INC$17,8230.17%127,262CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$17,5460.16%42,744CommonSOLE
05352A100AVTRAVANTOR INC$16,7460.16%794,413CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$16,5800.15%102,302CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$16,5200.15%939,728CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$14,4650.13%86,419CommonSOLE
464287598IWDISHARES TR$14,3940.13%94,812CommonSOLE
001084102AGCOAGCO CORP$14,1510.13%119,642CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$14,1440.13%301,387CommonSOLE
548661107LOWLOWES COS INC$14,0140.13%67,429CommonSOLE
97650W108WTFCWINTRUST FINL CORP$13,5370.13%179,297CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$13,4890.13%96,146CommonSOLE
26969P108EXPEAGLE MATLS INC$13,4460.13%80,747CommonSOLE
443510607HUBBHUBBELL INC$13,3670.12%42,650CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$13,0980.12%136,294CommonSOLE
536797103LADLITHIA MTRS INC$12,9690.12%43,913CommonSOLE
067901108ABXBARRICK GOLD CORP$12,9030.12%886,801CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$12,7650.12%120,949CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$12,7490.12%64,413CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$12,3700.12%250,651CommonSOLE
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$12,0110.11%1,064,796CommonSOLE
872540109TJXTJX COS INC NEW$11,8670.11%133,514CommonSOLE
22052L104CTVACORTEVA INC$11,8590.11%231,797CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$11,5410.11%195,945CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$11,4320.11%145,763CommonSOLE
806857108SLBSCHLUMBERGER LTD$11,3220.11%194,196CommonSOLE
67058H102NSUSDNUSTAR ENERGY LP$10,9470.10%627,699CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$10,9310.10%383,548CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10,6570.10%12,949CommonSOLE
09260D107BXBLACKSTONE INC$10,6300.10%99,214CommonSOLE
37954Y483QYLDGLOBAL X FDS$10,6290.10%633,813CommonSOLE
216648402COOPER COS INC$10,5660.10%33,224CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$10,5170.10%8,888,000CommonSOLE
464287200IVVISHARES TR$10,4950.10%24,439CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10,4460.10%18,490CommonSOLE
750917106RMBSRAMBUS INC DEL$10,1430.09%181,799CommonSOLE
N07059210ASMLASML HOLDING N V$9,9450.09%16,895CommonSOLE
22822V101CCICROWN CASTLE INC$9,9040.09%107,620CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9,8160.09%19,093CommonSOLE
17275R102CSCOCISCO SYS INC$9,6440.09%179,394CommonSOLE
125896100CMSCMS ENERGY CORP$9,6130.09%180,994CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$9,5620.09%111,274CommonSOLE
G5960L103MDTMEDTRONIC PLC$9,4580.09%120,702CommonSOLE
11135F101AVGOBROADCOM INC$9,1650.09%11,035CommonSOLE
74971D200RPT REALTY$9,1550.09%180,000CommonSOLE
74965L200RLJ 1.95 PERP ARLJ LODGING TR$9,0190.08%375,000CommonSOLE
H1467J104CBCHUBB LIMITED$8,7030.08%41,804CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$8,6540.08%232,637CommonSOLE
529043309LXP 6.5 PERP CLXP INDUSTRIAL TRUST$8,5630.08%190,000CommonSOLE
29355A107ENPHENPHASE ENERGY INC$8,4690.08%70,485CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$7,9520.07%175,188CommonSOLE
922908736VUGVANGUARD INDEX FDS$7,9520.07%29,203CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$7,6560.07%17,911CommonSOLE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$7,6130.07%8,385,000CommonSOLE
87241L109TFIITFI INTL INC$7,5260.07%58,606CommonSOLE
889478103TOLTOLL BROTHERS INC$7,5170.07%101,631CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7,4950.07%68,125CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$7,4920.07%488,414CommonSOLE
00130H204AES 6.875 02/15/24AES CORP$7,4300.07%121,805CommonSOLE
871607107SNPSSYNOPSYS INC$7,4090.07%16,143CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$7,2760.07%485,391CommonSOLE
26884U307EPR 9 PERP EEPR PPTYS$7,1740.07%280,000CommonSOLE
69007J106OUTFRONT MEDIA INC$7,0640.07%699,455CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$6,8880.06%103,336CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$6,7850.06%52,388CommonSOLE
G02602103DOXAMDOCS LTD$6,7630.06%80,045CommonSOLE
637417106NNNNNN REIT INC$6,6790.06%188,984CommonSOLE
44109J106HOSTESS BRANDS INC$6,5980.06%198,093CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$6,5650.06%54,000CommonSOLE
018802108LNTALLIANT ENERGY CORP$6,5220.06%134,607CommonSOLE
44930G107ICUIICU MED INC$6,4370.06%54,091CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$6,3720.06%24,982CommonSOLE
74051N1022655957DPREMIER INC$6,3260.06%294,246CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$6,3220.06%199,173CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6,2750.06%51,855CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$6,2180.06%136,500CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$6,0990.06%26,029CommonSOLE
428291108HXLHEXCEL CORP NEW$6,0020.06%92,138CommonSOLE
92936U109WPCWP CAREY INC$5,9490.06%110,000CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$5,9470.06%12,872CommonSOLE
579780206MKCMCCORMICK & CO INC$5,8960.05%77,952CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5,8550.05%28,837CommonSOLE
714046109RVTYREVVITY INC$5,7520.05%51,957CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5,7310.05%14,014CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$5,6840.05%14,719CommonSOLE
464287671IUSGISHARES TR$5,5610.05%58,639CommonSOLE
832696405SJMSMUCKER J M CO$5,5550.05%45,194CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$5,3600.05%39,909CommonSOLE
05561Q201BOKFBOK FINL CORP$5,2840.05%66,072CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$5,2320.05%156,000CommonSOLE
228368106CCKCROWN HLDGS INC$5,1840.05%58,587CommonSOLE
G8473T100STESTERIS PLC$5,0570.05%23,046CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$5,0300.05%55,500CommonSOLE
191216100KOCOCA COLA CO$4,9790.05%88,943CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$4,9750.05%2,905,000CommonSOLE
46090E103QQQINVESCO QQQ TR$4,9330.05%13,770CommonSOLE
464287242LQDISHARES TR$4,7850.04%46,899CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4,7560.04%81,000CommonSOLE
G3223R108EGEVEREST GROUP LTD$4,7080.04%12,668CommonSOLE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$4,6690.04%445,952CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$4,6590.04%123,150CommonSOLE
30069T101EEEXCELERATE ENERGY INC$4,6030.04%270,141CommonSOLE
910710102ACICAMERICAN COASTAL INS CORP$4,4100.04%599,125CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$4,4080.04%25,318CommonSOLE
22113B103CSANCOSAN S A$4,3010.04%316,484CommonSOLE
723787107PXDEURPIONEER NAT RES CO$4,1990.04%18,294CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$3,9680.04%178,801CommonSOLE
866674104SUISUN CMNTYS INC$3,7870.04%32,000CommonSOLE
87807B107TRPTC ENERGY CORP$3,5720.03%103,796CommonSOLE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$3,5650.03%186,648CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC$3,5010.03%5,051,000CommonSOLE
464287507IJHISHARES TR$3,4680.03%13,907CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$3,4280.03%3,682,000CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3,2350.03%28,829CommonSOLE
86771W105RUNSUNRUN INC$3,2290.03%257,095CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$3,2270.03%3,115,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3,1890.03%6CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$3,1320.03%3,000,000CommonSOLE
03762UAC9APOLLO COML REAL ESTATE FIN$3,0640.03%3,000,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3,0000.03%92,571CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$2,9700.03%1,500,000CommonSOLE
097023105BABOEING CO$2,9060.03%15,161CommonSOLE
72919P202PLUGPLUG POWER INC$2,8970.03%381,152CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2,8910.03%11,754CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$2,8830.03%3,000,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$2,8460.03%3,000,000CommonSOLE
848637AF1SPLK 1.125 06/15/27SPLUNK INC$2,8410.03%3,000,000CommonSOLE
458140100INTCINTEL CORP$2,5740.02%72,413CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$2,5700.02%2,500,000CommonSOLE
70932AAD5PENNYMAC CORP$2,5100.02%2,500,000CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO DEL$2,4520.02%2,500,000CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$2,4320.02%2,000,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2,4060.02%23,403CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$2,3860.02%2,000,000CommonSOLE
90384S303ULTAULTA BEAUTY INC$2,1390.02%5,354CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$2,1120.02%2,250,000CommonSOLE
758075AD7REDWOOD TRUST INC$2,0820.02%2,097,000CommonSOLE
58933Y105MRKMERCK & CO INC$2,0740.02%20,150CommonSOLE
093712107BEBLOOM ENERGY CORP$2,0450.02%154,217CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$2,0370.02%2,000,000CommonSOLE
149123101CATCATERPILLAR INC$2,0320.02%7,445CommonSOLE
928298AP3VISHAY INTERTECHNOLOGY INC$2,0270.02%2,000,000CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$1,9950.02%2,000,000CommonSOLE
532457108LLYELI LILLY & CO$1,9570.02%3,643CommonSOLE
464287226AGGISHARES TR$1,9180.02%20,398CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$1,8600.02%2,000,000CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1,8320.02%38,408CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1,7980.02%26,100CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1,7780.02%73,230CommonSOLE
37253A103THRMGENTHERM INC$1,7340.02%31,954CommonSOLE
580135101MCDMCDONALDS CORP$1,7190.02%6,525CommonSOLE
291011104EMREMERSON ELEC CO$1,6930.02%17,534CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$1,6920.02%2,000,000CommonSOLE
00206R102TAT&T INC$1,6530.02%110,031CommonSOLE
617446448MSMORGAN STANLEY$1,6390.02%20,063CommonSOLE
464288513HYGISHARES TR$1,6320.02%22,140CommonSOLE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$1,6270.02%1,500,000CommonSOLE
05368V106AVNTAVIENT CORPORATION$1,6230.02%45,965CommonSOLE
125523100CITHE CIGNA GROUP$1,6160.02%5,649CommonSOLE
336433107FSLRFIRST SOLAR INC$1,6080.01%9,949CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1,6030.01%14,835CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1,5880.01%6,775CommonSOLE
345370860FFORD MTR CO DEL$1,5780.01%127,053CommonSOLE
00287Y109ABBVABBVIE INC$1,5440.01%10,355CommonSOLE
717081103PFEPFIZER INC$1,5300.01%46,118CommonSOLE
866082100INNSUMMIT HOTEL PPTYS INC$1,5190.01%261,884CommonSOLE
501044101KRKROGER CO$1,4910.01%33,325CommonSOLE
549498103CCIVGBPLUCID GROUP INC$1,4670.01%262,459CommonSOLE
00724F101ADBEADOBE INC$1,4520.01%2,847CommonSOLE
126650100CVSCVS HEALTH CORP$1,4290.01%20,470CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$1,3840.01%68,159CommonSOLE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$1,3550.01%2,000,000CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1,2900.01%4,514CommonSOLE
464287614IWFISHARES TR$1,2460.01%4,683CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$1,2440.01%1,500,000CommonSOLE
784730AB9SSRMCN 2.5 04/01/39SSR MINING IN$1,2260.01%1,155,000CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1,2250.01%3,178CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1,2050.01%16,662CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$1,1920.01%115,696CommonSOLE
452327109ILMNILLUMINA INC$1,1670.01%8,501CommonSOLE
46434G103IEMGISHARES INC$1,1650.01%24,488CommonSOLE
87918A105TDOCTELADOC HEALTH INC$1,1490.01%61,817CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$1,1090.01%41,239CommonSOLE
64110L106NFLXNETFLIX INC$1,0790.01%2,857CommonSOLE
98262P101WW6WW INTL INC$1,0590.01%95,648CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1,0340.01%7,087CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$1,0120.01%102,789CommonSOLE
53814LAB4LTHM 4.125 07/15/25LIVENT CORP$1,0020.01%460,000CommonSOLE
464287655IWMISHARES TR$9980.01%5,649CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$9820.01%1,000,000CommonSOLE
686688AB8ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC$9790.01%1,000,000CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$9730.01%1,000,000CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$9640.01%52,799CommonSOLE
653656AB4NICEIT 0 09/15/25NICE LTD$9410.01%1,040,000CommonSOLE
207410AF8CONMED CORP$9380.01%810,000CommonSOLE
60770K107MRNAMODERNA INC$9370.01%9,067CommonSOLE
12572Q105CMECME GROUP INC$9330.01%4,658CommonSOLE
98138H101WDAYWORKDAY INC$8980.01%4,181CommonSOLE
464287804IJRISHARES TR$8950.01%9,483CommonSOLE
387437114GRT-UCADGRANITE REAL ESTATE INVT TR$8850.01%16,600CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$8670.01%1,000,000CommonSOLE
553368101MPMP MATERIALS CORP$8280.01%43,338CommonSOLE
464287465EFAISHARES TR$8220.01%11,934CommonSOLE
83001A102SIXEURSIX FLAGS ENTMT CORP NEW$8030.01%34,176CommonSOLE
18467V109YOUCLEAR SECURE INC$7770.01%40,785CommonSOLE
59151K108MEOHMETHANEX CORP$7710.01%17,115CommonSOLE
526057104LENLENNAR CORP$7640.01%6,804CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$7570.01%19,312CommonSOLE
95040Q104WELLWELLTOWER INC$7370.01%9,000CommonSOLE
412822108HOGHARLEY DAVIDSON INC$7320.01%22,135CommonSOLE
142038108CRBUCARIBOU BIOSCIENCES INC$7290.01%152,436CommonSOLE
090043AD2BILL 0 04/01/27BILL HOLDINGS INC$7260.01%891,000CommonSOLE
055622104BPBP PLC$7110.01%18,370CommonSOLE
87968A104TELLEURTELLURIAN INC NEW$7080.01%610,590CommonSOLE
09062X103BIIBBIOGEN INC$6900.01%2,683CommonSOLE
46284V101IRMIRON MTN INC DEL$6660.01%11,200CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$6650.01%11,380CommonSOLE
29444U700EQIXEQUINIX INC$6540.01%900CommonSOLE
02209S103MOALTRIA GROUP INC$5990.01%14,243CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5850.01%5,387CommonSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$5830.01%31,000CommonSOLE
83946P107SPFISOUTH PLAINS FINANCIAL INC$5680.01%21,470CommonSOLE
922908637VVVANGUARD INDEX FDS$5660.01%2,891CommonSOLE
74348T102PSECPROSPECT CAP CORP$5640.01%93,246CommonSOLE
34959E109FTNTFORTINET INC$5440.01%9,266CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$5330.00%33,198CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$5010.00%5,000CommonSOLE
780259305SHELSHELL PLC$5000.00%7,770CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$4960.00%9,161CommonSOLE
89832Q109TFCTRUIST FINL CORP$4630.00%16,187CommonSOLE
78409V104SPGIS&P GLOBAL INC$4550.00%1,246CommonSOLE
88160R101TSLATESLA INC$4500.00%1,797CommonSOLE
922908363VOOVANGUARD INDEX FDS$4460.00%1,135CommonSOLE
136375102CNICANADIAN NATL RY CO$4400.00%4,057CommonSOLE
82836G102SBOWEURSILVERBOW RES INC$4300.00%12,030CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$4240.00%12,147CommonSOLE
68389X105ORCLORACLE CORP$4210.00%3,971CommonSOLE
842587107SOSOUTHERN CO$4090.00%6,318CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$4040.00%8,214CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4030.00%796CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$4030.00%13,576CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$3970.00%5,285CommonSOLE
718546104PSXPHILLIPS 66$3910.00%3,251CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3810.00%5,388CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$3800.00%4,206CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$3680.00%12,959CommonSOLE
747525103QCOMQUALCOMM INC$3660.00%3,300CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$3650.00%7,638CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$3530.00%2,889CommonSOLE
92539P101VERVE THERAPEUTICS INC$3460.00%26,097CommonSOLE
785688102SBRSABINE RTY TR$3390.00%5,163CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$3330.00%6,799CommonSOLE
25746U109DDOMINION ENERGY INC$3250.00%7,268CommonSOLE
125269100CFCF INDS HLDGS INC$3180.00%3,709CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$2980.00%4,182CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$2940.00%9,594CommonNONE
743606105PBPROSPERITY BANCSHARES INC$2860.00%5,241CommonSOLE
30034W106EVRGEVERGY INC$2840.00%5,610CommonNONE
46434V407SHYGISHARES TR$2820.00%6,870CommonSOLE
756109104OREALTY INCOME CORP$2790.00%5,588CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2770.00%701CommonSOLE
464287309IVWISHARES TR$2730.00%3,997CommonSOLE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$2680.00%2,911CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2660.00%6,008CommonSOLE
254687106DISDISNEY WALT CO$2660.00%3,276CommonSOLE
922908769VTIVANGUARD INDEX FDS$2630.00%1,238CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2590.00%1,578CommonSOLE
G54950103LINLINDE PLC$2570.00%690CommonSOLE
464288679SHVISHARES TR$2560.00%2,319CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$2530.00%4,847CommonNONE
464288588MBBISHARES TR$2520.00%2,837CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$2510.00%3,749CommonSOLE
780087102RYROYAL BK CDA$2510.00%2,875CommonSOLE
92204A702VGTVANGUARD WORLD FDS$2490.00%600CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2430.00%3,257CommonSOLE
670346105NUENUCOR CORP$2350.00%1,500CommonNONE
97717W588EPSWISDOMTREE TR$2340.00%5,113CommonSOLE
922908751VBVANGUARD INDEX FDS$2340.00%1,236CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2280.00%3,211CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$2250.00%2,494CommonSOLE
887389104TKRTIMKEN CO$2200.00%2,996CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2180.00%4,197CommonSOLE
11271J107BNBROOKFIELD CORP$2160.00%6,921CommonSOLE
745867101PHMPULTE GROUP INC$2160.00%2,918CommonNONE
464287606IJKISHARES TR$2160.00%2,993CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2150.00%2,383CommonSOLE
497266106KEXKIRBY CORP$2070.00%2,500CommonSOLE
88579Y101MMM3M CO$2070.00%2,215CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2060.00%12,857CommonSOLE
767292105RIOTRIOT PLATFORMS INC$1890.00%20,237CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$1030.00%12,785CommonSOLE
65342K105NEXTNEXTDECADE CORP$890.00%17,353CommonSOLE
68373J104LPROOPEN LENDING CORP$730.00%10,000CommonSOLE
50125G109KULRKULR TECHNOLOGY GROUP INC$90.00%24,500CommonNONE

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.