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WESTWOOD HOLDINGS GROUP INC (WHG)

Q4 2023 · 13F-HR

WESTWOOD HOLDINGS GROUP INC (WHG)holdings as filed

Filed 2024-02-13 · accession 0001165002-24-000005

$11.8M
Reported value
457
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29273V100ETENERGY TRANSFER L P$231,6401.96%16,785,510CommonSOLE
594918104MSFTMICROSOFT CORP$230,6561.95%613,381CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$162,9721.38%958,096CommonSOLE
16411R208LNGCHENIERE ENERGY INC$156,8251.32%918,661CommonSOLE
87612G101TRGPTARGA RES CORP$153,9651.30%1,772,359CommonSOLE
060505104BACBANK AMERICA CORP$153,8561.30%4,569,535CommonSOLE
478160104JNJJOHNSON & JOHNSON$148,6771.25%948,555CommonSOLE
969457100WMBWILLIAMS COS INC$146,8741.24%4,216,881CommonSOLE
002824100ABTABBOTT LABS$146,4391.24%1,330,417CommonSOLE
682680103OKEONEOK INC NEW$145,7821.23%2,076,078CommonSOLE
438516106HONHONEYWELL INTL INC$143,6481.21%684,983CommonSOLE
037833100AAPLAPPLE INC$143,2911.21%744,255CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$131,7561.11%341,541CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$123,4881.04%4,686,444CommonSOLE
26875P101EOGEOG RES INC$114,2020.96%944,212CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$110,1140.93%209,156CommonSOLE
437076102HDHOME DEPOT INC$106,6210.90%307,663CommonSOLE
075887109BDXBECTON DICKINSON & CO$106,5620.90%437,034CommonSOLE
166764100CVXCHEVRON CORP NEW$106,4990.90%713,990CommonSOLE
375558103GILDGILEAD SCIENCES INC$104,6050.88%1,291,264CommonSOLE
907818108UNPUNION PAC CORP$104,4650.88%425,310CommonSOLE
92939U106WECWEC ENERGY GROUP INC$101,8010.86%1,209,469CommonSOLE
25754A201DPZDOMINOS PIZZA INC$97,2710.82%235,964CommonSOLE
74460D109PSAPUBLIC STORAGE$97,2360.82%318,807CommonSOLE
443510607HUBBHUBBELL INC$94,7930.80%288,186CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$93,3250.79%298,076CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$93,1980.79%1,375,620CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$92,8790.78%1,939,029CommonSOLE
931142103WMTWALMART INC$89,7860.76%569,525CommonSOLE
31428X106FDXFEDEX CORP$88,9520.75%351,631CommonSOLE
127190304CACICACI INTL INC$88,2870.75%272,609CommonSOLE
949746101WMT2WELLS FARGO CO NEW$86,4510.73%1,756,425CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$85,1550.72%3,322,480CommonSOLE
02079K305GOOGLALPHABET INC$85,0230.72%608,657CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$82,8720.70%236,162CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$82,3760.70%913,466CommonSOLE
72407810062CPIPER SANDLER COMPANIES$81,4020.69%465,498CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$81,3290.69%2,359,952CommonSOLE
292562105WIREEURENCORE WIRE CORP$81,3180.69%380,702CommonSOLE
235851102DHRDANAHER CORPORATION$81,2880.69%351,379CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$81,2160.69%1,230,548CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$80,6790.68%2,207,963CommonSOLE
925652109VICIVICI PPTYS INC$79,5480.67%2,495,231CommonSOLE
79466L302CRMSALESFORCE INC$79,1950.67%300,961CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$79,1020.67%2,133,847CommonSOLE
92826C839VVISA INC$78,6980.66%302,276CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$78,3620.66%605,765CommonSOLE
233331107DTEDTE ENERGY CO$78,2310.66%709,518CommonSOLE
615394202MOG/AMOOG INC$77,6740.66%536,497CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$77,0660.65%2,707,863CommonSOLE
126650100CVSCVS HEALTH CORP$75,4660.64%955,747CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$75,4120.64%335,342CommonSOLE
20825C104COPCONOCOPHILLIPS$74,5160.63%641,990CommonSOLE
91704F104UEURBAN EDGE PPTYS$74,2200.63%4,055,737CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$74,1570.63%443,681CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$74,0960.63%4,645,531CommonSOLE
713448108PEPPEPSICO INC$73,5870.62%433,273CommonSOLE
575385109DOORUSDMASONITE INTL CORP$73,3030.62%865,855CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$72,7630.61%4,124,911CommonSOLE
05589G102BWINBRP GROUP INC$72,4270.61%3,015,270CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$71,5000.60%1,456,211CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$70,3540.59%922,911CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$70,1830.59%1,379,106CommonSOLE
65339F101NEENEXTERA ENERGY INC$69,9330.59%1,151,355CommonSOLE
30231G102XOMEXXON MOBIL CORP$69,6060.59%696,202CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$68,8670.58%1,124,914CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$68,8100.58%192,929CommonSOLE
011311107ALGALAMO GROUP INC$67,8970.57%323,025CommonSOLE
89679E304TRIUMPH FINANCIAL INC$67,5450.57%842,418CommonSOLE
318910106FBNCFIRST BANCORP N C$67,4100.57%1,821,399CommonSOLE
427866108HSYHERSHEY CO$67,2360.57%360,629CommonSOLE
74340W103PLDPROLOGIS INC.$66,5090.56%498,942CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$66,1930.56%6,573,335CommonSOLE
012348108AINALBANY INTL CORP$65,8750.56%670,690CommonSOLE
55336V100MPLXMPLX LP$65,8580.56%1,793,525CommonSOLE
858586100SCLSTEPAN CO$65,2180.55%689,772CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$65,1980.55%2,773,192CommonSOLE
703395103PDCOEURPATTERSON COS INC$65,0810.55%2,287,553CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$64,2410.54%837,119CommonSOLE
177835105CHCOCITY HLDG CO$64,2200.54%582,442CommonSOLE
292766102ERFGBPENERPLUS CORP$64,1560.54%4,182,271CommonSOLE
75970E107RNSTRENASANT CORP$64,1170.54%1,903,720CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$63,8960.54%2,525,518CommonSOLE
729640102PLYMPLYMOUTH INDL REIT INC$63,7700.54%2,649,369CommonSOLE
60786M105MCMOELIS & CO$63,0000.53%1,122,386CommonSOLE
256677105DGDOLLAR GEN CORP NEW$62,8940.53%462,627CommonSOLE
207410101CNMDCONMED CORP$62,2770.53%568,692CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$62,1440.52%338,567CommonSOLE
05379B107AVAAVISTA CORP$61,8190.52%1,729,700CommonSOLE
03937C105ARCBARCBEST CORP$59,9780.51%498,944CommonSOLE
29250N105ENBENBRIDGE INC$58,6610.50%1,628,197CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$57,8130.49%611,389CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$57,5220.49%5,650,531CommonSOLE
589889104MMSIMERIT MED SYS INC$56,8450.48%748,350CommonSOLE
92276F100VTRVENTAS INC$53,5440.45%1,074,320CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$52,2420.44%1,785,437CommonSOLE
78468R663BILSPDR SER TR$51,6120.44%564,739CommonSOLE
78454L100SMSM ENERGY CO$50,0750.42%1,293,271CommonSOLE
86614U1007SUSUMMIT MATLS INC$49,8300.42%1,295,641CommonSOLE
589378108MRCYMERCURY SYS INC$49,5360.42%1,354,566CommonSOLE
371927104GELGENESIS ENERGY L P$48,4990.41%4,188,175CommonSOLE
05350V106AVNSAVANOS MED INC$48,2490.41%2,151,091CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$48,1840.41%633,500CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$48,1800.41%50,712CommonSOLE
27923Q109ECVTECOVYST INC$47,3650.40%4,848,021CommonSOLE
743315103PGRPROGRESSIVE CORP$46,3130.39%290,764CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$40,3450.34%371,879CommonSOLE
06652V208BANRBANNER CORP$37,0390.31%691,533CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$36,4650.31%10,280CommonSOLE
G29183103ETNEATON CORP PLC$36,1730.31%150,207CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$35,9140.30%843,642CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$35,8710.30%1,078,173CommonSOLE
023135106AMZNAMAZON COM INC$35,5430.30%233,927CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$35,2370.30%800,109CommonSOLE
94106L109WMWASTE MGMT INC DEL$35,0930.30%195,941CommonSOLE
156504300CCSCENTURY CMNTYS INC$35,0720.30%384,819CommonSOLE
002474104AZZAZZ INC$35,0470.30%603,319CommonSOLE
27616P103EASTERLY GOVT PPTYS INC$34,5030.29%2,567,196CommonSOLE
633707104NBHCNATIONAL BK HLDGS CORP$34,0700.29%916,103CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$34,0030.29%1,885,897CommonSOLE
52466B103LZLEGALZOOM COM INC$33,6210.28%2,975,276CommonSOLE
45768S105IOSPINNOSPEC INC$33,5210.28%272,000CommonSOLE
923451108VBTXVERITEX HLDGS INC$33,3600.28%1,433,589CommonSOLE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$33,1830.28%3,368,871CommonSOLE
171604101CHUYUSDCHUYS HLDGS INC$32,7420.28%856,448CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$32,3610.27%421,584CommonSOLE
03071H100AMSFAMERISAFE INC$31,7320.27%678,321CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$31,5890.27%945,789CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$31,4730.27%559,910CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$31,3310.26%2,919,963CommonSOLE
199908104FIXCOMFORT SYS USA INC$31,2600.26%151,989CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$31,1390.26%452,607CommonSOLE
98978V103ZTSZOETIS INC$31,0800.26%157,471CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$30,6950.26%194,517CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$30,5100.26%13,341CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$30,2110.25%290,492CommonSOLE
855244109SBUXSTARBUCKS CORP$29,3050.25%305,224CommonSOLE
67066G104NVDANVIDIA CORPORATION$29,2690.25%59,103CommonSOLE
23345M107DTMDT MIDSTREAM INC$29,1180.25%531,358CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$29,1180.25%1,921,954CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$28,0060.24%180,593CommonSOLE
02079K107GOOGALPHABET INC$27,9900.24%198,607CommonSOLE
464287432TLTISHARES TR$27,5620.23%278,739CommonSOLE
369550108GDGENERAL DYNAMICS CORP$27,3790.23%105,438CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$27,1390.23%2,165,884CommonSOLE
22822V101CCICROWN CASTLE INC$26,9820.23%234,235CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$26,5060.22%875,639CommonSOLE
537008104LFUSLITTELFUSE INC$25,9380.22%96,942CommonSOLE
882508104TXNTEXAS INSTRS INC$24,3260.21%142,708CommonSOLE
548661107LOWLOWES COS INC$23,9990.20%107,835CommonSOLE
244199105DEDEERE & CO$23,7480.20%59,390CommonSOLE
031162100AMGNAMGEN INC$23,0960.19%80,189CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$22,2420.19%1,829,105CommonSOLE
018802108LNTALLIANT ENERGY CORP$21,7260.18%423,506CommonSOLE
428103105HESMHESS MIDSTREAM LP$21,4310.18%677,563CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$21,2510.18%42,594CommonSOLE
872590104TMUST-MOBILE US INC$20,7370.18%129,340CommonSOLE
451107106IDAIDACORP INC$20,1480.17%204,925CommonSOLE
96145D105WRKUSDWESTROCK CO$19,4310.16%467,982CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$19,3880.16%75,936CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$18,8610.16%115,321CommonSOLE
74347B425SH1USDPROSHARES TR$18,8550.16%1,451,509CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$18,7920.16%366,246CommonSOLE
001084102AGCOAGCO CORP$18,5160.16%152,505CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$17,8420.15%107,334CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$17,0740.14%341,966CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$16,4950.14%940,423CommonSOLE
610236101MNROMONRO INC$16,3280.14%556,520CommonSOLE
464287598IWDISHARES TR$15,9260.13%96,373CommonSOLE
887389104TKRTIMKEN CO$15,5320.13%193,790CommonSOLE
983793100XPOXPO INC$15,3110.13%174,798CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$15,1350.13%123,823CommonSOLE
750917106RMBSRAMBUS INC DEL$15,0200.13%220,067CommonSOLE
05352A100AVTRAVANTOR INC$14,9430.13%654,543CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$14,9030.13%360,683CommonSOLE
536797103LADLITHIA MTRS INC$14,8980.13%45,244CommonSOLE
N07059210ASMLASML HOLDING N V$14,8230.13%19,583CommonSOLE
97650W108WTFCWINTRUST FINL CORP$14,7070.12%158,565CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$14,6140.12%260,500CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$14,4390.12%219,477CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$14,4230.12%968,016CommonSOLE
428291108HXLHEXCEL CORP NEW$14,0280.12%190,216CommonSOLE
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$13,2860.11%1,031,530CommonSOLE
37954Y483QYLDGLOBAL X FDS$12,7700.11%736,419CommonSOLE
872540109TJXTJX COS INC NEW$12,3500.10%131,644CommonSOLE
889478103TOLTOLL BROTHERS INC$12,2820.10%119,484CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$12,2770.10%123,915CommonSOLE
216648402COOPER COS INC$12,0630.10%31,875CommonSOLE
806857108SLBSCHLUMBERGER LTD$12,0400.10%231,355CommonSOLE
98262P101WW6WW INTL INC$11,9780.10%1,368,894CommonSOLE
879369106TFXTELEFLEX INCORPORATED$11,3840.10%45,656CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$11,3140.10%8,888,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$11,2590.10%136,671CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$11,2150.09%12,769CommonSOLE
464287200IVVISHARES TR$10,9750.09%22,978CommonSOLE
11135F101AVGOBROADCOM INC$10,7920.09%9,668CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10,3600.09%15,695CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$10,3250.09%52,679CommonSOLE
74971D200RPT REALTY$10,2840.09%180,000CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$10,2480.09%337,010CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$10,0020.08%22,067CommonSOLE
125896100CMSCMS ENERGY CORP$9,9820.08%171,902CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$9,8070.08%357,528CommonSOLE
17275R102CSCOCISCO SYS INC$9,7940.08%193,873CommonSOLE
637417106NNNNNN REIT INC$9,7820.08%226,966CommonSOLE
69007J106OUTFRONT MEDIA INC$9,7640.08%699,455CommonSOLE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$9,6420.08%448,473CommonSOLE
74965L200RLJ 1.95 PERP ARLJ LODGING TR$9,4130.08%375,000CommonSOLE
651639106NEMNEWMONT CORP$9,4090.08%227,318CommonSOLE
78468R556XOPSPDR SER TR$9,2720.08%67,720CommonSOLE
00130H204AES 6.875 02/15/24AES CORP$9,2530.08%121,805CommonSOLE
529043309LXP 6.5 PERP CLXP INDUSTRIAL TRUST$9,1900.08%190,000CommonSOLE
42809H107HESHESS CORP$9,1580.08%63,530CommonSOLE
922908736VUGVANGUARD INDEX FDS$9,0570.08%29,133CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$9,0550.08%566,993CommonSOLE
665531AJ8NOG 3.625 04/15/29NORTHERN OIL & GAS INC$8,4600.07%7,115,000CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$8,2800.07%80,346CommonSOLE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$8,1560.07%8,385,000CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$8,1190.07%12,872CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$8,0640.07%163,400CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8,0170.07%62,421CommonSOLE
26884U307EPR 9 PERP EEPR PPTYS$7,9110.07%280,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$7,6430.06%16,081CommonSOLE
22052L104CTVACORTEVA INC$7,6170.06%158,949CommonSOLE
09260D107BXBLACKSTONE INC$7,6130.06%58,151CommonSOLE
26969P108EXPEAGLE MATLS INC$7,5680.06%37,311CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$7,5340.06%109,202CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$7,2550.06%108,841CommonSOLE
74051N1022655957DPREMIER INC$7,1420.06%319,392CommonSOLE
714046109RVTYREVVITY INC$7,1390.06%65,307CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$7,1280.06%148,398CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$7,0900.06%26,029CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6,9790.06%51,855CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$6,9450.06%22,268CommonSOLE
G02602103DOXAMDOCS LTD$6,9300.06%78,852CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$6,8080.06%72,735CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$6,4480.05%9,647CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6,2010.05%28,837CommonSOLE
29476L107EQREQUITY RESIDENTIAL$6,1770.05%101,000CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$6,1540.05%14,719CommonSOLE
03674X106ARANTERO RESOURCES CORP$6,1370.05%270,579CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$6,1180.05%84,335CommonSOLE
579780206MKCMCCORMICK & CO INC$6,0710.05%88,728CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$5,9560.05%39,904CommonSOLE
46090E103QQQINVESCO QQQ TR$5,8000.05%14,162CommonSOLE
871607107SNPSSYNOPSYS INC$5,7820.05%11,229CommonSOLE
832696405SJMSMUCKER J M CO$5,7120.05%45,194CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$5,6910.05%156,000CommonSOLE
05561Q201BOKFBOK FINL CORP$5,6590.05%66,072CommonSOLE
464287671IUSGISHARES TR$5,5050.05%52,878CommonSOLE
228368106CCKCROWN HLDGS INC$5,3950.05%58,587CommonSOLE
464287150ITOTISHARES TR$5,3640.05%50,976CommonNONE
40412C101HCAHCA HEALTHCARE INC$5,2420.04%19,366CommonSOLE
15202L107CSRCENTERSPACE$5,2380.04%90,000CommonSOLE
G8473T100STESTERIS PLC$5,0670.04%23,046CommonSOLE
336433107FSLRFIRST SOLAR INC$5,0650.04%29,397CommonSOLE
565849106MRO*MARATHON OIL CORP$5,0510.04%209,052CommonNONE
29355A107ENPHENPHASE ENERGY INC$4,9250.04%37,271CommonSOLE
191216100KOCOCA COLA CO$4,9140.04%83,385CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$4,8480.04%2,450,000CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$4,7170.04%123,150CommonSOLE
90384S303ULTAULTA BEAUTY INC$4,5310.04%9,247CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$4,4950.04%289,278CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$4,4010.04%184,509CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4,0690.03%19,318CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$3,9700.03%236,332CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$3,8250.03%250,000CommonSOLE
H1467J104CBCHUBB LIMITED$3,7700.03%16,682CommonSOLE
30069T101EEEXCELERATE ENERGY INC$3,7620.03%243,342CommonSOLE
464287507IJHISHARES TR$3,7380.03%13,488CommonSOLE
458140100INTCINTEL CORP$3,7330.03%74,291CommonSOLE
219798105QDELQUIDELORTHO CORP$3,6910.03%50,079CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3,5260.03%23,919CommonSOLE
87807B107TRPTC ENERGY CORP$3,4710.03%88,802CommonSOLE
464287242LQDISHARES TR$3,4540.03%31,212CommonSOLE
910710102ACICAMERICAN COASTAL INS CORP$3,4160.03%361,125CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3,2560.03%6CommonSOLE
53814L108LTHM1EURLIVENT CORP$3,0950.03%172,125CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$3,0050.03%3,000,000CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$2,9500.02%2,000,000CommonSOLE
464287713IYZISHARES TR$2,8590.02%125,628CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$2,8380.02%45,332CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$2,8100.02%2,500,000CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$2,6880.02%1,000,000CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2,6020.02%8,382CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$2,5460.02%2,682,000CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$2,5270.02%2,500,000CommonSOLE
29404KAG1ENV 2.625 12/01/27ENVESTNET INC$2,4930.02%2,500,000CommonSOLE
70932AAD5PENNYMAC CORP$2,4810.02%2,500,000CommonSOLE
G3223R108EGEVEREST GROUP LTD$2,4600.02%6,957CommonSOLE
042068205ARMARM HOLDINGS PLC$2,4050.02%32,011CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$2,3300.02%2,000,000CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$2,2640.02%72,161CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$2,2450.02%2,000,000CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$2,2300.02%148,200CommonSOLE
097023105BABOEING CO$2,2270.02%8,542CommonSOLE
149123101CATCATERPILLAR INC$2,2010.02%7,445CommonSOLE
58933Y105MRKMERCK & CO INC$2,1840.02%20,034CommonSOLE
532457108LLYELI LILLY & CO$2,1240.02%3,643CommonSOLE
758075AD7REDWOOD TRUST INC$2,1240.02%2,097,000CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$2,1190.02%2,000,000CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2,1160.02%14,835CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$2,1040.02%2,250,000CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$2,0650.02%216,890CommonSOLE
148806102CTLTEURCATALENT INC$2,0570.02%45,779CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$2,0450.02%2,000,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$2,0150.02%2,000,000CommonSOLE
00724F101ADBEADOBE INC$2,0120.02%3,372CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1,9970.02%26,100CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO DEL$1,9920.02%2,000,000CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$1,9900.02%2,000,000CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$1,9880.02%2,000,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1,9850.02%6,730CommonSOLE
65342K105NEXTNEXTDECADE CORP$1,9790.02%414,786CommonSOLE
37253A103THRMGENTHERM INC$1,9600.02%37,428CommonSOLE
464287226AGGISHARES TR$1,9430.02%19,578CommonSOLE
580135101MCDMCDONALDS CORP$1,9190.02%6,472CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$1,9180.02%29,682CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$1,8990.02%1,500,000CommonSOLE
67058H102NSUSDNUSTAR ENERGY LP$1,8980.02%101,627CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1,8870.02%80,456CommonSOLE
369604301GEGENERAL ELECTRIC CO$1,7970.02%14,076CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$1,7840.02%2,000,000CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$1,7830.02%2,000,000CommonSOLE
866082100INNSUMMIT HOTEL PPTYS INC$1,7600.01%261,884CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1,7250.01%38,089CommonSOLE
921909768VXUSVANGUARD STAR FDS$1,7190.01%29,663CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$1,7180.01%64,379CommonSOLE
291011104EMREMERSON ELEC CO$1,7070.01%17,534CommonSOLE
189054109CLXCLOROX CO DEL$1,6980.01%11,905CommonSOLE
18467V109YOUCLEAR SECURE INC$1,6970.01%82,187CommonSOLE
125523100CITHE CIGNA GROUP$1,6700.01%5,578CommonSOLE
05368V106AVNTAVIENT CORPORATION$1,6630.01%40,015CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1,6290.01%43,204CommonSOLE
00287Y109ABBVABBVIE INC$1,5950.01%10,291CommonSOLE
142038108CRBUCARIBOU BIOSCIENCES INC$1,5880.01%277,205CommonSOLE
501044101KRKROGER CO$1,5230.01%33,325CommonSOLE
87918A105TDOCTELADOC HEALTH INC$1,5060.01%69,889CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$1,4180.01%18,407CommonSOLE
64110L106NFLXNETFLIX INC$1,3920.01%2,860CommonSOLE
464288513HYGISHARES TR$1,3910.01%17,969CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1,3720.01%17,968CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$1,3430.01%1,500,000CommonSOLE
464287655IWMISHARES TR$1,2570.01%6,263CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$1,2150.01%35,756CommonSOLE
46434G103IEMGISHARES INC$1,1930.01%23,578CommonSOLE
98138H101WDAYWORKDAY INC$1,1550.01%4,185CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1,1540.01%2,258CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$1,1520.01%1,000,000CommonSOLE
452327109ILMNILLUMINA INC$1,1210.01%8,054CommonSOLE
784730AB9SSRMCN 2.5 04/01/39SSR MINING IN$1,1210.01%1,155,000CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$1,0660.01%21,417CommonSOLE
464287614IWFISHARES TR$1,0500.01%3,463CommonSOLE
686688AB8ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC$1,0420.01%1,000,000CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$1,0270.01%1,000,000CommonSOLE
526057104LENLENNAR CORP$1,0140.01%6,804CommonSOLE
207410AF8CONMED CORP$1,0100.01%810,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9840.01%6,712CommonSOLE
553368101MPMP MATERIALS CORP$9780.01%49,267CommonSOLE
53814LAB4LTHM 4.125 07/15/25LIVENT CORP$9750.01%460,000CommonSOLE
387437114GRT-UCADGRANITE REAL ESTATE INVT TR$9600.01%16,600CommonSOLE
464287804IJRISHARES TR$8790.01%8,124CommonSOLE
83001A102SIXEURSIX FLAGS ENTMT CORP NEW$8580.01%34,212CommonSOLE
12572Q105CMECME GROUP INC$8560.01%4,065CommonSOLE
95040Q104WELLWELLTOWER INC$8120.01%9,000CommonSOLE
59151K108MEOHMETHANEX CORP$8110.01%17,115CommonSOLE
464287465EFAISHARES TR$8050.01%10,689CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$7920.01%5,387CommonSOLE
46284V101IRMIRON MTN INC DEL$7840.01%11,200CommonSOLE
29444U700EQIXEQUINIX INC$7260.01%902CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$7100.01%17,282CommonSOLE
88160R101TSLATESLA INC$6930.01%2,787CommonSOLE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$6790.01%1,000,000CommonSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$6600.01%31,000CommonSOLE
055622104BPBP PLC$6500.01%18,370CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$6460.01%33,198CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$6340.01%5,000CommonSOLE
922908637VVVANGUARD INDEX FDS$6260.01%2,870CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$6250.01%6,392CommonSOLE
83946P107SPFISOUTH PLAINS FINANCIAL INC$6220.01%21,470CommonSOLE
464288588MBBISHARES TR$6130.01%6,520CommonSOLE
922908769VTIVANGUARD INDEX FDS$5910.00%2,490CommonNONE
89832Q109TFCTRUIST FINL CORP$5740.00%15,544CommonSOLE
345370860FFORD MTR CO DEL$5640.00%46,243CommonSOLE
74348T102PSECPROSPECT CAP CORP$5590.00%93,246CommonSOLE
02209S103MOALTRIA GROUP INC$5520.00%13,691CommonSOLE
34959E109FTNTFORTINET INC$5420.00%9,266CommonSOLE
00162Q452AMLPALPS ETF TR$5410.00%12,715CommonSOLE
78409V104SPGIS&P GLOBAL INC$5370.00%1,220CommonSOLE
780259305SHELSHELL PLC$5110.00%7,770CommonSOLE
136375102CNICANADIAN NATL RY CO$5090.00%4,050CommonSOLE
37954Y624DRIVGLOBAL X FDS$4970.00%20,161CommonSOLE
922908363VOOVANGUARD INDEX FDS$4960.00%1,135CommonSOLE
747525103QCOMQUALCOMM INC$4770.00%3,300CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$4630.00%47,843CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$4560.00%12,959CommonSOLE
842587107SOSOUTHERN CO$4400.00%6,272CommonSOLE
F21107101CSTMCONSTELLIUM SE$4270.00%21,399CommonSOLE
464287689IWVISHARES TR$4260.00%1,557CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4230.00%796CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$4220.00%2,889CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$4220.00%25,414CommonSOLE
718546104PSXPHILLIPS 66$4180.00%3,136CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$4140.00%500,000CommonSOLE
68389X105ORCLORACLE CORP$4110.00%3,895CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$4100.00%5,388CommonNONE
46138G706TANINVESCO EXCH TRADED FD TR II$4000.00%7,500CommonNONE
254687106DISDISNEY WALT CO$3860.00%4,274CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$3770.00%7,638CommonSOLE
92539P101VERVE THERAPEUTICS INC$3640.00%26,097CommonSOLE
91232N207USOUNITED STS OIL FD LP$3510.00%5,270CommonSOLE
785688102SBRSABINE RTY TR$3510.00%5,183CommonNONE
00206R102TAT&T INC$3500.00%20,885CommonSOLE
82836G102SBOWEURSILVERBOW RES INC$3500.00%12,030CommonSOLE
25746U109DDOMINION ENERGY INC$3450.00%7,338CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$3340.00%9,594CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3300.00%2,711CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$3230.00%4,847CommonNONE
756109104OREALTY INCOME CORP$3210.00%5,588CommonNONE
067901108ABXBARRICK GOLD CORP$3190.00%17,655CommonSOLE
767292105RIOTRIOT PLATFORMS INC$3130.00%20,237CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3040.00%1,578CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2990.00%701CommonSOLE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$2940.00%2,811CommonSOLE
30034W106EVRGEVERGY INC$2930.00%5,610CommonNONE
780087102RYROYAL BK CDA$2910.00%2,875CommonSOLE
032654105ADIANALOG DEVICES INC$2900.00%1,463CommonSOLE
11271J107BNBROOKFIELD CORP$2780.00%6,921CommonSOLE
518439104ELLAUDER ESTEE COS INC$2740.00%1,873CommonSOLE
745867101PHMPULTE GROUP INC$2730.00%2,648CommonNONE
46434V407SHYGISHARES TR$2720.00%6,444CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$2710.00%4,000CommonSOLE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$2680.00%17,564CommonNONE
20030N101CMCSACOMCAST CORP NEW$2650.00%6,041CommonSOLE
G54950103LINLINDE PLC$2640.00%644CommonSOLE
464287309IVWISHARES TR$2620.00%3,485CommonSOLE
670346105NUENUCOR CORP$2610.00%1,500CommonNONE
194162103CLCOLGATE PALMOLIVE CO$2560.00%3,211CommonSOLE
97717W588EPSWISDOMTREE TR$2560.00%5,113CommonSOLE
125269100CFCF INDS HLDGS INC$2510.00%3,154CommonNONE
92204A702VGTVANGUARD WORLD FDS$2430.00%503CommonSOLE
88579Y101MMM3M CO$2420.00%2,215CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2420.00%1,864CommonNONE
464287606IJKISHARES TR$2370.00%2,993CommonNONE
26614N102DDDUPONT DE NEMOURS INC$2360.00%3,063CommonSOLE
063671101BMOBANK MONTREAL QUE$2310.00%2,336CommonSOLE
032095101APHAMPHENOL CORP NEW$2310.00%2,333CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2210.00%12,857CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2100.00%448CommonSOLE
988498101YUMYUM BRANDS INC$2090.00%1,600CommonSOLE
56501R106MFCMANULIFE FINL CORP$2060.00%9,343CommonSOLE
464287705IJJISHARES TR$2020.00%1,770CommonNONE
62914V106NIONIO INC$1330.00%14,611CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$1160.00%12,785CommonSOLE
68373J104LPROOPEN LENDING CORP$850.00%10,000CommonSOLE
549498103CCIVGBPLUCID GROUP INC$670.00%16,033CommonSOLE
72919P202PLUGPLUG POWER INC$560.00%12,384CommonSOLE

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.