Long-term investor
Westwood Holdings Group Inc. @westwoodholdingsgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001165002).
Record
- Tracked since 2025-06-30 (434 days), 239 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months +11.7% · 1 year +16.4% · all +16.4%
- Max drawdown -0.6% · Sharpe 1.51 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WMB · 2.8% · long · since 2025-06-30
- VEA · 2.6% · long · since 2025-06-30
- ET · 2.4% · long · since 2025-06-30
- BIL · 2.3% · long · since 2025-06-30
- KMI · 1.9% · long · since 2025-06-30
- EPD · 1.6% · long · since 2025-06-30
- LNG · 1.6% · long · since 2025-06-30
- ENB · 1.4% · long · since 2025-06-30
- RSP · 1.3% · long · since 2025-09-30
- TRGP · 1.2% · long · since 2025-06-30
- DTM · 1.1% · long · since 2025-06-30
- AAPL · 1.1% · long · since 2025-06-30