Q3 2025 13F Detailed Holdings
-
Location
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Dallas, TX
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Holdings as of
-
9/30/2025
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Value ($000)
-
$14,011,271
-
Num holdings
-
489
-
Date filed
-
11/14/2025
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Form type
-
13F-HR
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Next filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 2 |
WESTWOOD MANAGEMENT CORP /TX |
028-05046 |
| 4 |
Westwood Trust |
028-16988 |
| 5 |
Westwood Advisors, L.L.C. |
028-10977 |
| 6 |
BROADMARK ASSET MANAGEMENT LLC |
028-06435 |