$742 Thousand is the total value of WESTWOOD MANAGEMENT CORP /IL/'s 69 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMUS | Buy | T-MOBILE US INC. | $26,370 | -99.9% | 188,360 | +10.8% | 3.55% | +18.6% |
| BA | Buy | BOEING CO. | $21,449 | -99.7% | 112,600 | +62.7% | 2.89% | +162.7% |
| AAPL | Buy | APPLE INC. | $4,430 | -99.7% | 34,092 | +207.4% | 0.60% | +197.0% |
| BABA | Buy | ALIBABA GROUP HOLDING | $3,110 | -99.9% | 35,300 | +7.3% | 0.42% | +21.1% |
| Buy | VALENS SEMICONDUCTOR | $591 | -99.3% | 110,000 | +450.0% | 0.08% | +627.3% | |
| GNRC | New | GENERAC HOLDINGS | $352 | – | 3,500 | +100.0% | 0.05% | – |
| ISRG | New | INTUITIVE SURGICAL INC. | $265 | – | 1,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INC. | 42 | Q3 2023 | 11.7% |
| THERMO FISHER SCIENTIFIC INC. | 42 | Q3 2023 | 11.2% |
| HOME DEPOT INC. | 42 | Q3 2023 | 6.4% |
| UNION PACIFIC CORP. | 42 | Q3 2023 | 2.1% |
| JPMORGAN CHASE & COMPANY | 42 | Q3 2023 | 3.3% |
| JOHNSON & JOHNSON INC. | 42 | Q3 2023 | 2.4% |
| MIMEDX GROUP INC | 42 | Q3 2023 | 0.6% |
| PARKER HANNIFIN CORP. | 42 | Q3 2023 | 1.2% |
| APTARGROUP, INC. | 42 | Q3 2023 | 0.8% |
| AMERICAN EXPRESS CO. | 42 | Q3 2023 | 0.6% |
View WESTWOOD MANAGEMENT CORP /IL/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-10-26 |
View WESTWOOD MANAGEMENT CORP /IL/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.