Filed: 1/26/2023ACC: 0000912160-23-000001
📋 What this filing means
WESTWOOD MANAGEMENT CORP /IL/ filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $742.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$742.2K
Total AUM (reported)
6.22M
Total Shares
Allocation by class
COM$742.2K100.0%
Portfolio Concentration
Top 3$256.0K34.5%
4–10$298.9K40.3%
11–25$161.0K21.7%
Rest$26.3K3.5%
Top 3 weight
34.5%
Top 10 weight
74.8%
Voting Authority Distribution
Total shares with voting rights: 6.22M
Sole
Full voting authority
6.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
MICROSOFT CORP.
SOLEShares364.90K
TypeSH
Market value$87.5K
11.79%
Sole
364.90K
Shared
0.00
None
0.00
MASTERCARD INC.
SOLEShares245.97K
TypeSH
Market value$85.5K
11.52%
Sole
245.97K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC.
SOLEShares150.62K
TypeSH
Market value$82.9K
11.18%
Sole
150.62K
Shared
0.00
None
0.00
THE TRADE DESK
SOLEShares1.52M
TypeSH
Market value$68.2K
9.19%
Sole
1.52M
Shared
0.00
None
0.00
AMAZON.COM INC.
SOLEShares623.56K
TypeSH
Market value$52.4K
7.06%
Sole
623.56K
Shared
0.00
None
0.00
HOME DEPOT INC.
SOLEShares151.18K
TypeSH
Market value$47.8K
6.43%
Sole
151.18K
Shared
0.00
None
0.00
META PLATFORMS INC. (formerly
SOLEShares296.25K
TypeSH
Market value$35.7K
4.80%
Sole
296.25K
Shared
0.00
None
0.00
ALPHABET INC., CLASS-C
SOLEShares369.86K
TypeSH
Market value$32.8K
4.42%
Sole
369.86K
Shared
0.00
None
0.00
ALPHABET INC., CLASS-A
SOLEShares366.14K
TypeSH
Market value$32.3K
4.35%
Sole
366.14K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares91.34K
TypeSH
Market value$29.8K
4.01%
Sole
91.34K
Shared
0.00
None
0.00
T-MOBILE US INC.
SOLEShares188.36K
TypeSH
Market value$26.4K
3.55%
Sole
188.36K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES, INC.
SOLEShares71.72K
TypeSH
Market value$23.1K
3.12%
Sole
71.72K
Shared
0.00
None
0.00
BOEING CO.
SOLEShares112.60K
TypeSH
Market value$21.4K
2.89%
Sole
112.60K
Shared
0.00
None
0.00
EATON CORPORATION PLC
SOLEShares119.72K
TypeSH
Market value$18.8K
2.53%
Sole
119.72K
Shared
0.00
None
0.00
QUALCOMM INC.
SOLEShares147.03K
TypeSH
Market value$16.2K
2.18%
Sole
147.03K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares137.20K
TypeSH
Market value$12.8K
1.72%
Sole
137.20K
Shared
0.00
None
0.00
VISA INC.
SOLEShares40.50K
TypeSH
Market value$8.4K
1.13%
Sole
40.50K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY, INC.
SOLEShares168.47K
TypeSH
Market value$6.2K
0.84%
Sole
168.47K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC.
SOLEShares36.69K
TypeSH
Market value$5.1K
0.69%
Sole
36.69K
Shared
0.00
None
0.00
SALESFORCE.COM INC.
SOLEShares37.60K
TypeSH
Market value$5.0K
0.67%
Sole
37.60K
Shared
0.00
None
0.00
APPLE INC.
SOLEShares34.09K
TypeSH
Market value$4.4K
0.60%
Sole
34.09K
Shared
0.00
None
0.00
AXON ENTERPRISE INC.
SOLEShares25.60K
TypeSH
Market value$4.2K
0.57%
Sole
25.60K
Shared
0.00
None
0.00
ADOBE INC.
SOLEShares10.60K
TypeSH
Market value$3.6K
0.48%
Sole
10.60K
Shared
0.00
None
0.00
ALIBABA GROUP HOLDING
SOLEShares35.30K
TypeSH
Market value$3.1K
0.42%
Sole
35.30K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP.
SOLEShares4.90K
TypeSH
Market value$2.2K
0.30%
Sole
4.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP.SOLE | COM | 364.90K | SH | $87.5K 11.79% | 364.90K | 0.00 | 0.00 |
MASTERCARD INC.SOLE | COM | 245.97K | SH | $85.5K 11.52% | 245.97K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC.SOLE | COM | 150.62K | SH | $82.9K 11.18% | 150.62K | 0.00 | 0.00 |
THE TRADE DESKSOLE | COM | 1.52M | SH | $68.2K 9.19% | 1.52M | 0.00 | 0.00 |
AMAZON.COM INC.SOLE | COM | 623.56K | SH | $52.4K 7.06% | 623.56K | 0.00 | 0.00 |
HOME DEPOT INC.SOLE | COM | 151.18K | SH | $47.8K 6.43% | 151.18K | 0.00 | 0.00 |
META PLATFORMS INC. (formerlySOLE | COM | 296.25K | SH | $35.7K 4.80% | 296.25K | 0.00 | 0.00 |
ALPHABET INC., CLASS-CSOLE | COM | 369.86K | SH | $32.8K 4.42% | 369.86K | 0.00 | 0.00 |
ALPHABET INC., CLASS-ASOLE | COM | 366.14K | SH | $32.3K 4.35% | 366.14K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 91.34K | SH | $29.8K 4.01% | 91.34K | 0.00 | 0.00 |
T-MOBILE US INC.SOLE | COM | 188.36K | SH | $26.4K 3.55% | 188.36K | 0.00 | 0.00 |
TYLER TECHNOLOGIES, INC.SOLE | COM | 71.72K | SH | $23.1K 3.12% | 71.72K | 0.00 | 0.00 |
BOEING CO.SOLE | COM | 112.60K | SH | $21.4K 2.89% | 112.60K | 0.00 | 0.00 |
EATON CORPORATION PLCSOLE | COM | 119.72K | SH | $18.8K 2.53% | 119.72K | 0.00 | 0.00 |
QUALCOMM INC.SOLE | COM | 147.03K | SH | $16.2K 2.18% | 147.03K | 0.00 | 0.00 |
APTIV PLCSOLE | COM | 137.20K | SH | $12.8K 1.72% | 137.20K | 0.00 | 0.00 |
VISA INC.SOLE | COM | 40.50K | SH | $8.4K 1.13% | 40.50K | 0.00 | 0.00 |
MARVELL TECHNOLOGY, INC.SOLE | COM | 168.47K | SH | $6.2K 0.84% | 168.47K | 0.00 | 0.00 |
PALO ALTO NETWORKS INC.SOLE | COM | 36.69K | SH | $5.1K 0.69% | 36.69K | 0.00 | 0.00 |
SALESFORCE.COM INC.SOLE | COM | 37.60K | SH | $5.0K 0.67% | 37.60K | 0.00 | 0.00 |
APPLE INC.SOLE | COM | 34.09K | SH | $4.4K 0.60% | 34.09K | 0.00 | 0.00 |
AXON ENTERPRISE INC.SOLE | COM | 25.60K | SH | $4.2K 0.57% | 25.60K | 0.00 | 0.00 |
ADOBE INC.SOLE | COM | 10.60K | SH | $3.6K 0.48% | 10.60K | 0.00 | 0.00 |
ALIBABA GROUP HOLDINGSOLE | COM | 35.30K | SH | $3.1K 0.42% | 35.30K | 0.00 | 0.00 |
COSTCO WHOLESALE CORP.SOLE | COM | 4.90K | SH | $2.2K 0.30% | 4.90K | 0.00 | 0.00 |
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