HGK ASSET MANAGEMENT INC

data from 30/09/2025

Capitalization

$ 617.773 M 5.70 %

Average holding period

21 ans

Performance

$ 609.178 M 99.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HGK ASSET MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TSM Taiwan Semiconductor Manufacturing 10.73% 66.276 M $ 237303 2023/12/31 12.487 M $ 23.31 %
2025/09/30 RYAAY RYANAIR HOLDINGS PLC-SP ADR 9.33% 57.609 M $ 956650 2023/12/31 2.432 M $ 4.42 %
2025/09/30 HDB HDFC Bank Ltd. 8.33% 51.452 M $ 1506200 2024/06/30 -31.925 M $ -55.45 %
2025/09/30 INFY Infosys Ltd 7.40% 45.694 M $ 2808500 2025/06/30 -6.328 M $ -12.20 %
2025/09/30 ICLR Icon Plc 5.69% 35.129 M $ 200739 2023/12/31 5.277 M $ 20.32 %
2025/09/30 C Citigroup Inc 1.56% 9.628 M $ 94856 2015/03/31 1.755 M $ 19.24 %
2025/09/30 JPM JPMorgan Chase & Co. 1.56% 9.617 M $ 30489 2013/06/30 778.155 K $ 8.80 %
2025/09/30 STT State Street Corp. 1.41% 8.697 M $ 74971 2013/06/30 768.387 K $ 9.09 %
2025/09/30 LMT Lockheed Martin Corp. 1.38% 8.495 M $ 17017 2021/12/31 524.277 K $ 7.79 %
2025/09/30 HBAN Huntington Bancshares Inc. 1.31% 8.080 M $ 467881 2025/03/31 257.563 K $ 3.04 %
2025/09/30 AMAT Applied Materials Inc. 1.30% 8.049 M $ 39312 2024/03/31 776.154 K $ 11.84 %
2025/09/30 MTB M & T Bank Corp 1.30% 8.012 M $ 40543 2023/09/30 146.953 K $ 1.87 %
2025/09/30 JNJ Johnson & Johnson 1.28% 7.909 M $ 42652 2013/06/30 1.391 M $ 21.39 %
2025/09/30 SNA Snap-on Inc. 1.26% 7.786 M $ 22468 2016/09/30 712.655 K $ 11.36 %
2025/09/30 AEP American Electric Power Company Inc. 1.25% 7.744 M $ 68836 2022/09/30 534.477 K $ 8.42 %
2025/09/30 MET Metlife Inc 1.25% 7.723 M $ 93760 2013/06/30 172.290 K $ 2.42 %
2025/09/30 HUBB Hubbell Inc. 1.24% 7.690 M $ 17870 2020/12/31 390.761 K $ 5.36 %
2025/09/30 MDT Medtronic Plc 1.24% 7.662 M $ 80450 2024/09/30 622.245 K $ 9.26 %
2025/09/30 URI United Rentals Inc. 1.24% 7.640 M $ 8003 2023/06/30 2.171 M $ 26.71 %
2025/09/30 DUK Duke Energy Corp. 1.24% 7.637 M $ 61717 2024/12/31 305.152 K $ 4.87 %
2025/09/30 CVS CVS Health Corp 1.22% 7.549 M $ 100135 2013/06/30 641.865 K $ 9.29 %
2025/09/30 IBM International Business Machines Corp. 1.21% 7.487 M $ 26533 2017/06/30 -310.250 K $ -4.28 %
2025/09/30 SPG Simon Property Group Inc. 1.21% 7.466 M $ 39785 2018/09/30 1.072 M $ 16.74 %
2025/09/30 HCA HCA Healthcare Inc 1.20% 7.435 M $ 17444 2020/12/31 750.715 K $ 11.25 %
2025/09/30 HD Home Depot Inc. 1.20% 7.414 M $ 18297 2020/06/30 642.165 K $ 10.51 %
2025/09/30 COF Capital One Financial Corp. 1.19% 7.380 M $ 34716 2022/12/31 -6.239 K $ -0.08 %
2025/09/30 ABBV Abbvie Inc 1.19% 7.365 M $ 31807 2014/09/30 1.585 M $ 24.74 %
2025/09/30 GPC Genuine Parts Co. 1.17% 7.223 M $ 52115 2020/06/30 901.932 K $ 14.25 %
2025/09/30 AFL Aflac Inc. 1.17% 7.214 M $ 64584 2021/03/31 403.185 K $ 5.92 %
2025/09/30 ABC Cencora, Inc 1.17% 7.199 M $ 23034 2024/06/30 0.000 $ 0.00 %
2025/09/30 BDX Becton Dickinson And Co. 1.13% 6.997 M $ 37383 2024/06/30 531.897 K $ 8.66 %
2025/09/30 ACN ACCENTURE PLC-CL A 1.13% 6.974 M $ 28280 2013/12/31 -1.067 M $ -17.49 %
2025/09/30 WBD Warner Bros. Discovery Inc 1.12% 6.929 M $ 354798 2022/03/31 4.569 M $ 70.42 %
2025/09/30 DG Dollar General Corp. 1.11% 6.876 M $ 66533 2020/12/31 -573.526 K $ -9.64 %
2025/09/30 UDR UDR Inc 1.11% 6.854 M $ 183962 2024/06/30 -508.746 K $ -8.74 %
2025/09/30 IPG Interpublic Group Of Cos. Inc. 1.09% 6.752 M $ 241916 2021/03/31 786.800 K $ 14.01 %
2025/09/30 FI Fiserv Inc. 1.09% 6.706 M $ 52015 2021/12/31 -1.639 M $ -25.22 %
2025/09/30 MPC Marathon Petroleum Corp 1.08% 6.687 M $ 34694 2018/09/30 1.043 M $ 16.03 %
2025/09/30 DOV Dover Corp. 1.08% 6.646 M $ 39834 2018/03/31 -590.022 K $ -8.95 %
2025/09/30 CSCO Cisco Systems Inc. 1.06% 6.546 M $ 95681 2013/06/30 -94.938 K $ -1.38 %
2025/09/30 BMY Bristol-Myers Squibb Co. 1.06% 6.538 M $ 144968 2013/06/30 -156.573 K $ -2.57 %
2025/09/30 SJM J.M. Smucker Co. 1.05% 6.505 M $ 59897 2017/09/30 568.079 K $ 10.59 %
2025/09/30 OKE Oneok Inc. 1.04% 6.397 M $ 87667 2024/09/30 -566.234 K $ -10.61 %
2025/09/30 CMCSA Comcast Corp 1.03% 6.373 M $ 202846 2016/03/31 -774.104 K $ -11.96 %
2025/09/30 NUE Nucor Corp. 1.01% 6.259 M $ 46219 2013/06/30 271.829 K $ 4.55 %
2025/09/30 HSY Hershey Company 1.01% 6.252 M $ 33422 2023/12/31 638.338 K $ 12.71 %
2025/09/30 KHC Kraft Heinz Co 1.00% 6.152 M $ 236268 2023/09/30 48.684 K $ 0.85 %
2025/09/30 COP Conoco Phillips 0.91% 5.599 M $ 59192 2013/06/30 245.235 K $ 5.40 %
2025/09/30 EOG EOG Resources Inc. 0.85% 5.245 M $ 46778 2022/12/31 -305.786 K $ -6.26 %
2025/09/30 AMCR Amcor Plc 0.78% 4.822 M $ 589491 2025/06/30 -594.503 K $ -10.99 %
2025/09/30 STZ Constellation Brands Inc 0.77% 4.756 M $ 35316 2018/09/30 -805.959 K $ -17.22 %
2025/09/30 INTC Intel Corp. 0.42% 2.575 M $ 76766 2013/06/30 2.872 M $ 49.78 %
2025/09/30 CACI Caci International Inc. 0.21% 1.297 M $ 2600 2022/09/30 50.872 K $ 4.63 %
2025/09/30 MKSI MKS Instruments Inc. 0.21% 1.286 M $ 10388 2025/06/30 87.973 K $ 24.57 %
2025/09/30 PB Prosperity Bancshares Inc. 0.21% 1.285 M $ 19371 2024/12/31 -69.759 K $ -5.54 %
2025/09/30 HOMB Home Bancshares Inc 0.20% 1.219 M $ 43062 2020/06/30 -6.779 K $ -0.56 %
2025/09/30 PRGS Progress Software Corp. 0.19% 1.196 M $ 27214 2022/09/30 -332.317 K $ -31.19 %
2025/09/30 BRC Brady Corp. 0.19% 1.162 M $ 14896 2025/03/31 147.429 K $ 14.80 %
2025/09/30 RRX Regal Rexnord Corp 0.19% 1.156 M $ 8060 2013/06/30 -10.092 K $ -1.05 %
2025/09/30 WHD Cactus Inc 0.18% 1.120 M $ 28388 2025/06/30 -34.552 K $ -9.72 %
2025/09/30 EVR Evercore Inc 0.17% 1.067 M $ 3164 2015/12/31 226.262 K $ 24.92 %
2025/09/30 OSBC Old Second Bancorporation Inc. 0.17% 1.066 M $ 61653 2024/06/30 -27.303 K $ -2.54 %
2025/09/30 IBCP Independent Bank Corporation (Ionia MI) 0.17% 1.064 M $ 34337 2022/06/30 -45.183 K $ -4.41 %
2025/09/30 EXLS Exlservice Hldgs Inc 0.17% 1.028 M $ 23341 2025/06/30 4.262 K $ 0.55 %
2025/09/30 NMIH NMI Holdings Inc 0.16% 994.693 K $ 25944 2021/06/30 -90.829 K $ -9.13 %
2025/09/30 AGM Federal Agricultural Mortgage Corp. 0.16% 986.715 K $ 5874 2016/03/31 -118.113 K $ -13.54 %
2025/09/30 VVV Valvoline Inc 0.16% 971.976 K $ 27067 2020/12/31 -46.747 K $ -5.18 %
2025/09/30 SLM SLM CORP 0.16% 962.572 K $ 34775 2019/09/30 -199.121 K $ -15.58 %
2025/09/30 ROCK Gibraltar Industries Inc. 0.15% 945.014 K $ 15048 2025/06/30 31.900 K $ 6.44 %
2025/09/30 BC Brunswick Corp. 0.15% 928.363 K $ 14680 2020/12/31 105.152 K $ 14.48 %
2025/09/30 WCC Wesco International Inc. 0.14% 890.627 K $ 4211 2023/06/30 111.696 K $ 14.20 %
2025/09/30 ENS Enersys 0.14% 882.331 K $ 7811 2014/09/30 209.036 K $ 31.70 %
2025/09/30 EFSC Enterprise Financial Services Corp. 0.14% 844.595 K $ 14567 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALG Alamo Group Inc. 0.14% 834.615 K $ 4372 2019/12/31 -118.356 K $ -12.58 %
2025/09/30 STAG STAG Industrial Inc 0.12% 769.675 K $ 21810 2020/06/30 -17.803 K $ -2.73 %
2025/09/30 OLLI Ollies Bargain Outlet Holdings Inc 0.12% 720.966 K $ 5615 2024/06/30 -20.827 K $ -2.56 %
2025/09/30 KNX Knight-Swift Transportation Holdings Inc 0.11% 676.964 K $ 17134 2019/03/31 -71.607 K $ -10.67 %
2025/09/30 PRG PROG Holdings Inc 0.11% 671.017 K $ 20736 2020/12/31 61.428 K $ 10.26 %
2025/09/30 LXP LXP Industrial Trust 0.11% 667.744 K $ 74525 2016/03/31 45.289 K $ 8.47 %
2025/09/30 GTLS Chart Industries Inc 0.10% 639.479 K $ 3195 2024/12/31 181.085 K $ 21.56 %
2025/09/30 NSA National Storage Affiliates Trust 0.10% 638.126 K $ 21116 2025/03/31 -32.596 K $ -5.53 %
2025/09/30 NGVT Ingevity Corp 0.09% 570.333 K $ 10334 2023/06/30 180.217 K $ 28.08 %
2025/09/30 CW Curtiss-Wright Corp. 0.08% 482.674 K $ 889 2023/09/30 118.515 K $ 11.13 %
2025/09/30 IOSP Innospec Inc 0.06% 354.396 K $ 4593 2016/09/30 -31.358 K $ -8.24 %
2025/09/30 WKC World Kinect Corp 0.03% 185.620 K $ 7153 2016/03/31 -42.036 K $ -8.47 %
2025/09/30 AVA Avista Corp. 0.03% 182.547 K $ 4828 2018/12/31 -945.000 $ -0.37 %
2025/09/30 MGRC McGrath Rentcorp 0.03% 171.727 K $ 1464 2023/06/30 4.562 K $ 1.16 %
2025/09/30 STRL Sterling Infrastructure Inc 0.02% 151.158 K $ 445 2025/03/31 385.029 K $ 47.22 %
2025/09/30 EMR Emerson Electric Co. 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2025/09/30 SIGI Selective Insurance Group Inc. 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2025/09/30 ASGN ASGN Inc 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2025/09/30 CHX ChampionX Corporation 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %