West Tower Group
Latest statistics and disclosures from West Tower Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EHAB, PRGO, PRIM, RDDT, WBD, and represent 31.40% of West Tower Group's stock portfolio.
- Added to shares of these 10 stocks: PRGO, CBT, FWONK, GSM, Vaneck Vectors Etf Tr, AMZN, RDDT, Vaneck Vectors Etf Tr opt, AAPL, TWLO.
- Started 50 new stock positions in XLE, FRSH, HAL, XBI, PPG, FXI, BDX, BG, NOK, PANW.
- Reduced shares in these 10 stocks: WBD, MRVL, INTC, DAKT, SPOT, AMAT, SMR, DELL, , RBLX.
- Sold out of its positions in GOOGL, AMAT, ANET, DAKT, DELL, GTLB, MRVL, SMR, ORCL, PD. RBLX, RUM, XLP, SNAP, SNOW, TEM, VRT, ZS, SPOT.
- West Tower Group was a net buyer of stock by $11M.
- West Tower Group has $44M in assets under management (AUM), dropping by 28.66%.
- Central Index Key (CIK): 0001965819
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Portfolio Holdings for West Tower Group
West Tower Group holds 78 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Enhabit Ord (EHAB) | 7.8 | $3.5M | 375k | 9.22 |
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| Perrigo SHS (PRGO) | 7.6 | $3.4M | +40% | 243k | 13.92 |
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| Primoris Services (PRIM) | 7.3 | $3.3M | -2% | 26k | 124.14 |
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| Reddit Cl A (RDDT) | 4.5 | $2.0M | +28% | 8.6k | 229.87 |
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| Warner Bros Discovery Com Ser A (WBD) | 4.2 | $1.9M | -36% | 65k | 28.82 |
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| Roku Com Cl A (ROKU) | 3.3 | $1.5M | +22% | 14k | 108.49 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.9 | $1.3M | 61k | 20.74 |
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| ExlService Holdings (EXLS) | 2.6 | $1.2M | 28k | 42.44 |
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| Tyler Technologies (TYL) | 2.6 | $1.2M | +18% | 2.6k | 453.95 |
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| Arcos Dorados Holdings Shs Class -a - (ARCO) | 2.6 | $1.2M | 159k | 7.34 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 2.6 | $1.1M | 12k | 92.70 |
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| Jacobs Engineering Group (J) | 2.4 | $1.1M | +40% | 8.0k | 132.46 |
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| Lyft Cl A Com (LYFT) | 2.0 | $872k | -11% | 45k | 19.37 |
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| News Corp Cl A (NWSA) | 1.9 | $848k | 33k | 26.12 |
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| Cabot Corporation (CBT) | 1.7 | $745k | NEW | 11k | 66.28 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.6 | $690k | NEW | 7.0k | 98.51 |
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| Oceaneering International (OII) | 1.5 | $649k | 27k | 24.03 |
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| International Business Machines (IBM) | 1.3 | $592k | +150% | 2.0k | 296.21 |
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| Ferroglobe SHS (GSM) | 1.3 | $581k | NEW | 125k | 4.64 |
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| Vaneck Etf Trust Put Put Option | 1.2 | $532k | NEW | 50.00 | 10638.70 |
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| Dropbox Cl A (DBX) | 1.1 | $487k | 18k | 27.80 |
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| Amazon (AMZN) | 1.0 | $462k | NEW | 2.0k | 230.82 |
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| Orion Engineered Carbons (OEC) | 1.0 | $457k | -21% | 87k | 5.28 |
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| Dream Finders Homes Com Cl A (DFH) | 1.0 | $441k | +29% | 26k | 17.10 |
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| Vaneck Etf Trust Put Put Option | 0.9 | $415k | NEW | 50.00 | 8289.76 |
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| Apple (AAPL) | 0.9 | $408k | NEW | 1.5k | 271.86 |
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| Intel Corporation (INTC) | 0.8 | $369k | -58% | 10k | 36.90 |
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| Twilio Cl A (TWLO) | 0.8 | $356k | NEW | 2.5k | 142.24 |
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| Meta Platforms Cl A (META) | 0.7 | $330k | NEW | 500.00 | 660.09 |
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| Nxp Semiconductors N V (NXPI) | 0.7 | $326k | +50% | 1.5k | 217.06 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.7 | $305k | +25% | 15k | 20.35 |
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| Ishares Tr Ishares Biotech (IBB) | 0.7 | $304k | NEW | 1.8k | 168.77 |
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| Stanley Black & Decker (SWK) | 0.7 | $297k | NEW | 4.0k | 74.28 |
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| Valero Energy Corporation (VLO) | 0.7 | $293k | NEW | 1.8k | 162.79 |
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| Qualcomm (QCOM) | 0.7 | $291k | NEW | 1.7k | 171.05 |
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| Global X Fds Global X Copper (COPX) | 0.6 | $287k | NEW | 4.0k | 71.79 |
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| Pepsi (PEP) | 0.6 | $287k | NEW | 2.0k | 143.52 |
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| Bunge Global Sa Com Shs (BG) | 0.6 | $285k | NEW | 3.2k | 89.08 |
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| Ishares Msci Brazil Etf (EWZ) | 0.6 | $283k | -2% | 8.9k | 31.77 |
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| Omni (OMC) | 0.6 | $283k | NEW | 3.5k | 80.75 |
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| Halliburton Company (HAL) | 0.6 | $283k | NEW | 10k | 28.26 |
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| Apa Corporation (APA) | 0.6 | $281k | NEW | 12k | 24.46 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.6 | $281k | NEW | 3.8k | 73.92 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.6 | $280k | NEW | 7.3k | 38.29 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.6 | $279k | NEW | 17k | 16.43 |
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| Union Pacific Corporation (UNP) | 0.6 | $278k | NEW | 1.2k | 231.32 |
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| PPG Industries (PPG) | 0.6 | $277k | NEW | 2.7k | 102.46 |
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| Kinder Morgan (KMI) | 0.6 | $275k | NEW | 10k | 27.49 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $275k | NEW | 3.2k | 85.77 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.6 | $275k | NEW | 5.0k | 54.89 |
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| Chevron Corporation (CVX) | 0.6 | $274k | NEW | 1.8k | 152.41 |
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| Hershey Company (HSY) | 0.6 | $273k | NEW | 1.5k | 181.98 |
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| Spdr Series Trust State Street Spd (XRT) | 0.6 | $273k | NEW | 3.2k | 85.29 |
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| Bill Com Holdings Ord (BILL) | 0.6 | $273k | NEW | 5.0k | 54.54 |
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| Becton, Dickinson and (BDX) | 0.6 | $272k | NEW | 1.4k | 194.07 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.6 | $270k | NEW | 5.5k | 49.12 |
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| Gilead Sciences (GILD) | 0.6 | $270k | NEW | 2.2k | 122.74 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.6 | $269k | NEW | 9.3k | 28.97 |
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| Spdr Series Trust State Street Spd (XME) | 0.6 | $269k | NEW | 2.6k | 103.61 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.6 | $268k | NEW | 6.0k | 44.71 |
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| Spdr Series Trust State Street Spd (XBI) | 0.6 | $268k | NEW | 2.2k | 121.93 |
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| salesforce (CRM) | 0.6 | $265k | NEW | 1.0k | 264.91 |
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| ConocoPhillips (COP) | 0.6 | $262k | +28% | 2.8k | 93.61 |
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| Amgen (AMGN) | 0.6 | $262k | NEW | 800.00 | 327.31 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.6 | $259k | +25% | 10k | 25.94 |
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| Nokia Corp Sponsored Adr (NOK) | 0.6 | $259k | NEW | 40k | 6.47 |
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| Spdr Series Trust State Street Spd (XHB) | 0.6 | $257k | NEW | 2.5k | 102.96 |
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| Nextera Energy (NEE) | 0.6 | $257k | NEW | 3.2k | 80.28 |
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| NVIDIA Corporation (NVDA) | 0.5 | $244k | NEW | 1.3k | 186.50 |
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| Atlassian Corporation Cl A (TEAM) | 0.5 | $243k | NEW | 1.5k | 162.14 |
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| Palo Alto Networks (PANW) | 0.5 | $230k | NEW | 1.3k | 184.20 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $225k | NEW | 1.4k | 160.97 |
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| Corning Incorporated (GLW) | 0.5 | $219k | NEW | 2.5k | 87.56 |
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| Broadcom (AVGO) | 0.5 | $208k | -25% | 600.00 | 346.10 |
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| Target Corporation (TGT) | 0.5 | $205k | NEW | 2.1k | 97.75 |
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| Freshworks Class A Com (FRSH) | 0.4 | $184k | NEW | 15k | 12.25 |
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| Peloton Interactive Cl A Com (PTON) | 0.3 | $123k | -20% | 20k | 6.16 |
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| Sealsq Corp Ord Shs (LAES) | 0.2 | $89k | 24k | 3.78 |
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Past Filings by West Tower Group
SEC 13F filings are viewable for West Tower Group going back to 2022
- West Tower Group 2025 Q4 filed Feb. 4, 2026
- West Tower Group 2025 Q3 filed Oct. 16, 2025
- West Tower Group 2025 Q2 filed July 29, 2025
- West Tower Group 2025 Q1 filed May 9, 2025
- West Tower Group 2024 Q4 filed Feb. 11, 2025
- West Tower Group 2024 Q3 filed Nov. 13, 2024
- West Tower Group 2024 Q2 filed Aug. 14, 2024
- West Tower Group 2024 Q1 filed May 14, 2024
- West Tower Group 2023 Q4 filed Feb. 14, 2024
- West Tower Group 2023 Q3 filed Nov. 14, 2023
- West Tower Group 2023 Q2 filed Aug. 14, 2023
- West Tower Group 2023 Q1 filed May 15, 2023
- West Tower Group 2022 Q4 restated filed Feb. 15, 2023
- West Tower Group 2022 Q4 filed Feb. 14, 2023