West Tower Group as of Dec. 31, 2024
Portfolio Holdings for West Tower Group
West Tower Group holds 76 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Perrigo SHS (PRGO) | 6.8 | $3.1M | 119k | 25.71 | |
| Warner Bros Discovery Com Ser A (WBD) | 6.0 | $2.7M | 256k | 10.57 | |
| Enhabit Ord (EHAB) | 4.9 | $2.2M | 285k | 7.81 | |
| Orion Engineered Carbons (OEC) | 3.9 | $1.7M | 111k | 15.79 | |
| Primoris Services (PRIM) | 3.4 | $1.5M | 20k | 76.40 | |
| Macy's (M) | 2.8 | $1.2M | 74k | 16.93 | |
| Tyler Technologies (TYL) | 2.6 | $1.2M | 2.1k | 576.64 | |
| Paypal Holdings (PYPL) | 2.6 | $1.2M | 14k | 85.35 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.5 | $1.1M | 56k | 19.90 | |
| ExlService Holdings (EXLS) | 2.4 | $1.1M | 25k | 44.38 | |
| Meta Platforms Cl A (META) | 2.3 | $1.1M | 1.8k | 585.51 | |
| Jacobs Engineering Group (J) | 2.1 | $935k | 7.0k | 133.62 | |
| Hewlett Packard Enterprise (HPE) | 2.1 | $927k | 43k | 21.35 | |
| Gms | 1.9 | $848k | 10k | 84.83 | |
| Lyft Cl A Com (LYFT) | 1.8 | $813k | 63k | 12.90 | |
| Daktronics (DAKT) | 1.6 | $725k | 43k | 16.86 | |
| Oceaneering International (OII) | 1.6 | $704k | 27k | 26.08 | |
| Apple (AAPL) | 1.4 | $626k | 2.5k | 250.42 | |
| Electronic Arts (EA) | 1.3 | $585k | 4.0k | 146.30 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 1.3 | $570k | 78k | 7.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $568k | 3.0k | 189.30 | |
| Microsoft Corporation (MSFT) | 1.1 | $506k | 1.2k | 421.50 | |
| Colgate-Palmolive Company (CL) | 1.1 | $482k | 5.3k | 90.91 | |
| Target Corporation (TGT) | 1.0 | $460k | 3.4k | 135.18 | |
| SYSCO Corporation (SYY) | 1.0 | $459k | 6.0k | 76.46 | |
| Union Pacific Corporation (UNP) | 1.0 | $456k | 2.0k | 228.04 | |
| Becton, Dickinson and (BDX) | 1.0 | $454k | 2.0k | 226.87 | |
| Exelon Corporation (EXC) | 1.0 | $452k | 12k | 37.64 | |
| AES Corporation (AES) | 1.0 | $451k | 35k | 12.87 | |
| Marvell Technology (MRVL) | 1.0 | $442k | 4.0k | 110.45 | |
| Merck & Co (MRK) | 1.0 | $438k | 4.4k | 99.48 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $437k | 900.00 | 485.94 | |
| Dropbox Cl A (DBX) | 1.0 | $436k | 15k | 30.04 | |
| salesforce (CRM) | 1.0 | $435k | 1.3k | 334.33 | |
| General Mills (GIS) | 1.0 | $434k | 6.8k | 63.77 | |
| Phillips 66 (PSX) | 1.0 | $433k | 3.8k | 113.93 | |
| Kimberly-Clark Corporation (KMB) | 1.0 | $432k | 3.3k | 131.04 | |
| Mosaic (MOS) | 1.0 | $430k | 18k | 24.58 | |
| United Parcel Service CL B (UPS) | 1.0 | $429k | 3.4k | 126.10 | |
| CenterPoint Energy (CNP) | 0.9 | $428k | 14k | 31.73 | |
| News Corp Cl A (NWSA) | 0.9 | $427k | 16k | 27.54 | |
| Analog Devices (ADI) | 0.9 | $425k | 2.0k | 212.46 | |
| American Water Works (AWK) | 0.9 | $423k | 3.4k | 124.49 | |
| Genuine Parts Company (GPC) | 0.9 | $420k | 3.6k | 116.76 | |
| Johnson & Johnson (JNJ) | 0.9 | $419k | 2.9k | 144.62 | |
| ConocoPhillips (COP) | 0.9 | $417k | 4.2k | 99.17 | |
| Yum! Brands (YUM) | 0.9 | $416k | 3.1k | 134.16 | |
| Kraft Heinz (KHC) | 0.9 | $415k | 14k | 30.71 | |
| PPG Industries (PPG) | 0.9 | $406k | 3.4k | 119.45 | |
| McDonald's Corporation (MCD) | 0.9 | $406k | 1.4k | 289.89 | |
| Consolidated Edison (ED) | 0.9 | $402k | 4.5k | 89.23 | |
| Nokia Corp Sponsored Adr (NOK) | 0.9 | $399k | 90k | 4.43 | |
| Baxter International (BAX) | 0.8 | $382k | 13k | 29.16 | |
| Pepsi (PEP) | 0.8 | $365k | 2.4k | 152.06 | |
| Verizon Communications (VZ) | 0.8 | $348k | 8.7k | 39.99 | |
| Dow (DOW) | 0.8 | $341k | 8.5k | 40.13 | |
| Reddit Cl A (RDDT) | 0.7 | $327k | 2.0k | 163.44 | |
| Kla Corp Com New (KLAC) | 0.7 | $315k | 500.00 | 630.12 | |
| Mobileye Global Common Class A (MBLY) | 0.7 | $299k | 15k | 19.92 | |
| CoStar (CSGP) | 0.6 | $286k | 4.0k | 71.59 | |
| Lattice Semiconductor (LSCC) | 0.6 | $283k | 5.0k | 56.65 | |
| Oracle Corporation (ORCL) | 0.6 | $250k | 1.5k | 166.64 | |
| Okta Cl A (OKTA) | 0.5 | $236k | 3.0k | 78.80 | |
| Gap (GAP) | 0.5 | $236k | 10k | 23.63 | |
| Broadcom (AVGO) | 0.5 | $232k | 1.0k | 231.84 | |
| Arrow Electronics (ARW) | 0.5 | $226k | 2.0k | 113.12 | |
| Gitlab Class A Com (GTLB) | 0.5 | $225k | 4.0k | 56.35 | |
| Confluent Class A Com (CFLT) | 0.5 | $224k | 8.0k | 27.96 | |
| Walt Disney Company (DIS) | 0.5 | $223k | 2.0k | 111.35 | |
| Arista Networks Com Shs (ANET) | 0.5 | $221k | 2.0k | 110.53 | |
| ON Semiconductor (ON) | 0.5 | $221k | 3.5k | 63.05 | |
| Extreme Networks (EXTR) | 0.5 | $218k | 13k | 16.74 | |
| Servicenow (NOW) | 0.5 | $212k | 200.00 | 1060.12 | |
| Shift4 Pmts Cl A (FOUR) | 0.5 | $208k | 2.0k | 103.78 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $205k | 600.00 | 342.16 | |
| Snap Cl A (SNAP) | 0.3 | $140k | 13k | 10.77 |
