West Tower Group as of June 30, 2025
Portfolio Holdings for West Tower Group
West Tower Group holds 73 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Perrigo SHS (PRGO) | 6.9 | $3.2M | 119k | 26.72 | |
| Warner Bros Discovery Com Ser A (WBD) | 6.8 | $3.2M | 275k | 11.46 | |
| Enhabit Ord (EHAB) | 6.0 | $2.7M | 285k | 9.64 | |
| Primoris Services (PRIM) | 4.3 | $2.0M | 26k | 77.94 | |
| Gap (GAP) | 3.8 | $1.7M | 80k | 21.81 | |
| Ishares Tr Select Divid Etf (DVY) | 3.7 | $1.7M | 13k | 132.81 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 3.4 | $1.5M | 196k | 7.89 | |
| Tyler Technologies (TYL) | 2.8 | $1.3M | 2.2k | 592.84 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.7 | $1.3M | 61k | 20.39 | |
| Orion Engineered Carbons (OEC) | 2.5 | $1.2M | 111k | 10.49 | |
| News Corp Cl A (NWSA) | 2.5 | $1.1M | 39k | 29.72 | |
| ExlService Holdings (EXLS) | 2.3 | $1.1M | 25k | 43.79 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 2.0 | $925k | 12k | 75.17 | |
| Jacobs Engineering Group (J) | 2.0 | $920k | 7.0k | 131.45 | |
| Lyft Cl A Com (LYFT) | 1.9 | $883k | 56k | 15.76 | |
| Meta Platforms Cl A (META) | 1.8 | $812k | 1.1k | 738.09 | |
| Reddit Cl A (RDDT) | 1.5 | $708k | 4.7k | 150.57 | |
| Roku Com Cl A (ROKU) | 1.5 | $703k | 8.0k | 87.89 | |
| Daktronics (DAKT) | 1.3 | $605k | 40k | 15.12 | |
| Dream Finders Homes Com Cl A (DFH) | 1.3 | $578k | 23k | 25.13 | |
| Oceaneering International (OII) | 1.2 | $559k | 27k | 20.72 | |
| Broadcom (AVGO) | 1.2 | $551k | 2.0k | 275.65 | |
| Macy's (M) | 1.1 | $507k | 44k | 11.66 | |
| Dropbox Cl A (DBX) | 1.1 | $501k | 18k | 28.60 | |
| Vertex Cl A (VERX) | 1.0 | $459k | 13k | 35.34 | |
| SYSCO Corporation (SYY) | 1.0 | $454k | 6.0k | 75.74 | |
| Pepsi (PEP) | 0.9 | $436k | 3.3k | 132.04 | |
| Verizon Communications (VZ) | 0.9 | $433k | 10k | 43.27 | |
| Advanced Micro Devices (AMD) | 0.9 | $426k | 3.0k | 141.90 | |
| Union Pacific Corporation (UNP) | 0.9 | $414k | 1.8k | 230.08 | |
| Southern Company (SO) | 0.9 | $413k | 4.5k | 91.83 | |
| Oneok (OKE) | 0.9 | $408k | 5.0k | 81.63 | |
| United Parcel Service CL B (UPS) | 0.9 | $404k | 4.0k | 100.94 | |
| Duke Energy Corp Com New (DUK) | 0.9 | $401k | 3.4k | 118.00 | |
| Procter & Gamble Company (PG) | 0.9 | $398k | 2.5k | 159.32 | |
| Johnson & Johnson (JNJ) | 0.9 | $397k | 2.6k | 152.75 | |
| Keurig Dr Pepper (KDP) | 0.9 | $397k | 12k | 33.06 | |
| Becton, Dickinson and (BDX) | 0.9 | $396k | 2.3k | 172.25 | |
| Dominion Resources (D) | 0.9 | $396k | 7.0k | 56.52 | |
| Illinois Tool Works (ITW) | 0.9 | $396k | 1.6k | 247.25 | |
| Target Corporation (TGT) | 0.9 | $395k | 4.0k | 98.65 | |
| Kimberly-Clark Corporation (KMB) | 0.8 | $387k | 3.0k | 128.92 | |
| Colgate-Palmolive Company (CL) | 0.8 | $382k | 4.2k | 90.90 | |
| Merck & Co (MRK) | 0.8 | $372k | 4.7k | 79.16 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $371k | 800.00 | 463.14 | |
| Bristol Myers Squibb (BMY) | 0.8 | $370k | 8.0k | 46.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $353k | 2.0k | 176.23 | |
| ConAgra Foods (CAG) | 0.8 | $348k | 17k | 20.47 | |
| Datadog Cl A Com (DDOG) | 0.7 | $336k | 2.5k | 134.33 | |
| Marvell Technology (MRVL) | 0.7 | $310k | 4.0k | 77.40 | |
| Palo Alto Networks (PANW) | 0.7 | $307k | 1.5k | 204.64 | |
| Campbell Soup Company (CPB) | 0.7 | $307k | 10k | 30.65 | |
| Sap Se Spon Adr (SAP) | 0.7 | $304k | 1.0k | 304.10 | |
| Shift4 Pmts Cl A (FOUR) | 0.6 | $297k | 3.0k | 99.11 | |
| Silicon Laboratories (SLAB) | 0.6 | $295k | 2.0k | 147.36 | |
| Cisco Systems (CSCO) | 0.6 | $278k | 4.0k | 69.38 | |
| Maplebear (CART) | 0.6 | $271k | 6.0k | 45.24 | |
| Kla Corp Com New (KLAC) | 0.6 | $269k | 300.00 | 895.74 | |
| Netflix (NFLX) | 0.6 | $268k | 200.00 | 1339.13 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $262k | 1.2k | 218.49 | |
| Cyberark Software SHS (CYBR) | 0.5 | $244k | 600.00 | 406.88 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.5 | $243k | 8.0k | 30.41 | |
| International Business Machines (IBM) | 0.5 | $236k | 800.00 | 294.78 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $230k | 300.00 | 767.34 | |
| Hut 8 Corp (HUT) | 0.5 | $223k | 12k | 18.60 | |
| Coherent Corp (COHR) | 0.5 | $223k | 2.5k | 89.21 | |
| Oracle Corporation (ORCL) | 0.5 | $219k | 1.0k | 218.63 | |
| Gms | 0.5 | $218k | 2.0k | 108.75 | |
| Mongodb Cl A (MDB) | 0.5 | $210k | 1.0k | 209.99 | |
| Peloton Interactive Cl A Com (PTON) | 0.5 | $208k | 30k | 6.94 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $205k | 1.5k | 136.32 | |
| Etsy (ETSY) | 0.4 | $201k | 4.0k | 50.16 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $66k | 10k | 6.55 |
