West Tower Group as of Dec. 31, 2025
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 | |
| Perrigo SHS (PRGO) | 7.6 | $3.4M | 243k | 13.92 | |
| Primoris Services (PRIM) | 7.3 | $3.3M | 26k | 124.14 | |
| Reddit Cl A (RDDT) | 4.5 | $2.0M | 8.6k | 229.87 | |
| Warner Bros Discovery Com Ser A (WBD) | 4.2 | $1.9M | 65k | 28.82 | |
| Roku Com Cl A (ROKU) | 3.3 | $1.5M | 14k | 108.49 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.9 | $1.3M | 61k | 20.74 | |
| ExlService Holdings (EXLS) | 2.6 | $1.2M | 28k | 42.44 | |
| Tyler Technologies (TYL) | 2.6 | $1.2M | 2.6k | 453.95 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 2.6 | $1.2M | 159k | 7.34 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 2.6 | $1.1M | 12k | 92.70 | |
| Jacobs Engineering Group (J) | 2.4 | $1.1M | 8.0k | 132.46 | |
| Lyft Cl A Com (LYFT) | 2.0 | $872k | 45k | 19.37 | |
| News Corp Cl A (NWSA) | 1.9 | $848k | 33k | 26.12 | |
| Cabot Corporation (CBT) | 1.7 | $745k | 11k | 66.28 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.6 | $690k | 7.0k | 98.51 | |
| Oceaneering International (OII) | 1.5 | $649k | 27k | 24.03 | |
| International Business Machines (IBM) | 1.3 | $592k | 2.0k | 296.21 | |
| Ferroglobe SHS (GSM) | 1.3 | $581k | 125k | 4.64 | |
| Vaneck Etf Trust Put Put Option | 1.2 | $532k | 50.00 | 10638.70 | |
| Dropbox Cl A (DBX) | 1.1 | $487k | 18k | 27.80 | |
| Amazon (AMZN) | 1.0 | $462k | 2.0k | 230.82 | |
| Orion Engineered Carbons (OEC) | 1.0 | $457k | 87k | 5.28 | |
| Dream Finders Homes Com Cl A (DFH) | 1.0 | $441k | 26k | 17.10 | |
| Vaneck Etf Trust Put Put Option | 0.9 | $415k | 50.00 | 8289.76 | |
| Apple (AAPL) | 0.9 | $408k | 1.5k | 271.86 | |
| Intel Corporation (INTC) | 0.8 | $369k | 10k | 36.90 | |
| Twilio Cl A (TWLO) | 0.8 | $356k | 2.5k | 142.24 | |
| Meta Platforms Cl A (META) | 0.7 | $330k | 500.00 | 660.09 | |
| Nxp Semiconductors N V (NXPI) | 0.7 | $326k | 1.5k | 217.06 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.7 | $305k | 15k | 20.35 | |
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $304k | 1.8k | 168.77 | |
| Stanley Black & Decker (SWK) | 0.7 | $297k | 4.0k | 74.28 | |
| Valero Energy Corporation (VLO) | 0.7 | $293k | 1.8k | 162.79 | |
| Qualcomm (QCOM) | 0.7 | $291k | 1.7k | 171.05 | |
| Global X Fds Global X Copper (COPX) | 0.6 | $287k | 4.0k | 71.79 | |
| Pepsi (PEP) | 0.6 | $287k | 2.0k | 143.52 | |
| Bunge Global Sa Com Shs (BG) | 0.6 | $285k | 3.2k | 89.08 | |
| Ishares Msci Brazil Etf (EWZ) | 0.6 | $283k | 8.9k | 31.77 | |
| Omni (OMC) | 0.6 | $283k | 3.5k | 80.75 | |
| Halliburton Company (HAL) | 0.6 | $283k | 10k | 28.26 | |
| Apa Corporation (APA) | 0.6 | $281k | 12k | 24.46 | |
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.6 | $281k | 3.8k | 73.92 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.6 | $280k | 7.3k | 38.29 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.6 | $279k | 17k | 16.43 | |
| Union Pacific Corporation (UNP) | 0.6 | $278k | 1.2k | 231.32 | |
| PPG Industries (PPG) | 0.6 | $277k | 2.7k | 102.46 | |
| Kinder Morgan (KMI) | 0.6 | $275k | 10k | 27.49 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $275k | 3.2k | 85.77 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.6 | $275k | 5.0k | 54.89 | |
| Chevron Corporation (CVX) | 0.6 | $274k | 1.8k | 152.41 | |
| Hershey Company (HSY) | 0.6 | $273k | 1.5k | 181.98 | |
| Spdr Series Trust State Street Spd (XRT) | 0.6 | $273k | 3.2k | 85.29 | |
| Bill Com Holdings Ord (BILL) | 0.6 | $273k | 5.0k | 54.54 | |
| Becton, Dickinson and (BDX) | 0.6 | $272k | 1.4k | 194.07 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.6 | $270k | 5.5k | 49.12 | |
| Gilead Sciences (GILD) | 0.6 | $270k | 2.2k | 122.74 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.6 | $269k | 9.3k | 28.97 | |
| Spdr Series Trust State Street Spd (XME) | 0.6 | $269k | 2.6k | 103.61 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.6 | $268k | 6.0k | 44.71 | |
| Spdr Series Trust State Street Spd (XBI) | 0.6 | $268k | 2.2k | 121.93 | |
| salesforce (CRM) | 0.6 | $265k | 1.0k | 264.91 | |
| ConocoPhillips (COP) | 0.6 | $262k | 2.8k | 93.61 | |
| Amgen (AMGN) | 0.6 | $262k | 800.00 | 327.31 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.6 | $259k | 10k | 25.94 | |
| Nokia Corp Sponsored Adr (NOK) | 0.6 | $259k | 40k | 6.47 | |
| Spdr Series Trust State Street Spd (XHB) | 0.6 | $257k | 2.5k | 102.96 | |
| Nextera Energy (NEE) | 0.6 | $257k | 3.2k | 80.28 | |
| NVIDIA Corporation (NVDA) | 0.5 | $244k | 1.3k | 186.50 | |
| Atlassian Corporation Cl A (TEAM) | 0.5 | $243k | 1.5k | 162.14 | |
| Palo Alto Networks (PANW) | 0.5 | $230k | 1.3k | 184.20 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $225k | 1.4k | 160.97 | |
| Corning Incorporated (GLW) | 0.5 | $219k | 2.5k | 87.56 | |
| Broadcom (AVGO) | 0.5 | $208k | 600.00 | 346.10 | |
| Target Corporation (TGT) | 0.5 | $205k | 2.1k | 97.75 | |
| Freshworks Class A Com (FRSH) | 0.4 | $184k | 15k | 12.25 | |
| Peloton Interactive Cl A Com (PTON) | 0.3 | $123k | 20k | 6.16 | |
| Sealsq Corp Ord Shs (LAES) | 0.2 | $89k | 24k | 3.78 |
