West Tower Group, LLC
CIK 1965819 · View on SEC EDGAR ↗
- Portfolio value
- $33.2M
- Positions
- 45
- As of
- June 30, 2026
Portfolio value QoQ: +19.6% 13F does not disclose cash
- Top 10 holdings weight
- 52.27%
- Top 25 holdings weight
- 82.98%
- Positions above 1%
- 31
- Effective number of positions
- 25.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 39.91% Est. buys $13,387,007 · sells $12,169,695
Median holding: 1.0 quarters Tracked Q4 2024–Q2 2026 · 23.0% still held
- New positions
- 21
- Increased
- 7
- Decreased
- 10
- Closed
- 8
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Full portfolio 45 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PRGO Perrigo Company plc Ordinary Shares | $3,662,704 | 11.03% | 352,522 | $-123,382 | |||
| LYFT Lyft, Inc. - Class A Common Stock | $2,029,753 | 6.11% | 138,929 | $787,107 | Up ×3 | ||
| OSW OneSpaWorld Holdings Limited - Common Shares | $1,803,604 | 5.43% | 63,867 | $337,856 | |||
| NWSA News Corporation - Class A Common Stock | $1,695,517 | 5.10% | 68,285 | $-457,413 | Down ×1 | ||
| ROKU Roku, Inc. - Class A Common Stock | $1,512,633 | 4.55% | 10,950 | $287,304 | Down ×2 | ||
| FISV Fiserv, Inc. - Common Stock | $1,437,214 | 4.33% | 29,301 | Up ×1 | |||
| RDDT Reddit, Inc. Class A Common Stock | $1,423,356 | 4.28% | 8,200 | $1,356,031 | Up ×1 | ||
| STTK Shattuck Labs, Inc. - Common Stock | $1,329,878 | 4.00% | 191,625 | Up ×1 | |||
| SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares | $1,266,654 | 3.81% | 3,800 | $261,322 | Down ×2 | ||
| GNRC Generac Holdlings Inc. Common Stock | $1,200,521 | 3.61% | 4,100 | $28,541 | Down ×1 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $1,117,454 | 3.36% | 41,915 | $-33,532 | |||
| CBT Cabot Corporation Common Stock | $970,048 | 2.92% | 10,681 | $528,656 | Up ×1 | ||
| ARCO Arcos Dorados Holdings Inc. Class A Shares | $885,464 | 2.67% | 109,859 | $-20,873 | |||
| PRIM Primoris Services Corporation Common Stock | $829,833 | 2.50% | 8,372 | $-367,698 | |||
| ADI Analog Devices, Inc. - Common Stock | $794,340 | 2.39% | 2,000 | ||||
| MWH SOLV Energy, Inc. - Class A common stock | $783,150 | 2.36% | 23,000 | $512,880 | Up ×1 | ||
| J Jacobs Solutions Inc. Common Stock | $781,200 | 2.35% | 6,200 | $-364,320 | Down ×1 | ||
| AGX Argan, Inc. Common Stock | $678,768 | 2.04% | 850 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $536,055 | 1.61% | 1,500 | ||||
| VIXY | $532,250 | 1.60% | 25,000 | Up ×1 | |||
| ROAD Construction Partners, Inc. - Common Stock | $498,834 | 1.50% | 4,200 | Up ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $476,663 | 1.43% | 1,100 | Up ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $469,840 | 1.41% | 4,000 | ||||
| STM STMicroelectronics N.V. Common Stock | $449,340 | 1.35% | 6,000 | ||||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $399,968 | 1.20% | 1,600 | $162,968 | Up ×1 | ||
| GSM Ferroglobe PLC - Ordinary Shares | $398,406 | 1.20% | 125,285 | $-117,768 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $365,339 | 1.10% | 1,300 | ||||
| FROG JFrog Ltd. - Ordinary shares | $363,520 | 1.09% | 4,000 | Up ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $357,750 | 1.08% | 2,500 | $105,190 | Up ×1 | ||
| PTON Peloton Interactive, Inc. - Common Stock | $354,600 | 1.07% | 60,000 | $183,000 | Up ×2 | ||
| INTC Intel Corporation - Common Stock | $349,075 | 1.05% | 2,500 | $-92,225 | Down ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $309,495 | 0.93% | 1,500 | ||||
| TYL Tyler Technologies, Inc. Common Stock | $299,772 | 0.90% | 1,025 | $-51,168 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $297,890 | 0.90% | 1,000 | ||||
| SYM Symbotic Inc. - Class A Common Stock | $292,175 | 0.88% | 6,500 | $-80,225 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $255,430 | 0.77% | 1,000 | ||||
| SNOW Snowflake Inc. Common Stock | $254,500 | 0.77% | 1,000 | ||||
| SMTC Semtech Corporation - Common Stock | $242,775 | 0.73% | 1,500 | Up ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $241,250 | 0.73% | 250 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $238,340 | 0.72% | 1,000 | $-74,065 | Down ×2 | ||
| HUT Hut 8 Corp. - Common Stock | $230,890 | 0.70% | 2,000 | ||||
| MOD Modine Manufacturing Company Common Stock | $213,616 | 0.64% | 800 | Up ×1 | |||
| REAL The RealReal, Inc. - Common Stock | $203,649 | 0.61% | 17,273 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $202,552 | 0.61% | 700 | $-558,818 | Down ×1 | ||
| ALKT Alkami Technology, Inc. - Common Stock | $181,200 | 0.55% | 10,000 | $-6,840 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| LYFT | $2,029,753 | 6.11% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| FISV | $1,437,214 | 29,301 | 4.33% |
| STTK | $1,329,878 | 191,625 | 4.00% |
| ADI | $794,340 | 2,000 | 2.39% |
| AGX | $678,768 | 850 | 2.04% |
| GOOGL | $536,055 | 1,500 | 1.61% |
| VIXY | $532,250 | 25,000 | 1.60% |
| ROAD | $498,834 | 4,200 | 1.50% |
| LRCX | $476,663 | 1,100 | 1.43% |
| CSCO | $469,840 | 4,000 | 1.41% |
| STM | $449,340 | 6,000 | 1.35% |
| NXPI | $365,339 | 1,300 | 1.10% |
| FROG | $363,520 | 4,000 | 1.09% |
| TWLO | $309,495 | 1,500 | 0.93% |
| MRVL | $297,890 | 1,000 | 0.90% |
| GLW | $255,430 | 1,000 | 0.77% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| LYFT | Bought more | +45K | +$787K |
| AAPL | Trimmed | -2K | -$559K |
| CBT | Bought more | +5K | +$529K |
| MWH | Bought more | +14K | +$513K |
| NWSA | Trimmed | -18K | -$457K |
| PRIM | Price move only | +0 | -$368K |
| J | Trimmed | -3K | -$364K |
| OSW | Price move only | +0 | +$338K |
| ROKU | Trimmed | -2K | +$287K |
| SIMO | Trimmed | -5K | +$261K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EHAB | June 30, 2026 | 361,009 | $5,086,617 | No longer tracked |
| DVY | Sept. 30, 2025 | 13,000 | $1,726,530 | |
| GAP | Sept. 30, 2025 | 60,000 | $1,308,600 | -6.9% |
| PYPL | March 31, 2025 | 13,730 | $1,171,855 | -5.5% |
| HPE | March 31, 2025 | 43,400 | $926,590 | 242.4% |
| META | Sept. 30, 2025 | 1,100 | $811,899 | -25.5% |
| FWONK | March 31, 2026 | 7,000 | $689,570 | 23.0% |
| OII | March 31, 2026 | 27,000 | $648,810 | 51.0% |
| MRVL | Dec. 31, 2025 | 7,500 | $630,525 | 186.2% |
| AAPL | March 31, 2025 | 2,500 | $626,050 | 43.0% |
| EA | March 31, 2025 | 4,000 | $585,200 | No longer tracked |
| M | Sept. 30, 2025 | 43,485 | $507,035 | 28.5% |
| MSFT | March 31, 2025 | 1,200 | $505,800 | 28.7% |
| DBX | March 31, 2026 | 17,520 | $487,056 | 49.9% |
| TGT | March 31, 2025 | 3,400 | $459,612 | 53.6% |
| VERX | Sept. 30, 2025 | 13,000 | $459,355 | -45.4% |
| OEC | March 31, 2026 | 86,538 | $456,921 | -8.8% |
| UNP | March 31, 2025 | 2,000 | $456,080 | 27.7% |
| SYY | Sept. 30, 2025 | 6,000 | $454,440 | 2.2% |
| EXC | March 31, 2025 | 12,000 | $451,680 | -0.9% |
| AES | March 31, 2025 | 35,000 | $450,450 | 18.6% |
| DAKT | Dec. 31, 2025 | 21,500 | $449,780 | -1.8% |
| FIG | June 30, 2026 | 21,000 | $443,940 | 52.9% |
| MRVL | March 31, 2025 | 4,000 | $441,800 | 295.1% |
| DFH | March 31, 2026 | 25,789 | $440,992 | 4.6% |
| PEP | Sept. 30, 2025 | 3,300 | $435,732 | 1.2% |
| CRM | March 31, 2025 | 1,300 | $434,629 | -23.4% |
| GIS | March 31, 2025 | 6,800 | $433,636 | -33.4% |
| VZ | Sept. 30, 2025 | 10,000 | $432,700 | 12.4% |
| MOS | June 30, 2025 | 16,000 | $432,160 | -37.3% |
| HAL | June 30, 2025 | 17,000 | $431,290 | 76.7% |
| CF | June 30, 2025 | 5,500 | $429,825 | 37.4% |
| CNP | March 31, 2025 | 13,500 | $428,355 | 11.7% |
| AMD | Sept. 30, 2025 | 3,000 | $425,700 | 188.0% |
| AWK | March 31, 2025 | 3,400 | $423,266 | -5.9% |
| YUM | March 31, 2025 | 3,100 | $415,896 | -6.4% |
| KHC | March 31, 2025 | 13,500 | $414,585 | -15.5% |
| UNP | Sept. 30, 2025 | 1,800 | $414,144 | 27.6% |
| ROK | June 30, 2025 | 1,600 | $413,408 | 30.8% |
| SO | Sept. 30, 2025 | 4,500 | $413,235 | -2.4% |
| XLK | June 30, 2025 | 2,000 | $412,960 | No longer tracked |
| OKE | Sept. 30, 2025 | 5,000 | $408,150 | 33.0% |
| MCD | March 31, 2025 | 1,400 | $405,846 | -13.3% |
| UPS | Sept. 30, 2025 | 4,000 | $403,760 | 22.3% |
| HON | June 30, 2025 | 1,900 | $402,325 | 0.8% |
| ED | March 31, 2025 | 4,500 | $401,535 | -1.6% |
| DUK | Sept. 30, 2025 | 3,400 | $401,200 | 0.2% |
| COP | June 30, 2025 | 3,800 | $399,076 | 50.3% |
| NOK | March 31, 2025 | 90,000 | $398,700 | 88.0% |
| PG | Sept. 30, 2025 | 2,500 | $398,300 | -6.1% |
| INTC | June 30, 2025 | 17,500 | $397,425 | 305.9% |
| JNJ | Sept. 30, 2025 | 2,600 | $397,150 | 46.7% |
| KDP | Sept. 30, 2025 | 12,000 | $396,720 | 23.5% |
| BDX | Sept. 30, 2025 | 2,300 | $396,175 | 27.4% |
| D | Sept. 30, 2025 | 7,000 | $395,640 | 11.6% |
| ITW | Sept. 30, 2025 | 1,600 | $395,600 | 8.8% |
| TXN | June 30, 2025 | 2,200 | $395,340 | 28.1% |
| TGT | Sept. 30, 2025 | 4,000 | $394,600 | 78.7% |
| KMB | Sept. 30, 2025 | 3,000 | $386,760 | -12.2% |
| ADM | June 30, 2025 | 8,000 | $384,080 | 56.1% |
| PSX | June 30, 2025 | 3,100 | $382,788 | 104.6% |
| PPG | June 30, 2025 | 3,500 | $382,725 | -0.7% |
| BAX | March 31, 2025 | 13,100 | $381,996 | -22.2% |
| CL | Sept. 30, 2025 | 4,200 | $381,780 | 13.9% |
| GPC | June 30, 2025 | 3,200 | $381,248 | 8.7% |
| LHX | June 30, 2025 | 1,800 | $376,758 | 9.4% |
| OMC | June 30, 2025 | 4,500 | $373,095 | 21.2% |
| MRK | Sept. 30, 2025 | 4,700 | $372,052 | 79.2% |
| LMT | Sept. 30, 2025 | 800 | $370,512 | 16.8% |
| BMY | Sept. 30, 2025 | 8,000 | $370,320 | 48.1% |
| NUE | June 30, 2025 | 3,000 | $361,020 | 86.4% |
| TWLO | March 31, 2026 | 2,500 | $355,600 | 75.7% |
| DOW | June 30, 2025 | 10,000 | $349,200 | 23.4% |
| SPOT | Dec. 31, 2025 | 500 | $349,000 | -7.0% |
| CAG | Sept. 30, 2025 | 17,000 | $347,990 | -11.4% |
| DDOG | Sept. 30, 2025 | 2,500 | $335,825 | 63.4% |
| META | March 31, 2026 | 500 | $330,045 | -4.4% |
| RDDT | March 31, 2025 | 2,000 | $326,880 | 41.4% |
| NXPI | March 31, 2026 | 1,500 | $325,590 | 14.1% |
| AMAT | Dec. 31, 2025 | 1,500 | $307,110 | 92.2% |
| PANW | Sept. 30, 2025 | 1,500 | $306,960 | 74.7% |
| CPB | Sept. 30, 2025 | 10,000 | $306,500 | -24.8% |
| AMD | June 30, 2026 | 1,500 | $305,145 | -19.8% |
| SAP | Sept. 30, 2025 | 1,000 | $304,100 | -19.1% |
| IBB | March 31, 2026 | 1,800 | $303,786 | 26.3% |
| MBLY | March 31, 2025 | 15,000 | $298,800 | -36.2% |
| FOUR | Sept. 30, 2025 | 3,000 | $297,330 | -36.8% |
| SWK | March 31, 2026 | 4,000 | $297,120 | 38.8% |
| SLAB | Sept. 30, 2025 | 2,000 | $294,720 | 66.9% |
| VLO | March 31, 2026 | 1,800 | $293,022 | 41.0% |
| QCOM | March 31, 2026 | 1,700 | $290,785 | 25.8% |
| SMR | Dec. 31, 2025 | 8,000 | $288,000 | -36.2% |
| COPX | March 31, 2026 | 4,000 | $287,160 | No longer tracked |
| PEP | March 31, 2026 | 2,000 | $287,040 | -8.4% |
| CSGP | March 31, 2025 | 4,000 | $286,360 | -57.8% |
| BG | March 31, 2026 | 3,200 | $285,056 | -7.8% |
| DELL | Dec. 31, 2025 | 2,000 | $283,540 | 244.2% |
| LSCC | March 31, 2025 | 5,000 | $283,250 | 124.2% |
| EWZ | March 31, 2026 | 8,900 | $282,753 | No longer tracked |
| OMC | March 31, 2026 | 3,500 | $282,625 | 15.8% |
| HAL | March 31, 2026 | 10,000 | $282,600 | -7.6% |
| APA | March 31, 2026 | 11,500 | $281,290 | 5.1% |
| ORCL | Dec. 31, 2025 | 1,000 | $281,240 | -26.9% |
| REMX | March 31, 2026 | 3,800 | $280,896 | No longer tracked |
| FXI | March 31, 2026 | 7,300 | $279,517 | No longer tracked |
| ICLN | March 31, 2026 | 17,000 | $279,310 | |
| UNP | March 31, 2026 | 1,200 | $277,584 | 24.3% |
| CSCO | Sept. 30, 2025 | 4,000 | $277,520 | 61.0% |
| RBLX | Dec. 31, 2025 | 2,000 | $277,040 | -53.3% |
| PPG | March 31, 2026 | 2,700 | $276,642 | 5.7% |
| KMI | March 31, 2026 | 10,000 | $274,900 | -4.2% |
| GDX | March 31, 2026 | 3,200 | $274,464 | No longer tracked |
| URNM | March 31, 2026 | 5,000 | $274,450 | No longer tracked |
| CVX | March 31, 2026 | 1,800 | $274,338 | 0.5% |
| HSY | March 31, 2026 | 1,500 | $272,970 | -8.5% |
| XRT | March 31, 2026 | 3,200 | $272,928 | No longer tracked |
| BILL | March 31, 2026 | 5,000 | $272,700 | 23.9% |
| BDX | March 31, 2026 | 1,400 | $271,698 | 19.2% |
| CART | Sept. 30, 2025 | 6,000 | $271,440 | 39.4% |
| TAN | March 31, 2026 | 5,500 | $270,160 | No longer tracked |
| GILD | March 31, 2026 | 2,200 | $270,028 | 4.4% |
| ARKG | March 31, 2026 | 9,300 | $269,421 | No longer tracked |
| XME | March 31, 2026 | 2,600 | $269,386 | No longer tracked |
| KLAC | Sept. 30, 2025 | 300 | $268,722 | -82.7% |
| XLE | March 31, 2026 | 6,000 | $268,260 | No longer tracked |
| XBI | March 31, 2026 | 2,200 | $268,246 | No longer tracked |
| NFLX | Sept. 30, 2025 | 200 | $267,826 | -93.3% |
| EXLS | June 30, 2026 | 8,700 | $264,915 | 44.7% |
| COP | March 31, 2026 | 2,800 | $262,108 | 2.2% |
| AMGN | March 31, 2026 | 800 | $261,848 | 24.0% |
| MANH | June 30, 2025 | 1,500 | $259,560 | 6.1% |
| STM | March 31, 2026 | 10,000 | $259,400 | 46.3% |
| XHB | March 31, 2026 | 2,500 | $257,400 | No longer tracked |
| NEE | March 31, 2026 | 3,200 | $256,896 | -7.7% |
| ORCL | March 31, 2025 | 1,500 | $249,960 | 2.0% |
| NVDA | March 31, 2026 | 1,309 | $244,129 | 25.7% |
| CYBR | Sept. 30, 2025 | 600 | $244,128 | No longer tracked |
| TEAM | March 31, 2026 | 1,500 | $243,210 | 157.5% |
| GOOGL | Dec. 31, 2025 | 1,000 | $243,100 | 9.6% |
| IBM | June 30, 2026 | 1,000 | $242,390 | -16.1% |
| OKTA | March 31, 2025 | 3,000 | $236,400 | 30.2% |
| ANET | Dec. 31, 2025 | 1,600 | $233,136 | 40.3% |
| AVGO | March 31, 2025 | 1,000 | $231,840 | 117.5% |
| PANW | March 31, 2026 | 1,250 | $230,250 | 121.9% |
| VRT | Dec. 31, 2025 | 1,500 | $226,290 | 58.9% |
| ARW | March 31, 2025 | 2,000 | $226,240 | 98.0% |
| SNOW | Dec. 31, 2025 | 1,000 | $225,550 | 46.3% |
| GTLB | Dec. 31, 2025 | 5,000 | $225,400 | 11.8% |
| GTLB | March 31, 2025 | 4,000 | $225,400 | -10.7% |
| SHOP | March 31, 2026 | 1,400 | $225,358 | 23.1% |
| CRM | June 30, 2026 | 1,200 | $224,004 | 31.3% |
| CFLT | March 31, 2025 | 8,000 | $223,680 | No longer tracked |
| HUT | Sept. 30, 2025 | 12,000 | $223,200 | 140.4% |
| COHR | Sept. 30, 2025 | 2,500 | $223,025 | 160.3% |
| DIS | March 31, 2025 | 2,000 | $222,700 | 9.5% |
| ANET | March 31, 2025 | 2,000 | $221,060 | 137.3% |
| ON | March 31, 2025 | 3,500 | $220,675 | 84.5% |
| GLW | March 31, 2026 | 2,500 | $218,900 | 10.6% |
| LITE | June 30, 2025 | 3,500 | $218,190 | 763.2% |
| EXTR | March 31, 2025 | 13,000 | $217,620 | 73.4% |
| GMS | Sept. 30, 2025 | 2,000 | $217,500 | No longer tracked |
| NVDA | June 30, 2025 | 2,000 | $216,760 | 38.7% |
| PD | Dec. 31, 2025 | 13,000 | $214,760 | -5.9% |
| TEAM | June 30, 2025 | 1,000 | $212,210 | -13.5% |
| NOW | March 31, 2025 | 200 | $212,024 | -18.6% |
| MDB | Sept. 30, 2025 | 1,000 | $209,990 | 37.1% |
| ZS | Dec. 31, 2025 | 700 | $209,762 | -18.7% |
| AVGO | March 31, 2026 | 600 | $207,660 | 17.7% |
| FOUR | March 31, 2025 | 2,000 | $207,560 | -40.1% |
| CRWD | March 31, 2025 | 600 | $205,296 | -43.9% |
| TGT | March 31, 2026 | 2,100 | $205,275 | 32.2% |
| PLTR | Sept. 30, 2025 | 1,500 | $204,480 | -4.3% |
| XLP | Dec. 31, 2025 | 2,600 | $203,762 | No longer tracked |
| TEM | Dec. 31, 2025 | 2,500 | $201,775 | 12.4% |
| ADI | June 30, 2025 | 1,000 | $201,670 | 57.0% |
| ALGM | June 30, 2025 | 8,000 | $201,040 | 12.1% |
| NOK | June 30, 2026 | 25,000 | $201,000 | -25.4% |
| ETSY | Sept. 30, 2025 | 4,000 | $200,640 | 24.2% |
| FRSH | March 31, 2026 | 15,000 | $183,750 | 62.4% |
| RUM | Dec. 31, 2025 | 25,000 | $181,000 | 29.1% |
| ZETA | June 30, 2026 | 10,000 | $159,200 | 44.3% |
| SNAP | March 31, 2025 | 13,000 | $140,010 | -39.9% |
| LAES | March 31, 2026 | 23,500 | $88,830 | -0.6% |
| SNAP | Dec. 31, 2025 | 10,000 | $77,100 | -35.1% |
| NVTS | Sept. 30, 2025 | 10,000 | $65,500 | 77.3% |