West Tower Group, LLC Top Holdings and 13F Report (2025)

About West Tower Group, LLC

Investment Activity

West Tower Group, LLC has $34.52 million in total holdings as of September 30, 2025.
West Tower Group, LLC owns shares of 47 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 23.81% of the portfolio was purchased this quarter.
About 69.20% of the portfolio was sold this quarter.
This quarter, West Tower Group, LLC has purchased 73 new stocks and bought additional shares in 8 stocks.
West Tower Group, LLC sold shares of 11 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

Perrigo: $3,858,077
Primoris Services: $3,694,177
Enhabit: $3,004,887
Warner Bros. Discovery: $1,991,611
REDDIT INC: $1,540,933

Largest New Holdings this Quarter

458140100 - Intel: $815,265 Holding
038222105 - Applied Materials: $307,110 Holding
67079K100 - NuScale Power: $288,000 Holding
24703L202 - Dell Technologies: $283,540 Holding
464286400 - iShares MSCI Brazil ETF: $282,100 Holding

Largest Purchases this Quarter

Perrigo: 54,327 shares (about $1.21M)
Intel: 24,300 shares (about $815.27K)
Enhabit: 90,000 shares (about $720.90K)
REDDIT INC: 2,000 shares (about $459.98K)
Applied Materials: 1,500 shares (about $307.11K)

Largest Sales this Quarter

Warner Bros. Discovery: 173,193 shares (about $3.38M)
Broadcom: 1,200 shares (about $395.89K)
Daktronics: 18,500 shares (about $387.02K)
Arcos Dorados: 37,264 shares (about $251.53K)
Alphabet: 1,000 shares (about $243.10K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PRGO Perrigo	$3,858,077	$1,209,862 ▲	45.7%	173,241	11.2%	Medical
PRIM Primoris Services	$3,694,177	$178,529 ▲	5.1%	26,900	10.7%	Construction
EHAB Enhabit	$3,004,887	$720,900 ▲	31.6%	375,142	8.7%	Medical
WBD Warner Bros. Discovery	$1,991,611	$3,382,460 ▼	-62.9%	101,977	5.8%	Consumer Discretionary
REDDIT INC	$1,540,933	$459,980 ▲	42.6%	6,700	4.5%	CL A
OSW OneSpaWorld	$1,297,996		0.0%	61,400	3.8%	Consumer Discretionary
EXLS ExlService	$1,219,631	$132,090 ▲	12.1%	27,700	3.5%	Computer and Technology
SIMO Silicon Motion Technology	$1,166,163		0.0%	12,300	3.4%	Computer and Technology
TYL Tyler Technologies	$1,137,873		0.0%	2,175	3.3%	Computer and Technology
LYFT Lyft	$1,122,510	$110,050 ▼	-8.9%	51,000	3.3%	Computer and Technology
ROKU Roku	$1,101,430	$300,390 ▲	37.5%	11,000	3.2%	Consumer Discretionary
ARCO Arcos Dorados	$1,071,468	$251,532 ▼	-19.0%	158,736	3.1%	Retail/Wholesale
NWSA News	$996,662	$184,260 ▼	-15.6%	32,454	2.9%	Consumer Discretionary
J Jacobs Solutions	$854,202	$194,818 ▼	-18.6%	5,700	2.5%	Business Services
OEC Orion	$838,719		0.0%	110,649	2.4%	Basic Materials
INTC Intel	$815,265	$815,265 ▲	New Holding	24,300	2.4%	Computer and Technology
OII Oceaneering International	$669,060		0.0%	27,000	1.9%	Energy
MRVL Marvell Technology	$630,525	$294,245 ▲	87.5%	7,500	1.8%	Computer and Technology
DBX Dropbox	$529,279		0.0%	17,520	1.5%	Computer and Technology
DFH Dream Finders Homes	$517,130	$79,030 ▼	-13.3%	19,951	1.5%	Construction
DAKT Daktronics	$449,780	$387,020 ▼	-46.3%	21,500	1.3%	Manufacturing
SPOT Spotify Technology	$349,000	$139,600 ▲	66.7%	500	1.0%	Computer and Technology
AMAT Applied Materials	$307,110	$307,110 ▲	New Holding	1,500	0.9%	Computer and Technology
SMR NuScale Power	$288,000	$288,000 ▲	New Holding	8,000	0.8%	Computer and Technology
DELL Dell Technologies	$283,540	$283,540 ▲	New Holding	2,000	0.8%	Computer and Technology
EWZ iShares MSCI Brazil ETF	$282,100	$282,100 ▲	New Holding	9,100	0.8%	ETF
ORCL Oracle	$281,240		0.0%	1,000	0.8%	Computer and Technology
RBLX Roblox	$277,040	$277,040 ▲	New Holding	2,000	0.8%	Consumer Discretionary
AVGO Broadcom	$263,928	$395,892 ▼	-60.0%	800	0.8%	Computer and Technology
GOOGL Alphabet	$243,100	$243,100 ▼	-50.0%	1,000	0.7%	Computer and Technology
ZETA GLOBAL HOLDINGS CORP	$238,440	$238,440 ▲	New Holding	12,000	0.7%	CL A
ARISTA NETWORKS INC	$233,136	$233,136 ▲	New Holding	1,600	0.7%	COM SHS
NXPI NXP Semiconductors	$227,730	$45,546 ▼	-16.7%	1,000	0.7%	Computer and Technology
VRT Vertiv	$226,290	$226,290 ▲	New Holding	1,500	0.7%	Computer and Technology
STM STMicroelectronics	$226,080		0.0%	8,000	0.7%	Computer and Technology
IBM International Business Machines	$225,728		0.0%	800	0.7%	Computer and Technology
SNOW Snowflake	$225,550	$225,550 ▲	New Holding	1,000	0.7%	Computer and Technology
GTLB GitLab	$225,400	$225,400 ▲	New Holding	5,000	0.7%	Computer and Technology
PTON Peloton Interactive	$225,000	$45,000 ▼	-16.7%	25,000	0.7%	Consumer Discretionary
PD PagerDuty	$214,760	$214,760 ▲	New Holding	13,000	0.6%	Computer and Technology
ZS Zscaler	$209,762	$209,762 ▲	New Holding	700	0.6%	Computer and Technology
COP ConocoPhillips	$206,017	$206,017 ▲	New Holding	2,178	0.6%	Energy
XLP Consumer Staples Select Sector SPDR Fund	$203,762	$203,762 ▲	New Holding	2,600	0.6%	ETF
TEMPUS AI INC	$201,775	$201,775 ▲	New Holding	2,500	0.6%	CL A
RUM Rumble	$181,000	$181,000 ▲	New Holding	25,000	0.5%	Computer and Technology
LAES SEALSQ	$87,890	$87,890 ▲	New Holding	23,500	0.3%	Computer and Technology
SNAP Snap	$77,100	$77,100 ▲	New Holding	10,000	0.2%	Computer and Technology
GPS GAP	$0	$1,749,162 ▼	-100.0%	0	0.0%	Consumer Cyclical
DVY iShares Select Dividend ETF	$0	$1,726,530 ▼	-100.0%	0	0.0%	ETF
META Meta Platforms	$0	$811,899 ▼	-100.0%	0	0.0%	Computer and Technology
M Macy's	$0	$507,035 ▼	-100.0%	0	0.0%	Retail/Wholesale
VERX Vertex	$0	$459,355 ▼	-100.0%	0	0.0%	Computer and Technology
SYY Sysco	$0	$454,440 ▼	-100.0%	0	0.0%	Consumer Staples
PEP PepsiCo	$0	$435,732 ▼	-100.0%	0	0.0%	Consumer Staples
VZ Verizon Communications	$0	$432,700 ▼	-100.0%	0	0.0%	Computer and Technology
AMD Advanced Micro Devices	$0	$425,700 ▼	-100.0%	0	0.0%	Computer and Technology
UNP Union Pacific	$0	$414,144 ▼	-100.0%	0	0.0%	Transportation
SO Southern	$0	$413,235 ▼	-100.0%	0	0.0%	Utilities
OKE ONEOK	$0	$408,150 ▼	-100.0%	0	0.0%	Energy
UPS United Parcel Service	$0	$403,760 ▼	-100.0%	0	0.0%	Transportation
DUK Duke Energy	$0	$401,200 ▼	-100.0%	0	0.0%	Utilities
PG Procter & Gamble	$0	$398,300 ▼	-100.0%	0	0.0%	Consumer Staples
JNJ Johnson & Johnson	$0	$397,150 ▼	-100.0%	0	0.0%	Medical
KDP Keurig Dr Pepper	$0	$396,720 ▼	-100.0%	0	0.0%	Consumer Staples
BDX Becton, Dickinson and Company	$0	$396,175 ▼	-100.0%	0	0.0%	Medical
D Dominion Energy	$0	$395,640 ▼	-100.0%	0	0.0%	Utilities
ITW Illinois Tool Works	$0	$395,600 ▼	-100.0%	0	0.0%	Industrials
TGT Target	$0	$394,600 ▼	-100.0%	0	0.0%	Retail/Wholesale
KMB Kimberly-Clark	$0	$386,760 ▼	-100.0%	0	0.0%	Consumer Staples
CL Colgate-Palmolive	$0	$381,780 ▼	-100.0%	0	0.0%	Consumer Staples
MRK Merck & Co., Inc.	$0	$372,052 ▼	-100.0%	0	0.0%	Medical
LMT Lockheed Martin	$0	$370,512 ▼	-100.0%	0	0.0%	Aerospace
BMY Bristol Myers Squibb	$0	$370,320 ▼	-100.0%	0	0.0%	Medical
CAG Conagra Brands	$0	$347,990 ▼	-100.0%	0	0.0%	Consumer Staples
DDOG Datadog	$0	$335,825 ▼	-100.0%	0	0.0%	Computer and Technology
PANW Palo Alto Networks	$0	$306,960 ▼	-100.0%	0	0.0%	Computer and Technology
THE CAMPBELLS COMPANY	$0	$306,500 ▼	-100.0%	0	0.0%	COM
SAP SAP	$0	$304,100 ▼	-100.0%	0	0.0%	Computer and Technology
FOUR Shift4 Payments	$0	$297,330 ▼	-100.0%	0	0.0%	Business Services
SLAB Silicon Laboratories	$0	$294,720 ▼	-100.0%	0	0.0%	Computer and Technology
CSCO Cisco Systems	$0	$277,520 ▼	-100.0%	0	0.0%	Computer and Technology
MAPLEBEAR INC	$0	$271,440 ▼	-100.0%	0	0.0%	COM
KLAC KLA	$0	$268,722 ▼	-100.0%	0	0.0%	Computer and Technology
NFLX Netflix	$0	$267,826 ▼	-100.0%	0	0.0%	Consumer Discretionary
CYBR CyberArk Software	$0	$244,128 ▼	-100.0%	0	0.0%	Computer and Technology
HUT 8 CORP	$0	$223,200 ▼	-100.0%	0	0.0%	COM
COHR Coherent	$0	$223,025 ▼	-100.0%	0	0.0%	Business Services
GMS GMS	$0	$217,500 ▼	-100.0%	0	0.0%	Retail/Wholesale
MDB MongoDB	$0	$209,990 ▼	-100.0%	0	0.0%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$0	$204,480 ▼	-100.0%	0	0.0%	CL A
ETSY Etsy	$0	$200,640 ▼	-100.0%	0	0.0%	Retail/Wholesale
NVTS Navitas Semiconductor	$0	$65,500 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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West Tower Group, LLC Top Holdings and 13F Report (2025)

About West Tower Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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West Tower Group, LLC Top Holdings and 13F Report (2025)

About West Tower Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Tower Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools