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

About West Tower Group, LLC

Investment Activity

West Tower Group, LLC has $38.05 million in total holdings as of March 31, 2025.
West Tower Group, LLC owns shares of 60 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 27.40% of the portfolio was purchased this quarter.
About 42.82% of the portfolio was sold this quarter.
This quarter, West Tower Group, LLC has purchased 76 new stocks and bought additional shares in 13 stocks.
West Tower Group, LLC sold shares of 16 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

Perrigo: $3,334,349
Warner Bros. Discovery: $2,744,144
Enhabit: $2,506,398
Orion: $1,430,692
Primoris Services: $1,268,761

Largest New Holdings this Quarter

26154D100 - Dream Finders Homes: $1,037,760 Holding
64110L106 - Netflix: $466,265 Holding
406216101 - Halliburton: $431,290 Holding
125269100 - CF Industries: $429,825 Holding
773903109 - Rockwell Automation: $413,408 Holding

Largest Purchases this Quarter

Dream Finders Homes: 46,000 shares (about $1.04M)
GAP: 49,000 shares (about $1.01M)
Arcos Dorados: 69,150 shares (about $557.35K)
Netflix: 500 shares (about $466.27K)
Halliburton: 17,000 shares (about $431.29K)

Largest Sales this Quarter

Macy's: 30,160 shares (about $378.81K)
Meta Platforms: 600 shares (about $345.82K)
Analog Devices: 1,000 shares (about $201.67K)
Alphabet: 1,000 shares (about $154.64K)
KLA: 200 shares (about $135.96K)

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	$3,334,349		0.0%	118,914	8.8%	Medical
WBD Warner Bros. Discovery	$2,744,144		0.0%	255,745	7.2%	Consumer Discretionary
EHAB Enhabit	$2,506,398		0.0%	285,142	6.6%	Medical
OEC Orion	$1,430,692		0.0%	110,649	3.8%	Basic Materials
PRIM Primoris Services	$1,268,761	$120,561 ▲	10.5%	22,100	3.3%	Construction
GPS GAP	$1,215,990	$1,009,890 ▲	490.0%	59,000	3.2%	Consumer Cyclical
TYL Tyler Technologies	$1,206,384	$14,535 ▲	1.2%	2,075	3.2%	Computer and Technology
ARCO Arcos Dorados	$1,188,479	$557,349 ▲	88.3%	147,454	3.1%	Retail/Wholesale
DFH Dream Finders Homes	$1,037,760	$1,037,760 ▲	New Holding	46,000	2.7%	Construction
OSW OneSpaWorld	$1,030,906	$92,345 ▲	9.8%	61,400	2.7%	Consumer Discretionary
EXLS ExlService	$1,024,457	$132,188 ▼	-11.4%	21,700	2.7%	Business Services
J Jacobs Solutions	$846,230		0.0%	7,000	2.2%	Business Services
LYFT Lyft	$759,680	$11,870 ▲	1.6%	64,000	2.0%	Computer and Technology
GMS GMS	$731,700		0.0%	10,000	1.9%	Retail/Wholesale
META Meta Platforms	$691,632	$345,816 ▼	-33.3%	1,200	1.8%	Computer and Technology
OII Oceaneering International	$588,870		0.0%	27,000	1.5%	Energy
NWSA News	$570,912	$148,458 ▲	35.1%	20,974	1.5%	Consumer Discretionary
M Macy's	$546,172	$378,810 ▼	-41.0%	43,485	1.4%	Retail/Wholesale
DAKT Daktronics	$523,740		0.0%	43,000	1.4%	Computer and Technology
NFLX Netflix	$466,265	$466,265 ▲	New Holding	500	1.2%	Consumer Discretionary
VZ Verizon Communications	$453,600	$58,968 ▲	14.9%	10,000	1.2%	Computer and Technology
PEP PepsiCo	$449,820	$89,964 ▲	25.0%	3,000	1.2%	Consumer Staples
LMT Lockheed Martin	$446,710	$44,671 ▲	11.1%	1,000	1.2%	Aerospace
MOS Mosaic	$432,160	$40,515 ▼	-8.6%	16,000	1.1%	Basic Materials
HAL Halliburton	$431,290	$431,290 ▲	New Holding	17,000	1.1%	Energy
JNJ Johnson & Johnson	$431,184	$49,752 ▼	-10.3%	2,600	1.1%	Medical
CF CF Industries	$429,825	$429,825 ▲	New Holding	5,500	1.1%	Basic Materials
KMB Kimberly-Clark	$426,660	$42,666 ▼	-9.1%	3,000	1.1%	Consumer Staples
CL Colgate-Palmolive	$421,650	$74,960 ▼	-15.1%	4,500	1.1%	Consumer Staples
ROK Rockwell Automation	$413,408	$413,408 ▲	New Holding	1,600	1.1%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$412,960	$412,960 ▲	New Holding	2,000	1.1%	ETF
SYY Sysco	$412,720	$37,520 ▼	-8.3%	5,500	1.1%	Consumer Staples
BDX Becton, Dickinson and Company	$412,308	$45,812 ▼	-10.0%	1,800	1.1%	Medical
MRK Merck & Co., Inc.	$403,920	$8,976 ▲	2.3%	4,500	1.1%	Medical
HON Honeywell International	$402,325	$402,325 ▲	New Holding	1,900	1.1%	Multi-Sector Conglomerates
COP ConocoPhillips	$399,076	$42,008 ▼	-9.5%	3,800	1.0%	Energy
INTC Intel	$397,425	$397,425 ▲	New Holding	17,500	1.0%	Computer and Technology
TXN Texas Instruments	$395,340	$395,340 ▲	New Holding	2,200	1.0%	Computer and Technology
D Dominion Energy	$392,490	$392,490 ▲	New Holding	7,000	1.0%	Utilities
ADM Archer-Daniels-Midland	$384,080	$384,080 ▲	New Holding	8,000	1.0%	Consumer Staples
PSX Phillips 66	$382,788	$86,436 ▼	-18.4%	3,100	1.0%	Energy
PPG PPG Industries	$382,725	$10,935 ▲	2.9%	3,500	1.0%	Basic Materials
GPC Genuine Parts	$381,248	$47,656 ▼	-11.1%	3,200	1.0%	Retail/Wholesale
LHX L3Harris Technologies	$376,758	$376,758 ▲	New Holding	1,800	1.0%	Aerospace
UPS United Parcel Service	$373,966		0.0%	3,400	1.0%	Transportation
OMC Omnicom Group	$373,095	$373,095 ▲	New Holding	4,500	1.0%	Business Services
DBX Dropbox	$361,119	$26,710 ▼	-6.9%	13,520	0.9%	Computer and Technology
NUE Nucor	$361,020	$361,020 ▲	New Holding	3,000	0.9%	Basic Materials
DOW DOW	$349,200	$52,380 ▲	17.6%	10,000	0.9%	Basic Materials
SPOT Spotify Technology	$330,018	$330,018 ▲	New Holding	600	0.9%	Business Services
GOOGL Alphabet	$309,280	$154,640 ▼	-33.3%	2,000	0.8%	Computer and Technology
MANH Manhattan Associates	$259,560	$259,560 ▲	New Holding	1,500	0.7%	Computer and Technology
IBM International Business Machines	$248,660	$248,660 ▲	New Holding	1,000	0.7%	Computer and Technology
ROKU Roku	$246,540	$246,540 ▲	New Holding	3,500	0.6%	Consumer Discretionary
LITE Lumentum	$218,190	$218,190 ▲	New Holding	3,500	0.6%	Computer and Technology
NVDA NVIDIA	$216,760	$216,760 ▲	New Holding	2,000	0.6%	Computer and Technology
TEAM Atlassian	$212,210	$212,210 ▲	New Holding	1,000	0.6%	Computer and Technology
KLAC KLA	$203,940	$135,960 ▼	-40.0%	300	0.5%	Computer and Technology
ADI Analog Devices	$201,670	$201,670 ▼	-50.0%	1,000	0.5%	Computer and Technology
ALGM Allegro MicroSystems	$201,040	$201,040 ▲	New Holding	8,000	0.5%	Computer and Technology
PYPL PayPal	$0	$1,171,855 ▼	-100.0%	0	0.0%	Computer and Technology
HPE Hewlett Packard Enterprise	$0	$926,590 ▼	-100.0%	0	0.0%	Computer and Technology
AAPL Apple	$0	$626,050 ▼	-100.0%	0	0.0%	Computer and Technology
EA Electronic Arts	$0	$585,200 ▼	-100.0%	0	0.0%	Consumer Discretionary
MSFT Microsoft	$0	$505,800 ▼	-100.0%	0	0.0%	Computer and Technology
TGT Target	$0	$459,612 ▼	-100.0%	0	0.0%	Retail/Wholesale
UNP Union Pacific	$0	$456,080 ▼	-100.0%	0	0.0%	Transportation
EXC Exelon	$0	$451,680 ▼	-100.0%	0	0.0%	Utilities
AES AES	$0	$450,450 ▼	-100.0%	0	0.0%	Utilities
MRVL Marvell Technology	$0	$441,800 ▼	-100.0%	0	0.0%	Computer and Technology
CRM Salesforce	$0	$434,629 ▼	-100.0%	0	0.0%	Computer and Technology
GIS General Mills	$0	$433,636 ▼	-100.0%	0	0.0%	Consumer Staples
CNP CenterPoint Energy	$0	$428,355 ▼	-100.0%	0	0.0%	Utilities
AWK American Water Works	$0	$423,266 ▼	-100.0%	0	0.0%	Utilities
YUM Yum! Brands	$0	$415,896 ▼	-100.0%	0	0.0%	Retail/Wholesale
KHC Kraft Heinz	$0	$414,585 ▼	-100.0%	0	0.0%	Consumer Staples
MCD McDonald's	$0	$405,846 ▼	-100.0%	0	0.0%	Retail/Wholesale
ED Consolidated Edison	$0	$401,535 ▼	-100.0%	0	0.0%	Utilities
NOK Nokia Oyj	$0	$398,700 ▼	-100.0%	0	0.0%	Computer and Technology
BAX Baxter International	$0	$381,996 ▼	-100.0%	0	0.0%	Medical
REDDIT INC	$0	$326,880 ▼	-100.0%	0	0.0%	CL A
MBLY Mobileye Global	$0	$298,800 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
CSGP CoStar Group	$0	$286,360 ▼	-100.0%	0	0.0%	Computer and Technology
LSCC Lattice Semiconductor	$0	$283,250 ▼	-100.0%	0	0.0%	Computer and Technology
ORCL Oracle	$0	$249,960 ▼	-100.0%	0	0.0%	Computer and Technology
OKTA Okta	$0	$236,400 ▼	-100.0%	0	0.0%	Computer and Technology
AVGO Broadcom	$0	$231,840 ▼	-100.0%	0	0.0%	Computer and Technology
ARW Arrow Electronics	$0	$226,240 ▼	-100.0%	0	0.0%	Computer and Technology
GTLB GitLab	$0	$225,400 ▼	-100.0%	0	0.0%	Computer and Technology
CFLT Confluent	$0	$223,680 ▼	-100.0%	0	0.0%	Computer and Technology
DIS Walt Disney	$0	$222,700 ▼	-100.0%	0	0.0%	Consumer Discretionary
ARISTA NETWORKS INC	$0	$221,060 ▼	-100.0%	0	0.0%	COM SHS
ON Onsemi	$0	$220,675 ▼	-100.0%	0	0.0%	Computer and Technology
EXTR Extreme Networks	$0	$217,620 ▼	-100.0%	0	0.0%	Computer and Technology
NOW ServiceNow	$0	$212,024 ▼	-100.0%	0	0.0%	Computer and Technology
FOUR Shift4 Payments	$0	$207,560 ▼	-100.0%	0	0.0%	Business Services
CRWD CrowdStrike	$0	$205,296 ▼	-100.0%	0	0.0%	Computer and Technology
SNAP Snap	$0	$140,010 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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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