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West Tower Group, LLC Top Holdings and 13F Report (2026)

About West Tower Group, LLC

Investment Activity

  • West Tower Group, LLC has $32.05 million in total holdings as of March 31, 2026.
  • West Tower Group, LLC owns shares of 33 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 24.16% of the portfolio was purchased this quarter.
  • About 62.15% of the portfolio was sold this quarter.
  • This quarter, West Tower Group, LLC has purchased 78 new stocks and bought additional shares in 10 stocks.
  • West Tower Group, LLC sold shares of 12 stocks and completely divested from 54 stocks this quarter.

Largest Holdings

Enhabit
$5,086,617
Perrigo
$3,786,086
PRIMORIS SVCS CORP
$3,772,251
News
$2,152,930
Lyft
$1,841,146

Largest New Holdings this Quarter

368736104 - Generac
$1,171,980 Holding
316841105 - FIGMA INC
$443,940 Holding
87151X101 - Symbotic
$372,400 Holding
007903107 - Advanced Micro Devices
$305,145 Holding
78475V103 - SOLV ENERGY INC
$270,270 Holding

Largest Purchases this Quarter

News
53,905 shares (about $1.34M)
Lyft
93,432 shares (about $1.24M)
Perrigo
109,567 shares (about $1.18M)
Generac
6,000 shares (about $1.17M)
FIGMA INC
21,000 shares (about $443.94K)

Largest Sales this Quarter

Warner Bros. Discovery
23,115 shares (about $634.74K)
ExlService
19,000 shares (about $578.55K)
Tyler Technologies
1,550 shares (about $530.69K)
Cabot
5,374 shares (about $404.72K)
Arcos Dorados
48,877 shares (about $403.24K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Tower Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Enhabit, Inc. stock logo
EHAB
Enhabit
$5,086,617$199,134 ▼-3.8%361,00915.9%Medical
Perrigo Company plc stock logo
PRGO
Perrigo
$3,786,086$1,176,749 ▲45.1%352,52211.8%Medical
PRIMORIS SVCS CORP
$3,772,251$24,603 ▲0.7%26,37211.8%COM
News Corporation stock logo
NWSA
News
$2,152,930$1,343,852 ▲166.1%86,3596.7%Consumer Discretionary
Lyft, Inc. stock logo
LYFT
Lyft
$1,841,146$1,242,646 ▲207.6%138,4325.7%Computer and Technology
OneSpaWorld Holdings Limited stock logo
OSW
OneSpaWorld
$1,465,748$56,618 ▲4.0%63,8674.6%Consumer Discretionary
Roku, Inc. stock logo
ROKU
Roku
$1,225,329$47,310 ▼-3.7%12,9503.8%Consumer Discretionary
Generac Holdings Inc. stock logo
GNRC
Generac
$1,171,980$1,171,980 ▲New Holding6,0003.7%Industrials
REDDIT INC
$1,171,455$13,465 ▲1.2%8,7003.7%CL A
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$1,150,986$634,738 ▼-35.5%41,9153.6%Consumer Discretionary
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$1,145,520$127,280 ▲12.5%9,0003.6%Business Services
Silicon Motion Technology Corporation stock logo
SIMO
Silicon Motion Technology
$1,005,332$375,834 ▼-27.2%8,9533.1%Computer and Technology
Arcos Dorados Holdings Inc. stock logo
ARCO
Arcos Dorados
$906,337$403,235 ▼-30.8%109,8592.8%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$761,370$380,685 ▲100.0%3,0002.4%Computer and Technology
Ferroglobe PLC stock logo
GSM
Ferroglobe
$516,1740.0%125,2851.6%Basic Materials
FIGMA INC
$443,940$443,940 ▲New Holding21,0001.4%CLASS A COM STK
Cabot Corporation stock logo
CBT
Cabot
$441,392$404,716 ▼-47.8%5,8611.4%Basic Materials
Intel Corporation stock logo
INTC
Intel
$441,3000.0%10,0001.4%Computer and Technology
Symbotic Inc. stock logo
SYM
Symbotic
$372,400$372,400 ▲New Holding7,0001.2%Business Services
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$350,940$530,690 ▼-60.2%1,0251.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$312,405$104,135 ▼-25.0%1,5001.0%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$305,145$305,145 ▲New Holding1,5001.0%Computer and Technology
SOLV ENERGY INC
$270,270$270,270 ▲New Holding9,0000.8%COM SHS CL A
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$264,915$578,550 ▼-68.6%8,7000.8%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$252,560$252,560 ▲New Holding2,0000.8%Consumer Discretionary
International Business Machines Corporation stock logo
IBM
International Business Machines
$242,390$242,390 ▼-50.0%1,0000.8%Computer and Technology
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$237,000$237,000 ▲New Holding1,2000.7%Consumer Discretionary
Salesforce Inc. stock logo
CRM
Salesforce
$224,004$37,334 ▲20.0%1,2000.7%Computer and Technology
Nokia Corporation stock logo
NOK
Nokia
$201,000$120,600 ▼-37.5%25,0000.6%Computer and Technology
Alkami Technology, Inc. stock logo
ALKT
Alkami Technology
$188,040$188,040 ▲New Holding12,0000.6%Computer and Technology
Peloton Interactive, Inc. stock logo
PTON
Peloton Interactive
$171,600$85,800 ▲100.0%40,0000.5%Consumer Discretionary
ZETA GLOBAL HOLDINGS CORP
$159,200$79,600 ▼-33.3%10,0000.5%CL A
PELOTON INTERACTIVE INC
$12,870$12,870 ▲New Holding3,0000.0%CALL
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$0$689,570 ▼-100.0%00.0%Consumer Discretionary
Oceaneering International, Inc. stock logo
OII
Oceaneering International
$0$648,810 ▼-100.0%00.0%Energy
VANECK ETF TRUST
$0$531,935 ▼-100.0%00.0%PUT
Dropbox, Inc. stock logo
DBX
Dropbox
$0$487,056 ▼-100.0%00.0%Computer and Technology
Orion S.A. stock logo
OEC
Orion
$0$456,921 ▼-100.0%00.0%Basic Materials
DREAM FINDERS HOMES INC
$0$440,992 ▼-100.0%00.0%COM CL A
VANECK ETF TRUST
$0$414,488 ▼-100.0%00.0%PUT
Twilio Inc. stock logo
TWLO
Twilio
$0$355,600 ▼-100.0%00.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$330,045 ▼-100.0%00.0%Computer and Technology
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$0$325,590 ▼-100.0%00.0%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$0$303,786 ▼-100.0%00.0%Finance
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$0$297,120 ▼-100.0%00.0%Industrials
Valero Energy Corporation stock logo
VLO
Valero Energy
$0$293,022 ▼-100.0%00.0%Energy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$0$290,785 ▼-100.0%00.0%Computer and Technology
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$0$287,160 ▼-100.0%00.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$287,040 ▼-100.0%00.0%Consumer Staples
BUNGE GLOBAL SA
$0$285,056 ▼-100.0%00.0%COM SHS
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$0$282,753 ▼-100.0%00.0%ETF
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$0$282,625 ▼-100.0%00.0%Business Services
Halliburton Company stock logo
HAL
Halliburton
$0$282,600 ▼-100.0%00.0%Energy
APA Corporation stock logo
APA
APA
$0$281,290 ▼-100.0%00.0%Energy
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$0$280,896 ▼-100.0%00.0%ETF
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$0$279,517 ▼-100.0%00.0%ETF
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$0$279,310 ▼-100.0%00.0%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$0$277,584 ▼-100.0%00.0%Transportation
PPG Industries, Inc. stock logo
PPG
PPG Industries
$0$276,642 ▼-100.0%00.0%Basic Materials
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$0$274,900 ▼-100.0%00.0%Energy
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$0$274,464 ▼-100.0%00.0%ETF
Sprott Uranium Miners ETF stock logo
URNM
Sprott Uranium Miners ETF
$0$274,450 ▼-100.0%00.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$0$274,338 ▼-100.0%00.0%Energy
Hershey Company (The) stock logo
HSY
Hershey
$0$272,970 ▼-100.0%00.0%Consumer Staples
SPDR S&P Retail ETF stock logo
XRT
SPDR S&P Retail ETF
$0$272,928 ▼-100.0%00.0%ETF
BILL Holdings, Inc. stock logo
BILL
BILL
$0$272,700 ▼-100.0%00.0%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$0$271,698 ▼-100.0%00.0%Medical
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$0$270,160 ▼-100.0%00.0%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$0$270,028 ▼-100.0%00.0%Medical
ARK Genomic Revolution ETF stock logo
ARKG
ARK Genomic Revolution ETF
$0$269,421 ▼-100.0%00.0%ETF
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$0$269,386 ▼-100.0%00.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$268,260 ▼-100.0%00.0%ETF
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$0$268,246 ▼-100.0%00.0%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$0$262,108 ▼-100.0%00.0%Energy
Amgen Inc. stock logo
AMGN
Amgen
$0$261,848 ▼-100.0%00.0%Medical
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
$0$259,400 ▼-100.0%00.0%Computer and Technology
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$0$257,400 ▼-100.0%00.0%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$256,896 ▼-100.0%00.0%Utilities
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$244,129 ▼-100.0%00.0%Computer and Technology
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$0$243,210 ▼-100.0%00.0%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$0$230,250 ▼-100.0%00.0%Computer and Technology
SHOPIFY INC
$0$225,358 ▼-100.0%00.0%CL A SUB VTG SHS
Corning Incorporated stock logo
GLW
Corning
$0$218,900 ▼-100.0%00.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$0$207,660 ▼-100.0%00.0%Computer and Technology
Target Corporation stock logo
TGT
Target
$0$205,275 ▼-100.0%00.0%Retail/Wholesale
Freshworks Inc. stock logo
FRSH
Freshworks
$0$183,750 ▼-100.0%00.0%Computer and Technology
SEALSQ Corp. stock logo
LAES
SEALSQ
$0$88,830 ▼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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