West Tower Group, LLC Top Holdings and 13F Report (2026) About West Tower Group, LLCInvestment ActivityWest Tower Group, LLC has $35.62 million in total holdings as of June 30, 2026.West Tower Group, LLC owns shares of 45 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 33.83% of the portfolio was purchased this quarter.About 34.56% of the portfolio was sold this quarter.This quarter, West Tower Group, LLC has purchased 33 new stocks and bought additional shares in 6 stocks.West Tower Group, LLC sold shares of 12 stocks and completely divested from 9 stocks this quarter.Largest Holdings Perrigo $3,662,704Lyft $2,687,203PRIMORIS SVCS CORP $2,574,345OneSpaWorld $1,803,604News $1,695,517 Largest New Holdings this Quarter 337738108 - FISERV INC $1,437,214 Holding82024L103 - Shattuck Labs $1,329,878 Holding032654105 - Analog Devices $794,340 Holding04010E109 - Argan $678,768 Holding02079K305 - Alphabet $536,055 Holding Largest Purchases this Quarter FISERV INC 29,301 shares (about $1.44M)Shattuck Labs 191,625 shares (about $1.33M)Analog Devices 2,000 shares (about $794.34K)Argan 850 shares (about $678.77K)Lyft 45,497 shares (about $664.71K) Largest Sales this Quarter Silicon Motion Technology 5,153 shares (about $1.72M)Intel 7,500 shares (about $1.05M)Apple 2,300 shares (about $665.53K)Generac 1,900 shares (about $556.34K)News 18,074 shares (about $448.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Tower Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRGOPerrigo$3,662,7040.0%352,52210.3%HealthcareLYFTLyft$2,687,203$664,711 â–²32.9%183,9297.5%IndustrialsPRIMORIS SVCS CORP$2,574,345$39,648 â–¼-1.5%25,9727.2%COMOSWOneSpaWorld$1,803,6040.0%63,8675.1%Consumer DiscretionaryNWSANews$1,695,517$448,778 â–¼-20.9%68,2854.8%Communication ServicesROKURoku$1,512,633$276,280 â–¼-15.4%10,9504.2%Communication ServicesFISERV INC$1,437,214$1,437,214 â–²New Holding29,3014.0%COMREDDIT INC$1,423,356$86,790 â–¼-5.7%8,2004.0%CL ASTTKShattuck Labs$1,329,878$1,329,878 â–²New Holding191,6253.7%HealthcareSIMOSilicon Motion Technology$1,266,654$1,717,649 â–¼-57.6%3,8003.6%TechnologyGNRCGenerac$1,200,521$556,339 â–¼-31.7%4,1003.4%IndustrialsWBDWarner Bros. Discovery$1,117,4540.0%41,9153.1%Communication ServicesCBTCabot$970,048$437,752 â–²82.2%10,6812.7%MaterialsARCOArcos Dorados$885,4640.0%109,8592.5%Consumer DiscretionaryADIAnalog Devices$794,340$794,340 â–²New Holding2,0002.2%TechnologySOLV ENERGY INC$783,150$476,700 â–²155.6%23,0002.2%COM SHS CL AJJacobs Solutions$781,200$352,800 â–¼-31.1%6,2002.2%IndustrialsAGXArgan$678,768$678,768 â–²New Holding8501.9%IndustrialsGOOGLAlphabet$536,055$536,055 â–²New Holding1,5001.5%Communication ServicesPROSHARES TR II$532,250$532,250 â–²New Holding25,0001.5%VIX SHT TERM FUTROADConstruction Partners$498,834$498,834 â–²New Holding4,2001.4%IndustrialsLAM RESEARCH CORP$476,663$476,663 â–²New Holding1,1001.3%COM NEWCSCOCisco Systems$469,840$469,840 â–²New Holding4,0001.3%TechnologySTMSTMicroelectronics$449,340$449,340 â–²New Holding6,0001.3%TechnologyTTWOTake-Two Interactive Software$399,968$99,992 â–²33.3%1,6001.1%Communication ServicesGSMFerroglobe$398,4060.0%125,2851.1%MaterialsNXPINXP Semiconductors$365,339$365,339 â–²New Holding1,3001.0%TechnologyFROGJFrog$363,520$363,520 â–²New Holding4,0001.0%TechnologyABNBAirbnb$357,750$71,550 â–²25.0%2,5001.0%Consumer DiscretionaryPTONPeloton Interactive$354,600$118,200 â–²50.0%60,0001.0%Consumer DiscretionaryINTCIntel$349,075$1,047,225 â–¼-75.0%2,5001.0%TechnologyTWLOTwilio$309,495$309,495 â–²New Holding1,5000.9%TechnologyTYLTyler Technologies$299,7720.0%1,0250.8%TechnologyMRVLMarvell Technology$297,890$297,890 â–²New Holding1,0000.8%TechnologySYMSymbotic$292,175$22,475 â–¼-7.1%6,5000.8%IndustrialsGLWCorning$255,430$255,430 â–²New Holding1,0000.7%TechnologySNOWSnowflake$254,500$254,500 â–²New Holding1,0000.7%TechnologySMTCSemtech$242,775$242,775 â–²New Holding1,5000.7%TechnologySTXSeagate Technology$241,250$241,250 â–²New Holding2500.7%TechnologyAMZNAmazon.com$238,340$119,170 â–¼-33.3%1,0000.7%Consumer DiscretionaryHUT 8 CORP$230,890$230,890 â–²New Holding2,0000.6%COMMODModine Manufacturing$213,616$213,616 â–²New Holding8000.6%IndustrialsREALRealReal$203,649$203,649 â–²New Holding17,2730.6%Consumer DiscretionaryAAPLApple$202,552$665,528 â–¼-76.7%7000.6%TechnologyALKTAlkami Technology$181,200$36,240 â–¼-16.7%10,0000.5%TechnologyEHABEnhabit$0$5,086,617 â–¼-100.0%00.0%HealthcareFIGMA INC$0$443,940 â–¼-100.0%00.0%CLASS A COM STKAMDAdvanced Micro Devices$0$305,145 â–¼-100.0%00.0%TechnologyEXLSExlService$0$264,915 â–¼-100.0%00.0%IndustrialsIBMInternational Business Machines$0$242,390 â–¼-100.0%00.0%TechnologyCRMSalesforce$0$224,004 â–¼-100.0%00.0%TechnologyNOKNokia$0$201,000 â–¼-100.0%00.0%TechnologyZETA GLOBAL HOLDINGS CORP$0$159,200 â–¼-100.0%00.0%CL APELOTON INTERACTIVE INC$0$12,870 â–¼-100.0%00.0%CALLShowing largest 100 holdings. 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