West Tower Group, LLC Top Holdings and 13F Report (2026) About West Tower Group, LLCInvestment ActivityWest Tower Group, LLC has $26.98 million in total holdings as of September 30, 2026.West Tower Group, LLC owns shares of 31 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 14.21% of the portfolio was purchased this quarter.About 44.44% of the portfolio was sold this quarter.This quarter, West Tower Group, LLC has purchased 45 new stocks and bought additional shares in 7 stocks.West Tower Group, LLC sold shares of 13 stocks and completely divested from 20 stocks this quarter.Largest Holdings Perrigo $5,203,225Lyft $2,015,092PRIMORIS SVCS CORP $1,920,529Roku $1,667,466Generac $1,440,993 Largest New Holdings this Quarter 55405W104 - MYR Group $584,920 Holding37954Y871 - Global X Uranium ETF $398,500 Holding47103J105 - Janux Therapeutics $397,440 Holding747525103 - Qualcomm $368,080 Holding81762P102 - ServiceNow $268,020 Holding Largest Purchases this Quarter Generac 2,863 shares (about $592.50K)MYR Group 2,000 shares (about $584.92K)PROSHARES TR II 25,000 shares (about $423.50K)Global X Uranium ETF 10,000 shares (about $398.50K)Janux Therapeutics 23,000 shares (about $397.44K) Largest Sales this Quarter News 29,519 shares (about $845.72K)Lyft 49,679 shares (about $745.68K)FISERV INC 13,644 shares (about $616.44K)Jacobs Solutions 2,932 shares (about $396.61K)Analog Devices 800 shares (about $317.37K) 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$5,203,2250.0%352,52219.3%HealthcareLYFTLyft$2,015,092$745,682 ▼-27.0%134,2507.5%IndustrialsPRIMORIS SVCS CORP$1,920,529$14,904 ▼-0.8%25,7727.1%COMROKURoku$1,667,4660.0%10,9506.2%Communication ServicesGNRCGenerac$1,440,993$592,498 ▲69.8%6,9635.3%IndustrialsSTTKShattuck Labs$1,306,8820.0%191,6254.8%HealthcareOSWOneSpaWorld$1,270,685$165,684 ▼-11.5%56,5004.7%Consumer DiscretionarySIMOSilicon Motion Technology$1,183,560$119,560 ▲11.2%4,2274.4%TechnologyREDDIT INC$1,168,0080.0%8,2004.3%CL ANWSANews$1,110,646$845,719 ▼-43.2%38,7664.1%Communication ServicesPROSHARES TR II$847,000$423,500 ▲100.0%50,0003.1%VIX SHT TERM FUTFISERV INC$707,383$616,436 ▼-46.6%15,6572.6%COMSOLV ENERGY INC$672,560$120,100 ▲21.7%28,0002.5%COM SHS CL AABNBAirbnb$642,600$240,975 ▲60.0%4,0002.4%Consumer DiscretionaryMYRGMYR Group$584,920$584,920 ▲New Holding2,0002.2%IndustrialsGSMFerroglobe$560,348$62,340 ▲12.5%140,9682.1%MaterialsADIAnalog Devices$476,052$317,368 ▼-40.0%1,2001.8%TechnologyJJacobs Solutions$442,062$396,611 ▼-47.3%3,2681.6%IndustrialsROADConstruction Partners$441,147$63,021 ▲16.7%4,9001.6%IndustrialsURAGlobal X Uranium ETF$398,500$398,500 ▲New Holding10,0001.5%ETFJANXJanux Therapeutics$397,440$397,440 ▲New Holding23,0001.5%HealthcareQCOMQualcomm$368,080$368,080 ▲New Holding2,0001.4%TechnologyAGXArgan$302,360$18,898 ▼-5.9%8001.1%IndustrialsGOOGLAlphabet$275,264$240,856 ▼-46.7%8001.0%Communication ServicesNOWServiceNow$268,020$268,020 ▲New Holding2,0001.0%TechnologySMTCSemtech$231,855$35,670 ▼-13.3%1,3000.9%TechnologyTYLTyler Technologies$230,985$95,580 ▼-29.3%7250.9%TechnologySTXSeagate Technology$230,5850.0%2500.9%TechnologyINTCIntel$216,414$84,161 ▼-28.0%1,8000.8%TechnologySNOWSnowflake$203,736$135,824 ▼-40.0%6000.8%TechnologyEROCK INC$196,160$196,160 ▲New Holding16,0000.7%CL A COMWBDWarner Bros. Discovery$0$1,117,454 ▼-100.0%00.0%Communication ServicesCBTCabot$0$970,048 ▼-100.0%00.0%MaterialsARCOArcos Dorados$0$885,464 ▼-100.0%00.0%Consumer DiscretionaryLAM RESEARCH CORP$0$476,663 ▼-100.0%00.0%COM NEWCSCOCisco Systems$0$469,840 ▼-100.0%00.0%TechnologySTMSTMicroelectronics$0$449,340 ▼-100.0%00.0%TechnologyTTWOTake-Two Interactive Software$0$399,968 ▼-100.0%00.0%Communication ServicesNXPINXP Semiconductors$0$365,339 ▼-100.0%00.0%TechnologyFROGJFrog$0$363,520 ▼-100.0%00.0%TechnologyPTONPeloton Interactive$0$354,600 ▼-100.0%00.0%Consumer DiscretionaryTWLOTwilio$0$309,495 ▼-100.0%00.0%TechnologyMRVLMarvell Technology$0$297,890 ▼-100.0%00.0%TechnologySYMSymbotic$0$292,175 ▼-100.0%00.0%IndustrialsGLWCorning$0$255,430 ▼-100.0%00.0%TechnologyAMZNAmazon.com$0$238,340 ▼-100.0%00.0%Consumer DiscretionaryHUT 8 CORP$0$230,890 ▼-100.0%00.0%COMMODModine Manufacturing$0$213,616 ▼-100.0%00.0%IndustrialsREALRealReal$0$203,649 ▼-100.0%00.0%Consumer DiscretionaryAAPLApple$0$202,552 ▼-100.0%00.0%TechnologyALKTAlkami Technology$0$181,200 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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