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WTG

West Tower Group Portfolio holdings

AUM $35.6M
1-Year Est. Return 53.64%
This Fund
S&P 500
This Quarter Est. Return
+26.91%
1 Year Est. Return
+53.64%
3 Year Est. Return
+117.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$35.6M
AUM Growth
+$3.57M
Cap. Flow
-$161K
Cap. Flow %
-0.45%
Top 10 Hldgs %
54.45%
Holding
54
New
21
Increased
6
Reduced
12
Closed
9

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$1.64M
2
STTK icon
Shattuck Labs
STTK
+$1.2M
3
ADI icon
Analog Devices
ADI
+$792K
4
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$656K
5
LYFT icon
Lyft
LYFT
+$636K

Top Sells

Rank Stock Value
1
EHAB
Enhabit
EHAB
+$5.09M
2
SIMO icon
Silicon Motion
SIMO
+$1.19M
3
INTC icon
Intel
INTC
+$758K
4
AAPL icon
Apple
AAPL
+$658K
5
GNRC icon
Generac Holdings
GNRC
+$476K

Sector Composition

Rank Sector Weight
1 Technology 30.73%
2 Communication Services 18.77%
3 Industrials 16.92%
4 Healthcare 14.02%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRGO icon
1
Perrigo
PRGO
$2.01B
$3.66M 10.28%
352,522
– –
LYFT icon
2
Lyft
LYFT
$6.49B
$2.69M 7.54%
183,929
+45,497
+33% +$636K
PRIM icon
3
Primoris Services
PRIM
$4B
$2.57M 7.23%
25,972
-400
-2% -$52.6K
OSW icon
4
OneSpaWorld
OSW
$2.28B
$1.8M 5.06%
63,867
– –
NWSA icon
5
News Corp Class A
NWSA
$16.4B
$1.7M 4.76%
68,285
-18,074
-21% -$468K
ROKU icon
6
Roku
ROKU
$23.2B
$1.51M 4.25%
10,950
-2,000
-15% -$244K
FISV
7
Fiserv Inc
FISV
$27.5B
$1.44M 4.03%
+29,301
New +$1.64M
RDDT icon
8
Reddit
RDDT
$30.1B
$1.42M 4%
8,200
-500
-6% -$80.1K
STTK icon
9
Shattuck Labs
STTK
$682M
$1.33M 3.73%
+191,625
New +$1.2M
SIMO icon
10
Silicon Motion
SIMO
$8.37B
$1.27M 3.56%
3,800
-5,153
-58% -$1.19M
GNRC icon
11
Generac Holdings
GNRC
$10.9B
$1.2M 3.37%
4,100
-1,900
-32% -$476K
WBD icon
12
Warner Bros
WBD
$70.9B
$1.12M 3.14%
41,915
– –
CBT icon
13
Cabot Corp
CBT
$4.22B
$970K 2.72%
10,681
+4,820
+82% +$394K
ARCO icon
14
Arcos Dorados Holdings
ARCO
$1.73B
$885K 2.49%
109,859
– –
ADI icon
15
Analog Devices
ADI
$175B
$794K 2.23%
+2,000
New +$792K
MWH
16
SOLV Energy Inc
MWH
$5.03B
$783K 2.2%
23,000
+14,000
+156% +$508K
J icon
17
Jacobs Solutions
J
$17B
$781K 2.19%
6,200
-2,800
-31% -$344K
AGX icon
18
Argan
AGX
$5.95B
$679K 1.91%
+850
New +$566K
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.17T
$536K 1.51%
+1,500
New +$540K
VIXY icon
20
ProShares VIX Short-Term Futures ETF
VIXY
$207M
$532K 1.49%
+25,000
New +$656K
ROAD icon
21
Construction Partners
ROAD
$5.89B
$499K 1.4%
+4,200
New +$498K
LRCX icon
22
Lam Research
LRCX
$387B
$477K 1.34%
+1,100
New +$334K
CSCO icon
23
Cisco
CSCO
$432B
$470K 1.32%
+4,000
New +$418K
STM icon
24
STMicroelectronics
STM
$46.7B
$449K 1.26%
+6,000
New +$361K
TTWO icon
25
Take-Two Interactive
TTWO
$40.1B
$400K 1.12%
1,600
+400
+33% +$88.3K
1
2 3

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CGIM
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PEP
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YEPI
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LWM
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SL
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West Tower Group's Q2 2026 Portfolio in Review

As of Q2 2026, West Tower Group held 54 positions worth $35.6M, up 11% from $32.1M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

West Tower Group's Q2 2026 filing shows 21 new, 6 increased, 12 reduced and 9 closed positions. Its largest new stake was Fiserv Inc: 29,301 shares worth $1.44M. The largest sale was Enhabit, an estimated $5.09M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 20% a quarter earlier, followed by Communication Services and Industrials.

  • West Tower Group's largest Q2 2026 buy was Fiserv Inc: 29,301 shares worth $1.44M.
  • West Tower Group added most to Lyft in Q2 2026, an estimated $636K increase.
  • West Tower Group's biggest Q2 2026 reduction was Silicon Motion, cutting an estimated $1.19M.
  • West Tower Group fully exited Enhabit in Q2 2026, selling an estimated $5.09M.
  • West Tower Group's ten largest holdings make up 54% of its $35.6M portfolio in Q2 2026.
  • West Tower Group opened 21 new positions and closed 9 in Q2 2026.
  • West Tower Group's portfolio value rose 11% quarter-over-quarter to $35.6M.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.