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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
GSM icon
26
FerroAtlántica
GSM
$873M
$398K 1.12%
125,285
– –
NXPI icon
27
NXP Semiconductors
NXPI
$57.5B
$365K 1.03%
+1,300
New +$358K
FROG icon
28
JFrog
FROG
$10.8B
$364K 1.02%
+4,000
New +$260K
ABNB icon
29
Airbnb
ABNB
$107B
$358K 1%
2,500
+500
+25% +$68.2K
PTON icon
30
Peloton Interactive
PTON
$2.36B
$355K 1%
60,000
+20,000
+50% +$108K
INTC icon
31
Intel
INTC
$505B
$349K 0.98%
2,500
-7,500
-75% -$758K
TWLO icon
32
Twilio
TWLO
$35.6B
$309K 0.87%
+1,500
New +$266K
TYL icon
33
Tyler Technologies
TYL
$15B
$300K 0.84%
1,025
– –
MRVL icon
34
Marvell Technology
MRVL
$201B
$298K 0.84%
+1,000
New +$201K
SYM icon
35
Symbotic
SYM
$5.58B
$292K 0.82%
6,500
-500
-7% -$25.5K
GLW icon
36
Corning
GLW
$132B
$255K 0.72%
+1,000
New +$182K
SNOW icon
37
Snowflake
SNOW
$117B
$255K 0.71%
+1,000
New +$184K
SMTC icon
38
Semtech
SMTC
$13.7B
$243K 0.68%
+1,500
New +$196K
STX icon
39
Seagate
STX
$193B
$241K 0.68%
+250
New +$191K
AMZN icon
40
Amazon
AMZN
$2.79T
$238K 0.67%
1,000
-500
-33% -$126K
HUT
41
Hut 8
HUT
$11.4B
$231K 0.65%
+2,000
New +$194K
MOD icon
42
Modine Manufacturing
MOD
$10.3B
$214K 0.6%
+800
New +$211K
REAL icon
43
The RealReal
REAL
$1.19B
$204K 0.57%
+17,273
New +$184K
AAPL icon
44
Apple
AAPL
$4.68T
$203K 0.57%
700
-2,300
-77% -$658K
ALKT icon
45
Alkami Technology
ALKT
$2.11B
$181K 0.51%
10,000
-2,000
-17% -$33K
AMD icon
46
Advanced Micro Devices
AMD
$777B
– –
-1,500
Closed -$305K
CRM icon
47
Salesforce
CRM
$214B
– –
-1,200
Closed -$224K
EHAB
48
DELISTED
Enhabit
EHAB
– –
-361,009
Closed -$5.09M
EXLS icon
49
EXL Service
EXLS
$5.57B
– –
-8,700
Closed -$265K
IBM icon
50
IBM
IBM
$222B
– –
-1,000
Closed -$242K
1
2
3

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PEP
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YEPI
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LWM
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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.