We are live on ! Find out more
WTG

West Tower Group Portfolio holdings

AUM $32.1M
1-Year Est. Return 33.19%
This Fund
S&P 500
This Quarter Est. Return
-0.62%
1 Year Est. Return
+33.19%
3 Year Est. Return
+71.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$44.4M
AUM Growth
+$9.89M
Cap. Flow
+$10.4M
Cap. Flow %
23.46%
Top 10 Hldgs %
45.45%
Holding
97
New
50
Increased
11
Reduced
8
Closed
19

Top Buys

Rank Stock Value
1
PRGO icon
Perrigo
PRGO
+$1.16M
2
CBT icon
Cabot Corp
CBT
+$748K
3
FWONK icon
Liberty Media Series C
FWONK
+$687K
4
GSM icon
FerroAtlántica
GSM
+$578K
5
AMZN icon
Amazon
AMZN
+$458K

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$864K
2
MRVL icon
Marvell Technology
MRVL
+$631K
3
INTC icon
Intel
INTC
+$540K
4
DAKT icon
Daktronics
DAKT
+$450K
5
SPOT icon
Spotify
SPOT
+$349K

Sector Composition

Rank Sector Weight
1 Technology 22.94%
2 Healthcare 17.21%
3 Communication Services 16.8%
4 Industrials 11%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.9T
$408K 0.92%
+1,500
New +$403K
INTC icon
27
Intel
INTC
$478B
$369K 0.83%
10,000
-14,300
-59% -$540K
TWLO icon
28
Twilio
TWLO
$31.4B
$356K 0.8%
+2,500
New +$310K
META icon
29
Meta Platforms (Facebook)
META
$1.64T
$330K 0.74%
+500
New +$334K
NXPI icon
30
NXP Semiconductors
NXPI
$67.3B
$326K 0.73%
1,500
+500
+50% +$107K
ZETA icon
31
Zeta Global
ZETA
$5.4B
$305K 0.69%
15,000
+3,000
+25% +$56K
IBB icon
32
iShares Biotechnology ETF
IBB
$9.23B
$304K 0.68%
+1,800
New +$292K
SWK icon
33
Stanley Black & Decker
SWK
$14B
$297K 0.67%
+4,000
New +$282K
VLO icon
34
Valero Energy
VLO
$91.9B
$293K 0.66%
+1,800
New +$305K
QCOM icon
35
Qualcomm
QCOM
$181B
$291K 0.65%
+1,700
New +$291K
COPX icon
36
Global X Copper Miners ETF NEW
COPX
$6.71B
$287K 0.65%
+4,000
New +$256K
PEP icon
37
PepsiCo
PEP
$187B
$287K 0.65%
+2,000
New +$294K
BG icon
38
Bunge Global
BG
$23.1B
$285K 0.64%
+3,200
New +$295K
EWZ icon
39
iShares MSCI Brazil ETF
EWZ
$9.1B
$283K 0.64%
8,900
-200
-2% -$6.33K
OMC icon
40
Omnicom Group
OMC
$23.3B
$283K 0.64%
+3,500
New +$267K
HAL icon
41
Halliburton
HAL
$29.4B
$283K 0.64%
+10,000
New +$264K
APA icon
42
APA Corp
APA
$12.4B
$281K 0.63%
+11,500
New +$278K
REMX icon
43
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.18B
$281K 0.63%
+3,800
New +$273K
FXI icon
44
iShares China Large-Cap ETF
FXI
$4.6B
$280K 0.63%
+7,300
New +$290K
ICLN icon
45
iShares Global Clean Energy ETF
ICLN
$2.48B
$279K 0.63%
+17,000
New +$283K
UNP icon
46
Union Pacific
UNP
$179B
$278K 0.63%
+1,200
New +$274K
PPG icon
47
PPG Industries
PPG
$26.2B
$277K 0.62%
+2,700
New +$271K
KMI icon
48
Kinder Morgan
KMI
$71.9B
$275K 0.62%
+10,000
New +$270K
GDX icon
49
VanEck Gold Miners ETF
GDX
$21.8B
$274K 0.62%
+3,200
New +$253K
URNM icon
50
Sprott Uranium Miners ETF
URNM
$1.74B
$274K 0.62%
+5,000
New +$289K
1
2
3 4

Similar funds

QCA
Quantify Chaos Advisors Brooklyn, New York $32.1M AUM
VL
Vorpal LLC Nashville, Tennessee $32M AUM 10.89% 1-Year Est. Return
SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $32.8M AUM 50.11% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return

West Tower Group's Q4 2025 Portfolio in Review

As of Q4 2025, West Tower Group held 97 positions worth $44.4M, up 29% from $34.5M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

West Tower Group deployed $10.4M of net new capital in Q4 2025, opening 50 new positions and adding to 11 existing holdings. Its largest new stake was Cabot Corp: 11,235 shares worth $745K.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 30% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Warner Bros, an estimated $864K trimmed.

  • West Tower Group's largest Q4 2025 buy was Cabot Corp: 11,235 shares worth $745K.
  • West Tower Group added most to Perrigo in Q4 2025, an estimated $1.16M increase.
  • West Tower Group's biggest Q4 2025 reduction was Warner Bros, cutting an estimated $864K.
  • West Tower Group fully exited Marvell Technology in Q4 2025, selling an estimated $631K.
  • West Tower Group's ten largest holdings make up 45% of its $44.4M portfolio in Q4 2025.
  • West Tower Group opened 50 new positions and closed 19 in Q4 2025.
  • West Tower Group's portfolio value rose 29% quarter-over-quarter to $44.4M.

Based on West Tower Group's 13F filing for Q4 2025, filed 4 Feb 2026.