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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
+4%
1 Year Est. Return
+53.64%
3 Year Est. Return
+117.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$32.1M
AUM Growth
-$12.4M
Cap. Flow
-$10.7M
Cap. Flow %
-33.4%
Top 10 Hldgs %
71.21%
Holding
87
New
9
Increased
10
Reduced
12
Closed
54
Avg Time Held Equity + Options
3.9 quarters
Top 10 Avg Time Held Equity + Options
4.2 quarters
Top 20 Avg Time Held Equity + Options
4.1 quarters
Avg Time Held Equity only
4 quarters
Top 10 Avg Time Held Equity only
4.4 quarters
Top 20 Avg Time Held Equity only
4.1 quarters

Top Buys

Rank Stock Value
1
LYFT icon
Lyft
LYFT
+$1.45M
2
PRGO icon
Perrigo
PRGO
+$1.42M
3
NWSA icon
News Corp Class A
NWSA
+$1.34M
4
GNRC icon
Generac Holdings
GNRC
+$1.15M
5
FIG icon
Figma
FIG
+$576K

Top Sells

Rank Stock Value
1
FWONK icon
Liberty Media Corporation Series C Common Stock
FWONK
+$690K
2
EXLS icon
EXL Service
EXLS
+$655K
3
OII icon
Oceaneering
OII
+$649K
4
WBD icon
Warner Bros
WBD
+$647K
5
TYL icon
Tyler Technologies
TYL
+$577K

Sector Composition

Rank Sector Weight
1 Healthcare 27.68%
2 Industrials 20.16%
3 Technology 20.06%
4 Communication Services 18.53%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IBM icon
26
IBM
IBM
$213B
$242K 0.76%
1,000
-1,000
-50% -$271K
2025 Q1
4 quarters
TTWO icon
27
Take-Two Interactive
TTWO
$39.2B
$237K 0.74%
+1,200
New +$261K
2026 Q1
0 quarters
CRM icon
28
Salesforce
CRM
$193B
$224K 0.7%
1,200
+200
+20% +$41.4K
2025 Q4
1 quarter
NOK icon
29
Nokia
NOK
$56.2B
$201K 0.63%
25,000
-15,000
-38% -$110K
2025 Q4
1 quarter
ALKT icon
30
Alkami Technology
ALKT
$1.51B
$188K 0.59%
+12,000
New +$221K
2026 Q1
0 quarters
PTON icon
31
Peloton Interactive
PTON
$2.27B
$172K 0.54%
40,000
+20,000
+100% +$97.5K
2025 Q2
3 quarters
ZETA icon
32
Zeta Global
ZETA
$8.43B
$159K 0.5%
10,000
-5,000
-33% -$92.6K
2025 Q3
2 quarters
PTON icon
33
CALL
Peloton Interactive
PTON
$2.27B
$12.9K 0.04%
+3,000
New +$14.6K
2026 Q1
0 quarters
AMGN icon
34
Amgen
AMGN
$225B
– –
-800
Closed -$262K –
APA icon
35
APA Corp
APA
$16.3B
– –
-11,500
Closed -$281K –
ARKG icon
36
ARK Genomic Revolution ETF
ARKG
$2.12B
– –
-9,300
Closed -$269K –
AVGO icon
37
Broadcom
AVGO
$1.7T
– –
-600
Closed -$208K –
BDX icon
38
Becton Dickinson
BDX
$50.7B
– –
-1,400
Closed -$272K –
BG icon
39
Bunge Global
BG
$20B
– –
-3,200
Closed -$285K –
BILL icon
40
BILL Holdings
BILL
$3.8B
– –
-5,000
Closed -$273K –
COP icon
41
ConocoPhillips
COP
$163B
– –
-2,800
Closed -$262K –
COPX icon
42
Global X Copper Miners ETF NEW
COPX
$7.31B
– –
-4,000
Closed -$287K –
CVX icon
43
Chevron
CVX
$420B
– –
-1,800
Closed -$274K –
DBX icon
44
Dropbox
DBX
$7.58B
– –
-17,520
Closed -$487K –
DFH icon
45
Dream Finders Homes
DFH
$837M
– –
-25,789
Closed -$441K –
DURA icon
46
PUT
VanEck Durable High Dividend ETF
DURA
$37.3M
– –
-50
Closed -$532K –
EWZ icon
47
iShares MSCI Brazil ETF
EWZ
$12.1B
– –
-8,900
Closed -$283K –
FRSH icon
48
Freshworks
FRSH
$3.65B
– –
-15,000
Closed -$184K –
FWONK icon
49
Liberty Media Corporation Series C Common Stock
FWONK
$23.3B
– –
-7,000
Closed -$690K –
FXI icon
50
iShares China Large-Cap ETF
FXI
$3.92B
– –
-7,300
Closed -$280K –
1
2
3 4

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PEP
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YEPI
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LWM
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West Tower Group's Q1 2026 Portfolio in Review

As of Q1 2026, West Tower Group held 87 positions worth $32.1M, down 28% from $44.4M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

West Tower Group withdrew a net $10.7M in Q1 2026, closing 54 positions and reducing 12 holdings. Its most notable exit was Liberty Media Corporation Series C Common Stock, an estimated $690K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 17% a quarter earlier, followed by Industrials and Technology.

Against the trend, West Tower Group opened a new position in Generac Holdings worth $1.17M.

  • West Tower Group's largest Q1 2026 buy was Generac Holdings: 6,000 shares worth $1.17M.
  • West Tower Group added most to Lyft in Q1 2026, an estimated $1.45M increase.
  • West Tower Group's biggest Q1 2026 reduction was EXL Service, cutting an estimated $655K.
  • West Tower Group fully exited Liberty Media Corporation Series C Common Stock in Q1 2026, selling an estimated $690K.
  • West Tower Group's ten largest holdings make up 71% of its $32.1M portfolio in Q1 2026.
  • West Tower Group opened 9 new positions and closed 54 in Q1 2026.
  • West Tower Group's portfolio value fell 28% quarter-over-quarter to $32.1M.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.