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WTG

West Tower Group Portfolio holdings

AUM $32.1M
1-Year Est. Return 33.19%
This Fund
S&P 500
This Quarter Est. Return
+4%
1 Year Est. Return
+33.19%
3 Year Est. Return
+71.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$32.1M
AUM Growth
-$12.4M
Cap. Flow
-$11.6M
Cap. Flow %
-36.3%
Top 10 Hldgs %
71.21%
Holding
87
New
9
Increased
10
Reduced
12
Closed
54

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
Figma
FIG
+$576K

Top Sells

Rank Stock Value
1
FWONK icon
Liberty Media Series C
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
GDX icon
51
VanEck Gold Miners ETF
GDX
$21.8B
– –
-3,200
Closed -$274K
GDX icon
52
PUT
VanEck Gold Miners ETF
GDX
$21.8B
– –
-50
Closed -$414K
GILD icon
53
Gilead Sciences
GILD
$169B
– –
-2,200
Closed -$270K
GLW icon
54
Corning
GLW
$136B
– –
-2,500
Closed -$219K
HAL icon
55
Halliburton
HAL
$29.3B
– –
-10,000
Closed -$283K
HSY icon
56
Hershey
HSY
$35.4B
– –
-1,500
Closed -$273K
IBB icon
57
iShares Biotechnology ETF
IBB
$9.23B
– –
-1,800
Closed -$304K
ICLN icon
58
iShares Global Clean Energy ETF
ICLN
$2.48B
– –
-17,000
Closed -$279K
KMI icon
59
Kinder Morgan
KMI
$72.4B
– –
-10,000
Closed -$275K
LAES icon
60
SEALSQ Corp
LAES
$544M
– –
-23,500
Closed -$88.8K
META icon
61
Meta Platforms (Facebook)
META
$1.69T
– –
-500
Closed -$330K
NEE icon
62
NextEra Energy
NEE
$186B
– –
-3,200
Closed -$257K
NVDA icon
63
NVIDIA
NVDA
$5.02T
– –
-1,309
Closed -$244K
NXPI icon
64
NXP Semiconductors
NXPI
$68.3B
– –
-1,500
Closed -$326K
OEC icon
65
Orion
OEC
$376M
– –
-86,538
Closed -$457K
OII icon
66
Oceaneering
OII
$4.22B
– –
-27,000
Closed -$649K
OMC icon
67
Omnicom Group
OMC
$24B
– –
-3,500
Closed -$283K
PANW icon
68
Palo Alto Networks
PANW
$289B
– –
-1,250
Closed -$230K
PEP icon
69
PepsiCo
PEP
$190B
– –
-2,000
Closed -$287K
PPG icon
70
PPG Industries
PPG
$26.5B
– –
-2,700
Closed -$277K
QCOM icon
71
Qualcomm
QCOM
$180B
– –
-1,700
Closed -$291K
REMX icon
72
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.18B
– –
-3,800
Closed -$281K
SHOP icon
73
Shopify
SHOP
$162B
– –
-1,400
Closed -$225K
STM icon
74
STMicroelectronics
STM
$56B
– –
-10,000
Closed -$259K
SWK icon
75
Stanley Black & Decker
SWK
$14.2B
– –
-4,000
Closed -$297K
1 2
3
4

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QCA
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VL
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SP
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PE
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RL
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WVP
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OR
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SCA
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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 $11.6M in Q1 2026, closing 54 positions and reducing 12 holdings. Its most notable exit was Liberty Media Series C, 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 Series C 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.