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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
+10.02%
1 Year Est. Return
+33.19%
3 Year Est. Return
+71.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$46.1M
AUM Growth
+$8.05M
Cap. Flow
+$5.11M
Cap. Flow %
11.08%
Top 10 Hldgs %
42.94%
Holding
96
New
36
Increased
14
Reduced
11
Closed
23

Top Buys

Rank Stock Value
1
DVY icon
iShares Select Dividend ETF
DVY
+$1.68M
2
SIMO icon
Silicon Motion
SIMO
+$699K
3
RDDT icon
Reddit
RDDT
+$533K
4
VERX icon
Vertex
VERX
+$495K
5
NWSA icon
News Corp Class A
NWSA
+$481K

Top Sells

Rank Stock Value
1
GMS
GMS Inc
GMS
+$619K
2
DFH icon
Dream Finders Homes
DFH
+$517K
3
MOS icon
The Mosaic Company
MOS
+$432K
4
HAL icon
Halliburton
HAL
+$431K
5
CF icon
CF Industries
CF
+$430K

Sector Composition

Rank Sector Weight
1 Technology 23.91%
2 Communication Services 16.92%
3 Healthcare 16.18%
4 Consumer Discretionary 13.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$292B
$307K 0.67%
+1,500
New +$279K
CPB icon
52
Campbell Soup
CPB
$6.58B
$307K 0.66%
+10,000
New +$352K
SAP icon
53
SAP
SAP
$186B
$304K 0.66%
+1,000
New +$287K
FOUR icon
54
Shift4
FOUR
$3.99B
$297K 0.64%
+3,000
New +$262K
SLAB icon
55
Silicon Laboratories
SLAB
$7.17B
$295K 0.64%
+2,000
New +$237K
CSCO icon
56
Cisco
CSCO
$441B
$278K 0.6%
+4,000
New +$246K
CART icon
57
Maplebear
CART
$10.8B
$271K 0.59%
+6,000
New +$261K
KLAC icon
58
KLA
KLAC
$278B
$269K 0.58%
3,000
– –
NFLX icon
59
Netflix
NFLX
$290B
$268K 0.58%
2,000
-3,000
-60% -$339K
NXPI icon
60
NXP Semiconductors
NXPI
$67.3B
$262K 0.57%
+1,200
New +$234K
CYBR
61
DELISTED
CyberArk
CYBR
$244K 0.53%
+600
New +$219K
STM icon
62
STMicroelectronics
STM
$55.4B
$243K 0.53%
+8,000
New +$198K
IBM icon
63
IBM
IBM
$200B
$236K 0.51%
800
-200
-20% -$51.5K
SPOT icon
64
Spotify
SPOT
$98.3B
$230K 0.5%
300
-300
-50% -$193K
HUT
65
Hut 8
HUT
$10.3B
$223K 0.48%
+12,000
New +$179K
COHR icon
66
Coherent
COHR
$54.3B
$223K 0.48%
+2,500
New +$180K
ORCL icon
67
Oracle
ORCL
$364B
$219K 0.47%
+1,000
New +$161K
GMS
68
DELISTED
GMS Inc
GMS
$218K 0.47%
2,000
-8,000
-80% -$619K
MDB icon
69
MongoDB
MDB
$25.1B
$210K 0.46%
+1,000
New +$185K
PTON icon
70
Peloton Interactive
PTON
$2.65B
$208K 0.45%
+30,000
New +$195K
PLTR icon
71
Palantir
PLTR
$317B
$204K 0.44%
+1,500
New +$176K
ETSY icon
72
Etsy
ETSY
$7.98B
$201K 0.44%
+4,000
New +$199K
NVTS icon
73
Navitas Semiconductor
NVTS
$2.79B
$65.5K 0.14%
+10,000
New +$38.5K
ADI icon
74
Analog Devices
ADI
$183B
– –
-1,000
Closed -$202K
ADM icon
75
Archer Daniels Midland
ADM
$41.4B
– –
-8,000
Closed -$384K
1 2
3
4

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SP
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WVP
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SCA
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West Tower Group's Q2 2025 Portfolio in Review

As of Q2 2025, West Tower Group held 96 positions worth $46.1M, up 21% from $38.1M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

West Tower Group deployed $5.11M of net new capital in Q2 2025, opening 36 new positions and adding to 14 existing holdings. Its largest new stake was iShares Select Dividend ETF: 13,000 shares worth $1.73M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 17% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was GMS Inc, an estimated $619K trimmed.

  • West Tower Group's largest Q2 2025 buy was iShares Select Dividend ETF: 13,000 shares worth $1.73M.
  • West Tower Group added most to News Corp Class A in Q2 2025, an estimated $481K increase.
  • West Tower Group's biggest Q2 2025 reduction was GMS Inc, cutting an estimated $619K.
  • West Tower Group fully exited The Mosaic Company in Q2 2025, selling an estimated $432K.
  • West Tower Group's ten largest holdings make up 43% of its $46.1M portfolio in Q2 2025.
  • West Tower Group opened 36 new positions and closed 23 in Q2 2025.
  • West Tower Group's portfolio value rose 21% quarter-over-quarter to $46.1M.

Based on West Tower Group's 13F filing for Q2 2025, filed 29 Jul 2025.