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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
-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
CVX icon
51
Chevron
CVX
$373B
$274K 0.62%
+1,800
New +$274K
HSY icon
52
Hershey
HSY
$34.8B
$273K 0.61%
+1,500
New +$274K
XRT icon
53
State Street SPDR S&P Retail ETF
XRT
$452M
$273K 0.61%
+3,200
New +$269K
BILL icon
54
BILL Holdings
BILL
$4.45B
$273K 0.61%
+5,000
New +$257K
BDX icon
55
Becton Dickinson
BDX
$43.6B
$272K 0.61%
+1,400
New +$266K
TAN icon
56
Invesco Solar ETF
TAN
$1.58B
$270K 0.61%
+5,500
New +$265K
GILD icon
57
Gilead Sciences
GILD
$167B
$270K 0.61%
+2,200
New +$267K
ARKG icon
58
ARK Genomic Revolution ETF
ARKG
$1.61B
$269K 0.61%
+9,300
New +$279K
XME icon
59
State Street SPDR S&P Metals & Mining ETF
XME
$3.9B
$269K 0.61%
+2,600
New +$257K
XLE icon
60
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$268K 0.6%
+6,000
New +$267K
XBI icon
61
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$268K 0.6%
+2,200
New +$252K
CRM icon
62
Salesforce
CRM
$140B
$265K 0.6%
+1,000
New +$249K
COP icon
63
ConocoPhillips
COP
$140B
$262K 0.59%
2,800
+622
+29% +$56.3K
AMGN icon
64
Amgen
AMGN
$198B
$262K 0.59%
+800
New +$254K
STM icon
65
STMicroelectronics
STM
$55.4B
$259K 0.58%
10,000
+2,000
+25% +$51.3K
NOK icon
66
Nokia
NOK
$56.5B
$259K 0.58%
+40,000
New +$248K
XHB icon
67
State Street SPDR S&P Homebuilders ETF
XHB
$2.08B
$257K 0.58%
+2,500
New +$266K
NEE icon
68
NextEra Energy
NEE
$185B
$257K 0.58%
+3,200
New +$265K
NVDA icon
69
NVIDIA
NVDA
$4.91T
$244K 0.55%
+1,309
New +$244K
TEAM icon
70
Atlassian
TEAM
$23.7B
$243K 0.55%
+1,500
New +$235K
PANW icon
71
Palo Alto Networks
PANW
$292B
$230K 0.52%
+1,250
New +$252K
SHOP icon
72
Shopify
SHOP
$160B
$225K 0.51%
+1,400
New +$225K
GLW icon
73
Corning
GLW
$133B
$219K 0.49%
+2,500
New +$215K
AVGO icon
74
Broadcom
AVGO
$1.76T
$208K 0.47%
600
-200
-25% -$71.5K
TGT icon
75
Target
TGT
$63.4B
$205K 0.46%
+2,100
New +$194K
1 2
3
4

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WVP
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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.