We are live on ! Find out more
WTG

West Tower Group Portfolio holdings

AUM $35.6M
1-Year Est. Return 53.64%
This Fund
S&P 500
This Quarter Est. Return
+26.91%
1 Year Est. Return
+53.64%
3 Year Est. Return
+117.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$35.6M
AUM Growth
+$3.57M
Cap. Flow
-$161K
Cap. Flow %
-0.45%
Top 10 Hldgs %
54.45%
Holding
54
New
21
Increased
6
Reduced
12
Closed
9

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$1.64M
2
STTK icon
Shattuck Labs
STTK
+$1.2M
3
ADI icon
Analog Devices
ADI
+$792K
4
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$656K
5
LYFT icon
Lyft
LYFT
+$636K

Top Sells

Rank Stock Value
1
EHAB
Enhabit
EHAB
+$5.09M
2
SIMO icon
Silicon Motion
SIMO
+$1.19M
3
INTC icon
Intel
INTC
+$758K
4
AAPL icon
Apple
AAPL
+$658K
5
GNRC icon
Generac Holdings
GNRC
+$476K

Sector Composition

Rank Sector Weight
1 Technology 30.73%
2 Communication Services 18.77%
3 Industrials 16.92%
4 Healthcare 14.02%
5 Consumer Discretionary 11.39%

No holdings matched the selected filter criteria.

1 2 3

Similar funds

TP
Toronado Partners San Francisco, California $35.5M AUM 48.42% 1-Year Est. Return
QCA
Quantify Chaos Advisors Brooklyn, New York $35.5M AUM
CGIM
Cannon Global Investment Management Davie, Florida $35.4M AUM 47.4% 1-Year Est. Return
PEP
Pickering Energy Partners Houston, Texas $36M AUM 0.95% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return
RF
Roberts Foundation San Mateo, California $35.1M AUM 4.07% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

West Tower Group's Q2 2026 Portfolio in Review

As of Q2 2026, West Tower Group held 54 positions worth $35.6M, up 11% from $32.1M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

West Tower Group's Q2 2026 filing shows 21 new, 6 increased, 12 reduced and 9 closed positions. Its largest new stake was Fiserv Inc: 29,301 shares worth $1.44M. The largest sale was Enhabit, an estimated $5.09M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 20% a quarter earlier, followed by Communication Services and Industrials.

  • West Tower Group's largest Q2 2026 buy was Fiserv Inc: 29,301 shares worth $1.44M.
  • West Tower Group added most to Lyft in Q2 2026, an estimated $636K increase.
  • West Tower Group's biggest Q2 2026 reduction was Silicon Motion, cutting an estimated $1.19M.
  • West Tower Group fully exited Enhabit in Q2 2026, selling an estimated $5.09M.
  • West Tower Group's ten largest holdings make up 54% of its $35.6M portfolio in Q2 2026.
  • West Tower Group opened 21 new positions and closed 9 in Q2 2026.
  • West Tower Group's portfolio value rose 11% quarter-over-quarter to $35.6M.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.