WT
West Tower Group, LLC 13F Portfolio & Top Holdings (Q2 2026)
West Tower Group, LLCCIK: 0001965819
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$35.6M
Reporting period: 2026-06-30 · Number of holdings: 47
West Tower Group, LLC disclosed 47 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $35.6M and a quarterly turnover rate of 70.4%.
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Personality snowflake
- Concentration
- 16.77
- Portfolio Stability
- 70.36
- Momentum
- 100
- Sector conviction
- 67.56
- Diversification
- 90
- Sizing Uniformity
- 90.48
West Tower Group, LLC's disclosed holdings carry a Herfindahl concentration index of 0.042 — mathematically equivalent to about 24 equally-sized positions, well below its 47 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.95), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out EHABUSD
Trim PRIM
-1.5% -$1.2M
New buy FISV
New buy STTK
New buy ADI
Trim NWSA
-20.9% -$457.4K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 45 holdings (of 47 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRGO | Perrigo Company plc | Stock-Healthcare | 10.28% | -1.53% | — | |
| 2 | LYFT | Lyft Inc-a | Stock-Tech | 7.54% | +1.80% | +32.87% | |
| 3 | PRIM | Primoris Services CORP | Stock-Industrials | 7.23% | -4.54% | -1.52% | |
| 4 | ✓ | Stock-Other | 5.06% | +0.49% | — | ||
| 5 | NWSA | News CORP - Class A | Stock-Comm Services | 4.76% | -1.96% | -20.93% | |
| 6 | ROKU | Roku Inc | Stock-Comm Services | 4.25% | +0.43% | -15.44% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 4.03% | +4.03% | NEW | |
| 8 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 4.00% | +0.34% | -5.75% | |
| 9 | STTK | Shattuck Labs Inc | Stock-Other | 3.73% | +3.73% | NEW | |
| 10 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.56% | +0.42% | -57.56% | |
| 11 | GNRC | Generac Holdings Inc | Stock-Industrials | 3.37% | -0.29% | -31.67% | |
| 12 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 3.14% | -0.45% | — | |
| 13 | CBT | Cabot CORP | Stock-Materials | 2.72% | +1.34% | +82.24% | |
| 14 | ARCO | Arcos Dorados Holdings Inc. | Stock-Other | 2.49% | -0.34% | — | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 2.23% | +2.23% | NEW | |
| 16 | MWH | Solv Energy Inc-cl A | Stock-Other | 2.20% | +1.36% | +155.56% | |
| 17 | J | Jacobs Solutions Inc | Stock-Industrials | 2.19% | -1.38% | -31.11% | |
| 18 | AGX | Argan Inc | Stock-Industrials | 1.91% | +1.91% | NEW | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +1.50% | NEW | |
| 20 | VIXY | Proshares Vix Short-term Fut | ETF-Other | 1.49% | +1.49% | NEW | |
| 21 | ROAD | Construction Partners Inc-a | Stock-Industrials | 1.40% | +1.40% | NEW | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 1.34% | +1.34% | NEW | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.32% | +1.32% | NEW | |
| 24 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 1.26% | +1.26% | NEW | |
| 25 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.12% | +0.38% | +33.33% | |
| 26 | ✓ | Ferroglobe PLC | Stock-Other | 1.12% | -0.49% | — | |
| 27 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.03% | +1.03% | NEW | |
| 28 | FROG | JFrog Ltd. | Stock-Tech | 1.02% | +1.02% | NEW | |
| 29 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.00% | +0.21% | +25.00% | |
| 30 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 1.00% | +0.46% | +50.00% | |
| 31 | INTC | Intel CORP | Stock-Tech | 0.98% | -0.40% | -75.00% | |
| 32 | TWLO | Twilio Inc - A | Stock-Tech | 0.87% | +0.87% | NEW | |
| 33 | TYL | Tyler Technologies Inc | Stock-Tech | 0.84% | -0.26% | — | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.84% | +0.84% | NEW | |
| 35 | SYM | Symbotic Inc | Stock-Industrials | 0.82% | -0.34% | -7.14% | |
| 36 | GLW | Corning Inc | Stock-Tech | 0.72% | +0.72% | NEW | |
| 37 | SNOW | Snowflake Inc | Stock-Tech | 0.71% | +0.71% | NEW | |
| 38 | SMTC | Semtech CORP | Stock-Tech | 0.68% | +0.68% | NEW | |
| 39 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.68% | +0.68% | NEW | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.30% | -33.33% | |
| 41 | HUT | Hut 8 CORP | Stock-Financials | 0.65% | +0.65% | NEW | |
| 42 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.60% | +0.60% | NEW | |
| 43 | REAL | Realreal Inc/the | Stock-Other | 0.57% | +0.57% | NEW | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.57% | -1.81% | -76.67% | |
| 45 | ALKT | Alkami Technology Inc | Stock-Other | 0.51% | -0.08% | -16.67% |
Portfolio Performance
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+24.9%
Based on 78% of reported portfolio value with available pricing
- Stdev
- +18.6%
- Beta
- +1.13
- Alpha
- -6.8%
- Max Drawdown
- -14.4%
- Annualized Perf
- +15%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +1.68
- Stutzer
- +0.25
- Treynor
- +0.14
- Sterling
- +0.78
- Calmar
- +1.04
- Information Ratio
- -0.37
- Tracking Error
- +11.7%
- Stdev Down
- +9.3%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +41.7%
- Worst 12 Months
- +3.4%
- Efficiency Ratio
- +0.33
- Sharpe
- +0.84
- Stdev Sectors
- +10.8%
- Skewness
- +0.56
- Kurtosis
- -0.17
- Upside Potential
- +3.66
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
West Tower Group, LLC's most significant position changes for 2026-06-30: Sold out: Enhabit Inc (EHABUSD); New buy: Fiserv Inc (FISV); New buy: Shattuck Labs Inc (STTK); New buy: Analog Devices Inc (ADI); New buy: Argan Inc (AGX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +4% | NEW | New buy |
| 2 | STTK | Shattuck Labs Inc | +3.7% | NEW | New buy |
| 3 | ADI | Analog Devices Inc | +2.2% | NEW | New buy |
| 4 | AGX | Argan Inc | +1.9% | NEW | New buy |
| 5 | LYFT | Lyft Inc-a | +1.8% | +32.87% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +1.5% | NEW | New buy |
| 7 | VIXY | Proshares Vix Short-term Fut | +1.5% | NEW | New buy |
| 8 | ROAD | Construction Partners Inc-a | +1.4% | NEW | New buy |
| 9 | MWH | Solv Energy Inc-cl A | +1.4% | +155.56% | Add |
| 10 | CBT | Cabot CORP | +1.3% | +82.24% | Add |
| 11 | LRCX | Lam Research CORP | +1.3% | NEW | New buy |
| 12 | CSCO | Cisco Systems Inc | +1.3% | NEW | New buy |
| 13 | STM | Stmicroelectronics Nv-ny Shs | +1.3% | NEW | New buy |
| 14 | NXPI | NXP Semiconductors N.V. | +1% | NEW | New buy |
| 15 | FROG | JFrog Ltd. | +1% | NEW | New buy |
| 16 | TWLO | Twilio Inc - A | +0.9% | NEW | New buy |
| 17 | MRVL | Marvell Technology Inc | +0.8% | NEW | New buy |
| 18 | GLW | Corning Inc | +0.7% | NEW | New buy |
| 19 | SNOW | Snowflake Inc | +0.7% | NEW | New buy |
| 20 | SMTC | Semtech CORP | +0.7% | NEW | New buy |
| 21 | STX | Seagate Technology Holdings plc | +0.7% | NEW | New buy |
| 22 | HUT | Hut 8 CORP | +0.7% | NEW | New buy |
| 23 | MOD | Modine Manufacturing Co | +0.6% | NEW | New buy |
| 24 | REAL | Realreal Inc/the | +0.6% | NEW | New buy |
| 25 | ✓ | +0.5% | — | Unchanged | |
| 26 | PTON | Peloton Interactive Inc-a | +0.5% | +50.00% | Add |
| 27 | ROKU | Roku Inc | +0.4% | -15.44% | Trim |
| 28 | SIMO | Silicon Motion Technol-adr | +0.4% | -57.56% | Trim |
| 29 | TTWO | Take-two Interactive Softwre | +0.4% | +33.33% | Add |
| 30 | RDDT | Reddit Inc-cl A | +0.3% | -5.75% | Trim |
| 31 | ABNB | Airbnb Inc-class A | +0.2% | +25.00% | Add |
| 32 | ✓ | Peloton Interactive Inc | 0% | EXIT | Sold out |
| 33 | ALKT | Alkami Technology Inc | -0.1% | -16.67% | Trim |
| 34 | TYL | Tyler Technologies Inc | -0.3% | — | Unchanged |
| 35 | GNRC | Generac Holdings Inc | -0.3% | -31.67% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.3% | -33.33% | Trim |
| 37 | SYM | Symbotic Inc | -0.3% | -7.14% | Trim |
| 38 | ARCO | Arcos Dorados Holdings Inc. | -0.3% | — | Unchanged |
| 39 | INTC | Intel CORP | -0.4% | -75.00% | Trim |
| 40 | WBD | Warner Bros Discovery Inc | -0.5% | — | Unchanged |
| 41 | ✓ | Ferroglobe PLC | -0.5% | — | Unchanged |
| 42 | ZETA | Zeta Global Holdings Corp-a | -0.5% | EXIT | Sold out |
| 43 | NOK | Nokia Corp-spon Adr | -0.6% | EXIT | Sold out |
| 44 | CRM | Salesforce Inc | -0.7% | EXIT | Sold out |
| 45 | IBM | Intl Business Machines CORP | -0.8% | EXIT | Sold out |
| 46 | EXLS | Exlservice Holdings Inc | -0.8% | EXIT | Sold out |
| 47 | AMD | Advanced Micro Devices | -1% | EXIT | Sold out |
| 48 | J | Jacobs Solutions Inc | -1.4% | -31.11% | Trim |
| 49 | FIG | Figma Inc-cl A | -1.4% | EXIT | Sold out |
| 50 | PRGO | Perrigo Company plc | -1.5% | — | Unchanged |
1–50 of 54
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is West Tower Group, LLC and what type of investor is it?
West Tower Group, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $35.6M, spread across 47 disclosed positions.
What are West Tower Group, LLC's largest equity positions?
Based on the latest 13F filing, West Tower Group, LLC's top holdings by market value are:
1. Perrigo Company plc (PRGO) — $3.7M (10.3%)
2. Lyft Inc-a (LYFT) — $2.7M (7.5%)
3. Primoris Services CORP (PRIM) — $2.6M (7.2%)
4. — $1.8M (5.1%)
5. News CORP - Class A (NWSA) — $1.7M (4.8%)
What changes did West Tower Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, West Tower Group, LLC made 48 notable position adjustments: 21 new positions were initiated, 6 existing holdings were added to, 12 positions were partially reduced, and 9 were completely exited. The largest of these moves: Sold out: Enhabit Inc (EHABUSD); New buy: Fiserv Inc (FISV); New buy: Shattuck Labs Inc (STTK); New buy: Analog Devices Inc (ADI); New buy: Argan Inc (AGX)
What sectors does West Tower Group, LLC focus on?
West Tower Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 30.1%
• Communication Services: 24.9%
• Industrials: 22.5%
• Health Care: 13.7%
• Consumer Discretionary: 4.3%
• Materials: 3.6%
Investment Profile
West Tower Group, LLC returned an annualized 15.0% over the trailing 36 months — underperforming the S&P 500 by 6.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.13 (more volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 30.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 70 over the past 4 quarters — a shift toward more active trading.
It has added to its LYFT position over the past two quarters (+$1.8M, now $2.7M), while trimming TYL over the same stretch (-$869.1K, still holding $299.8K).
Peer Institutions
Institutions with a similar AUM
WA
WIM Asset Management (HK) Ltd
CIK 0001724610
Total reported value
$35.6M
15 stks
2019-06-30
Stale — no recent filing
Concentration42.8
Portfolio Stability27.5
Sector conviction100.0
AUM within 0.1% of this institution
View detail
TP
Toronado Partners, LLC
CIK 0001749611
Total reported value
$35.5M
11 stks
2026-06-30
Concentration41.3
Portfolio Stability62.0
Sector conviction100.0
AUM within 0.2% of this institution
View detail
TS
Tappan Street Partners LLC
CIK 0001666737
Total reported value
$35.7M
8 stks
2017-09-30
Stale — no recent filing
Concentration69.7
Portfolio Stability74.5
Sector conviction100.0
AUM within 0.2% of this institution
View detail
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