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CIK: 0001965819
Total reported value
$35.6M
$35.6M
47 檔
39.6%
In Q3 2025, West Tower Group, LLC's U.S. equity holdings reached a combined market value of $35.6M, distributed across 47 disclosed stock positions.
In Q3 2025, West Tower Group, LLC adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 38 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRGO | Perrigo Company plc | Stock-Healthcare | 11.18% | -1.53% | +45.69% | |
| 2 | PRIM | Primoris Services CORP | Stock-Industrials | 10.70% | -4.54% | +5.08% | |
| 3 | EHABUSD | Enhabit Inc | Stock-Other | 8.71% | -15.87% | EXIT | |
| 4 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 5.77% | -0.45% | -62.94% | |
| 5 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 4.46% | +0.34% | +42.55% | |
| 6 | ✓ | Stock-Other | 3.76% | +0.49% | — | ||
| 7 | EXLS | Exlservice Holdings Inc | Stock-Tech | 3.53% | -0.83% | EXIT | |
| 8 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.38% | +0.42% | — | |
| 9 | TYL | Tyler Technologies Inc | Stock-Tech | 3.30% | -0.26% | — | |
| 10 | LYFT | Lyft Inc-a | Stock-Tech | 3.25% | +1.80% | -8.93% | |
| 11 | ROKU | Roku Inc | Stock-Comm Services | 3.19% | +0.43% | +37.50% | |
| 12 | ARCO | Arcos Dorados Holdings Inc. | Stock-Other | 3.10% | -0.34% | -19.01% | |
| 13 | NWSA | News CORP - Class A | Stock-Comm Services | 2.89% | -1.96% | -15.60% | |
| 14 | J | Jacobs Solutions Inc | Stock-Industrials | 2.47% | -1.38% | -18.57% | |
| 15 | ONL | Orion Properties Inc. | Stock-Other | 2.43% | — | — | |
| 16 | INTC | Intel CORP | Stock-Tech | 2.36% | -0.40% | — | |
| 17 | OII | Oceaneering Intl Inc | Stock-Energy | 1.94% | — | — | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 1.83% | +0.84% | NEW | |
| 19 | DBX | Dropbox Inc-class A | Stock-Tech | 1.53% | — | — | |
| 20 | DFH | Dream Finders Homes Inc - A | Stock-Other | 1.50% | — | -13.26% | |
| 21 | DAKT | Daktronics Inc | Stock-Other | 1.30% | — | -46.25% | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.01% | — | +66.67% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.89% | — | — | |
| 24 | SMR | Nuscale Power CORP | Stock-Industrials | 0.83% | — | — | |
| 25 | DELL | Dell Technologies -c | Stock-Tech | 0.82% | — | — | |
| 26 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.82% | — | — | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.81% | — | — | |
| 28 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.80% | — | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | — | -60.00% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +1.50% | NEW | |
| 31 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.69% | -0.50% | EXIT | |
| 32 | ANET | Arista Networks Inc | Stock-Tech | 0.68% | — | — | |
| 33 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.66% | +1.03% | NEW | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.66% | — | — | |
| 35 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.65% | +1.26% | NEW | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | -0.76% | EXIT | |
| 37 | SNOW | Snowflake Inc | Stock-Tech | 0.65% | +0.71% | NEW | |
| 38 | GTLB | Gitlab Inc-cl A | Stock-Tech | 0.65% | — | — | |
| 39 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 0.65% | +0.46% | -16.67% | |
| 40 | PD | Pagerduty Inc | Stock-Other | 0.62% | — | — | |
| 41 | ZS | Zscaler Inc | Stock-Tech | 0.61% | — | — | |
| 42 | COP | Conocophillips | Stock-Energy | 0.60% | — | — | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.59% | — | — | |
| 44 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 0.58% | — | — | |
| 45 | RUM | Rum Group Inc | Stock-Other | 0.52% | — | — | |
| 46 | ✓ | Sealsq CORP | Stock-Other | 0.25% | — | — | |
| 47 | SNAP | Snap Inc - A | Stock-Comm Services | 0.22% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRIM | Primoris Services CORP | +7.4% | +5.08% | Add |
| 2 | ROKU | Roku Inc | +2.5% | +37.50% | Add |
| 3 | PRGO | Perrigo Company plc | +2.4% | +45.69% | Add |
| 4 | EHABUSD | Enhabit Inc | +2.1% | +31.56% | Add |
| 5 | NWSA | News CORP - Class A | +1.4% | -15.60% | Add |
| 6 | INTC | Intel CORP | +1.3% | — | Add |
| 7 | LYFT | Lyft Inc-a | +1.3% | -8.93% | Trim |
| 8 | ✓ | +1.1% | — | Unchanged | |
| 9 | EXLS | Exlservice Holdings Inc | +0.8% | +12.15% | Add |
| 10 | DBX | Dropbox Inc-class A | +0.6% | — | Add |
| 11 | OII | Oceaneering Intl Inc | +0.4% | — | Unchanged |
| 12 | J | Jacobs Solutions Inc | +0.3% | -18.57% | Trim |
| 13 | SPOT | Spotify Technology S.A. | +0.1% | +66.67% | Trim |
| 14 | TYL | Tyler Technologies Inc | +0.1% | — | Add |
| 15 | IBM | Intl Business Machines CORP | — | — | Trim |
| 16 | ARCO | Arcos Dorados Holdings Inc. | 0% | -19.01% | Add |
| 17 | DAKT | Daktronics Inc | -0.1% | -46.25% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | -0.1% | -50.00% | Trim |
| 19 | COP | Conocophillips | -0.5% | — | Trim |
| 20 | DFH | Dream Finders Homes Inc - A | -1.2% | -13.26% | Trim |
| 21 | ONL | Orion Properties Inc. | -1.3% | — | Unchanged |
| 22 | WBD | Warner Bros Discovery Inc | -1.4% | -62.94% | Trim |
| 23 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 24 | GAP | Gap Inc/the | — | EXIT | Sold out |
| 25 | SIMO | Silicon Motion Technol-adr | — | NEW | New buy |
| 26 | GMS1EUR | Gms Inc | — | EXIT | Sold out |
| 27 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 28 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 29 | M | Macy's, Inc. | — | EXIT | Sold out |
| 30 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 31 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 32 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 33 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 34 | MOS | Mosaic Co/the | — | EXIT | Sold out |
| 35 | HAL | Halliburton Co | — | EXIT | Sold out |
| 36 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 37 | CF | Cf Industries Holdings Inc | — | EXIT | Sold out |
| 38 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 39 | CL | Colgate-palmolive Co | — | EXIT | Sold out |
| 40 | ROK | Rockwell Automation Inc | — | EXIT | Sold out |
| 41 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 42 | SYY | Sysco CORP | — | EXIT | Sold out |
| 43 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 44 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 45 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 46 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 47 | D | Dominion Energy Inc | — | EXIT | Sold out |
| 48 | ADM | Archer-daniels-midland Co | — | EXIT | Sold out |
| 49 | PSX | Phillips 66 | — | EXIT | Sold out |
| 50 | PPG | Ppg Industries Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, West Tower Group, LLC reported a total U.S. public equity portfolio value of $35.6M across 47 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PRGO, PRIM, EHABUSD) accounted for 39.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
RDDT
市值: $1.5M
Top Position Liquidated / Trimmed
GAP
前期市值: $1.2M
During Q3 2025, West Tower Group, LLC's top holdings by market value included PRGO (11.2%)、PRIM (10.7%)、EHABUSD (8.7%). The largest single position, PRGO, represented 11.2% of total portfolio value.
In Q3 2025, West Tower Group, LLC made 82 total portfolio adjustments, initiating 25 new buys, adding to 10 positions, trimming 9 holdings, and fully liquidating 38 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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