13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965819
Total reported value
$27.0M
$27.0M
45 檔
46.0%
As reported in its official Q2 2026 Form 13F filing, West Tower Group, LLC's tracked investment portfolio stood at $27.0M with 45 total positions.
In Q2 2026, West Tower Group, LLC displayed an active expansion posture, initiating 21 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRGO | Perrigo Company plc | Stock-Healthcare | 10.28% | +9.01% | — | |
| 2 | LYFT | Lyft Inc-a | Stock-Tech | 7.54% | -0.07% | +32.87% | |
| 3 | PRIM | Primoris Services CORP | Stock-Industrials | 7.23% | -0.11% | -1.52% | |
| 4 | ✓ | Stock-Other | 5.06% | -0.35% | — | ||
| 5 | NWSA | News CORP - Class A | Stock-Comm Services | 4.76% | -0.64% | -20.93% | |
| 6 | ROKU | Roku Inc | Stock-Comm Services | 4.25% | +1.93% | -15.44% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 4.03% | -1.41% | — | |
| 8 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 4.00% | +0.33% | -5.75% | |
| 9 | STTK | Shattuck Labs Inc | Stock-Other | 3.73% | +1.11% | — | |
| 10 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.56% | +0.83% | -57.56% | |
| 11 | GNRC | Generac Holdings Inc | Stock-Industrials | 3.37% | +1.97% | -31.67% | |
| 12 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 3.14% | -3.14% | EXIT | |
| 13 | CBT | Cabot CORP | Stock-Materials | 2.72% | -2.72% | EXIT | |
| 14 | ARCO | Arcos Dorados Holdings Inc. | Stock-Other | 2.49% | -2.49% | EXIT | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 2.23% | -0.47% | — | |
| 16 | MWH | Solv Energy Inc-cl A | Stock-Other | 2.20% | +0.29% | +155.56% | |
| 17 | J | Jacobs Solutions Inc | Stock-Industrials | 2.19% | -0.55% | -31.11% | |
| 18 | AGX | Argan Inc | Stock-Industrials | 1.91% | -0.79% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | -0.48% | — | |
| 20 | VIXY | Proshares Vix Short-term Fut | ETF-Other | 1.49% | +1.65% | — | |
| 21 | ROAD | Construction Partners Inc-a | Stock-Industrials | 1.40% | +0.24% | — | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 1.34% | -1.34% | EXIT | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.32% | -1.32% | EXIT | |
| 24 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 1.26% | -1.26% | EXIT | |
| 25 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.12% | -1.12% | EXIT | |
| 26 | ✓ | Ferroglobe PLC | Stock-Other | 1.12% | +0.96% | — | |
| 27 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.03% | -1.03% | EXIT | |
| 28 | FROG | JFrog Ltd. | Stock-Tech | 1.02% | -1.02% | EXIT | |
| 29 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.00% | +1.38% | +25.00% | |
| 30 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 1.00% | -1.00% | EXIT | |
| 31 | INTC | Intel CORP | Stock-Tech | 0.98% | -0.18% | -75.00% | |
| 32 | TWLO | Twilio Inc - A | Stock-Tech | 0.87% | -0.87% | EXIT | |
| 33 | TYL | Tyler Technologies Inc | Stock-Tech | 0.84% | +0.02% | — | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.84% | -0.84% | EXIT | |
| 35 | SYM | Symbotic Inc | Stock-Industrials | 0.82% | -0.82% | EXIT | |
| 36 | GLW | Corning Inc | Stock-Tech | 0.72% | -0.72% | EXIT | |
| 37 | SNOW | Snowflake Inc | Stock-Tech | 0.71% | +0.05% | — | |
| 38 | SMTC | Semtech CORP | Stock-Tech | 0.68% | +0.18% | — | |
| 39 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.68% | +0.17% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.67% | EXIT | |
| 41 | HUT | Hut 8 CORP | Stock-Financials | 0.65% | -0.65% | EXIT | |
| 42 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.60% | -0.60% | EXIT | |
| 43 | REAL | Realreal Inc/the | Stock-Other | 0.57% | -0.57% | EXIT | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.57% | EXIT | |
| 45 | ALKT | Alkami Technology Inc | Stock-Other | 0.51% | -0.51% | EXIT |
| # | 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 |
According to official SEC Form 13F filings, West Tower Group, LLC reported a total U.S. public equity portfolio value of $27.0M across 45 disclosed positions in Q2 2026.
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, LYFT, PRIM) accounted for 46.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
FISV
市值: $1.4M
Top Position Liquidated / Trimmed
EHABUSD
前期市值: $5.1M
During Q2 2026, West Tower Group, LLC's top holdings by market value included PRGO (10.3%)、LYFT (7.5%)、PRIM (7.2%). The largest single position, PRGO, represented 10.3% of total portfolio value.
In Q2 2026, West Tower Group, LLC made 48 total portfolio adjustments, initiating 21 new buys, adding to 6 positions, trimming 12 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.