West Tower Group, LLC

CIK

1965819

Location

RICHMOND, VA

Portfolio Value

Micro $32,037,753

Diversification

Diversified

Filing Date

Global Rank

#7,358 / 8,622 ▼ 86 · as of Mar 2026

Top Industry

Medical Care Facilities 15.9%

3Y Alpha vs SPY

-9.1%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+33.2%

SPY

+67.9%

Annualised alpha

-8.8%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.9%

+6.9 pts

Top 5

51.9%

+15.8 pts

Top 10

71.2%

+19.0 pts

HHI

738

Diversified+346

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	27.7%	$8,872,702	2
Industrials	20.2%	$6,462,150	4
Technology	20.1%	$6,428,720	13
Communication Services	18.5%	$5,937,698	5
Consumer Cyclical	9.7%	$3,108,648	5
Basic Materials	3.0%	$957,565	2
Utilities	0.8%	$270,270	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
PRGO	PERRIGO Co plc	+109,567	352,522	$3,786,086
LYFT	Lyft, Inc.	+93,432	138,432	$1,841,145
NWSA	News Corp	+53,905	86,359	$2,152,929
PTON	Peloton Interactive, Inc.	+20,000	40,000	$171,600
OSW	ONESPAWORLD HOLDINGS Ltd	+2,467	63,867	$1,465,747
AAPL	Apple Inc.	+1,500	3,000	$761,370
J	Jacobs Solutions Inc.	+1,000	9,000	$1,145,520
CRM	Salesforce, Inc.	+200	1,200	$224,004
PRIM	Primoris Services Corp	+172	26,372	$3,772,250
RDDT	Reddit, Inc.	+100	8,700	$1,171,455
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
ARCO	Arcos Dorados Holdings Inc.	−48,877	109,859	$906,336
WBD	Warner Bros. Discovery, Inc.	−23,115	41,915	$1,150,985
EXLS	ExlService Holdings, Inc.	−19,000	8,700	$264,915
NOK	Nokia Corp	−15,000	25,000	$201,000
EHAB	Enhabit, Inc.	−14,133	361,009	$5,086,616
CBT	Cabot Corp	−5,374	5,861	$441,391
ZETA	Zeta Global Holdings Corp.	−5,000	10,000	$159,200
SIMO	Silicon Motion Technology CORP	−3,347	8,953	$1,005,332
TYL	Tyler Technologies Inc	−1,550	1,025	$350,939
IBM	International Business Machines Corp	−1,000	1,000	$242,390
ROKU	Roku, Inc	−500	12,950	$1,225,329
AMZN	Amazon Com Inc	−500	1,500	$312,405
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GNRC	Generac Holdings Inc.	6,000	$1,171,980
FIG	Figma, Inc.	21,000	$443,940
SYM	Symbotic Inc.	7,000	$372,400
AMD	Advanced Micro Devices Inc	1,500	$305,145
MWH	SOLV Energy, Inc.	9,000	$270,270
ABNB	Airbnb, Inc.	2,000	$252,560
TTWO	Take Two Interactive Software Inc	1,200	$237,000
ALKT	Alkami Technology, Inc.	12,000	$188,040
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
OII	Oceaneering International Inc	27,000	$648,810
DBX	Dropbox, Inc.	17,520	$487,056
OEC	Orion S.A.	86,538	$456,920
DFH	Dream Finders Homes, Inc.	25,789	$440,991
TWLO	Twilio Inc	2,500	$355,600
META	Meta Platforms, Inc.	500	$330,045
NXPI	NXP Semiconductors N.V.	1,500	$325,590
SWK	Stanley Black & Decker, Inc.	4,000	$297,120
VLO	Valero Energy Corp/Tx	1,800	$293,022
QCOM	Qualcomm Inc/De	1,700	$290,785
PEP	Pepsico Inc	2,000	$287,040
BG	Bunge Global SA	3,200	$285,056
OMC	Omnicom Group Inc.	3,500	$282,625
HAL	Halliburton Co	10,000	$282,600
APA	APA Corp	11,500	$281,290
UNP	Union Pacific Corp	1,200	$277,584
PPG	Ppg Industries Inc	2,700	$276,642
KMI	Kinder Morgan, Inc.	10,000	$274,900
CVX	Chevron Corp	1,800	$274,338
HSY	Hershey Co	1,500	$272,970
BILL	BILL Holdings, Inc.	5,000	$272,700
BDX	Becton Dickinson & Co	1,400	$271,698
GILD	Gilead Sciences, Inc.	2,200	$270,028
COP	Conocophillips	2,800	$262,108
AMGN	Amgen Inc	800	$261,848
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $32,037,753 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EHAB	Enhabit, Inc. Healthcare	Reduced	361,009	-14,133	$5,086,616	+47.1%	15.88%
PRGO	PERRIGO Co plc Healthcare	Added	352,522	+109,567	$3,786,086	+12.0%	11.82%
PRIM	Primoris Services Corp Industrials	Added	26,372	+172	$3,772,250	+16.0%	11.77%
NWSA	News Corp Communication Services	Added	86,359	+53,905	$2,152,929	+154.0%	6.72%
LYFT	Lyft, Inc. Technology	Added	138,432	+93,432	$1,841,145	+111.2%	5.75%
OSW	ONESPAWORLD HOLDINGS Ltd Consumer Cyclical	Added	63,867	+2,467	$1,465,747	+15.1%	4.58%
ROKU	Roku, Inc Communication Services	Reduced	12,950	-500	$1,225,329	−16.0%	3.82%
GNRC	Generac Holdings Inc. Industrials	NEW	6,000	NEW	$1,171,980	NEW	3.66%
RDDT	Reddit, Inc. Communication Services	Added	8,700	+100	$1,171,455	−40.7%	3.66%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	41,915	-23,115	$1,150,985	−38.6%	3.59%
J	Jacobs Solutions Inc. Industrials	Added	9,000	+1,000	$1,145,520	+8.1%	3.58%
SIMO	Silicon Motion Technology CORP Technology	Reduced	8,953	-3,347	$1,005,332	−11.8%	3.14%
ARCO	Arcos Dorados Holdings Inc. Consumer Cyclical	Reduced	109,859	-48,877	$906,336	−22.2%	2.83%
AAPL	Apple Inc. Technology	Added	3,000	+1,500	$761,370	+86.7%	2.38%
GSM	Ferroglobe PLC Basic Materials	Held	125,285	0	$516,174	−11.2%	1.61%
FIG	Figma, Inc. Technology	NEW	21,000	NEW	$443,940	NEW	1.39%
CBT	Cabot Corp Basic Materials	Reduced	5,861	-5,374	$441,391	−40.7%	1.38%
INTC	Intel Corp Technology	Held	10,000	0	$441,300	+19.6%	1.38%
SYM	Symbotic Inc. Industrials	NEW	7,000	NEW	$372,400	NEW	1.16%
TYL	Tyler Technologies Inc Technology	Reduced	1,025	-1,550	$350,939	−70.0%	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,500	-500	$312,405	−32.3%	0.98%
AMD	Advanced Micro Devices Inc Technology	NEW	1,500	NEW	$305,145	NEW	0.95%
MWH	SOLV Energy, Inc. Utilities	NEW	9,000	NEW	$270,270	NEW	0.84%
EXLS	ExlService Holdings, Inc. Technology	Reduced	8,700	-19,000	$264,915	−77.5%	0.83%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	2,000	NEW	$252,560	NEW	0.79%
IBM	International Business Machines Corp Technology	Reduced	1,000	-1,000	$242,390	−59.1%	0.76%
TTWO	Take Two Interactive Software Inc Communication Services	NEW	1,200	NEW	$237,000	NEW	0.74%
CRM	Salesforce, Inc. Technology	Added	1,200	+200	$224,004	−15.4%	0.70%
NOK	Nokia Corp Technology	Reduced	25,000	-15,000	$201,000	−22.3%	0.63%
ALKT	Alkami Technology, Inc. Technology	NEW	12,000	NEW	$188,040	NEW	0.59%
PTON	Peloton Interactive, Inc. Consumer Cyclical	Added	40,000	+20,000	$171,600	+39.3%	0.54%
ZETA	Zeta Global Holdings Corp. Technology	Reduced	10,000	-5,000	$159,200	−47.8%	0.50%