West Tower Group, LLC

CIK

1965819

Location

RICHMOND, VA

Portfolio Value

Micro $32,037,753

Diversification

Diversified

Filing Date

Global Rank

#6,982 / 8,232 ▲ 50

Top Industry

Medical Care Facilities 15.9%

3Y Alpha vs SPY

-7.4%

Period ended 2 months ago

Filed Apr 29, 2026 · 45d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.0%

SPY

+76.5%

Annualised alpha

-7.4%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. 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%

+18.9 pts

HHI

738

Diversified+345

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
GILD	Gilead Sciences, Inc.	2,200	$270,028
COP	Conocophillips	2,800	$262,108
AMGN	Amgen Inc	800	$261,848
STM	STMicroelectronics N.V.	10,000	$259,400
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%