West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 573
- +520 vs. Q1 2023
- Portfolio value
- $140.0M
- +$38.8M (+38.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MRTNMarten Transport Ltd | COM | 709 | $15.2K | <0.1% | +709 | New | History |
| VVVValvoline Inc | COM | 409 | $15.3K | <0.1% | +409 | New | History |
| AITApplied Industrial Technologies Inc | COM | 106 | $15.4K | <0.1% | +106 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 234 | $15.6K | <0.1% | +234 | New | History |
| GPKGraphic Packaging Holding Co | COM | 651 | $15.6K | <0.1% | +651 | New | History |
| CSGSCSG Systems International Inc | COM | 299 | $15.8K | <0.1% | +299 | New | History |
| SIGSignet Jewelers Ltd | SHS | 243 | $15.9K | <0.1% | +243 | New | History |
| AMGNAmgen Inc | Stock | 72 | $16.0K | <0.1% | +72 | New | History |
| IMXIInternational Money Express, Inc. | COM | 655 | $16.1K | <0.1% | +655 | New | History |
| SKXSkechers USA Inc | CL A | 307 | $16.2K | <0.1% | +307 | New | History |
| BDXBecton Dickinson & Co | Stock | 63 | $16.6K | <0.1% | +63 | New | History |
| HBCPHome Bancorp, Inc. | COM | 508 | $16.9K | <0.1% | +508 | New | History |
| THSTreeHouse Foods, Inc. | COM | 340 | $17.1K | <0.1% | +340 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 78 | $17.1K | <0.1% | +78 | New | History |
| ECLEcolab Inc. | Stock | 92 | $17.2K | <0.1% | +92 | New | History |
| GRMNGarmin Ltd | SHS | 165 | $17.2K | <0.1% | +165 | New | History |
| ORIOld Republic International Corp | COM | 686 | $17.3K | <0.1% | +686 | New | History |
| AGCOAGCO Corp | COM | 132 | $17.3K | <0.1% | +132 | New | History |
| STAGSTAG Industrial, Inc. | COM | 484 | $17.4K | <0.1% | +484 | New | History |
| AZOAutoZone Inc | COM | 7 | $17.5K | <0.1% | +7 | New | History |
| EXCExelon Corp | Stock | 430 | $17.5K | <0.1% | +430 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 40 | $17.7K | <0.1% | +40 | New | History |
| ZTSZoetis Inc. | Stock | 106 | $18.3K | <0.1% | +106 | New | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 164 | $18.3K | <0.1% | +164 | New | History |
| MYEMyers Industries Inc | COM | 942 | $18.3K | <0.1% | +942 | New | History |
| SAICScience Applications International Corp | COM | 164 | $18.4K | <0.1% | +164 | New | History |
| HCCWarrior Met Coal, Inc. | COM | 475 | $18.5K | <0.1% | +475 | New | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 293 | $18.6K | <0.1% | +293 | New | History |
| NVRNVR Inc | COM | 3 | $19.1K | <0.1% | +3 | New | History |
| STRLSterling Infrastructure, Inc. | COM | 344 | $19.2K | <0.1% | +344 | New | History |
| DECKDeckers Outdoor Corp | COM | 37 | $19.5K | <0.1% | +37 | New | History |
| Healthpeak Properties, Inc.71943U104 | COM | 1,413 | $19.8K | <0.1% | +1,413 | New | – |
| ALGNAlign Technology Inc | COM | 56 | $19.8K | <0.1% | +56 | New | History |
| CLXClorox Co | Stock | 126 | $20.0K | <0.1% | +126 | New | History |
| DOVDOVER Corp | COM | 136 | $20.1K | <0.1% | +136 | New | History |
| IPGPIpg Photonics Corp | COM | 148 | $20.1K | <0.1% | +148 | New | History |
| SBACSba Communications Corp | CL A | 89 | $20.6K | <0.1% | +89 | New | History |
| OPCHOption Care Health, Inc. | COM NEW | 637 | $20.7K | <0.1% | +637 | New | History |
| PRIPrimerica, Inc. | Stock | 105 | $20.8K | <0.1% | +105 | New | History |
| TJXTJX Companies Inc | Stock | 245 | $20.8K | <0.1% | +245 | New | History |
| UGIUgi Corp | Stock | 783 | $21.1K | <0.1% | +783 | New | History |
| DUKDuke Energy CORP | Stock | 236 | $21.2K | <0.1% | +236 | New | History |
| HONHoneywell International Inc | COM | 103 | $21.4K | <0.1% | +103 | New | History |
| NFGNational Fuel Gas Co | Stock | 417 | $21.4K | <0.1% | +417 | New | History |
| TNKTeekay Tankers Ltd. | CL A | 575 | $22.0K | <0.1% | +575 | New | History |
| UALUnited Airlines Holdings, Inc. | COM | 402 | $22.1K | <0.1% | +402 | New | History |
| NWNNorthwest Natural Holding Co | COM | 513 | $22.1K | <0.1% | +513 | New | History |
| MCKMcKesson Corp | Stock | 52 | $22.2K | <0.1% | +52 | New | History |
| ILMNIllumina, Inc. | COM | 121 | $22.7K | <0.1% | +121 | New | History |
| SMARSmartsheet Inc | COM CL A | 595 | $22.8K | <0.1% | +595 | New | History |
| DOXAmdocs Ltd | SHS | 233 | $23.0K | <0.1% | +233 | New | History |
| iShares Core S&P US Value ETF464287663 | ETF | 295 | $23.1K | <0.1% | +295 | New | – |
| NYTNew York Times Co | CL A | 600 | $23.6K | <0.1% | +600 | New | History |
| DLBDolby Laboratories, Inc. | COM CL A | 286 | $23.9K | <0.1% | +286 | New | History |
| JBHTHunt J B Transport Services Inc | COM | 134 | $24.3K | <0.1% | +134 | New | History |
| GOGOGogo Inc. | COM | 1,432 | $24.4K | <0.1% | +1,432 | New | History |
| TWLOTwilio Inc | CL A | 384 | $24.4K | <0.1% | +384 | New | History |
| HSTHost Hotels & Resorts, Inc. | COM | 1,465 | $24.7K | <0.1% | +1,465 | New | History |
| MRVLMarvell Technology, Inc. | COM | 422 | $25.2K | <0.1% | +422 | New | History |
| KMBKimberly Clark Corp | Stock | 183 | $25.3K | <0.1% | +183 | New | History |
| DYDycom Industries Inc | COM | 226 | $25.7K | <0.1% | +226 | New | History |
| INGRIngredion Inc | COM | 244 | $25.9K | <0.1% | +244 | New | History |
| PPLPPL Corp | COM | 995 | $26.3K | <0.1% | +995 | New | History |
| BROBrown & Brown, Inc. | Stock | 388 | $26.7K | <0.1% | +388 | New | History |
| COPConocoPhillips | Stock | 259 | $26.8K | <0.1% | +259 | New | History |
| TPHTri Pointe Homes, Inc. | COM | 817 | $26.8K | <0.1% | +817 | New | History |
| BLKBlackRock, Inc. | COM | 39 | $27.0K | <0.1% | +39 | New | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 145 | $27.3K | <0.1% | +145 | New | History |
| UAAUnder Armour, Inc. | Stock | 3,813 | $27.5K | <0.1% | +3,813 | New | History |
| HALOHalozyme Therapeutics, Inc. | COM | 766 | $27.6K | <0.1% | +766 | New | History |
| INSEInspired Entertainment, Inc. | COM | 1,880 | $27.7K | <0.1% | +1,880 | New | History |
| EXTRExtreme Networks Inc | COM | 1,064 | $27.7K | <0.1% | +1,064 | New | History |
| CHUYChuy's Holdings, Inc. | COM | 680 | $27.8K | <0.1% | +680 | New | History |
| XRAYDentsply Sirona Inc. | Stock | 696 | $27.9K | <0.1% | +696 | New | History |
| CCICrown Castle Inc. | REIT | 245 | $27.9K | <0.1% | +245 | New | History |
| WATWaters Corp | COM | 105 | $28.0K | <0.1% | +105 | New | History |
| TDGTransDigm Group INC | COM | 32 | $28.6K | <0.1% | +32 | New | History |
| MPXMarine Products Group, LLC | COM | 1,707 | $28.8K | <0.1% | +1,707 | New | History |
| APTVAptiv PLC | SHS | 283 | $28.9K | <0.1% | +283 | New | History |
| CSGPCostar Group, Inc. | COM | 325 | $28.9K | <0.1% | +325 | New | History |
| VPGVishay Precision Group, Inc. | COM | 795 | $29.5K | <0.1% | +795 | New | History |
| PHMPultegroup Inc | COM | 381 | $29.6K | <0.1% | +381 | New | History |
| VRSNVerisign Inc | COM | 132 | $29.8K | <0.1% | +132 | New | History |
| PTCPTC Inc. | Stock | 210 | $29.9K | <0.1% | +210 | New | History |
| BLMNBloomin' Brands, Inc. | COM | 1,120 | $30.1K | <0.1% | +1,120 | New | History |
| FFIVF5, Inc. | Stock | 207 | $30.3K | <0.1% | +207 | New | History |
| VVisa Inc. | Stock | 128 | $30.4K | <0.1% | +128 | New | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 324 | $30.6K | <0.1% | +324 | New | History |
| SRESempra | Stock | 211 | $30.7K | <0.1% | +211 | New | History |
| HAYNHaynes International Inc | COM NEW | 609 | $30.9K | <0.1% | +609 | New | History |
| COFCapital One Financial Corp | Stock | 283 | $31.0K | <0.1% | +283 | New | History |
| ANSSAnsys Inc | COM | 95 | $31.4K | <0.1% | +95 | New | History |
| ADIAnalog Devices Inc | Stock | 164 | $31.9K | <0.1% | +164 | New | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 227 | $32.3K | <0.1% | +227 | New | – |
| STESTERIS plc | SHS USD | 144 | $32.4K | <0.1% | +144 | New | History |
| CTVACorteva, Inc. | Stock | 570 | $32.7K | <0.1% | +570 | New | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 307 | $32.9K | <0.1% | +307 | New | – |
| KRUSKura Sushi USA, Inc. | CL A COM | 356 | $33.1K | <0.1% | +356 | New | History |
| OSISOsi Systems Inc | COM | 281 | $33.1K | <0.1% | +281 | New | History |
| OTTROtter Tail Corp | COM | 423 | $33.4K | <0.1% | +423 | New | History |
Sold out since Q1 2023 (22)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| CHRDChord Energy Corp | COM NEW | 36,000 | $4.85M | 4.8% | History |
| ARCHArch Resources, Inc. | CL A | 36,100 | $4.75M | 4.7% | History |
| SUSuncor Energy Inc | Stock | 93,000 | $2.89M | 2.9% | History |
| PTENPatterson Uti Energy Inc | COM | 220,700 | $2.58M | 2.5% | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 512,000 | $2.52M | 2.5% | History |
| CLFCleveland-Cliffs Inc. | COM | 133,600 | $2.45M | 2.4% | History |
| VMCVulcan Materials CO | COM | 14,200 | $2.44M | 2.4% | History |
| RIORio Tinto PLC | ADR | 33,700 | $2.31M | 2.3% | History |
| ARAntero Resources Corp | COM | 100,000 | $2.31M | 2.3% | History |
| EQNREquinor ASA | SPONSORED ADR | 75,000 | $2.13M | 2.1% | History |
| FOXAFox Corp | CL A COM | 59,968 | $2.04M | 2.0% | History |
| HUNHuntsman CORP | COM | 46,500 | $1.27M | 1.3% | History |
| SLViShares Silver Trust | ETF | 56,100 | $1.24M | 1.2% | History |
| LPXLouisiana-Pacific Corp | COM | 22,800 | $1.24M | 1.2% | History |
| PBFPBF Energy Inc. | CL A | 25,000 | $1.08M | 1.1% | History |
| LHLabcorp Holdings Inc. | COM NEW | 4,450 | $1.02M | 1.0% | History |
| CPECallon Petroleum Co | COM | 30,000 | $1.00M | 1.0% | History |
| NDAQNasdaq, Inc. | COM | 18,300 | $1.00M | 1.0% | History |
| TSTenaris SA | SPONSORED ADS | 35,000 | $994.7K | 1.0% | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 11,800 | $800.6K | 0.8% | History |
| ACVAACV Auctions Inc. | COM CL A | 40,000 | $516.4K | 0.5% | History |
| FCXFreeport-McMoran Inc | Stock | 500 | $20.5K | <0.1% | History |