West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 9, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 60
- −16 vs. Q4 2024
- Portfolio value
- $38.1M
- −$7.06M (−15.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALGMAllegro Microsystems, Inc. | COM | 8,000 | $201.0K | 0.5% | +8,000 | New | History |
| ADIAnalog Devices Inc | Stock | 1,000 | $201.7K | 0.5% | −1,000−50.0% | Reduced | History |
| KLACKLA Corp | COM NEW | 300 | $203.9K | 0.5% | −200−40.0% | Reduced | History |
| TEAMAtlassian Corp | CL A | 1,000 | $212.2K | 0.6% | +1,000 | New | History |
| NVDANVIDIA Corp | Stock | 2,000 | $216.8K | 0.6% | +2,000 | New | History |
| LITELumentum Holdings Inc. | COM | 3,500 | $218.2K | 0.6% | +3,500 | New | History |
| ROKURoku, Inc | COM CL A | 3,500 | $246.5K | 0.6% | +3,500 | New | History |
| IBMInternational Business Machines Corp | Stock | 1,000 | $248.7K | 0.7% | +1,000 | New | History |
| MANHManhattan Associates Inc | Stock | 1,500 | $259.6K | 0.7% | +1,500 | New | History |
| GOOGLAlphabet Inc. | Stock | 2,000 | $309.3K | 0.8% | −1,000−33.3% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 600 | $330.0K | 0.9% | +600 | New | History |
| DOWDow Inc. | Stock | 10,000 | $349.2K | 0.9% | +1,500+17.6% | Added | History |
| NUENucor Corp | COM | 3,000 | $361.0K | 0.9% | +3,000 | New | History |
| DBXDropbox, Inc. | CL A | 13,520 | $361.1K | 0.9% | −1,000−6.9% | Reduced | History |
| OMCOmnicom Group Inc. | COM | 4,500 | $373.1K | 1.0% | +4,500 | New | History |
| UPSUnited Parcel Service Inc | Stock | 3,400 | $374.0K | 1.0% | 00.0% | Unchanged | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,800 | $376.8K | 1.0% | +1,800 | New | History |
| GPCGenuine Parts Co | Stock | 3,200 | $381.2K | 1.0% | −400−11.1% | Reduced | History |
| PPGPPG Industries Inc | Stock | 3,500 | $382.7K | 1.0% | +100+2.9% | Added | History |
| PSXPhillips 66 | Stock | 3,100 | $382.8K | 1.0% | −700−18.4% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 8,000 | $384.1K | 1.0% | +8,000 | New | History |
| DDominion Energy, Inc | Stock | 7,000 | $392.5K | 1.0% | +7,000 | New | History |
| TXNTexas Instruments Inc | Stock | 2,200 | $395.3K | 1.0% | +2,200 | New | History |
| INTCIntel Corp | Stock | 17,500 | $397.4K | 1.0% | +17,500 | New | History |
| COPConocoPhillips | Stock | 3,800 | $399.1K | 1.0% | −400−9.5% | Reduced | History |
| HONHoneywell International Inc | COM | 1,900 | $402.3K | 1.1% | +1,900 | New | History |
| MRKMerck & Co., Inc. | Stock | 4,500 | $403.9K | 1.1% | +100+2.3% | Added | History |
| BDXBecton Dickinson & Co | Stock | 1,800 | $412.3K | 1.1% | −200−10.0% | Reduced | History |
| SYYSysco Corp | Stock | 5,500 | $412.7K | 1.1% | −500−8.3% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,000 | $413.0K | 1.1% | +2,000 | New | – |
| ROKRockwell Automation, Inc | Stock | 1,600 | $413.4K | 1.1% | +1,600 | New | History |
| CLColgate Palmolive Co | Stock | 4,500 | $421.6K | 1.1% | −800−15.1% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 3,000 | $426.7K | 1.1% | −300−9.1% | Reduced | History |
| CFCF Industries Holdings, Inc. | COM | 5,500 | $429.8K | 1.1% | +5,500 | New | History |
| JNJJohnson & Johnson | Stock | 2,600 | $431.2K | 1.1% | −300−10.3% | Reduced | History |
| HALHalliburton Co | Stock | 17,000 | $431.3K | 1.1% | +17,000 | New | History |
| MOSMosaic Co | COM | 16,000 | $432.2K | 1.1% | −1,500−8.6% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 1,000 | $446.7K | 1.2% | +100+11.1% | Added | History |
| PEPPepsiCo Inc | Stock | 3,000 | $449.8K | 1.2% | +600+25.0% | Added | History |
| VZVerizon Communications Inc | Stock | 10,000 | $453.6K | 1.2% | +1,300+14.9% | Added | History |
| NFLXNetflix Inc | Stock | 500 | $466.3K | 1.2% | +500 | New | History |
| DAKTDaktronics Inc | COM | 43,000 | $523.7K | 1.4% | 00.0% | Unchanged | History |
| MMacy's, Inc. | COM | 43,485 | $546.2K | 1.4% | −30,160−41.0% | Reduced | History |
| NWSANews Corp | CL A | 20,974 | $570.9K | 1.5% | +5,454+35.1% | Added | History |
| OIIOceaneering International Inc | Stock | 27,000 | $588.9K | 1.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,200 | $691.6K | 1.8% | −600−33.3% | Reduced | History |
| GMSGMS Inc. | COM | 10,000 | $731.7K | 1.9% | 00.0% | Unchanged | History |
| LYFTLyft, Inc. | CL A COM | 64,000 | $759.7K | 2.0% | +1,000+1.6% | Added | History |
| JJacobs Solutions Inc. | COM | 7,000 | $846.2K | 2.2% | 00.0% | Unchanged | History |
| EXLSExlService Holdings, Inc. | COM | 21,700 | $1.02M | 2.7% | −2,800−11.4% | Reduced | History |
| OSWOnespaworld Holdings Ltd | COM | 61,400 | $1.03M | 2.7% | +5,500+9.8% | Added | History |
| DFHDream Finders Homes, Inc. | COM CL A | 46,000 | $1.04M | 2.7% | +46,000 | New | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 147,454 | $1.19M | 3.1% | +69,150+88.3% | Added | History |
| TYLTyler Technologies Inc | COM | 2,075 | $1.21M | 3.2% | +25+1.2% | Added | History |
| GAPGap Inc | COM | 59,000 | $1.22M | 3.2% | +49,000+490.0% | Added | History |
| PRIMPrimoris Services Corp | Stock | 22,100 | $1.27M | 3.3% | +2,100+10.5% | Added | History |
| OECOrion S.A. | COM | 110,649 | $1.43M | 3.8% | 00.0% | Unchanged | History |
| EHABEnhabit, Inc. | COM | 285,142 | $2.51M | 6.6% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 255,745 | $2.74M | 7.2% | 00.0% | Unchanged | History |
| PRGOPERRIGO Co plc | SHS | 118,914 | $3.33M | 8.8% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (38)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 13,730 | $1.17M | 2.6% | History |
| HPEHewlett Packard Enterprise Co | COM | 43,400 | $926.6K | 2.1% | History |
| AAPLApple Inc. | Stock | 2,500 | $626.0K | 1.4% | History |
| EAElectronic Arts Inc. | COM | 4,000 | $585.2K | 1.3% | History |
| MSFTMicrosoft Corp | Stock | 1,200 | $505.8K | 1.1% | History |
| TGTTarget Corp | Stock | 3,400 | $459.6K | 1.0% | History |
| UNPUnion Pacific Corp | Stock | 2,000 | $456.1K | 1.0% | History |
| EXCExelon Corp | Stock | 12,000 | $451.7K | 1.0% | History |
| AESAES Corp | Stock | 35,000 | $450.4K | 1.0% | History |
| MRVLMarvell Technology, Inc. | COM | 4,000 | $441.8K | 1.0% | History |
| CRMSalesforce, Inc. | Stock | 1,300 | $434.6K | 1.0% | History |
| GISGeneral Mills Inc | Stock | 6,800 | $433.6K | 1.0% | History |
| CNPCenterpoint Energy Inc | COM | 13,500 | $428.4K | 0.9% | History |
| AWKAmerican Water Works Company, Inc. | Stock | 3,400 | $423.3K | 0.9% | History |
| YUMYum Brands Inc | Stock | 3,100 | $415.9K | 0.9% | History |
| KHCKraft Heinz Co | Stock | 13,500 | $414.6K | 0.9% | History |
| MCDMcDonalds Corp | Stock | 1,400 | $405.8K | 0.9% | History |
| EDConsolidated Edison Inc | Stock | 4,500 | $401.5K | 0.9% | History |
| NOKNokia Corp | SPONSORED ADR | 90,000 | $398.7K | 0.9% | History |
| BAXBaxter International Inc | Stock | 13,100 | $382.0K | 0.8% | History |
| RDDTReddit, Inc. | Stock | 2,000 | $326.9K | 0.7% | History |
| MBLYMobileye Global Inc. | Stock | 15,000 | $298.8K | 0.7% | History |
| CSGPCostar Group, Inc. | COM | 4,000 | $286.4K | 0.6% | History |
| LSCCLattice Semiconductor Corp | COM | 5,000 | $283.3K | 0.6% | History |
| ORCLOracle Corp | Stock | 1,500 | $250.0K | 0.6% | History |
| OKTAOkta, Inc. | CL A | 3,000 | $236.4K | 0.5% | History |
| AVGOBroadcom Inc. | Stock | 1,000 | $231.8K | 0.5% | History |
| ARWArrow Electronics, Inc. | COM | 2,000 | $226.2K | 0.5% | History |
| GTLBGitlab Inc. | CLASS A COM | 4,000 | $225.4K | 0.5% | History |
| CFLTConfluent, Inc. | CLASS A COM | 8,000 | $223.7K | 0.5% | History |
| DISWalt Disney Co | Stock | 2,000 | $222.7K | 0.5% | History |
| ANETArista Networks, Inc. | Stock | 2,000 | $221.1K | 0.5% | History |
| ONOn Semiconductor Corp | Stock | 3,500 | $220.7K | 0.5% | History |
| EXTRExtreme Networks Inc | COM | 13,000 | $217.6K | 0.5% | History |
| NOWServiceNow, Inc. | Stock | 200 | $212.0K | 0.5% | History |
| FOURShift4 Payments, Inc. | CL A | 2,000 | $207.6K | 0.5% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 600 | $205.3K | 0.5% | History |
| SNAPSnap Inc | Stock | 13,000 | $140.0K | 0.3% | History |