West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 29, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 73
- +13 vs. Q1 2025
- Portfolio value
- $46.1M
- +$8.05M (+21.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVTSNavitas Semiconductor Corp | COM | 10,000 | $65.5K | 0.1% | +10,000 | New | History |
| ETSYEtsy Inc | COM | 4,000 | $200.6K | 0.4% | +4,000 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 1,500 | $204.5K | 0.4% | +1,500 | New | History |
| PTONPeloton Interactive, Inc. | CL A COM | 30,000 | $208.2K | 0.5% | +30,000 | New | History |
| MDBMongoDB, Inc. | CL A | 1,000 | $210.0K | 0.5% | +1,000 | New | History |
| GMSGMS Inc. | COM | 2,000 | $217.5K | 0.5% | −8,000−80.0% | Reduced | History |
| ORCLOracle Corp | Stock | 1,000 | $218.6K | 0.5% | +1,000 | New | History |
| COHRCoherent Corp. | COM | 2,500 | $223.0K | 0.5% | +2,500 | New | History |
| HUTHut 8 Corp. | COM | 12,000 | $223.2K | 0.5% | +12,000 | New | History |
| SPOTSpotify Technology S.A. | Stock | 300 | $230.2K | 0.5% | −300−50.0% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 800 | $235.8K | 0.5% | −200−20.0% | Reduced | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 8,000 | $243.3K | 0.5% | +8,000 | New | History |
| Cyberark Software LtdM2682V108 | SHS | 600 | $244.1K | 0.5% | +600 | New | – |
| NXPINXP Semiconductors N.V. | COM | 1,200 | $262.2K | 0.6% | +1,200 | New | History |
| NFLXNetflix Inc | Stock | 200 | $267.8K | 0.6% | −300−60.0% | Reduced | History |
| KLACKLA Corp | COM NEW | 300 | $268.7K | 0.6% | 00.0% | Unchanged | History |
| CARTMaplebear Inc. | COM | 6,000 | $271.4K | 0.6% | +6,000 | New | History |
| CSCOCisco Systems, Inc. | Stock | 4,000 | $277.5K | 0.6% | +4,000 | New | History |
| SLABSilicon Laboratories Inc. | Stock | 2,000 | $294.7K | 0.6% | +2,000 | New | History |
| FOURShift4 Payments, Inc. | CL A | 3,000 | $297.3K | 0.6% | +3,000 | New | History |
| SAPSAP SE | ADR | 1,000 | $304.1K | 0.7% | +1,000 | New | History |
| CPBCAMPBELL'S Co | COM | 10,000 | $306.5K | 0.7% | +10,000 | New | History |
| PANWPalo Alto Networks Inc | Stock | 1,500 | $307.0K | 0.7% | +1,500 | New | History |
| MRVLMarvell Technology, Inc. | COM | 4,000 | $309.6K | 0.7% | +4,000 | New | History |
| DDOGDatadog, Inc. | CL A COM | 2,500 | $335.8K | 0.7% | +2,500 | New | History |
| CAGConagra Brands Inc. | Stock | 17,000 | $348.0K | 0.8% | +17,000 | New | History |
| GOOGLAlphabet Inc. | Stock | 2,000 | $352.5K | 0.8% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 8,000 | $370.3K | 0.8% | +8,000 | New | History |
| LMTLockheed Martin Corp | Stock | 800 | $370.5K | 0.8% | −200−20.0% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 4,700 | $372.1K | 0.8% | +200+4.4% | Added | History |
| CLColgate Palmolive Co | Stock | 4,200 | $381.8K | 0.8% | −300−6.7% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 3,000 | $386.8K | 0.8% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 4,000 | $394.6K | 0.9% | +4,000 | New | History |
| ITWIllinois Tool Works Inc | Stock | 1,600 | $395.6K | 0.9% | +1,600 | New | History |
| DDominion Energy, Inc | Stock | 7,000 | $395.6K | 0.9% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 2,300 | $396.2K | 0.9% | +500+27.8% | Added | History |
| KDPKeurig Dr Pepper Inc. | COM | 12,000 | $396.7K | 0.9% | +12,000 | New | History |
| JNJJohnson & Johnson | Stock | 2,600 | $397.1K | 0.9% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 2,500 | $398.3K | 0.9% | +2,500 | New | History |
| DUKDuke Energy CORP | Stock | 3,400 | $401.2K | 0.9% | +3,400 | New | History |
| UPSUnited Parcel Service Inc | Stock | 4,000 | $403.8K | 0.9% | +600+17.6% | Added | History |
| OKEONEOK Inc | COM | 5,000 | $408.1K | 0.9% | +5,000 | New | History |
| SOSouthern Co | Stock | 4,500 | $413.2K | 0.9% | +4,500 | New | History |
| UNPUnion Pacific Corp | Stock | 1,800 | $414.1K | 0.9% | +1,800 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,000 | $425.7K | 0.9% | +3,000 | New | History |
| VZVerizon Communications Inc | Stock | 10,000 | $432.7K | 0.9% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 3,300 | $435.7K | 0.9% | +300+10.0% | Added | History |
| SYYSysco Corp | Stock | 6,000 | $454.4K | 1.0% | +500+9.1% | Added | History |
| VERXVertex, Inc. | Stock | 13,000 | $459.4K | 1.0% | +13,000 | New | History |
| DBXDropbox, Inc. | CL A | 17,520 | $501.1K | 1.1% | +4,000+29.6% | Added | History |
| MMacy's, Inc. | COM | 43,485 | $507.0K | 1.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 2,000 | $551.3K | 1.2% | +2,000 | New | History |
| OIIOceaneering International Inc | Stock | 27,000 | $559.4K | 1.2% | 00.0% | Unchanged | History |
| DFHDream Finders Homes, Inc. | COM CL A | 23,000 | $578.0K | 1.3% | −23,000−50.0% | Reduced | History |
| DAKTDaktronics Inc | COM | 40,000 | $604.8K | 1.3% | −3,000−7.0% | Reduced | History |
| ROKURoku, Inc | COM CL A | 8,000 | $703.1K | 1.5% | +4,500+128.6% | Added | History |
| RDDTReddit, Inc. | Stock | 4,700 | $707.7K | 1.5% | +4,700 | New | History |
| METAMeta Platforms, Inc. | Stock | 1,100 | $811.9K | 1.8% | −100−8.3% | Reduced | History |
| LYFTLyft, Inc. | CL A COM | 56,000 | $882.6K | 1.9% | −8,000−12.5% | Reduced | History |
| JJacobs Solutions Inc. | COM | 7,000 | $920.1K | 2.0% | 00.0% | Unchanged | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 12,300 | $924.6K | 2.0% | +12,300 | New | History |
| EXLSExlService Holdings, Inc. | COM | 24,700 | $1.08M | 2.3% | +3,000+13.8% | Added | History |
| NWSANews Corp | CL A | 38,454 | $1.14M | 2.5% | +17,480+83.3% | Added | History |
| OECOrion S.A. | COM | 110,649 | $1.16M | 2.5% | 00.0% | Unchanged | History |
| OSWOnespaworld Holdings Ltd | COM | 61,400 | $1.25M | 2.7% | 00.0% | Unchanged | History |
| TYLTyler Technologies Inc | COM | 2,175 | $1.29M | 2.8% | +100+4.8% | Added | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 196,000 | $1.55M | 3.4% | +48,546+32.9% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 13,000 | $1.73M | 3.7% | +13,000 | New | – |
| GAPGap Inc | COM | 80,200 | $1.75M | 3.8% | +21,200+35.9% | Added | History |
| PRIMPrimoris Services Corp | Stock | 25,600 | $2.00M | 4.3% | +3,500+15.8% | Added | History |
| EHABEnhabit, Inc. | COM | 285,142 | $2.75M | 6.0% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 275,170 | $3.15M | 6.8% | +19,425+7.6% | Added | History |
| PRGOPERRIGO Co plc | SHS | 118,914 | $3.18M | 6.9% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (23)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| MOSMosaic Co | COM | 16,000 | $432.2K | 1.1% | History |
| HALHalliburton Co | Stock | 17,000 | $431.3K | 1.1% | History |
| CFCF Industries Holdings, Inc. | COM | 5,500 | $429.8K | 1.1% | History |
| ROKRockwell Automation, Inc | Stock | 1,600 | $413.4K | 1.1% | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,000 | $413.0K | 1.1% | – |
| HONHoneywell International Inc | COM | 1,900 | $402.3K | 1.1% | History |
| COPConocoPhillips | Stock | 3,800 | $399.1K | 1.0% | History |
| INTCIntel Corp | Stock | 17,500 | $397.4K | 1.0% | History |
| TXNTexas Instruments Inc | Stock | 2,200 | $395.3K | 1.0% | History |
| ADMArcher-Daniels-Midland Co | Stock | 8,000 | $384.1K | 1.0% | History |
| PSXPhillips 66 | Stock | 3,100 | $382.8K | 1.0% | History |
| PPGPPG Industries Inc | Stock | 3,500 | $382.7K | 1.0% | History |
| GPCGenuine Parts Co | Stock | 3,200 | $381.2K | 1.0% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,800 | $376.8K | 1.0% | History |
| OMCOmnicom Group Inc. | COM | 4,500 | $373.1K | 1.0% | History |
| NUENucor Corp | COM | 3,000 | $361.0K | 0.9% | History |
| DOWDow Inc. | Stock | 10,000 | $349.2K | 0.9% | History |
| MANHManhattan Associates Inc | Stock | 1,500 | $259.6K | 0.7% | History |
| LITELumentum Holdings Inc. | COM | 3,500 | $218.2K | 0.6% | History |
| NVDANVIDIA Corp | Stock | 2,000 | $216.8K | 0.6% | History |
| TEAMAtlassian Corp | CL A | 1,000 | $212.2K | 0.6% | History |
| ADIAnalog Devices Inc | Stock | 1,000 | $201.7K | 0.5% | History |
| ALGMAllegro Microsystems, Inc. | COM | 8,000 | $201.0K | 0.5% | History |