Sponsored

The Analysis of West Tower Group, LLC's Holdings & P&L

Currently, West Tower Group, LLC holds 45 types of securities in its portfolio with a total value $35.6M. In the most recent quarter, they have increased their positions in FI (+29.3K shares, valued at $1.4M), STTK (+191.6K shares, valued at $1.3M), ADI (+2.0K shares, valued at $794.3K); decreased their positions in SIMO (-5.2K shares, valued at $1.7M), INTC (-7.5K shares, valued at $1.0M), AAPL (-2.3K shares, valued at $665.5K); initiated new positions in FI (+29.3K shares, valued at $1.4M), STTK (+191.6K shares, valued at $1.3M), ADI (+2.0K shares, valued at $794.3K).

1M P&L

+538.5K+2.10%

3M P&L

+1.6M+6.50%

HY P&L

+4.6M+21.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Entertainment4.3M

15.0%

2Drug Manufacturers - Specialty & Generic3.7M

12.7%

3Semiconductors3.4M

11.8%

Top Industries by Stock Count

1Semiconductors6 stocks

15.8%

2Entertainment3 stocks

7.9%

3N/A3 stocks

7.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PRGO PERRIGO CO PLC352.5K shares0.00%2026-06-302026-07-31

LYFT INC LYFT INC183.9K shares32.87%2026-06-302026-07-31

PRIMORIS SVCS CORP PRIMORIS SVCS CORP26.0K shares-1.52%2026-06-302026-07-31

OSW ONESPAWORLD HOLDINGS LIMITED63.9K shares0.00%2026-06-302026-07-31

NWSA NEWS CORP NEW68.3K shares-20.93%2026-06-302026-07-31

ROKU ROKU INC10.9K shares-15.44%2026-06-302026-07-31

FI FISERV INC29.3K sharesnew addition2026-06-302026-07-31

RDDT REDDIT INC8.2K shares-5.75%2026-06-302026-07-31

Sponsored

STTK SHATTUCK LABS INC191.6K sharesnew addition2026-06-302026-07-31

SIMO SILICON MOTION TECHNOLOGY CO3.8K shares-57.56%2026-06-302026-07-31

GNRC GENERAC HLDGS INC4.1K shares-31.67%2026-06-302026-07-31

WBD WARNER BROS DISCOVERY INC41.9K shares0.00%2026-06-302026-07-31

CBT CABOT CORP10.7K shares82.24%2026-06-302026-07-31

ARCO ARCOS DORADOS HLDGS INC109.9K shares0.00%2026-06-302026-07-31

ADI ANALOG DEVICES INC2.0K sharesnew addition2026-06-302026-07-31

MWH SOLV ENERGY INC23.0K shares155.56%2026-06-302026-07-31

Sponsored

J JACOBS SOLUTIONS INC6.2K shares-31.11%2026-06-302026-07-31

AGX ARGAN INC850 sharesnew addition2026-06-302026-07-31

GOOGL ALPHABET INC1.5K sharesnew addition2026-06-302026-07-31

VIXY PROSHARES TR II25.0K sharesnew addition2026-06-302026-07-31

ROAD CONSTRUCTION PARTNERS INC4.2K sharesnew addition2026-06-302026-07-31

LRCX LAM RESEARCH CORP1.1K sharesnew addition2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC4.0K sharesnew addition2026-06-302026-07-31

STM STMICROELECTRONICS N V6.0K sharesnew addition2026-06-302026-07-31

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.6K shares33.33%2026-06-302026-07-31

GSM FERROGLOBE PLC125.3K shares0.00%2026-06-302026-07-31

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.3K sharesnew addition2026-06-302026-07-31

FROG JFROG LTD4.0K sharesnew addition2026-06-302026-07-31

ABNB AIRBNB INC2.5K shares25.00%2026-06-302026-07-31

PTON PELOTON INTERACTIVE INC60.0K shares50.00%2026-06-302026-07-31

INTC INTEL CORP2.5K shares-75.00%2026-06-302026-07-31

TWLO TWILIO INC1.5K sharesnew addition2026-06-302026-07-31

Sponsored

TYL TYLER TECHNOLOGIES INC1.0K shares0.00%2026-06-302026-07-31

MRVL MARVELL TECHNOLOGY INC1.0K sharesnew addition2026-06-302026-07-31

SYM SYMBOTIC INC6.5K shares-7.14%2026-06-302026-07-31

GLW CORNING INC1.0K sharesnew addition2026-06-302026-07-31

SNOWFLAKE INC SNOWFLAKE INC1.0K sharesnew addition2026-06-302026-07-31

SMTC SEMTECH CORP1.5K sharesnew addition2026-06-302026-07-31

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL250 sharesnew addition2026-06-302026-07-31

AMZN AMAZON COM INC1.0K shares-33.33%2026-06-302026-07-31

Sponsored

HUT HUT 8 CORP2.0K sharesnew addition2026-06-302026-07-31

MOD MODINE MFG CO800 sharesnew addition2026-06-302026-07-31

THE REALREAL INC THE REALREAL INC17.3K sharesnew addition2026-06-302026-07-31

AAPL APPLE INC700 shares-76.67%2026-06-302026-07-31

ALKT ALKAMI TECHNOLOGY INC10.0K shares-16.67%2026-06-302026-07-31

PRGO

PERRIGO CO PLC

0.00%

Shares352.5K

Event2026-06-30

Filed2026-07-31

LYFT INC

32.87%

Shares183.9K

Event2026-06-30

Filed2026-07-31

PRIMORIS SVCS CORP

-1.52%

Shares26.0K

Event2026-06-30

Filed2026-07-31

OSW

ONESPAWORLD HOLDINGS LIMITED

0.00%

Shares63.9K

Event2026-06-30

Filed2026-07-31

NWSA

NEWS CORP NEW

-20.93%

Shares68.3K

Event2026-06-30

Filed2026-07-31

ROKU

ROKU INC

-15.44%

Shares10.9K

Event2026-06-30

Filed2026-07-31

FISERV INC

New

Shares29.3K

Event2026-06-30

Filed2026-07-31

RDDT

REDDIT INC

-5.75%

Shares8.2K

Event2026-06-30

Filed2026-07-31

STTK

SHATTUCK LABS INC

New

Shares191.6K

Event2026-06-30

Filed2026-07-31

SIMO

SILICON MOTION TECHNOLOGY CO

-57.56%

Shares3.8K

Event2026-06-30

Filed2026-07-31

GNRC

GENERAC HLDGS INC

-31.67%

Shares4.1K

Event2026-06-30

Filed2026-07-31

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares41.9K

Event2026-06-30

Filed2026-07-31

CBT

CABOT CORP

82.24%

Shares10.7K

Event2026-06-30

Filed2026-07-31

ARCO

ARCOS DORADOS HLDGS INC

0.00%

Shares109.9K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

MWH

SOLV ENERGY INC

155.56%

Shares23.0K

Event2026-06-30

Filed2026-07-31

JACOBS SOLUTIONS INC

-31.11%

Shares6.2K

Event2026-06-30

Filed2026-07-31

AGX

ARGAN INC

New

Shares850

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

VIXY

PROSHARES TR II

New

Shares25.0K

Event2026-06-30

Filed2026-07-31

ROAD

CONSTRUCTION PARTNERS INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-31

STM

STMICROELECTRONICS N V

New

Shares6.0K

Event2026-06-30

Filed2026-07-31

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

33.33%

Shares1.6K

Event2026-06-30

Filed2026-07-31

GSM

FERROGLOBE PLC

0.00%

Shares125.3K

Event2026-06-30

Filed2026-07-31

NXP SEMICONDUCTORS N V

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

FROG

JFROG LTD

New

Shares4.0K

Event2026-06-30

Filed2026-07-31

ABNB

AIRBNB INC

25.00%

Shares2.5K

Event2026-06-30

Filed2026-07-31

PTON

PELOTON INTERACTIVE INC

50.00%

Shares60.0K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

-75.00%

Shares2.5K

Event2026-06-30

Filed2026-07-31

TWLO

TWILIO INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

SYM

SYMBOTIC INC

-7.14%

Shares6.5K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

SNOWFLAKE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

SMTC

SEMTECH CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares250

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-33.33%

Shares1.0K

Event2026-06-30

Filed2026-07-31

HUT

HUT 8 CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

MOD

MODINE MFG CO

New

Shares800

Event2026-06-30

Filed2026-07-31

THE REALREAL INC

New

Shares17.3K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-76.67%

Shares700

Event2026-06-30

Filed2026-07-31

ALKT

ALKAMI TECHNOLOGY INC

-16.67%

Shares10.0K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available