What does West Tower Group, LLC hold?

West Tower Group, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include PRGO, LYFT, PRIM. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1965819.

What is West Tower Group, LLC's AUM?

West Tower Group, LLC reported approximately $35.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $142.0M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source West Tower Group, LLC's holdings?

All West Tower Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1965819. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is West Tower Group, LLC's 13F data updated on 13F Pro?

West Tower Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

West Tower Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1965819

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13F Reported Value

ⓘ

$35.6M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

West Tower Group, LLC disclosed 45 positions worth $35.6M in its Form 13F-HR for Q2 2026, led by $PRGO (PERRIGO Co plc) at 10.3% of the equity portfolio, followed by $LYFT and $PRIM. During the quarter the fund opened 21 new positions and exited 9 — including a new stake in $FISV and a full exit from $EHAB. The portfolio is most concentrated in Technology (28.1% of disclosed assets). All figures are sourced directly from West Tower Group, LLC’s Form 13F-HR filing with the SEC under CIK 1965819.

AI Fund Analysis

Diversifying

2 quarters accumulating

$PTON

2 quarters accumulating

Sector Allocation

TechnologyIndustrialsCommunication ServicesHealthcareEnergyConsumer Discretionary

13fpro.ai/research/fund/west-tower-group-llc-1965819

AUM History

13fpro.ai/research/fund/west-tower-group-llc-1965819

Top Equity Holdings by Value

13fpro.ai/research/fund/west-tower-group-llc-1965819

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

PERRIGO Co plc
$PRGO
—
Quality
$3.7M352,522 sh
Lyft, Inc.
$LYFT
72.6#144
Quality
$2.7M183,929 sh
Primoris Services Corp
$PRIM
51.5#1,489
Quality
$2.6M25,972 sh
ONESPAWORLD HOLDINGS Ltd
$OSW
—
Quality
$1.8M63,867 sh
NEWS CORP
$NWSA
55.0
Quality
$1.7M68,285 sh
ROKU, INC
$ROKU
66.4
Quality
$1.5M10,950 sh
FISERV INC
$FISV
60.4
Quality
$1.4M29,301 sh
Reddit, Inc.
$RDDT
79.6
Quality
$1.4M8,200 sh
Shattuck Labs, Inc.
$STTK
—
Quality
$1.3M191,625 sh
Silicon Motion Technology CORP
$SIMO
—
Quality
$1.3M3,800 sh

Company	Quality	Value	Shares
PERRIGO Co plc$PRGO	—	$3.7M	352,522
Lyft, Inc.$LYFT	72.6#144	$2.7M	183,929
Primoris Services Corp$PRIM	51.5#1,489	$2.6M	25,972
ONESPAWORLD HOLDINGS Ltd$OSW	—	$1.8M	63,867
NEWS CORP$NWSA	55.0	$1.7M	68,285
ROKU, INC$ROKU	66.4	$1.5M	10,950
FISERV INC$FISV	60.4	$1.4M	29,301
Reddit, Inc.$RDDT	79.6	$1.4M	8,200
Shattuck Labs, Inc.$STTK	—	$1.3M	191,625
Silicon Motion Technology CORP$SIMO	—	$1.3M	3,800

Unlock AI quality scores for every holding

32-signal composite ranking on each of West Tower Group, LLC's 45 positions.

Showing top 10 of 45 holdings.

Sector Allocation

Technology

$10.0M

Industrials

$7.8M

Communication Services

$6.1M

Healthcare

$5.0M

Energy

$2.6M

Consumer Discretionary

$1.7M

Materials

$1.6M

Other

$532,250

Full Holdings — West Tower Group, LLC (Q2 2026)

All 45 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$PRGO	PERRIGO Co plc	$3.7M	10.3%	+0%	—
2	$LYFT	Lyft, Inc.	$2.7M	7.5%	+33%	72.6
3	$PRIM	Primoris Services Corp	$2.6M	7.2%	-2%	51.5
4	$OSW	ONESPAWORLD HOLDINGS Ltd	$1.8M	5.1%	+0%	—
5	$NWSA	NEWS CORP	$1.7M	4.8%	-21%	55
6	$ROKU	ROKU, INC	$1.5M	4.3%	-15%	66.4
7	$FISV	FISERV INC	$1.4M	4.0%	NEW	60.4
8	$RDDT	Reddit, Inc.	$1.4M	4.0%	-6%	79.6
9	$STTK	Shattuck Labs, Inc.	$1.3M	3.7%	NEW	—
10	$SIMO	Silicon Motion Technology CORP	$1.3M	3.6%	-58%	—
11	$GNRC	GENERAC HOLDINGS INC.	$1.2M	3.4%	-32%	54.1
12	$WBD	Warner Bros. Discovery, Inc.	$1.1M	3.1%	+0%	41.1
13	$CBT	CABOT CORP	$970,048	2.7%	+82%	49.7
14	$ARCO	Arcos Dorados Holdings Inc.	$885,464	2.5%	+0%	—
15	$ADI	ANALOG DEVICES INC	$794,340	2.2%	NEW	79.1
16	$MWH	SOLV Energy, Inc.	$783,150	2.2%	+156%	—
17	$J	JACOBS SOLUTIONS INC.	$781,200	2.2%	-31%	64.1
18	$AGX	ARGAN INC	$678,768	1.9%	NEW	81.3
19	$GOOG	Alphabet Inc.	$536,055	1.5%	NEW	78.1
20	—	PROSHARES TR II - VIX SHT TERM FUT	$532,250	1.5%	NEW	—
21	$ROAD	Construction Partners, Inc.	$498,834	1.4%	NEW	67.2
22	$LRCX	LAM RESEARCH CORP	$476,663	1.3%	NEW	79.3
23	$CSCO	CISCO SYSTEMS, INC.	$469,840	1.3%	NEW	70.1
24	$STM	STMicroelectronics N.V.	$449,340	1.3%	NEW	—
25	$TTWO	TAKE TWO INTERACTIVE SOFTWARE INC	$399,968	1.1%	+33%	55.4
26	$GSM	Ferroglobe PLC	$398,406	1.1%	+0%	—
27	$NXPI	NXP Semiconductors N.V.	$365,339	1.0%	NEW	—
28	$FROG	JFrog Ltd	$363,520	1.0%	NEW	—
29	$ABNB	Airbnb, Inc.	$357,750	1.0%	+25%	70.9
30	$PTON	PELOTON INTERACTIVE, INC.	$354,600	1.0%	+50%	54
31	$INTC	INTEL CORP	$349,075	1.0%	-75%	45.5
32	$TWLO	TWILIO INC	$309,495	0.9%	NEW	70.3
33	$TYL	TYLER TECHNOLOGIES INC	$299,772	0.8%	+0%	64
34	$MRVL	Marvell Technology, Inc.	$297,890	0.8%	NEW	76.3
35	$SYM	Symbotic Inc.	$292,175	0.8%	-7%	67.6
36	$GLW	CORNING INC /NY	$255,430	0.7%	NEW	73.5
37	$SNOW	Snowflake Inc.	$254,500	0.7%	NEW	54.7
38	$SMTC	SEMTECH CORP	$242,775	0.7%	NEW	55.5
39	$STX	Seagate Technology Holdings plc	$241,250	0.7%	NEW	—
40	$AMZN	AMAZON COM INC	$238,340	0.7%	-33%	68.4
41	$HUT	Hut 8 Corp.	$230,890	0.7%	NEW	37
42	$MOD	MODINE MANUFACTURING CO	$213,616	0.6%	NEW	56
43	$REAL	TheRealReal, Inc.	$203,649	0.6%	NEW	36.5
44	$AAPL	Apple Inc.	$202,552	0.6%	-77%	76.3
45	$ALKT	ALKAMI TECHNOLOGY, INC.	$181,200	0.5%	-17%	38.3

New Positions (21)

$FISV FISERV INC$1.4M

$STTK Shattuck Labs, Inc.$1.3M

$ADI ANALOG DEVICES INC$794,340

$AGX ARGAN INC$678,768

$GOOG Alphabet Inc.$536,055

PROSHARES TR II - VIX SHT TERM FUT$532,250

$ROAD Construction Partners, Inc.$498,834

$LRCX LAM RESEARCH CORP$476,663

$CSCO CISCO SYSTEMS, INC.$469,840

$STM STMicroelectronics N.V.$449,340

$NXPI NXP Semiconductors N.V.$365,339

$FROG JFrog Ltd$363,520

$TWLO TWILIO INC$309,495

$MRVL Marvell Technology, Inc.$297,890

$GLW CORNING INC /NY$255,430

Exited Positions (9)

$EHAB Enhabit, Inc.

$FIG Figma, Inc.

$AMD ADVANCED MICRO DEVICES INC

$EXLS ExlService Holdings, Inc.

$IBM INTERNATIONAL BUSINESS MACHINES CORP

$CRM Salesforce, Inc.

$NOK NOKIA CORP

$ZETA Zeta Global Holdings Corp.

$PTONCALL PELOTON INTERACTIVE, INC.

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AI-Powered Hedge Fund Analysis: West Tower Group, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For West Tower Group, LLC (SEC CIK: 1965819), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in West Tower Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.