West Tower Group, LLC Portfolio Holdings

West Tower Group, LLC

  • $46.1 Billion
  • Q2 2025

West Tower Group, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $46.1 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Perrigo CO PLC with a value of $3.18B, Warner Bros. Discovery, Inc. with a value of $3.15B, Enhabit, Inc. with a value of $2.75B, Primoris Services Corp with a value of $2B, and Gap Inc with a value of $1.75B.

Examining the 13F form we can see an increase of $8.05B in the current position value, from $38.1B to 46.1B.

West Tower Group, LLC is based out at Richmond, VA

Below you can find more details about West Tower Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $46.1 Billion
Technology: $10.8 Billion
Healthcare: $7.46 Billion
Communication Services: $7.09 Billion
Consumer Cyclical: $6.04 Billion
Industrials: $3.8 Billion
Consumer Defensive: $3.5 Billion
ETFs: $1.73 Billion
Utilities: $1.21 Billion
Other: $2.13 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.2B
$3.15 Billion 6.84% of portfolio
275,170
Q2 2025 Added 7.6%
$23.5B
$1.29 Billion 2.8% of portfolio
2,175
Q2 2025 Added 4.82%
$11B
$1.14 Billion 2.48% of portfolio
38,454
Q2 2025 Added 83.34%
$10.2B
$703 Million 1.52% of portfolio
8,000
Q2 2025 Added 128.57%
$127B
$551 Million 1.2% of portfolio
2,000
Q2 2025 New
$40.9B
$454 Million 0.99% of portfolio
6,000
Q2 2025 Added 9.09%
$182B
$433 Million 0.94% of portfolio
10,000
Q1 2025 Added 14.94%
$102B
$413 Million 0.9% of portfolio
4,500
Q2 2025 New
$135B
$414 Million 0.9% of portfolio
1,800
Q2 2025 New
$33.1B
$408 Million 0.89% of portfolio
5,000
Q2 2025 New
$63.8B
$404 Million 0.88% of portfolio
4,000
Q2 2025 Added 17.65%
$95.8B
$401 Million 0.87% of portfolio
3,400
Q2 2025 New
$55.6B
$396 Million 0.86% of portfolio
2,300
Q2 2025 Added 27.78%
$48.9B
$395 Million 0.86% of portfolio
4,000
Q2 2025 New
$80B
$396 Million 0.86% of portfolio
1,600
Q2 2025 New
$51B
$396 Million 0.86% of portfolio
7,000
Q1 2025 New
$45.1B
$387 Million 0.84% of portfolio
3,000
Q1 2025 Reduced 9.09%
$70.9B
$382 Million 0.83% of portfolio
4,200
Q2 2025 Reduced 6.67%
$99B
$370 Million 0.8% of portfolio
8,000
Q2 2025 New
$113B
$371 Million 0.8% of portfolio
800
Q2 2025 Reduced 20.0%
$37.5B
$336 Million 0.73% of portfolio
2,500
Q2 2025 New
$66.3B
$310 Million 0.67% of portfolio
4,000
Q2 2025 New
$52.5B
$307 Million 0.67% of portfolio
1,500
Q2 2025 New
$133B
$269 Million 0.58% of portfolio
300
Q1 2025 Reduced 40.0%
$57.8B
$262 Million 0.57% of portfolio
1,200
Q2 2025 New
$17B
$244 Million 0.53% of portfolio
600
Q2 2025 New
$23.9B
$243 Million 0.53% of portfolio
8,000
Q2 2025 New
$133B
$230 Million 0.5% of portfolio
300
Q2 2025 Reduced 50.0%
$14.3B
$210 Million 0.46% of portfolio
1,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $46.1 Billion
  • Prior Value $38.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 36 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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