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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.78T
$812 Million 1.76% of portfolio
1,100
Q2 2025 Reduced 8.33%
$202B
$436 Million 0.95% of portfolio
3,300
Q2 2025 Added 10.0%
$282B
$426 Million 0.92% of portfolio
3,000
Q2 2025 New
$368B
$398 Million 0.86% of portfolio
2,500
Q2 2025 New
$452B
$397 Million 0.86% of portfolio
2,600
Q1 2025 Reduced 10.34%
$203B
$372 Million 0.81% of portfolio
4,700
Q2 2025 Added 4.44%
$1.21T
$352 Million 0.76% of portfolio
2,000
Q1 2025 Reduced 33.33%
$323B
$304 Million 0.66% of portfolio
1,000
Q2 2025 New
$293B
$278 Million 0.6% of portfolio
4,000
Q2 2025 New
$545B
$268 Million 0.58% of portfolio
200
Q2 2025 Reduced 60.0%
$210B
$236 Million 0.51% of portfolio
800
Q2 2025 Reduced 20.0%
$684B
$219 Million 0.47% of portfolio
1,000
Q2 2025 New
$367B
$204 Million 0.44% of portfolio
1,500
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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