West Tower Group, LLC Portfolio Holdings by Sector
West Tower Group, LLC
- $34.5 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Entertainment | Communication Services
WBD ROKU NWSA 3 stocks |
$4.09 Million
12.94% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PRGO 1 stocks |
$3.86 Million
12.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PRIM 1 stocks |
$3.69 Million
11.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
TYL LYFT ZETA SNOW GTLB PD RUM 7 stocks |
$3.35 Million
10.59% of portfolio
|
5
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
SIMO INTC MRVL AVGO NXPI STM 6 stocks |
$3.33 Million
10.54% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
EHAB 1 stocks |
$3 Million
9.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
OSW PTON 2 stocks |
$1.52 Million
4.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EXLS IBM 2 stocks |
$1.45 Million
4.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$1.07 Million
3.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DBX ORCL ZS 3 stocks |
$1.02 Million
3.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
OEC 1 stocks |
$838,719
2.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT GOOGL SNAP 3 stocks |
$669,200
2.12% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
OII 1 stocks |
$669,060
2.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DFH 1 stocks |
$517,130
1.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
EWZ XLP 2 stocks |
$485,862
1.54% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
DAKT 1 stocks |
$449,780
1.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$307,110
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SMR 1 stocks |
$288,000
0.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$283,540
0.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$277,040
0.88% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$226,290
0.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$206,017
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|