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Portfolio (Quarterly) Guide ↗

West Tower Group, LLC

· CIK 0001965819
13F Portfolio $36M AUM 47 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 6 Added 12 Reduced 9 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 REAL THE REALREAL INC Consumer Cyclical 17,273.0 $204K 0.57% NEW $11.79 -5.7%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.7%
Communication Services 20.2%
Industrials 17.4%
Healthcare 14.4%
Consumer Cyclical 11.7%
Basic Materials 4.0%
Financial Services 1.5%