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Portfolio (Quarterly) Guide ↗

West Tower Group, LLC

· CIK 0001965819
13F Portfolio $32M AUM 36 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 10 Added 12 Reduced 54 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EHAB ENHABIT INC Healthcare 361,009.0 $5.1M 15.87% -14K -3.8% $14.09 -2.1%
2 ROKU ROKU INC Communication Services 12,950.0 $1.2M 3.82% -500.0 -3.7% $94.62 +33.8%
3 WBD WARNER BROS DISCOVERY INC Communication Services 41,915.0 $1.2M 3.59% -23K -35.5% $27.46 -1.5%
4 SIMO SILICON MOTION TECHNOLOGY CO Technology 8,953.0 $1.0M 3.14% -3K -27.2% $112.29 +116.9%
5 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 109,859.0 $906K 2.83% -49K -30.8% $8.25 -0.3%
6 CBT CABOT CORP Basic Materials 5,861.0 $441K 1.38% -5K -47.8% $75.31 +9.3%
7 TYL TYLER TECHNOLOGIES INC Technology 1,025.0 $351K 1.09% -2K -60.2% $342.38 -5.5%
8 AMZN AMAZON COM INC Consumer Cyclical 1,500.0 $312K 0.97% -500.0 -25.0% $208.27 +27.0%
9 EXLS EXLSERVICE HLDGS INC Technology 8,700.0 $265K 0.83% -19K -68.6% $30.45 -5.5%
10 IBM INTERNATIONAL BUSINESS MACHS Technology 1,000.0 $242K 0.76% -1K -50.0% $242.39 -8.6%
11 NOK NOKIA CORP Technology 25,000.0 $201K 0.63% -15K -37.5% $8.04 +70.6%
12 ZETA ZETA GLOBAL HOLDINGS CORP Technology 10,000.0 $159K 0.50% -5K -33.3% $15.92 +17.9%

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
Healthcare 27.9%
Industrials 20.3%
Technology 20.2%
Communication Services 18.7%
Consumer Cyclical 9.8%
Basic Materials 3.0%