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Asset Manager ← All Institutions

West Tower Group, LLC

1021 E CARY STREET SUITE 700, RICHMOND, VA 23219 • 18044208588

Q4 2025 · Filed 2026-02-04
Market Value
$19.7B
+58464.9%
Holdings
92
+1
New Purchases
46
Added To
11
Closed
19
Reduced
7
Top 10 Concentration
77.0%
Turnover
70.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EHAB 17.54% 8.92% +8.61% $3.5B
0Y5E.L 17.15% 11.46% +5.69% $3.4B
WBD 9.50% 5.91% +3.59% $1.9B
ARCO 5.91% 3.18% +2.73% $1.2B
OSW 6.46% 3.85% +2.60% $1.3B
EXLS 5.96% 3.62% +2.34% $1.2B
HAL 1.43% 0.00% +1.43% $283M
APA 1.43% 0.00% +1.43% $281M
FXI 1.42% 0.00% +1.42% $280M
ICLN 1.42% 0.00% +1.42% $279M
KMI 1.39% 0.00% +1.39% $275M
TAN 1.37% 0.00% +1.37% $270M
ARKG 1.37% 0.00% +1.37% $269M
XLE 1.36% 0.00% +1.36% $268M
NWSA 4.30% 2.96% +1.34% $848M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PRIM 0.02% 10.97% -10.95% $3M
RDDT 0.01% 4.58% -4.57% $2M
SIMO 0.01% 3.46% -3.46% $1M
TYL 0.01% 3.38% -3.37% $1M
ROKU 0.01% 3.27% -3.26% $1M
J 0.01% 2.54% -2.53% $1M
MRVL 0.00% 1.87% -1.87% $0
DAKT 0.00% 1.34% -1.34% $0
SPOT 0.00% 1.04% -1.04% $0
AMAT 0.00% 0.91% -0.91% $0
SMR 0.00% 0.86% -0.86% $0
DELL 0.00% 0.84% -0.84% $0
ORCL 0.00% 0.84% -0.84% $0
RBLX 0.00% 0.82% -0.82% $0
AVGO 0.00% 0.78% -0.78% $208K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 27.9%
Industrials 20.3%
Technology 20.2%
Communication Services 18.7%
Consumer Cyclical 9.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $372M 1.9%
Large Cap 41 $4.4B 22.1%
Mid Cap 22 $5.9B 30.0%
Small Cap 13 $9.1B 46.0%

Portfolio Analytics

Avg Market Cap
$299.3B
Median Market Cap
$23.1B
Avg P/E
34.4
Median P/E
22.4
Avg Dividend Yield
0.01%
Avg Beta
1.10
# Stocks
76
# ETFs / Funds
16

Top Holdings (92 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EHAB 17.54% 375,142 $3.5B $9,220.00 $3.5B — —
2 0Y5E.L 17.15% 242,955 $3.4B $13,920.00 $3.4B +69,714 +40.2%
3 WBD 9.50% 65,030 $1.9B $28,820.01 $1.9B -36,947 -36.2%
4 OSW 6.46% 61,400 $1.3B $20,740.00 $1.3B — —
5 EXLS 5.96% 27,700 $1.2B $42,440.00 $1.2B — —
6 ARCO 5.91% 158,736 $1.2B $7,340.00 $1.2B — —
7 LYFT 4.42% 45,000 $872M $19,370.00 $871M -6,000 -11.8%
8 NWSA 4.30% 32,454 $848M $26,119.99 $847M — —
9 OII 3.29% 27,000 $649M $24,030.00 $648M — —
10 DBX 2.47% 17,520 $487M $27,800.00 $487M — —
11 DFH 2.24% 25,789 $441M $17,100.00 $440M +5,838 +29.3%
12 INTC 1.87% 10,000 $369M $36,900.00 $368M -14,300 -58.9%
13 ZETA 1.55% 15,000 $305M $20,350.00 $305M +3,000 +25.0%
14 EWZ 1.43% 8,900 $283M $31,770.00 $282M -200 -2.2%
15 HAL 1.43% 10,000 $283M $28,260.00 — +10,000 — NEW
16 APA 1.43% 11,500 $281M $24,460.00 — +11,500 — NEW
17 FXI 1.42% 7,300 $280M $38,290.00 — +7,300 — NEW
18 ICLN 1.42% 17,000 $279M $16,430.00 — +17,000 — NEW
19 KMI 1.39% 10,000 $275M $27,490.00 — +10,000 — NEW
20 TAN 1.37% 5,500 $270M $49,120.00 — +5,500 — NEW
21 ARKG 1.37% 9,300 $269M $28,970.00 — +9,300 — NEW
22 XLE 1.36% 6,000 $268M $44,710.00 — +6,000 — NEW
23 STM 1.32% 10,000 $259M $25,940.00 $259M +2,000 +25.0%
24 NOK 1.31% 40,000 $259M $6,470.00 — +40,000 — NEW
25 FRSH 0.93% 15,000 $184M $12,250.00 — +15,000 — NEW
26 PTON 0.62% 20,000 $123M $6,160.00 $123M -5,000 -20.0%
27 LAES 0.45% 23,500 $89M $3,780.00 $89M — —
28 PRIM 0.02% 26,200 $3M $124.14 -$442K -700 -2.6%
29 RDDT 0.01% 8,600 $2M $229.87 $436K +1,900 +28.4%
30 ROKU 0.01% 13,450 $1M $108.49 $358K +2,450 +22.3%
31 TYL 0.01% 2,575 $1M $453.95 $31K +400 +18.4%
32 SIMO 0.01% 12,300 $1M $92.70 -$26K — —
33 J 0.01% 8,000 $1M $132.46 $205K +2,300 +40.4%
34 CBT —% 11,235 $745K $66.28 — +11,235 — NEW
35 FWONK —% 7,000 $690K $98.51 — +7,000 — NEW
36 IBM —% 2,000 $592K $296.21 $367K +1,200 +150.0%
37 AMZN —% 2,000 $462K $230.82 — +2,000 — NEW
38 AAPL —% 1,500 $408K $271.86 — +1,500 — NEW
39 TWLO —% 2,500 $356K $142.24 — +2,500 — NEW
40 META —% 500 $330K $660.09 — +500 — NEW
41 NXPI —% 1,500 $326K $217.06 $98K +500 +50.0%
42 IBB —% 1,800 $304K $168.77 — +1,800 — NEW
43 SWK —% 4,000 $297K $74.28 — +4,000 — NEW
44 VLO —% 1,800 $293K $162.79 — +1,800 — NEW
45 QCOM —% 1,700 $291K $171.05 — +1,700 — NEW
46 COPX —% 4,000 $287K $71.79 — +4,000 — NEW
47 PEP —% 2,000 $287K $143.52 — +2,000 — NEW
48 OMC —% 3,500 $283K $80.75 — +3,500 — NEW
49 REMX —% 3,800 $281K $73.92 — +3,800 — NEW
50 UNP —% 1,200 $278K $231.32 — +1,200 — NEW
51 PPG —% 2,700 $277K $102.46 — +2,700 — NEW
52 GDX —% 3,200 $274K $85.77 — +3,200 — NEW
53 URNM —% 5,000 $274K $54.89 — +5,000 — NEW
54 CVX —% 1,800 $274K $152.41 — +1,800 — NEW
55 HSY —% 1,500 $273K $181.98 — +1,500 — NEW
56 XRT —% 3,200 $273K $85.29 — +3,200 — NEW
57 BILL —% 5,000 $273K $54.54 — +5,000 — NEW
58 BDXA —% 1,400 $272K $194.07 — +1,400 — NEW
59 GILD —% 2,200 $270K $122.74 — +2,200 — NEW
60 XME —% 2,600 $269K $103.61 — +2,600 — NEW
61 XBI —% 2,200 $268K $121.93 — +2,200 — NEW
62 CRM —% 1,000 $265K $264.91 — +1,000 — NEW
63 COP —% 2,800 $262K $93.61 $56K +622 +28.6%
64 AMGN —% 800 $262K $327.31 — +800 — NEW
65 XHB —% 2,500 $257K $102.96 — +2,500 — NEW
66 NEE —% 3,200 $257K $80.28 — +3,200 — NEW
67 NVDA —% 1,309 $244K $186.50 — +1,309 — NEW
68 TEAM —% 1,500 $243K $162.14 — +1,500 — NEW
69 PANW —% 1,250 $230K $184.20 — +1,250 — NEW
70 SHOP —% 1,400 $225K $160.97 — +1,400 — NEW
71 GLW —% 2,500 $219K $87.56 — +2,500 — NEW
72 AVGO —% 600 $208K $346.10 -$56K -200 -25.0%
73 TGT —% 2,100 $205K $97.75 — +2,100 — NEW
74 TEM —% — — — -$202K -2,500 -100.0% SOLD
75 DELL —% — — — -$284K -2,000 -100.0% SOLD
76 ORCL —% — — — -$281K -1,000 -100.0% SOLD
77 RUM —% — — — -$181K -25,000 -100.0% SOLD
78 SMR —% — — — -$288K -8,000 -100.0% SOLD
79 SPOT —% — — — -$349K -500 -100.0% SOLD
80 SNOW —% — — — -$226K -1,000 -100.0% SOLD
81 RBLX —% — — — -$277K -2,000 -100.0% SOLD
82 AMAT —% — — — -$307K -1,500 -100.0% SOLD
83 ZS —% — — — -$210K -700 -100.0% SOLD
84 DAKT —% — — — -$450K -21,500 -100.0% SOLD
85 XLP —% — — — -$204K -2,600 -100.0% SOLD
86 GOOGL —% — — — -$243K -1,000 -100.0% SOLD
87 VRT —% — — — -$226K -1,500 -100.0% SOLD
88 ANET —% — — — -$233K -1,600 -100.0% SOLD
89 SNAP —% — — — -$77K -10,000 -100.0% SOLD
90 MRVL —% — — — -$631K -7,500 -100.0% SOLD
91 GTLB —% — — — -$225K -5,000 -100.0% SOLD
92 PD —% — — — -$215K -13,000 -100.0% SOLD

New Positions

SymbolValue% Port
HAL $283M 1.43%
APA $281M 1.43%
FXI $280M 1.42%
ICLN $279M 1.42%
KMI $275M 1.39%
TAN $270M 1.37%
ARKG $269M 1.37%
XLE $268M 1.36%
NOK $259M 1.31%
FRSH $184M 0.93%
CBT $745K —%
FWONK $690K —%
AMZN $462K —%
AAPL $408K —%
TWLO $356K —%

Sold Out Positions

SymbolValue% Port
DAKT — —%
SNOW — —%
VRT — —%
SPOT — —%
ANET — —%
PD — —%
SMR — —%
ZS — —%
MRVL — —%
ORCL — —%
GOOGL — —%
GTLB — —%
AMAT — —%
RUM — —%
TEM — —%
View SEC EDGAR Filings for West Tower Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms