West Tower Group, LLC

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$35,619
Net value change ($000)
+3,568 (11.1%)
New positions
21
Sold out positions
8
Turnover %
48.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FISV 1,437 NEW
STTK 1,330 NEW
LYFT 846 46.0%
ADI 794 NEW
AGX 679 NEW
GOOGL 536 NEW
AGQ 532 NEW
CBT 529 120.0%
MWH 513 190.0%
ROAD 499 NEW
Top Reduces (Value $000, Stocks/ETFs)
EHAB -5,087 -100.0%
PRIM -1,198 -31.8%
AAPL -558 -73.3%
NWSA -457 -21.2%
FIG -444 -100.0%
J -365 -31.8%
AMD -305 -100.0%
EXLS -265 -100.0%
IBM -242 -100.0%
CRM -224 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type