West Tower Group, LLC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$26,981
Net value change ($000)
-8,638 (-24.3%)
New positions
6
Sold out positions
20
Turnover %
38.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PRGO 1,540 42.0%
MYRG 585 NEW
URA 399 NEW
JANX 397 NEW
QCOM 368 NEW
AGQ 315 59.2%
ABNB 285 79.6%
NOW 268 NEW
GNRC 240 20.0%
EROCK INC 196 NEW
Top Reduces (Value $000, Stocks/ETFs)
WBD -1,117 -100.0%
CBT -970 -100.0%
ARCO -885 -100.0%
FISV -730 -50.8%
LYFT -672 -25.0%
PRIM -653 -25.4%
NWSA -585 -34.5%
OSW -533 -29.5%
LRCX -477 -100.0%
CSCO -470 -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