Fund HoldingsWest Tower Group, LLC

Total Portfolio Value
$49.26M
Total Bought
$21.21M
Total Sold
$150.23M
Net Transaction
-$129.02M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR REAL ETF
018,883+18,88307561.54%+756
KOHLS CORP(KSS)061,540+61,54001,7653.58%+1,765
LEONARDO DRS INC(DRS)037,000+37,00006101.24%+610
SELECT SECTOR SPDR TR
ST STR UTIL ETF
09,201+9,20105831.18%+583
SELECT SECTOR SPDR TR
ST STR STAPL ETF
08,220+8,22005921.20%+592
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,1704,954+3,7841516761.37%+525
SELECT SECTOR SPDR TR
ST STR SVC ETF
07,134+7,13405181.05%+518
VANECK ETF TRUST
SEMICONDUCTR ETF
1,5774,002+2,4252297001.42%+471
SPDR DOW JONES INDL AVERAGE(DIA)01,571+1,57105921.20%+592
CLEAR SECURE INC(YOU)022,000+22,00004540.92%+454
INVESCO QQQ TR01,005+1,00504120.84%+412
DAKTRONICS INC(DAKT)30,00075,000+45,0002686361.29%+368
CALUMET SPECIALTY PRODS PART018,549+18,54903310.67%+331
KEURIG DR PEPPER INC(KDP)55,95462,454+6,5001,7662,0814.22%+314
ISHARES TR
MSCI USA QLT FCT
1,4223,380+1,9581874971.01%+310
PERRIGO CO PLC(PRGO)09,100+9,10002930.59%+293
EVERI HLDGS INC022,100+22,10002490.51%+249
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,826+2,82602420.49%+242
GMS INC013,604+13,60401,1212.28%+1,121
CLEARWATER PAPER CORP05,464+5,46401970.40%+197
ECOVYST INC(ECVT)020,124+20,12401970.40%+197
ENHABIT INC
COM
157,585189,885+32,3001,7731,9653.99%+192
ACV AUCTIONS INC(ACVA)012,000+12,00001820.37%+182
OPAL FUELS INC031,427+31,42701730.35%+173
AKOUSTIS TECHNOLOGIES INC0882,407+882,40707361.49%+736
REGENERON PHARMACEUTICALS(REGN)0184+18401620.33%+162
PROCTER AND GAMBLE CO(PG)01,090+1,09001600.32%+160
MAGNITE INC(MGNI)017,058+17,05801590.32%+159
WARNER BROS DISCOVERY INC(WBD)166,766172,766+6,0001,8111,9663.99%+155
OREILLY AUTOMOTIVE INC(ORLY)0156+15601480.30%+148
HUMANA INC(HUM)0313+31301430.29%+143
COMPOSECURE INC(GPGI)025,000+25,00001350.27%+135
MCKESSON CORP(MCK)0286+28601320.27%+132
OLD DOMINION FREIGHT LINE IN(ODFL)0326+32601320.27%+132
NUCOR CORP(NUE)0758+75801320.27%+132
AUTOZONE INC(AZO)050+5001290.26%+129
CHUBB LIMITED
COM
0599+59901350.27%+135
FREEPORT-MCMORAN INC(FCX)02,750+2,75001170.24%+117
DOMINOS PIZZA INC(DPZ)0280+28001150.23%+115
EXELON CORP(EXC)03,538+3,53801270.26%+127
GEN DIGITAL INC(GEN)05,473+5,47301250.25%+125
AUTOMATIC DATA PROCESSING IN0464+46401080.22%+108
MOSAIC CO NEW(MOS)02,990+2,99001070.22%+107
CARDINAL HEALTH INC(CAH)01,056+1,05601060.22%+106
NEWS CORP NEW(NWS)023,255+23,25505711.16%+571
SCHLUMBERGER LTD(SLB)01,949+1,94901010.21%+101
INTUITIVE SURGICAL INC03,294+3,29401480.30%+148
OXFORD INDS INC25,90025,90002,4902,5905.26%+100
MOLINA HEALTHCARE INC(MOH)0269+2690970.20%+97
HALLIBURTON CO(HAL)03,216+3,21601160.24%+116
WELLTOWER INC(WELL)01,053+1,0530950.19%+95
SPDR S&P MIDCAP 400 ETF TR(MDY)0186+1860940.19%+94
METLIFE INC(MET)01,424+1,4240940.19%+94
ISHARES TR0690+6900940.19%+94
NAPCO SEC TECHNOLOGIES INC(NSSC)02,732+2,7320940.19%+94
VERISK ANALYTICS INC(VRSK)0384+3840920.19%+92
EVEREST GROUP LTD(EG)0258+2580910.19%+91
HEWLETT PACKARD ENTERPRISE C(HPE)05,358+5,3580910.18%+91
DRIVEN BRANDS HLDGS INC(DRVN)06,356+6,3560910.18%+91
LYONDELLBASELL INDUSTRIES N
SHS - A -
0946+9460900.18%+90
STEEL DYNAMICS INC(STLD)0760+7600900.18%+90
INHIBRX INC02,300+2,3000870.18%+87
FACTSET RESH SYS INC(FDS)0183+1830870.18%+87
ELI LILLY & CO(LLY)167303+136901770.36%+87
PLIANT THERAPEUTICS INC04,701+4,7010850.17%+85
NETAPP INC(NTAP)0956+9560840.17%+84
HACKETT GROUP INC03,920+3,9200890.18%+89
BERKLEY W R CORP01,158+1,1580820.17%+82
SPDR S&P 500 ETF TR(SPY)0170+1700810.16%+81
CONSTELLIUM SE(CSTM)04,656+4,6560930.19%+93
FIRST CTZNS BANCSHARES INC N(FCNCA)056+560790.16%+79
PACKAGING CORP AMER(PKG)0482+4820790.16%+79
EPAM SYS INC(EPAM)0263+2630780.16%+78
EBAY INC.(EBAY)01,792+1,7920780.16%+78
CBOE GLOBAL MKTS INC(CBOE)0433+4330770.16%+77
DROPBOX INC(DBX)034,020+34,02001,0032.04%+1,003
PAYPAL HLDGS INC(PYPL)01,504+1,5040920.19%+92
MAGNACHIP SEMICONDUCTOR CORP09,747+9,7470730.15%+73
MARCUS & MILLICHAP INC(MMI)01,671+1,6710730.15%+73
PHOTRONICS INC(PLAB)04,310+4,31001350.27%+135
OCEANEERING INTL INC(OII)03,572+3,5720760.15%+76
CONSTRUCTION PARTNERS INC(ROAD)01,580+1,5800690.14%+69
WESTERN UN CO(WU)05,616+5,6160670.14%+67
ANDERSONS INC01,336+1,3360770.16%+77
AEROVIRONMENT INC0553+5530700.14%+70
HOOKER FURNISHINGS CORPORATI02,468+2,4680640.13%+64
PINNACLE WEST CAP CORP(PNW)0934+9340670.14%+67
GALLAGHER ARTHUR J & CO(AJG)0464+46401040.21%+104
NORTHROP GRUMMAN CORP(NOC)0135+1350630.13%+63
KAMAN CORP02,621+2,6210630.13%+63
CHURCH & DWIGHT CO INC(CHD)0663+6630630.13%+63
VALERO ENERGY CORP(VLO)0476+4760620.13%+62
IRADIMED CORP(IRMD)02,467+2,46701170.24%+117
ZIONS BANCORPORATION N A(ZION)01,387+1,3870610.12%+61
FIRST BK WILLIAMSTOWN NEW JE
COM
04,053+4,0530600.12%+60
WESTROCK CO01,429+1,4290590.12%+59
CBRE GROUP INC(CBRE)0627+6270580.12%+58
REV GROUP INC03,254+3,2540590.12%+59
LIBERTY ENERGY INC(LBRT)03,097+3,0970560.11%+56
TYSON FOODS INC(TSN)01,106+1,1060590.12%+59
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