Portfolio (Quarterly) Guide ↗

Watchtower Advisors, LP

· CIK 0001807092

13F Portfolio $141M AUM 12 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 2 Added 4 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RCL	ROYAL CARIBBEAN GROUP	Consumer Cyclical	40,000	$11.2M	6.74%	SOLD
2	AZO	AUTOZONE INC	Consumer Cyclical	2,118	$7.2M	4.34%	SOLD

Sector Allocation

Technology 50.5%

Real Estate 19.4%

Healthcare 13.6%

Consumer Cyclical 13.6%

Utilities 2.8%