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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+14.94%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$104B
AUM Growth
+$9.91B
Cap. Flow
+$111M
Cap. Flow %
0.11%
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257

Top Buys

Rank Stock Value
1
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$181M
2
IBM icon
IBM
IBM
+$94M
3
ACN icon
Accenture
ACN
+$81.1M
4
CI icon
Cigna
CI
+$80.2M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$77.3M

Top Sells

Rank Stock Value
1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$190M
2
JNJ icon
Johnson & Johnson
JNJ
+$138M
3
CSCO icon
Cisco
CSCO
+$126M
4
MO icon
Altria Group
MO
+$118M
5
CMI icon
Cummins
CMI
+$105M

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.36%
2 Technology 13.56%
3 Financials 8.24%
4 Healthcare 6.32%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDY icon
2626
Dr. Reddy's Laboratories
RDY
$9.89B
$569K ﹤0.01%
39,276
+5,018
+15% +$67.7K
OSIS icon
2627
OSI Systems
OSIS
$3.19B
$569K ﹤0.01%
2,601
-148
-5% -$36.3K
VGNT
2628
Versigent PLC
VGNT
$3.27B
$569K ﹤0.01%
+13,535
New +$539K
PSO icon
2629
Pearson
PSO
$9.47B
$569K ﹤0.01%
35,780
-11,463
-24% -$169K
MDIV icon
2630
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$431M
$568K ﹤0.01%
34,355
-251
-0.7% -$4.15K
XSVM icon
2631
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$639M
$567K ﹤0.01%
8,151
– –
ASH icon
2632
Ashland
ASH
$3.29B
$567K ﹤0.01%
8,604
-2,196
-20% -$128K
EWH icon
2633
iShares MSCI Hong Kong ETF
EWH
$1.18B
$565K ﹤0.01%
27,027
-11,943
-31% -$275K
AUR icon
2634
Aurora
AUR
$12.9B
$565K ﹤0.01%
82,896
+10,119
+14% +$61.9K
VIAV icon
2635
Viavi Solutions
VIAV
$9.71B
$565K ﹤0.01%
11,834
-534
-4% -$25.6K
AAT
2636
American Assets Trust
AAT
$1.32B
$565K ﹤0.01%
22,883
+293
+1% +$6.43K
JXN icon
2637
Jackson Financial
JXN
$9.35B
$565K ﹤0.01%
5,513
-3,827
-41% -$415K
OLED icon
2638
Universal Display
OLED
$3.71B
$565K ﹤0.01%
6,519
-370
-5% -$34.2K
CCNE icon
2639
CNB Financial Corp
CCNE
$1.01B
$564K ﹤0.01%
+16,725
New +$520K
HP icon
2640
Helmerich & Payne
HP
$4.43B
$563K ﹤0.01%
17,199
-2,928
-15% -$110K
IEX icon
2641
IDEX
IEX
$16.7B
$563K ﹤0.01%
2,479
-1,805
-42% -$382K
DPZ icon
2642
Domino's
DPZ
$10.7B
$562K ﹤0.01%
1,898
-775
-29% -$255K
NEU icon
2643
NewMarket
NEU
$7.98B
$562K ﹤0.01%
710
-81
-10% -$58.4K
FAPR icon
2644
FT Vest US Equity Buffer ETF April
FAPR
$1.32B
$561K ﹤0.01%
12,011
+3,844
+47% +$177K
NBH
2645
Neuberger Municipal Fund Inc
NBH
$296M
$560K ﹤0.01%
53,110
-3,968
-7% -$40.9K
ARKF icon
2646
ARK Blockchain & Fintech Innovation ETF
ARKF
$804M
$560K ﹤0.01%
14,196
-1,397
-9% -$56.9K
LTC
2647
LTC Properties
LTC
$2.26B
$560K ﹤0.01%
14,565
-5,534
-28% -$210K
INFY icon
2648
Infosys
INFY
$43.9B
$560K ﹤0.01%
53,365
+8,576
+19% +$107K
PUK icon
2649
Prudential
PUK
$33.6B
$560K ﹤0.01%
20,877
+1,601
+8% +$46.8K
OUT icon
2650
Outfront Media
OUT
$5.03B
$559K ﹤0.01%
17,053
-12,028
-41% -$373K
104 105
106
107 108

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HighTower Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, HighTower Advisors held 4,055 positions worth $104B, up 11% from $94.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q2 2026 filing shows 259 new, 1,454 increased, 1,905 reduced and 257 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was WisdomTree US Quality Growth Fund, an estimated $190M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.

  • HighTower Advisors's largest Q2 2026 buy was SpaceX: 404,138 shares worth $69.1M.
  • HighTower Advisors added most to iShares Core S&P US Growth ETF in Q2 2026, an estimated $181M increase.
  • HighTower Advisors's biggest Q2 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $190M.
  • HighTower Advisors fully exited Invesco Oil & Gas Services ETF in Q2 2026, selling an estimated $27.7M.
  • HighTower Advisors's ten largest holdings make up 19% of its $104B portfolio in Q2 2026.
  • HighTower Advisors opened 259 new positions and closed 257 in Q2 2026.
  • HighTower Advisors's portfolio value rose 11% quarter-over-quarter to $104B.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.