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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
MTDR icon
3451
Matador Resources
MTDR
$7.52B
$225K ﹤0.01%
4,512
-46,103
-91% -$2.62M
SRET icon
3452
Global X SuperDividend REIT ETF
SRET
$226M
$224K ﹤0.01%
9,889
– –
ANIP icon
3453
ANI Pharmaceuticals
ANIP
$1.62B
$224K ﹤0.01%
2,708
-94
-3% -$7.54K
DXIV
3454
Dimensional International Vector Equity ETF
DXIV
$223M
$224K ﹤0.01%
3,200
– –
IE icon
3455
Ivanhoe Electric
IE
$1.71B
$223K ﹤0.01%
23,241
-572
-2% -$7.22K
TRX icon
3456
TRX Gold Corp
TRX
$380M
$223K ﹤0.01%
270,216
-17,400
-6% -$20.2K
KIE icon
3457
State Street SPDR S&P Insurance ETF
KIE
$624M
$223K ﹤0.01%
+3,651
New +$209K
CHCO icon
3458
City Holding Co
CHCO
$2.02B
$222K ﹤0.01%
1,674
-1,187
-41% -$149K
VELO
3459
Velo3D Inc
VELO
$354M
$222K ﹤0.01%
+12,627
New +$219K
CUZ icon
3460
Cousins Properties
CUZ
$4.59B
$221K ﹤0.01%
+7,379
New +$194K
KIDS icon
3461
OrthoPediatrics
KIDS
$576M
$221K ﹤0.01%
11,553
+317
+3% +$5.51K
SPH icon
3462
Suburban Propane Partners
SPH
$1.16B
$221K ﹤0.01%
12,895
-2,808
-18% -$53.7K
ELF icon
3463
e.l.f. Beauty
ELF
$6.01B
$220K ﹤0.01%
2,978
-940
-24% -$57.1K
ATMU icon
3464
Atmus Filtration Technologies
ATMU
$3.78B
$220K ﹤0.01%
4,321
-591
-12% -$32.1K
OPLN
3465
Openlane
OPLN
$4.27B
$220K ﹤0.01%
5,332
-1,545
-22% -$54K
BFS
3466
Saul Centers
BFS
$797M
$220K ﹤0.01%
5,879
-2,968
-34% -$104K
GHC icon
3467
Graham Holdings Company
GHC
$4.7B
$219K ﹤0.01%
+192
New +$216K
XPH icon
3468
State Street SPDR S&P Pharmaceuticals ETF
XPH
$611M
$219K ﹤0.01%
+3,308
New +$194K
JUSA
3469
JPMorgan U.S. Research Enhanced Large Cap ETF
JUSA
$704M
$219K ﹤0.01%
+3,262
New +$213K
INVH icon
3470
Invitation Homes
INVH
$16.6B
$219K ﹤0.01%
7,248
-3,690
-34% -$104K
POWI icon
3471
Power Integrations
POWI
$2.79B
$219K ﹤0.01%
2,613
-5,688
-69% -$410K
CVBF icon
3472
CVB Financial
CVBF
$3.9B
$218K ﹤0.01%
+9,677
New +$199K
VSH icon
3473
Vishay Intertechnology
VSH
$4.84B
$218K ﹤0.01%
+4,055
New +$166K
UPRO icon
3474
ProShares UltraPro S&P 500
UPRO
$5.38B
$218K ﹤0.01%
+1,537
New +$203K
DFP
3475
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$413M
$218K ﹤0.01%
10,543
-233
-2% -$4.81K
137 138
139
140 141

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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.