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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+0.53%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$94.2B
AUM Growth
+$2.78B
(+3%)
Cap. Flow
+$3.88B
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$1.52B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$541M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$338M |
| 4 |
Apple
AAPL
|
+$199M |
| 5 |
NVIDIA
NVDA
|
+$92.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$129M |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$125M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
+$94.7M |
| 4 |
Teradyne
TER
|
+$67.3M |
| 5 |
Oracle
ORCL
|
+$56.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.05% |
| 2 | Financials | 8.61% |
| 3 | Healthcare | 6.66% |
| 4 | Consumer Discretionary | 5.34% |
| 5 | Industrials | 5.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3526
Ooma
OOMA
$550M
| $177K | ﹤0.01% |
+12,148
| New | +$152K |
|
3527
Huntsman Corp
HUN
$2.24B
| $176K | ﹤0.01% |
+13,233
| New | +$160K |
|
3528
United States Natural Gas Fund
UNG
$470M
| $175K | ﹤0.01% |
14,945
-12,006
| -45% | -$148K |
|
3529
Geron
GERN
$911M
| $175K | ﹤0.01% |
117,329
+125
| +0.1% | +$190 |
|
|
SGMO
3530
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $174K | ﹤0.01% |
706,481
+2,025
| +0.3% | +$806 |
|
3531
Equinox Gold
EQX
$7.32B
| $173K | ﹤0.01% |
11,977
-1,090
| -8% | -$16.7K |
|
3532
Larimar Therapeutics
LRMR
$416M
| $173K | ﹤0.01% |
+38,465
| New | +$154K |
|
3533
Diamondrock Hospitality Co
DRH
$2.63B
| $173K | ﹤0.01% |
+18,430
| New | +$176K |
|
|
AWP
3534
abrdn Global Premier Properties Fund
AWP
$377M
| $172K | ﹤0.01% |
15,605
+559
| +4% | +$6.61K |
|
3535
Cellebrite
CLBT
$3.54B
| $171K | ﹤0.01% |
+12,439
| New | +$187K |
|
3536
Crescent Energy
CRGY
$3.72B
| $171K | ﹤0.01% |
12,689
-1,560
| -11% | -$16.3K |
|
3537
BCB Bancorp
BCBP
$176M
| $170K | ﹤0.01% |
+18,946
| New | +$155K |
|
|
CMPS
3538
Compass Pathways
CMPS
$1.52B
| $169K | ﹤0.01% |
30,641
-850
| -3% | -$5.72K |
|
3539
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$275M
| $169K | ﹤0.01% |
+14,112
| New | +$186K |
|
3540
BlackRock MuniAssets Fund
MUA
$527M
| $167K | ﹤0.01% |
15,721
| – | – |
|
3541
Red Cat Holdings
RCAT
$1.16B
| $167K | ﹤0.01% |
+12,729
| New | +$174K |
|
|
EFR
3542
Eaton Vance Senior Floating-Rate Fund
EFR
$311M
| $166K | ﹤0.01% |
15,784
-2,197
| -12% | -$23.9K |
|
3543
Cars.com
CARS
$641M
| $166K | ﹤0.01% |
+20,452
| New | +$209K |
|
3544
AtlasClear
ATCH
$26.5M
| $166K | ﹤0.01% |
833,574
+19,674
| +2% | +$4.63K |
|
3545
Neogen
NEOG
$2.05B
| $165K | ﹤0.01% |
+17,788
| New | +$175K |
|
3546
Upwork
UPWK
$1.09B
| $164K | ﹤0.01% |
+15,004
| New | +$236K |
|
3547
Gladstone Investment Corp
GAIN
$635M
| $164K | ﹤0.01% |
+11,572
| New | +$161K |
|
3548
Lucid Motors
LCID
$2.46B
| $163K | ﹤0.01% |
17,123
-16,115
| -48% | -$167K |
|
3549
Goodyear
GT
$2.07B
| $163K | ﹤0.01% |
24,550
+6,496
| +36% | +$54.8K |
|
|
ALMU
3550
Aeluma Inc
ALMU
$260M
| $162K | ﹤0.01% |
12,367
-733
| -6% | -$12.1K |
|
Similar funds
HighTower Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, HighTower Advisors held 3,988 positions worth $94.2B, up 3% from $91.4B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors deployed $3.88B of net new capital in Q1 2026, opening 344 new positions and adding to 1,983 existing holdings. Its largest new stake was Invesco Oil & Gas Services ETF: 668,746 shares worth $27.7M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was ExxonMobil, an estimated $129M trimmed.
- HighTower Advisors's largest Q1 2026 buy was Invesco Oil & Gas Services ETF: 668,746 shares worth $27.7M.
- HighTower Advisors added most to Johnson & Johnson in Q1 2026, an estimated $1.52B increase.
- HighTower Advisors's biggest Q1 2026 reduction was ExxonMobil, cutting an estimated $129M.
- HighTower Advisors fully exited Exact Sciences in Q1 2026, selling an estimated $125M.
- HighTower Advisors's ten largest holdings make up 19% of its $94.2B portfolio in Q1 2026.
- HighTower Advisors opened 344 new positions and closed 194 in Q1 2026.
- HighTower Advisors's portfolio value rose 3% quarter-over-quarter to $94.2B.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.