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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 | |
|---|---|---|---|---|---|---|
|
XIFR
3576
XPLR Infrastructure LP
XIFR
$1.18B
| $141K | ﹤0.01% |
13,320
-445
| -3% | -$4.58K |
|
3577
Lightwave Logic
LWLG
$932M
| $141K | ﹤0.01% |
20,117
+4,517
| +29% | +$21.4K |
|
3578
Liberty Global Class C
LBTYK
$3.25B
| $141K | ﹤0.01% |
12,017
-5,193
| -30% | -$59.5K |
|
|
ELVA
3579
Electrovaya
ELVA
$412M
| $141K | ﹤0.01% |
18,020
-787
| -4% | -$6.81K |
|
3580
TXO Partners LP
TXO
$726M
| $140K | ﹤0.01% |
11,162
+7
| +0.1% | +$84 |
|
|
KIO
3581
KKR Income Opportunities Fund
KIO
$450M
| $140K | ﹤0.01% |
12,742
| – | – |
|
3582
Ultrapar
UGP
$6.87B
| $140K | ﹤0.01% |
+25,386
| New | +$123K |
|
3583
Bioventus
BVS
$799M
| $138K | ﹤0.01% |
15,161
+38
| +0.3% | +$319 |
|
3584
Culp Inc
CULP
$45M
| $138K | ﹤0.01% |
50,402
+1,812
| +4% | +$6.04K |
|
3585
Park Hotels & Resorts
PK
$2.97B
| $137K | ﹤0.01% |
+13,037
| New | +$144K |
|
3586
NextDecade
NEXT
$1.85B
| $136K | ﹤0.01% |
17,713
-379
| -2% | -$2.15K |
|
3587
AtaiBeckley Inc
ATAI
$2.66B
| $135K | ﹤0.01% |
+38,138
| New | +$144K |
|
3588
DoubleVerify
DV
$1.62B
| $134K | ﹤0.01% |
+14,133
| New | +$144K |
|
|
NB
3589
NioCorp Developments
NB
$603M
| $133K | ﹤0.01% |
29,916
+266
| +0.9% | +$1.52K |
|
3590
Eos Energy Enterprises
EOSE
$1.23B
| $131K | ﹤0.01% |
26,472
-2,997
| -10% | -$32.2K |
|
3591
Snap
SNAP
$7.32B
| $130K | ﹤0.01% |
28,209
-516,443
| -95% | -$3.04M |
|
|
GTEN
3592
Gores Holdings X
GTEN
| $128K | ﹤0.01% |
12,500
-24,999
| -67% | -$257K |
|
3593
Bloomin' Brands
BLMN
$680M
| $124K | ﹤0.01% |
+23,036
| New | +$147K |
|
|
PMM
3594
Franklin Managed Municipal Income Trust
PMM
$275M
| $124K | ﹤0.01% |
20,201
-14,725
| -42% | -$92.3K |
|
3595
Perrigo
PRGO
$1.4B
| $124K | ﹤0.01% |
11,511
-2,801
| -20% | -$36.3K |
|
3596
BlackRock Core Bond Trust
BHK
$642M
| $123K | ﹤0.01% |
13,377
-730
| -5% | -$6.91K |
|
3597
UWM Holdings
UWMC
$621M
| $122K | ﹤0.01% |
+33,750
| New | +$155K |
|
3598
Turkcell
TKC
$4.84B
| $122K | ﹤0.01% |
20,251
+8,356
| +70% | +$53.1K |
|
3599
Invesco Municipal Trust
VKQ
$536M
| $122K | ﹤0.01% |
12,793
+1,051
| +9% | +$10.2K |
|
3600
Nuvation Bio
NUVB
$2.24B
| $121K | ﹤0.01% |
28,198
+5,741
| +26% | +$32K |
|
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.