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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 | |
|---|---|---|---|---|---|---|
3701
Banco Bradesco
BBD
$38.1B
| $53.9K | ﹤0.01% |
14,776
-2,373
| -14% | -$9K |
|
3702
N-able
NABL
$769M
| $51.9K | ﹤0.01% |
+11,108
| New | +$62.1K |
|
|
NEWP
3703
New Pacific Metals
NEWP
$833M
| $51.6K | ﹤0.01% |
+12,455
| New | +$50.6K |
|
|
ACRE
3704
Ares Commercial Real Estate
ACRE
$252M
| $50.8K | ﹤0.01% |
+10,589
| New | +$53.1K |
|
3705
Sidus Space
SIDU
$180M
| $50.5K | ﹤0.01% |
+21,768
| New | +$59.3K |
|
3706
Lisata Therapeutics
LSTA
$15.2M
| $50.3K | ﹤0.01% |
10,042
| – | – |
|
3707
Standard BioTools
LAB
$326M
| $50.1K | ﹤0.01% |
54,491
+1,700
| +3% | +$2.06K |
|
3708
Kopin
KOPN
$663M
| $49.8K | ﹤0.01% |
22,137
-3,763
| -15% | -$9.11K |
|
3709
Editas Medicine
EDIT
$399M
| $49K | ﹤0.01% |
19,828
+8,701
| +78% | +$18.4K |
|
3710
Riskified
RSKD
$672M
| $48.8K | ﹤0.01% |
12,460
| – | – |
|
|
CYPH
3711
Cypherpunk Technologies Inc
CYPH
$66.2M
| $48.1K | ﹤0.01% |
60,500
+10,000
| +20% | +$7.71K |
|
3712
BRC Inc
BRCC
$126M
| $45.8K | ﹤0.01% |
59,017
+299
| +0.5% | +$252 |
|
|
VZLA
3713
Vizsla Silver
VZLA
$1.16B
| $45.5K | ﹤0.01% |
13,802
-6,417
| -32% | -$29.3K |
|
3714
Rekor Systems
REKR
$83.8M
| $45K | ﹤0.01% |
54,903
| – | – |
|
3715
CervoMed
CRVO
$24.6M
| $44.4K | ﹤0.01% |
11,265
+21
| +0.2% | +$110 |
|
|
EARN
3716
Ellington Residential Mortgage REIT
EARN
$165M
| $44.3K | ﹤0.01% |
10,000
-60,000
| -86% | -$303K |
|
3717
Blue Ridge Bankshares
BRBS
$311M
| $44.1K | ﹤0.01% |
+10,497
| New | +$43.9K |
|
3718
Akebia Therapeutics
AKBA
$327M
| $43.3K | ﹤0.01% |
31,144
+3,894
| +14% | +$5.35K |
|
3719
Cibus
CBUS
$130M
| $42.4K | ﹤0.01% |
21,425
+1,000
| +5% | +$2.58K |
|
3720
Fate Therapeutics
FATE
$281M
| $42.4K | ﹤0.01% |
35,322
+3,103
| +10% | +$3.78K |
|
3721
BlackRock TCP Capital
TCPC
$265M
| $42K | ﹤0.01% |
+11,646
| New | +$54K |
|
|
HIVE
3722
HIVE Digital Technologies
HIVE
$792M
| $41.1K | ﹤0.01% |
+21,646
| New | +$53.4K |
|
3723
Entera Bio
ENTX
$101M
| $40.9K | ﹤0.01% |
36,830
-6,310
| -15% | -$8.86K |
|
3724
Information Services Group
III
$185M
| $40.4K | ﹤0.01% |
10,520
-696
| -6% | -$3.42K |
|
|
ABTC
3725
American Bitcoin Corp
ABTC
$418M
| $40.2K | ﹤0.01% |
2,901
-149
| -5% | -$2.87K |
|
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.