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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
(+11%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$181M |
| 2 |
IBM
IBM
|
+$94M |
| 3 |
Accenture
ACN
|
+$81.1M |
| 4 |
Cigna
CI
|
+$80.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$77.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US Quality Growth Fund
QGRW
|
+$190M |
| 2 |
Johnson & Johnson
JNJ
|
+$138M |
| 3 |
Cisco
CSCO
|
+$126M |
| 4 |
Altria Group
MO
|
+$118M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
VZLA
3701
Vizsla Silver
VZLA
$1.43B
| $67K | ﹤0.01% |
20,302
+6,500
| +47% | +$22.6K |
|
|
SLI
3702
Standard Lithium
SLI
$587M
| $66.5K | ﹤0.01% |
24,187
-45
| -0.2% | -$164 |
|
|
PHK
3703
PIMCO High Income Fund
PHK
$848M
| $66.5K | ﹤0.01% |
14,262
-11,276
| -44% | -$51.9K |
|
3704
BRC Inc
BRCC
$121M
| $65.4K | ﹤0.01% |
5,892
-10
| -0.2% | -$124 |
|
3705
CION Investment
CION
$355M
| $63.5K | ﹤0.01% |
10,200
-5,216
| -34% | -$36.5K |
|
|
INV
3706
Innventure Inc
INV
$90.5M
| $63.3K | ﹤0.01% |
12,479
-11,642
| -48% | -$68.4K |
|
3707
Kopin
KOPN
$801M
| $62.4K | ﹤0.01% |
13,925
-8,212
| -37% | -$35.8K |
|
|
CYPH
3708
Cypherpunk Technologies Inc
CYPH
$324M
| $61.6K | ﹤0.01% |
100,580
+40,080
| +66% | +$36.6K |
|
|
BORR
3709
Borr Drilling
BORR
$1.35B
| $61.3K | ﹤0.01% |
14,833
-5,422
| -27% | -$29.3K |
|
3710
Horizon Technology Finance
HRZN
$322M
| $61K | ﹤0.01% |
+12,905
| New | +$55.8K |
|
|
GGN
3711
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$886M
| $60.6K | ﹤0.01% |
12,511
+184
| +1% | +$958 |
|
3712
Iovance Biotherapeutics
IOVA
$3.86B
| $60K | ﹤0.01% |
+14,435
| New | +$54.8K |
|
|
BDN
3713
Brandywine Realty Trust
BDN
$520M
| $59.7K | ﹤0.01% |
18,830
-5,288
| -22% | -$15.9K |
|
3714
Arbor Realty Trust
ABR
$948M
| $59.7K | ﹤0.01% |
+11,009
| New | +$71.6K |
|
|
YALA
3715
Yalla Group
YALA
$824M
| $59.5K | ﹤0.01% |
10,836
-53
| -0.5% | -$328 |
|
3716
Quanterix
QTRX
$125M
| $59K | ﹤0.01% |
+13,660
| New | +$44.3K |
|
3717
Coya Therapeutics
COYA
$107M
| $58.7K | ﹤0.01% |
10,029
| – | – |
|
3718
BioXcel Therapeutics
BTAI
| $57.8K | ﹤0.01% |
41,000
| – | – |
|
3719
PolyPid
PYPD
$105M
| $55.9K | ﹤0.01% |
+11,000
| New | +$50.7K |
|
|
ACTU
3720
Actuate Therapeutics
ACTU
$32.7M
| $55.8K | ﹤0.01% |
+36,461
| New | +$84.5K |
|
3721
Treace Medical Concepts
TMCI
$302M
| $54.5K | ﹤0.01% |
13,687
+232
| +2% | +$638 |
|
|
DCH
3722
Dauch Corp
DCH
$1.64B
| $54.2K | ﹤0.01% |
+10,008
| New | +$60.8K |
|
3723
Perspective Therapeutics
CATX
$348M
| $53.9K | ﹤0.01% |
15,799
-4,228
| -21% | -$16K |
|
3724
Elicio Therapeutics
ELTX
$60.2M
| $53.4K | ﹤0.01% |
13,666
+2,500
| +22% | +$25.1K |
|
3725
OmniAb
OABI
$584M
| $53.2K | ﹤0.01% |
21,609
+541
| +3% | +$1.07K |
|
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AI
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.