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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B Turnover 12.73%
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$94.2B
AUM Growth
+$2.78B
Cap. Flow
+$3.84B
Cap. Flow %
4.08%
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Avg Time Held Equity + Options
4.5 years
Top 10 Avg Time Held Equity + Options
3.6 years
Top 20 Avg Time Held Equity + Options
4.7 years
Avg Time Held Equity only
4.5 years
Top 10 Avg Time Held Equity only
3.9 years
Top 20 Avg Time Held Equity only
4.7 years

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.52B
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$541M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$338M
4
AAPL icon
Apple
AAPL
+$199M
5
NVDA icon
NVIDIA
NVDA
+$92.2M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$129M
2
EXAS icon
Exact Sciences
EXAS
+$125M
3
HYD icon
VanEck High Yield Muni ETF
HYD
+$94.7M
4
TER icon
Teradyne
TER
+$67.3M
5
ORCL icon
Oracle
ORCL
+$56.9M

Sector Composition

Rank Sector Weight
1 Miscellaneous 47.55%
2 Technology 12.05%
3 Financials 8.61%
4 Healthcare 6.66%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PLAB icon
3901
Photronics
PLAB
$1.62B
– –
-8,711
Closed -$279K –
PNQI icon
3902
Invesco NASDAQ Internet ETF
PNQI
$547M
– –
-639,183
Closed -$34.5M –
PRGS icon
3903
Progress Software
PRGS
$1.67B
– –
-5,477
Closed -$235K –
PRPH icon
3904
DELISTED
ProPhase Labs
PRPH
– –
-18,839
Closed -$8.43K –
CNSY icon
3905
Cerenome
CNSY
$12.9M
– –
-640
Closed -$8.2K –
PVH icon
3906
PVH
PVH
$3.91B
– –
-4,509
Closed -$302K –
PYPD icon
3907
PolyPid
PYPD
$95.9M
– –
-10,244
Closed -$44.5K –
IRLA
3908
IRulya Therapeutics Inc. Common Stock
IRLA
$32.6M
– –
-1,643
Closed -$1.1M –
RAPT icon
3909
DELISTED
RAPT Therapeutics
RAPT
– –
-12,525
Closed -$424K –
REAL icon
3910
The RealReal
REAL
$1.26B
– –
-28,042
Closed -$442K –
REFI icon
3911
Chicago Atlantic Real Estate Finance
REFI
$239M
– –
-97,258
Closed -$1.19M –
REPL icon
3912
Replimune Group
REPL
$1.02B
– –
-20,123
Closed -$196K –
REVG icon
3913
DELISTED
REV Group
REVG
– –
-13,793
Closed -$839K –
RGR icon
3914
Sturm, Ruger & Co
RGR
$693M
– –
-9,462
Closed -$309K –
RIGL icon
3915
Rigel Pharmaceuticals
RIGL
$859M
– –
-11,088
Closed -$475K –
ROBT icon
3916
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$737M
– –
-4,248
Closed -$220K –
RSSS icon
3917
Research Solutions
RSSS
$67.5M
– –
-68,336
Closed -$201K –
SBET icon
3918
Sharplink Inc
SBET
$1.64B
– –
-10,996
Closed -$98.3K –
SGMT icon
3919
Sagimet Biosciences
SGMT
$569M
– –
-37,189
Closed -$220K –
SHLS icon
3920
Shoals Technologies Group
SHLS
$1.21B
– –
-14,104
Closed -$120K –
SIHY icon
3921
Harbor Ares Systematic High Yield ETF
SIHY
$146M
– –
-4,986
Closed -$228K –
SITC icon
3922
SITE Centers
SITC
$180M
– –
-17,744
Closed -$114K –
SLDP icon
3923
Solid Power
SLDP
$459M
– –
-25,044
Closed -$106K –
SLVM icon
3924
Sylvamo
SLVM
$1.3B
– –
-5,643
Closed -$272K –
SMPL icon
3925
Simply Good Foods
SMPL
$990M
– –
-12,236
Closed -$246K –
155 156
157
158 159

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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 $3.84B 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 Miscellaneous at 48% of assets, up from 47% a quarter earlier, followed by Technology and Financials.

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.