We are live on ! Find out more
HighTower Advisors

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
Cap. Flow
+$111M
Cap. Flow %
0.11%
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257

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
VEEV icon
1576
Veeva Systems
VEEV
$42.6B
$2.74M ﹤0.01%
15,432
-408
-3% -$67.3K
MOG.A icon
1577
Moog Inc Class A
MOG.A
$11.6B
$2.74M ﹤0.01%
6,461
-774
-11% -$264K
WTM icon
1578
White Mountains Insurance
WTM
$4.89B
$2.73M ﹤0.01%
1,316
-131
-9% -$280K
THRO
1579
iShares U.S. Thematic Rotation Active ETF
THRO
$6.79B
$2.73M ﹤0.01%
63,218
-622
-1% -$25.7K
BFAM icon
1580
Bright Horizons
BFAM
$3.18B
$2.72M ﹤0.01%
38,423
-3,991
-9% -$289K
KBWB icon
1581
Invesco KBW Bank ETF
KBWB
$6.86B
$2.72M ﹤0.01%
29,276
+2,185
+8% +$191K
EWD icon
1582
iShares MSCI Sweden ETF
EWD
$749M
$2.72M ﹤0.01%
54,383
-4,878
-8% -$250K
FIW icon
1583
First Trust Water ETF
FIW
$1.79B
$2.7M ﹤0.01%
24,633
-7,840
-24% -$827K
PPLT
1584
abrdn Physical Platinum Shares ETF
PPLT
$2.35B
$2.69M ﹤0.01%
190,649
-26,361
-12% -$458K
BG icon
1585
Bunge Global
BG
$23.5B
$2.69M ﹤0.01%
25,169
-5,204
-17% -$640K
NFG icon
1586
National Fuel Gas
NFG
$7.93B
$2.68M ﹤0.01%
34,772
-15,289
-31% -$1.27M
TSN icon
1587
Tyson Foods
TSN
$18.5B
$2.68M ﹤0.01%
46,830
+23,418
+100% +$1.47M
MLI icon
1588
Mueller Industries
MLI
$14.1B
$2.67M ﹤0.01%
43,412
-5,650
-12% -$370K
EWI icon
1589
iShares MSCI Italy ETF
EWI
$1.11B
$2.67M ﹤0.01%
45,023
-1,652
-4% -$96.4K
IBTP
1590
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$304M
$2.67M ﹤0.01%
105,033
+1,401
+1% +$35.6K
BV icon
1591
BrightView Holdings
BV
$1.03B
$2.66M ﹤0.01%
187,954
+270
+0.1% +$3.39K
COCO icon
1592
Vita Coco
COCO
$3.03B
$2.66M ﹤0.01%
+40,177
New +$2.71M
PRCS
1593
Parnassus Core Select ETF
PRCS
$177M
$2.66M ﹤0.01%
92,243
+20,067
+28% +$550K
IDA icon
1594
Idacorp
IDA
$7.91B
$2.65M ﹤0.01%
17,548
-10,562
-38% -$1.52M
OHI icon
1595
Omega Healthcare
OHI
$14.1B
$2.65M ﹤0.01%
55,555
-11,078
-17% -$513K
IYY icon
1596
iShares Dow Jones US ETF
IYY
$3.03B
$2.64M ﹤0.01%
14,510
+200
+1% +$35.3K
XVV icon
1597
iShares ESG Screened S&P 500 ETF
XVV
$677M
$2.64M ﹤0.01%
46,494
+179
+0.4% +$9.89K
JTEK icon
1598
JPMorgan US Tech Leaders ETF
JTEK
$4.51B
$2.64M ﹤0.01%
23,662
+68
+0.3% +$6.74K
EWW icon
1599
iShares MSCI Mexico ETF
EWW
$1.81B
$2.64M ﹤0.01%
35,015
+4,654
+15% +$361K
PFG icon
1600
Principal Financial Group
PFG
$24.4B
$2.63M ﹤0.01%
24,361
-85
-0.3% -$8.63K

Similar funds

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.