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

Top Buys

Rank Stock Value
1
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$181M
2
IBM icon
IBM
IBM
+$94M
3
ACN icon
Accenture
ACN
+$81.1M
4
CI icon
Cigna
CI
+$80.2M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$77.3M

Top Sells

Rank Stock Value
1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$190M
2
JNJ icon
Johnson & Johnson
JNJ
+$138M
3
CSCO icon
Cisco
CSCO
+$126M
4
MO icon
Altria Group
MO
+$118M
5
CMI icon
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
AVA icon
1801
Avista
AVA
$3.13B
$1.93M ﹤0.01%
47,236
-1,252
-3% -$51.5K
CCK icon
1802
Crown Holdings
CCK
$12.2B
$1.93M ﹤0.01%
17,259
-4,383
-20% -$443K
NJAN icon
1803
Innovator Growth-100 Power Buffer ETF January
NJAN
$354M
$1.93M ﹤0.01%
32,670
– –
THC icon
1804
Tenet Healthcare
THC
$21.2B
$1.93M ﹤0.01%
10,295
-3,316
-24% -$610K
CG icon
1805
Carlyle Group
CG
$15.9B
$1.93M ﹤0.01%
45,719
-21,046
-32% -$989K
WMS icon
1806
Advanced Drainage Systems
WMS
$9.92B
$1.92M ﹤0.01%
12,247
-18,053
-60% -$2.58M
AMBQ
1807
Ambiq Micro
AMBQ
$1.47B
$1.92M ﹤0.01%
21,768
+116
+0.5% +$6.87K
AVT icon
1808
Avnet
AVT
$7.52B
$1.92M ﹤0.01%
21,632
+6,565
+44% +$537K
ORI icon
1809
Old Republic International
ORI
$9.82B
$1.92M ﹤0.01%
46,879
-5,155
-10% -$204K
IQV icon
1810
IQVIA
IQV
$42.1B
$1.92M ﹤0.01%
9,928
+248
+3% +$43.2K
RLI icon
1811
RLI Corp
RLI
$5.56B
$1.92M ﹤0.01%
32,466
+660
+2% +$35.4K
IRMD icon
1812
iRadimed
IRMD
$1.07B
$1.92M ﹤0.01%
20,056
-385
-2% -$35.1K
BFC icon
1813
Bank First Corp
BFC
$1.71B
$1.92M ﹤0.01%
12,918
-20
-0.2% -$2.85K
ETON icon
1814
Eton Pharmaceutcials
ETON
$1.69B
$1.92M ﹤0.01%
52,907
+34,484
+187% +$1.01M
DNL icon
1815
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$488M
$1.89M ﹤0.01%
40,899
-645
-2% -$28.6K
ISHG icon
1816
iShares 1-3 Year International Treasury Bond ETF
ISHG
$881M
$1.89M ﹤0.01%
25,391
+1,600
+7% +$120K
DUSB icon
1817
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.27B
$1.88M ﹤0.01%
37,101
+1,791
+5% +$91K
LCTU icon
1818
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.24B
$1.88M ﹤0.01%
23,451
+704
+3% +$54.6K
JSTC icon
1819
Adasina Social Justice All Cap Global ETF
JSTC
$300M
$1.88M ﹤0.01%
82,049
+22,202
+37% +$480K
BPOP icon
1820
Popular Inc
BPOP
$10.7B
$1.87M ﹤0.01%
11,361
-1,696
-13% -$256K
PECO icon
1821
Phillips Edison & Co
PECO
$4.98B
$1.86M ﹤0.01%
44,789
+280
+0.6% +$11.2K
WTS icon
1822
Watts Water Technologies
WTS
$12B
$1.86M ﹤0.01%
4,742
-324
-6% -$101K
XPO icon
1823
XPO
XPO
$22B
$1.86M ﹤0.01%
9,036
-2,343
-21% -$496K
STEW
1824
SRH Total Return Fund
STEW
$1.76B
$1.85M ﹤0.01%
103,631
-3,516
-3% -$62.1K
KNTK icon
1825
Kinetik
KNTK
$4.4B
$1.85M ﹤0.01%
38,262
-56,242
-60% -$2.69M
71 72
73
74 75

Similar funds

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

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.