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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 | |
|---|---|---|---|---|---|---|
1976
T. Rowe Price Growth Stock ETF
TGRW
$1.02B
| $1.49M | ﹤0.01% |
31,140
+11,000
| +55% | +$509K |
|
1977
iShares US Consumer Discretionary ETF
IYC
$1.16B
| $1.48M | ﹤0.01% |
14,680
-284
| -2% | -$28.8K |
|
1978
Boston Properties
BXP
$10.4B
| $1.48M | ﹤0.01% |
22,354
-4,361
| -16% | -$261K |
|
1979
Baidu
BIDU
$31.8B
| $1.48M | ﹤0.01% |
12,964
-262
| -2% | -$32.4K |
|
1980
New Jersey Resources
NJR
$5.44B
| $1.48M | ﹤0.01% |
26,354
-1,274
| -5% | -$71.3K |
|
1981
iShares ESG Screened S&P Mid-Cap ETF
XJH
$416M
| $1.48M | ﹤0.01% |
28,306
-2,354
| -8% | -$116K |
|
1982
Willis Towers Watson
WTW
$29.7B
| $1.48M | ﹤0.01% |
5,646
-955
| -14% | -$255K |
|
1983
Zebra Technologies
ZBRA
$16.6B
| $1.47M | ﹤0.01% |
5,602
-80
| -1% | -$18.8K |
|
1984
American States Water
AWR
$3.5B
| $1.47M | ﹤0.01% |
17,847
-2,807
| -14% | -$218K |
|
1985
American Financial Group
AFG
$11.6B
| $1.47M | ﹤0.01% |
10,521
-832
| -7% | -$110K |
|
1986
Roundhill Generative AI & Technology ETF
CHAT
$1.89B
| $1.45M | ﹤0.01% |
+14,736
| New | +$1.26M |
|
|
VSDM
1987
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$935M
| $1.45M | ﹤0.01% |
+18,959
| New | +$1.45M |
|
1988
Cedar Fair
FUN
$1.56B
| $1.45M | ﹤0.01% |
68,204
-246
| -0.4% | -$5.02K |
|
1989
First Trust Nasdaq Semiconductor ETF
FTXL
$1.28B
| $1.45M | ﹤0.01% |
5,095
+1,022
| +25% | +$236K |
|
1990
Applied Industrial Technologies
AIT
$11.9B
| $1.45M | ﹤0.01% |
4,291
-714
| -14% | -$219K |
|
1991
Super Micro Computer
SMCI
$26.2B
| $1.45M | ﹤0.01% |
49,365
+1,855
| +4% | +$59.1K |
|
1992
New York Times
NYT
$10.8B
| $1.45M | ﹤0.01% |
20,668
-8,937
| -30% | -$689K |
|
1993
Procure Space ETF
UFO
$555M
| $1.45M | ﹤0.01% |
+28,542
| New | +$1.54M |
|
1994
Arrow Financial
AROW
$722M
| $1.45M | ﹤0.01% |
35,260
-231
| -0.7% | -$8.57K |
|
1995
Box
BOX
$4.68B
| $1.44M | ﹤0.01% |
54,314
-466,655
| -90% | -$11.6M |
|
1996
FirstCash
FCFS
$9.76B
| $1.44M | ﹤0.01% |
6,640
-767
| -10% | -$167K |
|
1997
UDR
UDR
$11.4B
| $1.44M | ﹤0.01% |
35,956
-4,259
| -11% | -$158K |
|
1998
FormFactor
FORM
$8.84B
| $1.43M | ﹤0.01% |
8,950
-7,387
| -45% | -$980K |
|
1999
First Trust Japan AlphaDEX Fund
FJP
$265M
| $1.43M | ﹤0.01% |
18,676
-17,486
| -48% | -$1.33M |
|
|
CET
2000
Central Securities Corp
CET
$1.65B
| $1.42M | ﹤0.01% |
27,166
-1,874
| -6% | -$98.5K |
|
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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.