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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
PNR icon
2426
Pentair
PNR
$9.22B
$756K ﹤0.01%
9,868
-32,848
-77% -$2.6M
ALHC icon
2427
Alignment Healthcare
ALHC
$2.67B
$755K ﹤0.01%
+31,693
New +$608K
USAR
2428
USA Rare Earth Inc
USAR
$4.18B
$754K ﹤0.01%
34,925
+21,574
+162% +$492K
BUFZ icon
2429
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.06B
$752K ﹤0.01%
26,924
OPEN icon
2430
Opendoor
OPEN
$2.97B
$750K ﹤0.01%
162,255
+89,735
+124% +$429K
DAUG icon
2431
FT Vest US Equity Deep Buffer ETF August
DAUG
$421M
$749K ﹤0.01%
15,998
-233
-1% -$10.7K
BOH icon
2432
Bank of Hawaii
BOH
$3B
$749K ﹤0.01%
9,194
-1,161
-11% -$90.9K
PAYC icon
2433
Paycom
PAYC
$9.78B
$749K ﹤0.01%
5,960
+839
+16% +$109K
PML
2434
PIMCO Municipal Income Fund II
PML
$478M
$748K ﹤0.01%
98,347
+46,272
+89% +$348K
SSUS icon
2435
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$577M
$745K ﹤0.01%
13,472
+26
+0.2% +$1.38K
BAX icon
2436
Baxter International
BAX
$12.9B
$744K ﹤0.01%
34,918
-3,257
-9% -$60.7K
ENPH icon
2437
Enphase Energy
ENPH
$4.88B
$743K ﹤0.01%
15,094
-1,636
-10% -$74.5K
ELAN icon
2438
Elanco Animal Health
ELAN
$11.9B
$743K ﹤0.01%
30,192
-2,484
-8% -$57.4K
CHT icon
2439
Chunghwa Telecom
CHT
$34.5B
$743K ﹤0.01%
16,782
+7,107
+73% +$312K
DEHP icon
2440
Dimensional Emerging Markets High Profitability ETF
DEHP
$473M
$740K ﹤0.01%
17,308
+904
+6% +$36.4K
BAH icon
2441
Booz Allen Hamilton
BAH
$8.77B
$740K ﹤0.01%
12,198
-805
-6% -$61.5K
COO icon
2442
Cooper Companies
COO
$13.1B
$740K ﹤0.01%
10,314
-1,701
-14% -$111K
BUFQ icon
2443
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.62B
$739K ﹤0.01%
18,811
+11,269
+149% +$431K
URTH icon
2444
iShares MSCI World ETF
URTH
$8.23B
$738K ﹤0.01%
3,644
+8
+0.2% +$1.58K
KRSP
2445
Rice Acquisition Corporation 3
KRSP
$485M
$738K ﹤0.01%
+70,301
New +$731K
MIDD icon
2446
Middleby
MIDD
$4.84B
$737K ﹤0.01%
4,287
-380
-8% -$57.3K
EMO
2447
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.1B
$737K ﹤0.01%
14,714
+4,143
+39% +$208K
PGF icon
2448
Invesco Financial Preferred ETF
PGF
$649M
$734K ﹤0.01%
53,556
-545
-1% -$7.58K
STIM icon
2449
Neuronetics
STIM
$222M
$733K ﹤0.01%
563,741
+1,371
+0.2% +$2K
WGMI icon
2450
CoinShares Bitcoin Mining and Digital Power ETF
WGMI
$272M
$733K ﹤0.01%
11,617
+682
+6% +$38.9K

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.