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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+0.53%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$94.2B
AUM Growth
+$2.78B
(+3%)
Cap. Flow
+$3.88B
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$1.52B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$541M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$338M |
| 4 |
Apple
AAPL
|
+$199M |
| 5 |
NVIDIA
NVDA
|
+$92.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$129M |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$125M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
+$94.7M |
| 4 |
Teradyne
TER
|
+$67.3M |
| 5 |
Oracle
ORCL
|
+$56.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.05% |
| 2 | Financials | 8.61% |
| 3 | Healthcare | 6.66% |
| 4 | Consumer Discretionary | 5.34% |
| 5 | Industrials | 5.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Sunrun
RUN
$2.37B
| $691K | ﹤0.01% |
+50,970
| New | +$848K |
|
|
FSCO
2452
FS Credit Opportunities Corp
FSCO
$989M
| $690K | ﹤0.01% |
135,380
+92,376
| +215% | +$522K |
|
2453
Chord Energy
CHRD
$7.79B
| $690K | ﹤0.01% |
4,853
-344
| -7% | -$37.5K |
|
|
WSR
2454
DELISTED
Whitestone REIT
WSR
| $690K | ﹤0.01% |
42,713
+8,678
| +25% | +$131K |
|
2455
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.9B
| $690K | ﹤0.01% |
18,768
-496
| -3% | -$17.7K |
|
2456
Pacira BioSciences
PCRX
$1.02B
| $689K | ﹤0.01% |
30,506
+6,534
| +27% | +$145K |
|
2457
Howard Hughes
HHH
$3.93B
| $689K | ﹤0.01% |
10,892
-39
| -0.4% | -$2.92K |
|
2458
Freedom Day Dividend ETF
MBOX
$147M
| $687K | ﹤0.01% |
18,811
+4,606
| +32% | +$171K |
|
2459
Hess Midstream
HESM
$5.22B
| $686K | ﹤0.01% |
17,654
+1,777
| +11% | +$65.9K |
|
2460
Skyworks Solutions
SWKS
$9.06B
| $686K | ﹤0.01% |
12,813
+2,730
| +27% | +$159K |
|
|
MDLN
2461
Medline Inc
MDLN
$32.8B
| $686K | ﹤0.01% |
15,415
+2,663
| +21% | +$118K |
|
2462
Axcelis
ACLS
$4.12B
| $686K | ﹤0.01% |
7,367
+3,306
| +81% | +$293K |
|
|
BTX
2463
BlackRock Technology and Private Equity Term Trust
BTX
$957M
| $685K | ﹤0.01% |
103,852
+31,956
| +44% | +$211K |
|
2464
Boyd Gaming
BYD
$6.47B
| $685K | ﹤0.01% |
8,334
+2,917
| +54% | +$245K |
|
2465
GameStop
GME
$9.5B
| $685K | ﹤0.01% |
29,719
-3,830
| -11% | -$88.9K |
|
2466
Patrick Industries
PATK
$2.8B
| $683K | ﹤0.01% |
6,149
+1,557
| +34% | +$192K |
|
2467
Innovator Growth Accelerated Plus ETF January
QTJA
$20.2M
| $682K | ﹤0.01% |
23,997
| – | – |
|
2468
iShares MSCI China ETF
MCHI
$6.04B
| $681K | ﹤0.01% |
12,128
+656
| +6% | +$39.4K |
|
2469
Millicom
TIGO
$15.8B
| $679K | ﹤0.01% |
9,055
+2,403
| +36% | +$158K |
|
2470
PBF Energy
PBF
$7.29B
| $677K | ﹤0.01% |
14,223
-263
| -2% | -$9.85K |
|
2471
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$180M
| $676K | ﹤0.01% |
10,611
+112
| +1% | +$7.21K |
|
2472
ProShares Ultra Technology
ROM
$1.13B
| $676K | ﹤0.01% |
8,623
| – | – |
|
2473
Tenaris
TS
$29.1B
| $674K | ﹤0.01% |
11,588
-661
| -5% | -$32.6K |
|
2474
NuScale Power
SMR
$2.8B
| $674K | ﹤0.01% |
62,157
-7,770
| -11% | -$118K |
|
2475
Unitil
UTL
$1,000M
| $673K | ﹤0.01% |
12,883
+1,039
| +9% | +$53.2K |
|
Similar funds
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 $3.88B 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 Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Healthcare.
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.