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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

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
MRAL
2451
GraniteShares 2x Long MARA Daily ETF
MRAL
$51.4M
$731K ﹤0.01%
10,273
+3,534
+52% +$222K
FBNC icon
2452
First Bancorp
FBNC
$2.67B
$730K ﹤0.01%
11,413
-966
-8% -$57.2K
CHDN icon
2453
Churchill Downs
CHDN
$5.9B
$728K ﹤0.01%
8,120
-1,555
-16% -$139K
ARE icon
2454
Alexandria Real Estate Equities
ARE
$8.61B
$727K ﹤0.01%
13,756
+1,356
+11% +$64.9K
DOX icon
2455
Amdocs
DOX
$6.23B
$725K ﹤0.01%
14,350
+526
+4% +$32.3K
BALL icon
2456
Ball Corp
BALL
$16B
$724K ﹤0.01%
11,606
-7,836
-40% -$461K
BSCU icon
2457
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.72B
$722K ﹤0.01%
43,397
+1,344
+3% +$22.4K
SF
2458
Stifel
SF
$12.1B
$722K ﹤0.01%
10,346
-9,637
-48% -$719K
UYLD icon
2459
Angel Oak UltraShort Income ETF
UYLD
$1.64B
$721K ﹤0.01%
14,139
-45,010
-76% -$2.3M
HEI.A icon
2460
HEICO Corp Class A
HEI.A
$32.9B
$720K ﹤0.01%
2,793
+227
+9% +$51.9K
MKAM icon
2461
MKAM ETF
MKAM
$13.6M
$720K ﹤0.01%
22,616
+8,358
+59% +$263K
IVT icon
2462
InvenTrust Properties
IVT
$2.52B
$718K ﹤0.01%
20,295
-476
-2% -$15.6K
VMRK
2463
Vivmark Residential
VMRK
$50.2B
$718K ﹤0.01%
10,576
-3,514
-25% -$228K
MOD icon
2464
Modine Manufacturing
MOD
$10B
$717K ﹤0.01%
2,684
+517
+24% +$136K
IMRX icon
2465
Immuneering
IMRX
$301M
$716K ﹤0.01%
143,486
+12,200
+9% +$61.7K
ZAP
2466
Global X U.S. Electrification ETF
ZAP
$463M
$715K ﹤0.01%
20,665
+13,196
+177% +$444K
MBOX icon
2467
Freedom Day Dividend ETF
MBOX
$152M
$715K ﹤0.01%
17,811
-1,000
-5% -$38.9K
FROG icon
2468
JFrog
FROG
$11B
$714K ﹤0.01%
7,859
-1,646
-17% -$107K
KBE icon
2469
State Street SPDR S&P Bank ETF
KBE
$1.58B
$711K ﹤0.01%
10,425
+218
+2% +$14K
DDFY
2470
Innovator Equity Dual Directional 15 Buffer ETF - May
DDFY
$75.6M
$709K ﹤0.01%
+35,373
New +$705K
CACC icon
2471
Credit Acceptance
CACC
$6.16B
$708K ﹤0.01%
1,112
-3
-0.3% -$1.6K
CURB
2472
Curbline Properties
CURB
$3.38B
$706K ﹤0.01%
23,213
-1,699
-7% -$48.5K
EJUL icon
2473
Innovator Emerging Markets Power Buffer ETF July
EJUL
$207M
$705K ﹤0.01%
22,556
+6,434
+40% +$199K
IBTI icon
2474
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.04B
$704K ﹤0.01%
31,819
+2,346
+8% +$52K
AAON icon
2475
Aaon
AAON
$6.34B
$700K ﹤0.01%
5,520
-1,693
-23% -$198K
97 98
99
100 101

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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.