HighTower Advisors, LLC

CIK

1462245

Location

CHICAGO, IL

Portfolio Value

Large $51,733,698,755

Diversification

Diversified

Filing Date

Global Rank

#139 / 8,621 ▲ 4 · as of Mar 2026

Top Industry

Drug Manufacturers - General 9.6%

3Y Alpha vs SPY

-3.0%

Period ended 4 months ago

Filed May 5, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+62.5%

SPY

+67.9%

Annualised alpha

-1.3%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

2,298 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.8%

−0.2 pts

Top 5

20.5%

+1.5 pts

Top 10

31.0%

+1.6 pts

HHI

143

Diversified+6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.9%	$11,353,044,659	292
Financial Services	13.4%	$6,921,081,463	530
Healthcare	12.1%	$6,270,927,156	286
Consumer Cyclical	9.7%	$5,027,508,112	210
Industrials	9.1%	$4,730,567,419	292
Unclassified	8.0%	$4,134,164,531	51
Energy	6.6%	$3,419,854,950	130
Communication Services	6.0%	$3,099,862,211	76
Consumer Defensive	5.9%	$3,043,984,859	91
Utilities	2.9%	$1,482,871,447	76
Basic Materials	2.2%	$1,156,594,629	139
Real Estate	2.1%	$1,093,237,319	125

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OWL	Blue Owl Capital Inc.	+6,883,592	10,808,003	$98,677,067
JNJ	Johnson & Johnson	+6,535,453	10,484,201	$2,562,758,092
GBDC	GOLUB CAPITAL BDC, Inc.	+4,748,315	7,046,645	$89,210,525
GIS	General Mills Inc	+1,535,221	2,936,779	$109,306,914
LINE	Lineage, Inc.	+1,467,622	2,155,271	$70,606,677
VITL	Vital Farms, Inc.	+1,233,084	1,268,715	$17,914,255
STWD	Starwood Property Trust, Inc.	+1,144,793	2,799,801	$48,212,573
ARCC	Ares Capital Corp	+1,087,875	3,534,933	$63,699,492
VICI	Vici Properties Inc.	+1,015,271	4,354,207	$118,956,935
NFLX	Netflix Inc	+796,286	2,555,168	$245,679,403
SPY	Spdr S&P 500 ETF Trust	+795,257	2,802,707	$1,822,712,470
AAPL	Apple Inc.	+764,907	11,772,399	$2,987,717,142
BX	Blackstone Inc.	+690,810	2,383,661	$274,097,178
CPRT	Copart Inc	+671,504	1,377,850	$45,744,620
OBDC	Blue Owl Capital Corp	+594,386	1,218,356	$13,475,017
NVDA	Nvidia Corp	+502,661	7,713,149	$1,345,173,185
IBIT	iShares Bitcoin Trust ETF	+466,906	1,324,984	$50,905,885
ABEV	Ambev S.A.	+452,720	496,091	$1,448,585
PINS	Pinterest, Inc.	+440,773	488,819	$8,964,940
GSBD	Goldman Sachs BDC, Inc.	+430,923	520,273	$4,620,024
MC	Moelis & Co	+399,647	1,785,339	$101,764,323
SBUX	Starbucks Corp	+384,015	2,179,958	$195,302,437
BUR	Burford Capital Ltd	+334,146	956,832	$4,324,880
TFC	Truist Financial Corp	+325,771	1,492,970	$68,631,830
AIRO	AIRO Group Holdings, Inc.	+311,929	978,105	$7,438,488
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RIG	Transocean Ltd.	−1,841,157	244,685	$1,622,261
COLD	Americold Realty Trust	−1,538,265	49,375	$565,837
AES	Aes Corp	−969,968	412,208	$5,808,010
XOM	ExxonMobil Holdings Corp	−884,035	7,188,999	$1,219,685,570
EMN	Eastman Chemical Co	−695,362	1,000,480	$76,356,633
ORGN	Origin Materials, Inc.	−681,939	23,734	$54,113
SNAP	Snap Inc	−516,443	28,209	$129,761
SLV	iShares Silver Trust	−503,615	1,083,892	$73,856,400
GEHC	GE HealthCare Technologies Inc.	−465,524	125,318	$8,920,135
B	Barrick Mining Corp	−447,305	479,761	$19,569,451
FUBO	FuboTV Inc.	−437,624	84,782	$802,037
CSCO	Cisco Systems, Inc.	−383,882	5,258,519	$408,008,489
NAD	Nuveen Quality Municipal Income Fund	−376,028	88,372	$1,016,278
NZF	Nuveen Municipal Credit Income Fund	−364,974	95,795	$1,166,783
ORCL	Oracle Corp	−349,762	1,214,246	$178,627,729
ENVX	Enovix Corp	−341,807	61,947	$320,885
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−341,623	18,060	$222,679
VZ	Verizon Communications Inc	−341,417	6,336,673	$318,100,984
PYPL	PayPal Holdings, Inc.	−341,192	180,060	$8,144,113
SLB	Slb Limited/Nv	−318,118	1,565,684	$80,460,500
BAC	Bank Of America Corp /De/	−314,674	6,574,113	$320,488,008
DOW	Dow Inc.	−305,279	385,322	$16,048,661
SGOL	abrdn Gold ETF Trust	−299,089	1,534,681	$68,477,466
TER	Teradyne, Inc	−241,361	62,219	$18,445,444
SIVR	abrdn Silver ETF Trust	−225,593	192,659	$13,796,310
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	475,948	$93,866,464
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	592,916	$9,528,160
FVAV	Fortress Value Acquisition Corp. V	620,020	$6,218,800
MSDL	Morgan Stanley Direct Lending Fund	265,284	$3,703,364
ALUB	Alussa Energy Acquisition Corp. II	291,894	$2,913,102
FBP	First Bancorp /Pr/	111,841	$2,388,923
AMCR	Amcor plc	58,018	$2,306,215
BWIN	Baldwin Insurance Group, Inc.	93,077	$2,042,109
IAG	Iamgold Corp	105,915	$1,993,320
PNFP	Pinnacle Financial Partners, Inc.	21,908	$1,887,155
SVIV	Spring Valley Acquisition Corp. IV	182,500	$1,801,275
INFQ	Infleqtion, Inc.	176,601	$1,732,455
DEC	Diversified Energy Co	87,872	$1,532,487
TSEM	Tower Semiconductor Ltd	7,643	$1,341,193
ADTN	ADTRAN Holdings, Inc.	93,101	$1,171,210
MLCI	Mount Logan Capital Inc.	281,324	$1,007,139
MESH	Meshflow Acquisition Corp	99,999	$988,990
NBHC	National Bank Holdings Corp	24,911	$975,514
TEX	Terex Corp	15,564	$919,832
ZYME	Zymeworks Inc.	36,262	$908,000
VG	Venture Global, Inc.	52,269	$823,759
CBNA	Chain Bridge Bancorp Inc	23,470	$819,103
ONDS	Ondas Inc.	89,455	$808,673
SNDA	Sonida Senior Living, Inc.	24,936	$804,186
MEC	Mayville Engineering Company, Inc.	44,587	$800,336
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	1,227,761	$124,691,407
BXMX	Nuveen S&P 500 BuyWrite Income Fund	688,353	$10,118,789
STEP	StepStone Group Inc.	44,573	$2,860,249
NPAC	New Providence Acquisition Corp. III/Cayman	244,121	$2,504,681
STNE	StoneCo Ltd.	120,688	$1,784,975
BCAR	D. Boral ARC Acquisition I Corp.	168,867	$1,693,736
CUBI	Customers Bancorp, Inc.	20,985	$1,534,423
FUTU	Futu Holdings Ltd	9,103	$1,494,803
ATAT	Atour Lifestyle Holdings Ltd	33,065	$1,302,761
REFI	Chicago Atlantic Real Estate Finance, Inc.	97,258	$1,192,383
QNCX	Quince Therapeutics, Inc.	328,500	$1,100,475
ERO	Ero Copper Corp.	36,058	$1,020,080
FG	F&G Annuities & Life, Inc.	28,280	$872,438
ACLX	Arcellx, Inc.	12,558	$818,781
VIPS	Vipshop Holdings Ltd	40,170	$710,607
INSP	Inspire Medical Systems, Inc.	7,543	$695,690
GFUZ	General Fusion Group Ltd.	67,344	$683,541
VVX	V2X, Inc.	11,875	$647,781
MNDY	monday.com Ltd.	4,228	$623,883
CNOB	ConnectOne Bancorp, Inc.	23,540	$617,218
OCFC	Oceanfirst Financial Corp	33,726	$605,381
MRX	Marex Group Ltd	14,505	$556,411
KRNY	Kearny Financial Corp.	68,018	$504,013
RIGL	Rigel Pharmaceuticals Inc	11,088	$474,899
TIGR	UP Fintech Holding Ltd	49,495	$473,172
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,298 positions · $51,733,698,755 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,298 positions by value · page 1 of 46

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	11,772,399	+764,907	$2,987,717,142	−0.2%	5.78%
JNJ	Johnson & Johnson Healthcare	Added	10,484,201	+6,535,453	$2,562,758,092	+213.6%	4.95%
MSFT	Microsoft Corp Technology	Added	5,058,749	+53,586	$1,872,597,117	−22.6%	3.62%
SPY	Spdr S&P 500 ETF Trust	Added	2,802,707	+795,257	$1,822,712,470	+33.1%	3.52%
NVDA	Nvidia Corp Technology	Added	7,713,149	+502,661	$1,345,173,185	+0.0%	2.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,188,999	-884,035	$1,219,685,570	+25.5%	2.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,745,966	+127,187	$1,196,712,338	−7.7%	2.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,432,963	-69,758	$1,165,875,869	−7.3%	2.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,759,185	-125,726	$1,080,991,238	−11.1%	2.09%
META	Meta Platforms, Inc. Communication Services	Added	1,380,422	+16,299	$789,780,838	−12.3%	1.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,662,407	-9,763	$783,173,643	−9.0%	1.51%
SN	SharkNinja, Inc. Consumer Cyclical	Added	6,627,185	+299,411	$701,818,891	−0.9%	1.36%
AVGO	Broadcom Inc. Technology	Added	2,252,481	+92,071	$697,165,394	−6.8%	1.35%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,193,756	-9,808	$689,012,088	−6.8%	1.33%
CVX	Chevron Corp Energy	Added	3,221,753	+233,638	$666,580,695	+46.4%	1.29%
GLD	Spdr Gold Trust	Reduced	1,426,918	-41,356	$613,988,546	+5.5%	1.19%
PEP	Pepsico Inc Consumer Defensive	Added	3,696,273	+274,252	$573,994,234	+16.9%	1.11%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,635,404	-182,731	$437,302,747	+8.8%	0.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	434,914	+15,396	$433,361,357	+19.8%	0.84%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,374,665	+21,552	$427,232,135	+3.3%	0.83%
CAT	Caterpillar Inc Industrials	Reduced	592,391	-40,423	$419,685,327	+15.8%	0.81%
V	Visa Inc. Financial Services	Reduced	1,383,690	-22,048	$418,206,465	−15.2%	0.81%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,258,519	-383,882	$408,008,489	−6.1%	0.79%
LLY	ELI LILLY & Co Healthcare	Reduced	440,797	-46,925	$405,431,856	−22.6%	0.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,742,694	+265,330	$396,154,721	+11.6%	0.77%
WMT	Walmart Inc. Consumer Defensive	Added	2,947,023	+17,951	$366,256,018	+12.2%	0.71%
ABBV	AbbVie Inc. Healthcare	Added	1,658,024	+29,113	$360,603,639	−3.1%	0.70%
TSLA	Tesla, Inc. Consumer Cyclical	Added	963,041	+31,082	$358,010,491	−14.6%	0.69%
RTX	RTX Corp Industrials	Reduced	1,777,434	-172,182	$342,867,018	−4.1%	0.66%
IBM	International Business Machines Corp Technology	Reduced	1,343,133	-76,280	$325,562,007	−22.6%	0.63%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,574,113	-314,674	$320,488,008	−15.4%	0.62%
VZ	Verizon Communications Inc Communication Services	Reduced	6,336,673	-341,417	$318,100,984	+16.9%	0.61%
HD	Home Depot, Inc. Consumer Cyclical	Added	946,200	+22,280	$311,195,718	−2.1%	0.60%
IAU	Ishares Gold Trust	Reduced	3,290,890	-99,915	$290,124,862	+5.4%	0.56%
AMGN	Amgen Inc Healthcare	Added	820,320	+33,696	$288,629,592	+12.1%	0.56%
BX	Blackstone Inc. Financial Services	Added	2,383,661	+690,810	$274,097,178	+5.0%	0.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	803,761	+23,150	$271,631,029	+14.5%	0.53%
MA	Mastercard Inc Financial Services	Reduced	534,332	-1,675	$266,984,327	−12.7%	0.52%
PLPC	Preformed Line Products Co Industrials	Added	968,067	+1,882	$262,104,140	+31.2%	0.51%
AEP	American Electric Power Co Inc Utilities	Added	1,982,456	+6,981	$259,860,332	+14.1%	0.50%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,233,708	-175,285	$257,435,493	−19.0%	0.50%
NFLX	Netflix Inc Communication Services	Added	2,555,168	+796,286	$245,679,403	+49.0%	0.47%
LMT	Lockheed Martin Corp Industrials	Reduced	393,550	-30,916	$237,857,684	+15.9%	0.46%
NEE	Nextera Energy Inc Utilities	Added	2,548,903	+85,082	$236,742,110	+19.7%	0.46%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,432,450	-601	$228,762,265	+3.9%	0.44%
KO	Coca Cola Co Consumer Defensive	Added	2,963,312	+46,976	$225,359,877	+10.5%	0.44%
MS	Morgan Stanley Financial Services	Reduced	1,331,983	-209,471	$219,204,442	−19.9%	0.42%
MO	Altria Group, Inc. Consumer Defensive	Added	3,097,642	+283,120	$204,413,395	+26.0%	0.40%
DIS	Walt Disney Co Communication Services	Reduced	2,116,141	-119,833	$203,953,669	−19.8%	0.39%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	1,450,177	-211,178	$202,111,168	−0.9%	0.39%