HighTower Advisors, LLC

CIK

1462245

Location

CHICAGO, IL

Portfolio Value

Large $51,712,571,360

Diversification

Diversified

Filing Date

Global Rank

#79 / 8,232 ▲ 8

Top Industry

Drug Manufacturers - General 9.6%

3Y Alpha vs SPY

-3.3%

Period ended 2 months ago

Filed May 5, 2026 · 40d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.8%

SPY

+76.3%

Annualised alpha

-3.2%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,288 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

144

Diversified+6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.0%	$11,352,529,846	291
Financial Services	13.4%	$6,904,282,971	527
Healthcare	12.1%	$6,270,927,156	286
Consumer Cyclical	9.7%	$5,027,508,110	210
Industrials	9.1%	$4,728,302,246	290
Unclassified	8.0%	$4,134,164,531	51
Energy	6.6%	$3,419,252,812	129
Communication Services	6.0%	$3,099,575,002	76
Consumer Defensive	5.9%	$3,043,984,859	91
Utilities	2.9%	$1,482,729,989	75
Basic Materials	2.2%	$1,156,540,519	138
Real Estate	2.1%	$1,092,773,319	124

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	Exxon Mobil Corp	−884,035	7,188,999	$1,219,685,570
EMN	Eastman Chemical Co	−695,362	1,000,480	$76,356,633
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
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
HBM	Hudbay Minerals Inc.	−222,612	21,798	$455,578
GILD	Gilead Sciences, Inc.	−211,178	1,450,177	$202,111,168
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
FUBO	FuboTV Inc.	522,406	$15,797,557
BXMX	Nuveen S&P 500 BuyWrite Income Fund	688,353	$10,118,789
ORGN	Origin Materials, Inc.	705,673	$4,488,080
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
XFLT	XAI Octagon Floating Rate & Alternative Income Trust	46,795	$1,123,080
QNCX	Quince Therapeutics, Inc.	328,500	$1,100,475
ERO	Ero Copper Corp.	36,058	$1,020,080
AKTX	Akari Therapeutics Plc	79,236	$915,968
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
SVAC	Spring Valley Acquisition Corp. III	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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,288 positions · $51,712,571,360 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 2,288 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%	4.96%
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	Exxon Mobil 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%	0.62%
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%	0.48%
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%