HighTower Advisors, LLC
Filing Date
Global Rank
#141
/ 8,578
—
Top Industry
Drug Manufacturers - General
9.6%
3Y Alpha vs SPY
-3.1%
Period ended 3 months ago
Filed May 5, 2026 · 41d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.0%
SPY
+74.2%
Annualised alpha
-3.1%
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, 2025Top 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 |
|---|---|---|
| Technology | 22.0% | $11,352,529,846 |
| Financial Services | 13.4% | $6,904,282,971 |
| Healthcare | 12.1% | $6,270,927,156 |
| Consumer Cyclical | 9.7% | $5,027,508,110 |
| Industrials | 9.1% | $4,728,302,246 |
| Unclassified | 8.0% | $4,134,164,531 |
| Energy | 6.6% | $3,419,252,812 |
| Communication Services | 6.0% | $3,099,575,002 |
| Consumer Defensive | 5.9% | $3,043,984,859 |
| Utilities | 2.9% | $1,482,729,989 |
| Basic Materials | 2.2% | $1,156,540,519 |
| Real Estate | 2.1% | $1,092,773,319 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
527 positions ·
$6,904,282,971 total
· Financial Services only
· 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 527 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MIN |
Mfs Intermediate Income Trust
Financial Services
|
Held | 13,833 | $34,720 | 0.00% | |
| PSEC |
Prospect Capital Corp
Financial Services
|
NEW | 13,959 | $36,432 | 0.00% | |
| ABTC |
American Bitcoin Corp.
Financial Services
|
Reduced | 43,522 | $40,214 | 0.00% | |
| HIVE |
HIVE Digital Technologies Ltd.
Financial Services
|
NEW | 21,646 | $41,127 | 0.00% | |
| TCPC |
BlackRock TCP Capital Corp.
Financial Services
|
NEW | 11,646 | $42,042 | 0.00% | |
| BRBS |
Blue Ridge Bankshares, Inc.
Financial Services
|
NEW | 10,497 | $44,087 | 0.00% | |
| EARN |
Ellington Credit Co
Financial Services
|
Reduced | 10,000 | $44,300 | 0.00% | |
| CYPH |
Cypherpunk Technologies Inc.
Financial Services
|
Added | 60,500 | $48,097 | 0.00% | |
| BBD |
Bank Bradesco
Financial Services
|
Reduced | 14,776 | $53,932 | 0.00% | |
| CXE |
Mfs High Income Municipal Trust
Financial Services
|
Reduced | 15,244 | $56,555 | 0.00% | |
| CMU |
Mfs High Yield Municipal Trust
Financial Services
|
NEW | 17,365 | $62,166 | 0.00% | |
| GLO |
Clough Global Opportunities Fund
Financial Services
|
Reduced | 11,652 | $64,901 | 0.00% | |
| EDF |
Virtus Stone Harbor Emerging Markets Income Fund
Financial Services
|
NEW | 13,652 | $65,256 | 0.00% | |
| GGN |
GAMCO Global Gold, Natural Resources & Income Trust
Financial Services
|
Reduced | 12,327 | $65,579 | 0.00% | |
| GUT |
Gabelli Utility Trust
Financial Services
|
Reduced | 11,350 | $68,667 | 0.00% | |
| VVR |
Invesco Senior Income Trust
Financial Services
|
Reduced | 24,625 | $79,292 | 0.00% | |
| SBI |
Western Asset Intermediate Muni Fund Inc.
Financial Services
|
Reduced | 10,430 | $80,102 | 0.00% | |
| ASG |
Liberty All Star Growth Fund Inc.
Financial Services
|
Reduced | 17,010 | $80,797 | 0.00% | |
| DHF |
Bny Mellon High Yield Strategies Fund
Financial Services
|
Reduced | 35,768 | $87,273 | 0.00% | |
| PCQ |
Pimco California Municipal Income Fund
Financial Services
|
Added | 10,566 | $90,656 | 0.00% | |
| WIA |
Western Asset Inflation-Linked Income Fund
Financial Services
|
Reduced | 11,476 | $92,726 | 0.00% | |
| XXI |
Twenty One Capital, Inc.
Financial Services
|
Added | 14,530 | $92,992 | 0.00% | |
| INV |
Innventure, Inc.
Financial Services
|
Added | 24,121 | $94,313 | 0.00% | |
| VGI |
Virtus Global Multi-Sector Income Fund
Financial Services
|
Held | 13,385 | $98,781 | 0.00% | |
| OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Financial Services
|
Reduced | 13,509 | $103,614 | 0.00% | |
| ASST |
Strive, Inc.
Financial Services
|
NEW | 10,441 | $104,618 | 0.00% | |
| CION |
CION Investment Corp
Financial Services
|
Reduced | 15,416 | $105,445 | 0.00% | |
| AFCG |
Advanced Flower Capital Inc.
Financial Services
|
Added | 38,120 | $107,498 | 0.00% | |
| MFM |
Mfs Municipal Income Trust
Financial Services
|
Reduced | 20,017 | $107,891 | 0.00% | |
| PNNT |
Pennantpark Investment Corp
Financial Services
|
Added | 24,310 | $109,151 | 0.00% | |
| CRD-A |
Crawford & Co
Financial Services
|
Reduced | 10,999 | $109,660 | 0.00% | |
| RCS |
Pimco Strategic Income Fund, Inc.
Financial Services
|
NEW | 20,718 | $111,048 | 0.00% | |
| BTZ |
Blackrock Credit Allocation Income Trust
Financial Services
|
NEW | 11,018 | $111,281 | 0.00% | |
| NAVI |
Navient Corp
Financial Services
|
NEW | 13,619 | $111,403 | 0.00% | |
| HOPE |
Hope Bancorp Inc
Financial Services
|
NEW | 10,244 | $114,425 | 0.00% | |
| KTF |
Dws Municipal Income Trust
Financial Services
|
Held | 12,586 | $114,532 | 0.00% | |
| FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
Financial Services
|
Held | 10,426 | $114,894 | 0.00% | |
| PHK |
Pimco High Income Fund
Financial Services
|
Added | 25,538 | $118,240 | 0.00% | |
| IQI |
Invesco Quality Municipal Income Trust
Financial Services
|
Reduced | 12,392 | $119,211 | 0.00% | |
| VKQ |
Invesco Municipal Trust
Financial Services
|
Added | 12,793 | $121,789 | 0.00% | |
| UWMC |
UWM Holdings Corp
Financial Services
|
NEW | 33,750 | $122,175 | 0.00% | |
| BHK |
Blackrock Core Bond Trust
Financial Services
|
Reduced | 13,377 | $122,533 | 0.00% | |
| PMM |
Putnam Managed Municipal Income Trust
Financial Services
|
Reduced | 20,201 | $124,236 | 0.00% | |
| GTEN |
Gores Holdings X, Inc. / CI
Financial Services
|
Reduced | 12,500 | $128,000 | 0.00% | |
| KIO |
KKR Income Opportunities Fund
Financial Services
|
Held | 12,742 | $140,162 | 0.00% | |
| CFFN |
Capitol Federal Financial, Inc.
Financial Services
|
NEW | 20,028 | $142,799 | 0.00% | |
| THW |
abrdn World Healthcare Fund
Financial Services
|
Reduced | 12,470 | $145,524 | 0.00% | |
| SABA |
Saba Capital Income & Opportunities Fund II
Financial Services
|
Reduced | 17,532 | $145,866 | 0.00% | |
| BIT |
BlackRock Multi-Sector Income Trust
Financial Services
|
Added | 12,189 | $152,606 | 0.00% | |
| RIOT |
Riot Platforms, Inc.
Financial Services
|
NEW | 12,895 | $159,382 | 0.00% |