HighTower Advisors, LLC
Filing Date
Global Rank
#141
/ 8,336
—
Top Industry
Drug Manufacturers - General
9.6%
3Y Alpha vs SPY
-3.2%
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
+60.7%
SPY
+74.2%
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, 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 |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,432,963 | $1,165,875,869 | 16.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,662,407 | $783,173,643 | 11.34% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,383,690 | $418,206,465 | 6.06% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 6,574,113 | $320,488,008 | 4.64% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 2,383,661 | $274,097,178 | 3.97% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 534,332 | $266,984,327 | 3.87% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 3,233,708 | $257,435,493 | 3.73% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,331,983 | $219,204,442 | 3.17% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 237,693 | $201,085,901 | 2.91% | |
| AXP |
American Express Co
Financial Services
|
Added | 482,342 | $145,898,808 | 2.11% | |
| MKL |
Markel Group Inc.
Financial Services
|
Reduced | 62,653 | $119,922,221 | 1.74% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 374,178 | $110,513,472 | 1.60% | |
| MC |
Moelis & Co
Financial Services
|
Added | 1,785,339 | $101,764,323 | 1.47% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Reduced | 227,463 | $99,230,733 | 1.44% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
Added | 10,808,003 | $98,677,067 | 1.43% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 841,986 | $92,374,284 | 1.34% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
Added | 7,046,645 | $89,210,525 | 1.29% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 87,102 | $83,766,864 | 1.21% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 376,966 | $68,769,907 | 1.00% | |
| TFC |
Truist Financial Corp
Financial Services
|
Added | 1,492,970 | $68,631,830 | 0.99% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 205,253 | $66,898,110 | 0.97% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 3,534,933 | $63,699,492 | 0.92% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 291,611 | $60,681,332 | 0.88% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 129,102 | $54,912,244 | 0.80% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 1,285,906 | $45,572,508 | 0.66% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 258,243 | $44,792,248 | 0.65% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 363,167 | $43,082,501 | 0.62% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 809,117 | $42,082,175 | 0.61% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 143,914 | $41,976,835 | 0.61% | |
| MSCI |
MSCI Inc.
Financial Services
|
Reduced | 77,146 | $41,582,465 | 0.60% | |
| C |
Citigroup Inc
Financial Services
|
Added | 342,463 | $38,838,728 | 0.56% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 383,653 | $36,055,708 | 0.52% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
Reduced | 193,014 | $27,720,670 | 0.40% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 175,024 | $27,527,774 | 0.40% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
Added | 118,815 | $25,781,666 | 0.37% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Added | 1,021,947 | $24,925,287 | 0.36% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 120,212 | $23,830,826 | 0.35% | |
| FHI |
Federated Hermes, Inc.
Financial Services
|
Added | 405,524 | $22,997,266 | 0.33% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Added | 80,729 | $22,690,500 | 0.33% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
Reduced | 957,122 | $22,674,220 | 0.33% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 144,063 | $22,668,313 | 0.33% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 1,434,008 | $22,442,225 | 0.33% | |
| FNF |
Fidelity National Financial, Inc.
Financial Services
|
Added | 480,507 | $22,285,914 | 0.32% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Reduced | 255,494 | $21,075,700 | 0.31% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Reduced | 236,574 | $20,082,766 | 0.29% | |
| ING |
Ing Groep NV
Financial Services
|
Reduced | 722,302 | $18,815,967 | 0.27% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 90,673 | $18,800,139 | 0.27% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Reduced | 41,117 | $18,272,394 | 0.26% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Added | 186,298 | $17,383,466 | 0.25% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Added | 1,042,022 | $17,307,985 | 0.25% |