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. | ||||
124 positions ·
$1,092,773,319 total
· Real Estate 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 124 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPG |
Simon Property Group Inc.
Real Estate
|
Reduced | 1,066,090 | $198,857,767 | 18.20% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Added | 4,354,207 | $118,956,935 | 10.89% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
Added | 820,018 | $103,863,479 | 9.50% | |
| PSA |
Public Storage
Real Estate
|
Added | 354,971 | $96,154,544 | 8.80% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Reduced | 1,654,445 | $73,407,724 | 6.72% | |
| LINE |
Lineage, Inc.
Real Estate
|
Added | 2,155,271 | $70,606,677 | 6.46% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
Added | 2,799,801 | $48,212,573 | 4.41% | |
| FRPH |
Frp Holdings, Inc.
Real Estate
|
Reduced | 1,926,867 | $42,159,849 | 3.86% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 193,323 | $33,363,683 | 3.05% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 237,378 | $31,376,624 | 2.87% | |
| O |
Realty Income Corp
Real Estate
|
Added | 423,892 | $25,933,712 | 2.37% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 25,299 | $24,799,091 | 2.27% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 100,802 | $19,929,563 | 1.82% | |
| SKT |
Tanger Inc.
Real Estate
|
Added | 514,462 | $17,481,418 | 1.60% | |
| BRX |
Brixmor Property Group Inc.
Real Estate
|
Reduced | 469,953 | $13,534,646 | 1.24% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Added | 98,110 | $11,981,193 | 1.10% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 105,660 | $10,792,112 | 0.99% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Reduced | 50,725 | $9,141,152 | 0.84% | |
| REXR |
Rexford Industrial Realty, Inc.
Real Estate
|
Reduced | 270,155 | $8,842,173 | 0.81% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Added | 290,053 | $7,085,994 | 0.65% | |
| VTR |
Ventas, Inc.
Real Estate
|
Added | 81,367 | $6,654,193 | 0.61% | |
| SBAC |
Sba Communications Corp
Real Estate
|
Reduced | 36,943 | $6,358,259 | 0.58% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
Added | 121,578 | $5,733,618 | 0.52% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Reduced | 124,184 | $5,009,582 | 0.46% | |
| KIM |
Kimco Realty Corp
Real Estate
|
Added | 202,655 | $4,553,657 | 0.42% | |
| AVB |
Avalonbay Communities Inc
Real Estate
|
Reduced | 24,445 | $3,993,090 | 0.37% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Added | 26,403 | $3,576,550 | 0.33% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Added | 52,589 | $3,573,948 | 0.33% | |
| FRT |
Federal Realty Investment Trust
Real Estate
|
Added | 32,764 | $3,479,864 | 0.32% | |
| ESS |
Essex Property Trust, Inc.
Real Estate
|
Added | 14,104 | $3,413,168 | 0.31% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Added | 40,827 | $3,319,643 | 0.30% | |
| BXMT |
Blackstone Mortgage Trust, Inc.
Real Estate
|
Added | 173,067 | $3,314,233 | 0.30% | |
| REG |
Regency Centers Corp
Real Estate
|
Added | 42,577 | $3,221,375 | 0.29% | |
| PSTL |
Postal Realty Trust, Inc.
Real Estate
|
Reduced | 170,297 | $3,160,712 | 0.29% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
Reduced | 167,581 | $3,061,704 | 0.28% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Added | 66,633 | $2,919,858 | 0.27% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Reduced | 21,402 | $2,806,444 | 0.26% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Reduced | 156,531 | $2,571,804 | 0.24% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Reduced | 114,907 | $2,430,283 | 0.22% | |
| RYN |
Rayonier Inc
Real Estate
|
Reduced | 113,549 | $2,341,380 | 0.21% | |
| ADC |
Agree Realty Corp
Real Estate
|
Added | 30,837 | $2,324,493 | 0.21% | |
| CUBE |
CubeSmart
Real Estate
|
Added | 59,666 | $2,186,758 | 0.20% | |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
Added | 44,509 | $1,665,526 | 0.15% | |
| HR |
Healthcare Realty Trust Inc
Real Estate
|
Added | 97,101 | $1,649,745 | 0.15% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Added | 160,183 | $1,606,635 | 0.15% | |
| JLL |
Jones Lang Lasalle Inc
Real Estate
|
Added | 5,042 | $1,534,381 | 0.14% | |
| CTRE |
CareTrust REIT, Inc.
Real Estate
|
Reduced | 41,458 | $1,519,435 | 0.14% | |
| RITM |
Rithm Capital Corp.
Real Estate
|
Reduced | 158,702 | $1,504,494 | 0.14% | |
| BXP |
BXP, Inc.
Real Estate
|
Reduced | 26,715 | $1,386,508 | 0.13% | |
| UDR |
UDR, Inc.
Real Estate
|
Reduced | 40,215 | $1,358,462 | 0.12% |