HighTower Advisors, LLC
Top Portfolio Positions
2,294 positions ·
$51,673,599,296 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
11,772,399 | $2,987,717,142 | 5.78% | |
| JNJ |
Johnson & Johnson
Healthcare
|
10,484,201 | $2,562,758,092 | 4.96% | |
| MSFT |
Microsoft Corp
Technology
|
5,058,749 | $1,872,597,117 | 3.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,802,707 | $1,822,712,470 | 3.53% | |
| NVDA |
Nvidia Corp
Technology
|
7,713,149 | $1,345,173,185 | 2.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,188,999 | $1,219,685,570 | 2.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,745,966 | $1,196,712,338 | 2.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,432,963 | $1,165,875,869 | 2.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,759,185 | $1,080,991,238 | 2.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,380,422 | $789,780,838 | 1.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FDUS
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,612,778 | 92,582 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,799,049 | 93,215 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,884,747 | 93,028 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,835,473 | 90,865 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,848,720 | 90,668 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,849,444 | 87,985 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $651,954 | 33,263 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $647,963 | 33,263 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $648,064 | 32,830 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $601,293 | 30,538 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $557,529 | 29,038 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $569,027 | 29,032 | Shares | Sole | 2023-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||