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HighTower Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1462245
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Sector Allocation

  • Other45.0%$46.4B
  • Technology17.7%$18.3B
  • Financials11.9%$12.3B
  • Healthcare6.3%$6.5B
  • Industrials4.7%$4.8B
  • Consumer Discretionary4.1%$4.2B
  • Consumer Staples2.9%$3.0B
  • Energy2.3%$2.4B
  • Utilities1.4%$1.5B
  • Materials1.4%$1.4B

AUM History

13fpro.ai/research/fund/hightower-advisors-llc-1462245

Conviction and streaks

Stable · top 10 = 19.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

AAPL$AAPLConviction hold3.2% weight · held 10 quartersJNJ$JNJConviction hold2.4% weight · held 10 quarters$Conviction hold2.4% weight · held 10 quartersSPY$SPYConviction hold2.0% weight · held 10 quarters$Conviction hold1.8% weight · held 10 quarters$Accumulating+49% shares · 9 quarters running$Accumulating+104% shares · 9 quarters running$Accumulating+44% shares · 9 quarters running$Accumulating+76% shares · 9 quarters running$Accumulating+235% shares · 9 quarters runningABT$ABTTrimming-24% shares · 9 quarters runningLOW$LOWTrimming-38% shares · 9 quarters runningAZO$AZOTrimming-36% shares · 9 quarters runningMCO$MCOTrimming-34% shares · 9 quarters runningMSCI$MSCITrimming-41% shares · 9 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/hightower-advisors-llc-1462245

HighTower Advisors, LLC 13F holdings — Q2 2026

$103.2B portfolio (+9.5% QoQ) · 3,797 holdings · Q2 2026 13F · top 10 are 19% of the stock portfolio

Includes $2.6M of put/call options ($0 puts, $2.6M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $103.2B. Weights use the stock portfolio.

All holdings — HighTower Advisors, LLC (Q2 2026)

3,797 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

Company
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$1.2B+1%
SN$SNSharkNinja, Inc.$964.8M-4%
QQQ$QQQINVESCO QQQ TRUST, SERIES 1etf/fund$906.3M+3%
JPM$JPMJPMORGAN CHASE & CO$859.7M-1%
AVGO$AVGOBroadcom Inc.$842.8M-0.9%
— VANGUARD INDEX FDS - TOTAL STK MKTetf/fund$832.8M+0.6%
— VANGUARD INDEX FDS - GROWTH ETFetf/fund$829.3M+506%
— VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund$828.8M-0.5%
— VANGUARD INDEX FDS - VALUE ETFetf/fund$798.2M+4%
GOOG$GOOGAlphabet Inc.$743.7M-2%
META$METAMeta Platforms, Inc.$729.2M-6%
— ISHARES TR - RUS 1000 GRW ETFetf/fund$617.9M+290%
CAT$CATCATERPILLAR INC$601.6M-5%
— SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund$598.7M+2%
— ISHARES TR - CORE MSCI EAFEetf/fund$593.4M+8%

What changed in Q2 2026

Against the previous quarter's 13F: 258 new, 1,462 added to, 1,896 trimmed, 249 sold out. Share-count changes; largest moves by dollar size first.

New positions (258)

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$69.1M

    first bought this quarter

  • HONA$HONAHoneywell Aerospace Inc.$44.5M

    first bought this quarter

  • J P MORGAN EXCHANGE TRADED F - EQUITY PREM YELD$34.0M

    first bought this quarter

  • PIMCO ETF TR - INFLATION PLUS$31.3M

    first bought this quarter

  • FDXF$FDXFFedEx Freight Holding Company, Inc.$23.2M

    first bought this quarter

  • ISHARES TR - IBONDS 29 TR HI$22.6M

    first bought this quarter

+252 more in the Excel export

Added to (1,462)

  • VANGUARD INDEX FDS - GROWTH ETF+506%

    now $829.3M

  • ISHARES TR - RUS 1000 GRW ETF+290%

    now $617.9M

  • VANGUARD WORLD FD - INF TECH ETF+763%

    now $436.4M

  • VANGUARD INDEX FDS - MID CAP ETF+302%

    now $351.9M

  • ISHARES TR - CORE S&P US GWT+215%

    now $275.7M

  • KLAC$KLACKLA CORP+1016%

    now $203.8M · held 10+ qtrs, 2 adds in a row

+1,456 more in the Excel export

Trimmed (1,896)

  • JNJ$JNJJOHNSON & JOHNSON-6%

    now $2.5B · held 10+ qtrs

  • CSCO$CSCOCISCO SYSTEMS, INC.-23%

    now $476.5M · held 10+ qtrs, 2 trims in a row

  • MO$MOALTRIA GROUP, INC.-55%

    now $101.1M · held 10+ qtrs

  • QCOM$QCOMQUALCOMM INC/DE-43%

    now $127.8M · held 10+ qtrs, 3 trims in a row

  • AAPL$AAPLApple Inc.-3%

    now $3.3B · held 10+ qtrs

  • MDT$MDTMedtronic plc-70%

    now $30.8M

+1,890 more in the Excel export

Sold out (249)

  • XOM.R34088$XOM.R34088EXXON MOBIL CORPwas $1.2B

    held 9+ qtrs

  • INVESCO EXCHANGE TRADED FD Twas $27.7M
  • CTRA$CTRACoterra Energy Inc.was $9.5M

    held 9+ qtrs

  • NSTR$NSTRNorthStar Earth & Space Enterprises, Inc.was $9.2M
  • ISHARES TRwas $8.5M
  • OACC$OACCOaktree Acquisition Corp. III Life Scienceswas $5.4M

+243 more in the Excel export

Firm AUM (Form ADV): $198.6B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F HighTower Advisors, LLC has filed, 40 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of HighTower Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+0.7%

Value-weighted move of the 10 largest stock positions

Turnover

6%

Last quarter; 17% over the last 4

Top 10 weight

19%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

HighTower Advisors, LLC disclosed 3,797 positions worth $103.2B in its Form 13F-HR for Q2 2026 — $103.2B in common stock plus $2.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 3.2% of the equity portfolio, followed by $JNJ. During the quarter the fund opened 258 new positions and exited 249 — including a new stake in $SPCX and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (45.0% of disclosed assets). All figures are sourced directly from HighTower Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1462245.

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AI-Powered Hedge Fund Analysis: HighTower Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For HighTower Advisors, LLC (SEC CIK: 1462245), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in HighTower Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.