§ 13F · FUND PROFILE
HighTower Advisors, LLC.
Wealth platform, advisor network
AUM · $88.1B (13F)Positions · 3830Turnover · 96% · Q1Filed · May 5, 2026
CONCENTRATION
19%
Top 10 holdings
NEW BUYS
+351
+$376M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-1pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 11.77M | $3.0B | 3.2% | +7% |
| 2 | JNJ | JOHNSON & JOHNSON | 10.48M | $2.6B | 2.7% | +166% |
| 3 | IVV | ISHARES TR | 3.18M | $2.1B | 2.2% | +18% |
| 4 | MSFT | MICROSOFT CORP | 5.06M | $1.9B | 2.0% | +1% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 2.80M | $1.8B | 1.9% | +40% |
| 6 | VOO | VANGUARD INDEX FDS | 2.65M | $1.6B | 1.7% | +3% |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 2K | $1.4B | 1.5% | −3% |
| 8 | NVDA | NVIDIA CORPORATION | 7.71M | $1.3B | 1.4% | +7% |
| 9 | XOM | EXXON MOBIL CORP | 7.19M | $1.2B | 1.3% | −11% |
| 10 | AMZN | AMAZON COM INC | 5.75M | $1.2B | 1.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other27.5% (+1pp)
Technology7.0% (−1pp)
Pharmaceuticals4.0%
Semiconductors4.0% (±0)
Energy3.6%
Retail3.5% (±0)
§ 03 · THE HIGHTOWER SIGNAL
AC read
HighTower Advisors, LLC is a Other fund managing $88.1 billion in assets. The fund runs a massive portfolio of 3,830 positions, broad diversification across holdings. Trading activity is aggressive at 96% quarterly turnover, with 351 new positions and 0 exits last quarter. Top sector allocations: Other (28%), Technology (7%), Pharmaceuticals (4%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Busy quarter
+351 buys · −0 exits · 3280 changed
Q4 2025
Busy quarter
+248 buys · −0 exits · 3240 changed
Q3 2025
Busy quarter
+259 buys · −0 exits · 3191 changed
Q2 2025
Busy quarter
+266 buys · −0 exits · 3150 changed