HighTower Advisors, LLC

CIK 0001462245 · Q2 2026

13F Equity AUM

$104.1B

+10.5% QoQ

Positions

3,725

+14 QoQ

AUM Rank

#105

Top 1%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #4,356 · Top 52%

vs S&P -2.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 11.7%Top 10: 19.0%Top 20: 27.6%

AAPL3.2%

JNJ2.4%

IVV2.4%

SPY1.9%

VOO1.8%

MSFT1.8%

NVDA1.4%

BRK/A1.4%

AMZN1.4%

GOOGL1.3%

Others (3715)81.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services54.2%

Technology13.5%

Healthcare6.3%

Consumer Cyclical5.2%

Industrials5.0%

Communication Services3.7%

Energy2.7%

Consumer Defensive2.6%

Other6.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 3725Median: 0.00%Avg: 0.03%

0–0.5%

3695(66.6%)

0.5–1%

19(13.3%)

1–3%

10(16.9%)

3–5%

1(3.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 3,725vs 20 funds

0%Low

3,725

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New268Increased1459Decreased1894Exited265

New Positions

SPACE EXPLORATION TE…0.1%

+404K

HONEYWELL AEROSPACE …0.0%

+201K

HONEYWELL INTL INC0.0%

+202K

PIMCO ETF TR0.0%

+623K

J P MORGAN EXCHANGE …0.0%

+627K

VCOB0.0%

+391K

CARNIVAL CORP LTD0.0%

+731K

IBHI0.0%

+964K

FEDEX FGHT HLDG CO I…0.0%

+153K

INNOVATOR ETFS TRUST0.0%

+304K

Increased

VUG0.8%

+8.0M(+506%)

IWF0.6%

+3.7M(+290%)

VO0.3%

+3.3M(+302%)

VGT0.4%

+3.2M(+763%)

OWL0.1%

+1.9M(+18%)

IBDW0.1%

+1.3M(+72%)

GIS0.1%

+1.2M(+41%)

IUSG0.3%

+1.0M(+215%)

STGW0.0%

+989K(+62%)

BIPC0.1%

+974K(+36%)

Decreased

QGRW0.0%

-3,008,750(-85%)

RSPH0.0%

-1,979,820(-93%)

MO0.1%

-1,692,559(-55%)

NKE0.0%

-1,593,250(-81%)

SCHG0.2%

-1,267,537(-15%)

VITL0.0%

-1,233,331(-97%)

CSCO0.5%

-1,201,695(-23%)

QLTA0.0%

-1,087,073(-95%)

MDT0.0%

-929,333(-70%)

IBDS0.0%

-928,977(-51%)

Exited

-413,249

-668,746

-710,810

-360,449

-125,085

VACI-WT

-929,986

CTRA

-271,163

VRIG

-290,844

OAKTREE ACQUISITION …

-510,836

TSQ

-27,237

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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