HighTower Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
3,796
Total value ($000)
$94,218,797
Net value change ($000)
+2,781,814 (3.0%)
New positions
350
Sold out positions
199
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JNJ 1,745,594 213.6%
SPY 453,818 33.2%
XOM 248,191 25.5%
IVV 238,432 12.9%
CVX 211,180 46.4%
AZN 93,809 NEW
UMI 89,505 31.6%
TBIL 86,127 2795.4%
PEP 82,869 16.9%
NFLX 80,766 49.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -547,950 -22.6%
GOOGL -134,925 -11.1%
BRK-B -127,885 -8.2%
ORCL -126,211 -41.4%
EXAS -124,691 -100.0%
LLY -118,618 -22.6%
META -110,545 -12.3%
AMZN -100,215 -7.7%
HYD -95,649 -74.9%
IBM -94,851 -22.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,449 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type