1y return+18.1%S&P 500 +20.9%
3y return+51.3%S&P 500 +68.5%
5y return+49.0%S&P 500 +74.5%
10y return+157.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $258 against $357 in the S&P 500.2
HighTower Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $3.3B | 3.2% | −2.6% |
| JNJJohnson & Johnson | $2.5B | 2.4% | −5.6% |
| IVVIshares Tr | $2.5B | 2.4% | +2.7% |
| SPYState Str Spdr S&p 500 Etf T | $2.0B | 1.9% | −3.3% |
| VOOVanguard Index Fds | $1.9B | 1.8% | +4.0% |
| MSFTMicrosoft Corp | $1.9B | 1.8% | −1.0% |
| NVDANvidia Corporation | $1.5B | 1.4% | −4.0% |
| BRK/ABerkshire Hathaway Inc Del | $1.5B | 1.4% | −3.0% |
| AMZNAmazon Com Inc | $1.4B | 1.4% | +4.7% |
| GOOGLAlphabet Inc | $1.3B | 1.3% | −3.1% |
| BRK/BBerkshire Hathaway Inc Del | $1.2B | 1.2% | +1.0% |
| Sharkninja IncCUSIP G8068L108 | $964.8M | 0.9% | −4.4% |
| Exxon Mobil CorpCUSIP 30231G102 | $943.1M | 0.9% | −4.0% |
| QQQInvesco Qqq Tr | $906.3M | 0.9% | +3.1% |
| JPMJpmorgan Chase & Co | $859.7M | 0.8% | −1.4% |
| AVGOBroadcom Inc | $842.8M | 0.8% | |
| VTIVanguard Index Fds | $832.8M | 0.8% | |
| VUGVanguard Index Fds | $829.3M | 0.8% | |
| VEAVanguard Tax-managed Fds | $828.8M | 0.8% | |
| VTVVanguard Index Fds | $798.2M | 0.8% | +4.0% |
| GOOGAlphabet Inc | $743.7M | 0.7% | −1.8% |
| METAMeta Platforms Inc | $729.2M | 0.7% | −6.2% |
| IWFIshares Tr | $617.9M | 0.6% | −2.5% |
| CATCaterpillar Inc | $601.6M | 0.6% | −4.6% |
| SCHFSchwab Strategic Tr | $598.7M | 0.6% | +2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.5B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $842.8M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $601.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $523.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.3B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $743.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $859.7M |
| Sharkninja IncCUSIP G8068L108 | September 30, 2023 | +228.5% | $964.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.3B |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $943.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $93.4M
- PXJInvesco Exchange Traded Fd T was $27.7M
- Carnival CorpCUSIP 143658300 was $18.4M
- CTRACoterra Energy Inc was $9.5M
- Viking Acquisition Corp ICUSIP G9582G104 was $9.2M
- IBHHIshares Tr was $8.5M
- VRIGInvesco Actively Managed Exc was $7.3M
- Dupont De Nemours IncCUSIP 26614N102 was $5.7M
- Oaktree Acquisition Corp IIICUSIP G6717R104 was $5.4M
- Proshares TrCUSIP 74347R370 was $4.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +4.5% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: HighTower Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1462245&type=13F-HR&dateb=&owner=include&count=40CIK 1462245
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1462245/000108514626000563/Filed August 5, 2026 · accession 0001085146-26-000563