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Hightower Advisors, LLC

13F for the quarter to June 30, 2026, filed August 26, 2026 · SEC CIK 1462245

Reported value
$104.1bn
47% in companies we cover
Positions we cover
1,892
Largest AAPL 3.2%
Copy, a year
+13.6%
S&P 500 +14.1%
Copy Sharpe ratio
0.77
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$53.6k
CopyS&P 500 $10,000 copying Hightower Advisors, LLC's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −32.1% (S&P 500 −31.8%); beta 0.95; alpha +0.0% a year (t = 0.07); last 12 months +17.1% against +12.1%.

Reported value by quarter

Hightower Advisors, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $20T $40T $60T Reported value, 2013-06-30: $3.7B Reported value, 2013-09-30: $3.8B Reported value, 2013-12-31: $4.9B Reported value, 2014-03-31: $5.1B Reported value, 2014-06-30: $5.8B Reported value, 2014-09-30: $5.9B Reported value, 2014-12-31: $6.5B Reported value, 2015-03-31: $6.7B Reported value, 2015-06-30: $6.2B Reported value, 2015-09-30: $7.5B Reported value, 2015-12-31: $8.4B Reported value, 2016-03-31: $8.4B Reported value, 2016-06-30: $7.9B Reported value, 2016-09-30: $8.6B Reported value, 2016-12-31: $9.2B Reported value, 2017-03-31: $10.4B Reported value, 2017-06-30: $11.1B Reported value, 2017-09-30: $11.6B Reported value, 2017-12-31: $12.1B Reported value, 2018-03-31: $11.8B Reported value, 2018-06-30: $12.7B Reported value, 2018-09-30: $13.8B Reported value, 2018-12-31: $12.9B Reported value, 2019-03-31: $14.9B Reported value, 2019-06-30: $16.7B Reported value, 2019-09-30: $18.3B Reported value, 2019-12-31: $16.9B Reported value, 2020-03-31: $15.4B Reported value, 2020-06-30: $18.3B Reported value, 2020-09-30: $20.6B Reported value, 2020-12-31: $23.8B Reported value, 2021-03-31: $31.5B Reported value, 2021-06-30: $34.4B Reported value, 2021-09-30: $37.3B Reported value, 2021-12-31: $45.4B Reported value, 2022-03-31: $44.7B Reported value, 2022-06-30: $38.7B Reported value, 2022-09-30: $37.2B Reported value, 2022-12-31: $43.6T Reported value, 2023-03-31: $45.8B Reported value, 2023-06-30: $50.6B Reported value, 2023-09-30: $53B Reported value, 2023-12-31: $59.4B Reported value, 2024-03-31: $61.6B Reported value, 2024-06-30: $64.6B Reported value, 2024-09-30: $67.8B Reported value, 2024-12-31: $73B Reported value, 2025-03-31: $73.7B Reported value, 2025-06-30: $79.8B Reported value, 2025-09-30: $88.1B Reported value, 2025-12-31: $91.4B Reported value, 2026-03-31: $94.1B Reported value, 2026-06-30: $104.1B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $104.1B
View chart data
Period Reported value
2013-06-30 $3.7B
2013-09-30 $3.8B
2013-12-31 $4.9B
2014-03-31 $5.1B
2014-06-30 $5.8B
2014-09-30 $5.9B
2014-12-31 $6.5B
2015-03-31 $6.7B
2015-06-30 $6.2B
2015-09-30 $7.5B
2015-12-31 $8.4B
2016-03-31 $8.4B
2016-06-30 $7.9B
2016-09-30 $8.6B
2016-12-31 $9.2B
2017-03-31 $10.4B
2017-06-30 $11.1B
2017-09-30 $11.6B
2017-12-31 $12.1B
2018-03-31 $11.8B
2018-06-30 $12.7B
2018-09-30 $13.8B
2018-12-31 $12.9B
2019-03-31 $14.9B
2019-06-30 $16.7B
2019-09-30 $18.3B
2019-12-31 $16.9B
2020-03-31 $15.4B
2020-06-30 $18.3B
2020-09-30 $20.6B
2020-12-31 $23.8B
2021-03-31 $31.5B
2021-06-30 $34.4B
2021-09-30 $37.3B
2021-12-31 $45.4B
2022-03-31 $44.7B
2022-06-30 $38.7B
2022-09-30 $37.2B
2022-12-31 $43.6T
2023-03-31 $45.8B
2023-06-30 $50.6B
2023-09-30 $53B
2023-12-31 $59.4B
2024-03-31 $61.6B
2024-06-30 $64.6B
2024-09-30 $67.8B
2024-12-31 $73B
2025-03-31 $73.7B
2025-06-30 $79.8B
2025-09-30 $88.1B
2025-12-31 $91.4B
2026-03-31 $94.1B
2026-06-30 $104.1B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
AAPLApple Inc.3.19%$3.3bn11.47M−2.6% Reduced
JNJJohnson & Johnson2.41%$2.5bn9.89M−5.6% Reduced
MSFTMicrosoft Corporation1.79%$1.9bn5.01M−1.0% Reduced
NVDANVIDIA Corporation1.42%$1.5bn7.41M−4.0% Reduced
AMZNAmazon1.38%$1.4bn6.01M+4.7% Added
GOOGLAlphabet Inc. (Class A)1.25%$1.3bn3.64M−3.1% Reduced
SNSharkninja, Inc.0.93%$964.8m6.34M−4.4% Reduced
JPMJPMorgan Chase0.83%$859.7m2.63M−1.4% Reduced
AVGOBroadcom0.81%$842.8m2.23M−0.9% Reduced
METAMeta Platforms0.70%$729.2m1.29M−6.2% Reduced
CATCaterpillar Inc.0.58%$601.6m564.9K−4.6% Reduced
LLYLilly (Eli)0.50%$523.6m436.6K−1.0% Reduced
VVisa Inc.0.49%$509.1m1.48M+7.2% Added
PEPPepsiCo0.49%$508.6m3.76M+1.6% Added
MUMicron Technology0.48%$502.6m435.4K−12.2% Reduced
ABBVAbbVie0.48%$495.1m1.97M+18.7% Added
CVXChevron Corporation0.46%$482.8m2.91M−9.6% Reduced
IBMIBM0.46%$482.6m1.72M+27.8% Added
CSCOCisco0.46%$476.5m4.06M−22.9% Reduced
MRKMerck & Co.0.45%$472.9m3.68M+1.2% Added
PGProcter & Gamble0.41%$430.1m2.93M+6.9% Added
COSTCostco0.40%$419.4m448.3K+3.1% Added
PLPCPreformed Line Products Co0.40%$416.6m1.01M+4.8% Added
TSLATesla, Inc.0.39%$400.6m952.5K−1.1% Reduced
MCDMcDonald's0.38%$397.8m1.47M+7.1% Added
BACBank of America0.38%$395.2m6.94M+5.5% Added
TSMTaiwan Semiconductor Manufacturing Co LTD0.37%$386.0m808.3K+0.6% Added
LRCXLam Research0.34%$357.4m824.9K−5.3% Reduced
HDThe Home Depot0.32%$335.9m952.4K+0.7% Added
WMTWalmart0.31%$326.7m2.88M−2.1% Reduced
AMATApplied Materials0.31%$322.8m446.5K−4.0% Reduced
RTXRTX Corporation0.30%$316.2m1.67M−6.2% Reduced
BXBlackstone Inc.0.29%$299.2m2.54M+6.7% Added
AMGNAmgen0.28%$295.6m816.3K−0.5%
MSMorgan Stanley0.28%$289.5m1.41M+5.8% Added
UNHUnitedHealth Group0.27%$283.8m682.7K+12.0% Added
VZVerizon0.26%$274.4m6.48M+2.3% Added
PANWPalo Alto Networks0.26%$274.2m804.0K−8.3% Reduced
AEPAmerican Electric Power0.26%$271.3m1.98M0.0%
MAMastercard0.24%$252.5m491.7K−8.0% Reduced
AMDAdvanced Micro Devices0.24%$249.0m428.6K−4.8% Reduced
KOThe Coca-Cola Company0.23%$235.4m2.90M−2.3% Reduced
NEENextEra Energy0.22%$229.9m2.62M+2.8% Added
SPGSimon Property Group0.22%$228.5m1.02M−4.2% Reduced
TXNTexas Instruments0.22%$227.6m763.7K−11.9% Reduced
GSGoldman Sachs0.21%$221.8m219.3K−7.7% Reduced
WFCWells Fargo0.21%$218.4m2.64M−18.3% Reduced
ASMLAsml Holding NV0.21%$217.6m109.4K+0.4%
SBUXStarbucks0.20%$211.7m2.07M−5.0% Reduced
ETNEaton Corporation0.20%$211.6m496.6K+1.0% Added
LMTLockheed Martin0.20%$210.2m412.5K+4.8% Added
TJXTJX Companies0.20%$208.4m1.38M−4.0% Reduced
KLACKLA Corporation0.20%$203.8m675.4K+1015.7% Added
GEVGE Vernova0.19%$198.4m168.9K−4.5% Reduced
DISThe Walt Disney Company0.19%$195.2m2.03M−4.2% Reduced
GILDGilead Sciences0.19%$193.9m1.53M+5.8% Added
UNPUnion Pacific Corporation0.18%$192.8m709.0K−1.0% Reduced
GEGE Aerospace0.18%$190.5m509.8K+7.8% Added
ORCLOracle Corporation0.17%$182.2m1.24M+2.4% Added
PMPhilip Morris International0.17%$177.5m981.0K+1.0% Added
BABoeing0.15%$161.7m747.0K+10.3% Added
LINLinde plc0.15%$154.7m298.1K−4.9% Reduced
AXPAmerican Express0.15%$154.5m456.9K−5.3% Reduced
SYKStryker Corporation0.15%$153.0m486.0K+8.3% Added
NFLXNetflix0.14%$148.6m2.08M−18.5% Reduced
CRWDCrowdStrike0.14%$144.8m189.8K−5.5% Reduced
GISGeneral Mills0.14%$144.1m4.14M+41.0% Added
ABTAbbott Laboratories0.14%$143.9m1.59M−5.5% Reduced
TMUST-Mobile US0.14%$142.6m850.2K+9.8% Added
SOSouthern Company0.14%$141.4m1.48M−2.6% Reduced
EPDEnterprise Products Partners L.p.0.14%$140.5m3.82M−1.1% Reduced
DEDeere & Company0.13%$139.3m219.6K−2.4% Reduced
CMICummins0.13%$138.4m194.1K−45.1% Reduced
ACNAccenture0.13%$134.7m1.08M+75.9% Added
QCOMQualcomm0.12%$127.8m691.8K−43.5% Reduced
VICIVici Properties0.12%$124.0m4.67M+7.3% Added
SHWSherwin-Williams0.12%$123.8m359.5K−5.5% Reduced
WMBWilliams Companies0.12%$121.8m1.64M−1.9% Reduced
LAMRLamar Advertising Co0.12%$120.9m774.8K−5.5% Reduced
MCMoelis & Co0.12%$120.6m1.84M+3.3% Added
MKLMarkel Group Inc.0.12%$119.4m61.2K−2.4% Reduced
SRESempra0.11%$119.0m1.28M−1.6% Reduced
LOWLowe's0.11%$118.9m539.1K−15.6% Reduced
UPSUnited Parcel Service0.11%$115.4m1.07M+2.5% Added
ITWIllinois Tool Works0.11%$113.4m419.5K+170.4% Added
INTCIntel0.11%$112.6m806.7K+6.6% Added
SCIService Corp International0.11%$111.5m1.47M−0.4%
OWLBlue OWL Capital Inc.0.11%$111.3m12.72M+17.7% Added
ANETArista Networks0.11%$110.0m647.7K+1.6% Added
PSAPublic Storage0.11%$109.9m345.2K−2.7% Reduced
JCIJohnson Controls0.10%$105.6m722.6K+2.9% Added
PWRQuanta Services0.10%$104.9m145.6K+11.4% Added
AFLAflac0.10%$103.7m884.7K+5.1% Added
EMREmerson Electric0.10%$102.2m714.0K+7.0% Added
MOAltria0.10%$101.1m1.41M−54.6% Reduced
LINELineage, Inc.0.10%$98.9m2.29M+6.1% Added
ADIAnalog Devices0.10%$98.6m248.3K−8.8% Reduced
VMCVulcan Materials Company0.10%$98.5m334.0K+1.1% Added
CICigna0.09%$97.7m354.4K+402.7% Added
MTNVail Resorts Inc0.09%$97.0m712.4K+22.7% Added
GBDCGolub Capital BDC, Inc.0.09%$94.6m7.35M+4.2% Added
AZOAutoZone0.09%$92.7m29.0K−9.9% Reduced
MRVLMarvell Technology0.09%$91.2m306.1K+99.3% Added
DUKDuke Energy0.09%$90.9m718.1K−5.5% Reduced
MCOMoody's Corporation0.09%$90.9m200.6K−11.8% Reduced
GLWCorning Inc.0.09%$90.4m354.0K−18.4% Reduced
TFCTruist Financial0.09%$90.1m1.81M+21.1% Added
SCLStepan Co0.09%$88.6m1.59M0.0%
COPConocoPhillips0.09%$88.0m846.9K+12.7% Added
APDAir Products0.08%$87.8m299.6K+0.2%
ROKRockwell Automation0.08%$87.4m176.5K+4.9% Added
AZNAstrazeneca PLC0.08%$86.3m455.3K−4.3% Reduced
FDXFedEx0.08%$86.1m275.0K−23.6% Reduced
NSCNorfolk Southern0.08%$85.9m273.1K−1.4% Reduced
CBChubb Limited0.08%$84.1m246.9K+20.3% Added
INBXInhibrx Biosciences, Inc.0.08%$82.5m870.6K0.0%
BLKBlackRock0.08%$80.8m84.0K−3.5% Reduced
TMOThermo Fisher Scientific0.08%$79.8m159.2K+9.8% Added
PLTRPalantir Technologies Inc.0.08%$79.6m682.3K−1.3% Reduced
FCXFreeport-McMoRan0.08%$78.6m1.25M+17.1% Added
DELLDell Technologies0.07%$78.3m181.5K−16.8% Reduced
DHID. R. Horton0.07%$78.1m479.8K−0.5% Reduced
NEMNewmont0.07%$77.4m828.5K+14.7% Added
COFCapital One0.07%$76.8m382.9K+1.6% Added
TGTTarget Corporation0.07%$76.6m586.3K+18.4% Added
ISRGIntuitive Surgical0.07%$75.6m190.0K−10.5% Reduced
GLPIGaming & Leisure Properties, Inc.0.07%$73.8m1.66M+0.1%
MXLMaxlinear, Inc0.07%$73.4m573.4K−11.1% Reduced
SLBSchlumberger0.07%$73.3m1.58M+0.7% Added
AWKAmerican Water Works0.07%$71.8m545.3K+0.3%
ARCCAres Capital Corp0.07%$71.7m3.87M+9.5% Added
CSXCSX Corporation0.07%$71.4m1.50M−0.9% Reduced
MUSAMurphy USA Inc.0.07%$69.5m129.0K−13.8% Reduced
SPCXSpace Exploration Technologies Corp0.07%$69.1m404.1KNew
EMNEastman Chemical Co0.07%$68.6m1.02M+2.4% Added
WMWaste Management0.07%$68.1m305.4K+0.2%
STXSeagate Technology0.06%$67.0m69.5K−0.8% Reduced
ADBEAdobe Inc.0.06%$66.5m324.4K+10.2% Added
CMECME Group0.06%$66.3m300.0K−19.8% Reduced
PHParker Hannifin0.06%$65.7m67.1K−3.7% Reduced
TTTrane Technologies0.06%$65.5m133.4K−0.9% Reduced
BMYBristol Myers Squibb0.06%$64.9m1.13M−2.3% Reduced
MDLZMondelez International0.06%$64.8m1.12M−12.1% Reduced
CPCanadian Pacific Kansas City LTD0.06%$64.7m747.0K+1.4% Added
MCKMcKesson0.06%$64.2m85.0K−2.2% Reduced
LENLennar0.06%$64.2m709.4K+2463.2% Added
UBERUber0.06%$63.1m874.9K+12.7% Added
PFEPfizer0.06%$63.0m2.62M−1.2% Reduced
GDGeneral Dynamics0.06%$62.9m177.7K−2.9% Reduced
DKSDick's Sporting Goods, Inc.0.06%$62.6m275.9K+34.7% Added
CompanyBought (value)Shares
KLACKLA Corporation$185.5m614.9K
IBMIBM$104.9m373.0K
CICigna$78.3m283.9K
ABBVAbbVie$77.8m309.3K
ITWIllinois Tool Works$71.5m264.3K
SPCXSpace Exploration Technologies Corp$69.1m404.1K
AMZNAmazon$63.8m267.6K
LENLennar$61.7m681.7K
ACNAccenture$58.1m467.0K
MRVLMarvell Technology$45.4m152.5K
HONHoneywell Technologies$45.2m201.9K
HONAHoneywell Aerospace$44.5m201.5K
BKNGBooking Holdings$43.0m241.4K
GISGeneral Mills$41.9m1.20M
VVisa Inc.$34.4m100.3K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
JNJJohnson & Johnson−$150.2m−591.4K
CSCOCisco−$141.2m−1.20M
MOAltria−$121.8m−1.69M
CMICummins−$113.5m−159.2K
QCOMQualcomm−$98.3m−532.1K
AAPLApple Inc.−$88.1m−304.6K
MDTMedtronic−$72.7m−929.3K
MUMicron Technology−$70.0m−60.7K
NKENike, Inc.−$65.4m−1.59M
NVDANVIDIA Corporation−$61.1m−305.2K
CVXChevron Corporation−$51.3m−309.2K
WFCWells Fargo−$48.8m−590.9K
METAMeta Platforms−$48.4m−85.9K
SNSharkninja, Inc.−$44.4m−291.3K
GOOGLAlphabet Inc. (Class A)−$41.5m−116.1K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
CNACNA Financial Corp$3.0m66.2K
AMRZAmrize Ltd$1.6m28.3K
DECDiversified Energy Co$1.5m87.9K
ADTNAdtran Holdings, Inc.$1.2m93.1K
AMRXAmneal Pharmaceuticals, Inc.$1.2m93.4K
HURNHuron Consulting Group Inc.$980,0167.7K
OIO-i Glass, Inc.$938,22889.3K
TEXTerex Corp$919,80315.6K
WKWorkiva Inc$910,58015.3K
AUGOAura Minerals Inc.$857,77910.5K
CORZCore Scientific, Inc.$812,21654.3K
MECMayville Engineering Company, Inc.$800,33744.6K
RYTMRhythm Pharmaceuticals, Inc.$787,7749.1K
GCTGigacloud Technology Inc$745,54816.4K
ECPGEncore Capital Group Inc$722,37610.3K
RUNSunrun Inc.$691,15351.0K
UFPIUFP Industries Inc$604,4396.6K
RAILFreightcar America, Inc.$596,12474.8K
COLDAmericold Realty Trust$565,83549.4K
SVMSilvercorp Metals Inc$559,68352.1K
IMAXImax Corp$557,34114.7K
GTMZoominfo Technologies Inc.$545,87891.3K
LMATLemaitre Vascular Inc$525,6594.8K
FSMFortuna Mining Corp.$524,87052.9K
PAHCPhibro Animal Health Corp$521,0209.4K
NWENorthwestern Energy Group, Inc.$510,5337.7K
MDRRMedalist Diversified, Inc.$463,99641.1K
CENXCentury Aluminum Co$445,6337.6K
AOSLAlpha & Omega Semiconductor Ltd$432,25319.5K
JOEST JOE Co$426,5376.8K
  • Technology28.5%
  • Health Care13.4%
  • Financials11.8%
  • Industrials11.5%
  • Consumer Discretionary11.1%
  • Communication Services6.4%
  • Consumer Staples6.0%
  • Energy3.6%
  • Utilities2.8%
  • Materials2.6%
  • Real Estate2.3%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 16, 2013 to November 2, 2026+13.6%+14.1%0.770.78−32.1%0.95
2018 onwardsJanuary 5, 2018 to November 2, 2026+13.4%+13.9%0.650.66−32.1%0.95
Last three yearsNovember 3, 2023 to November 2, 2026+20.9%+21.8%1.221.16−15.6%0.87
Last yearNovember 7, 2025 to November 2, 2026+18.4%+14.2%1.340.84−7.8%0.76

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.