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Portfolio (Quarterly) Guide ↗

HighTower Advisors, LLC

· CIK 0001462245
13F Portfolio $91.4B AUM 3,644 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 249 New 1503 Added 1443 Reduced 411 Exited
Page 20 of 76  ·  1,503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ESML ISHARES TR 305,646.0 $14.1M 0.01% +8K +2.5% $45.98 +10.1%
382 PINK SIMPLIFY EXCHANGE TRADED FUN 383,578.0 $14.0M 0.01% +91K +31.3% $36.60 -0.4%
383 F FORD MTR CO Consumer Cyclical 1,063,751.0 $14.0M 0.01% +62K +6.2% $13.12 +0.1%
384 EQV VENTURES AC CORP. II 1,375,075.0 $13.8M 0.01% +126K +10.1% $10.03
385 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 178,013.0 $13.6M 0.01% +5K +2.8% $76.67 +13.2%
386 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 347,474.0 $13.5M 0.01% +30K +9.3% $38.73 -12.2%
387 PCTY PAYLOCITY HLDG CORP Technology 88,093.0 $13.4M 0.01% +12K +15.6% $152.50 -25.0%
388 LDUR PIMCO ETF TR 139,715.0 $13.4M 0.01% +2K +1.3% $95.94 -0.8%
389 PULS PGIM ETF TR 267,582.0 $13.3M 0.01% +31K +12.9% $49.59 +0.1%
390 RXI ISHARES TR 64,217.0 $13.2M 0.01% +63K +4319.6% $205.26 -4.7%
391 EWU ISHARES TR 298,881.0 $13.1M 0.01% +6K +2.1% $43.98 +5.7%
392 FNDE SCHWAB STRATEGIC TR 364,132.0 $13.1M 0.01% +307K +539.2% $36.06 +11.3%
393 BOX BOX INC Technology 435,663.0 $13.0M 0.01% +23K +5.6% $29.91 -13.5%
394 DTCR GLOBAL X FDS 617,009.0 $13.0M 0.01% +46K +8.1% $21.10 +40.9%
395 BCS BARCLAYS PLC Financial Services 509,206.0 $13.0M 0.01% +5K +1.0% $25.45 -10.0%
396 CTVA CORTEVA INC Basic Materials 193,070.0 $12.9M 0.01% +10K +5.7% $67.03 +18.8%
397 IXG ISHARES TR 106,705.0 $12.9M 0.01% +98K +1074.0% $120.79 -0.1%
398 USSH WISDOMTREE TR 253,077.0 $12.9M 0.01% +15K +6.1% $50.83 -1.0%
399 XLB SELECT SECTOR SPDR TR 279,493.0 $12.7M 0.01% +128K +84.1% $45.35 +8.7%
400 APA APA CORPORATION Energy 514,390.0 $12.6M 0.01% +60K +13.1% $24.46 +66.1%
Page 20 of 76  ·  1,503 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 20.3%
Consumer Cyclical 10.6%
Healthcare 9.4%
Industrials 8.9%
Communication Services 8.1%
Consumer Defensive 5.3%
Energy 5.3%
Utilities 3.0%
Basic Materials 2.3%