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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 61 of 73  ·  1,443 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 BSVO EA SERIES TRUST 13,939.0 $325K -5K -27.7% $23.30 +15.6%
1202 AVT AVNET INC Technology 6,740.0 $324K -1K -14.0% $48.08 +74.8%
1203 CNH INDL N V 35,010.0 $323K -18K -34.2% $9.22
1204 GIB CGI INC Technology 3,491.0 $322K -40.0 -1.1% $92.32 -32.5%
1205 IRIDIUM COMMUNICATIONS INC 18,516.0 $322K -472.0 -2.5% $17.38
1206 UVV UNIVERSAL CORP VA Consumer Defensive 6,035.0 $318K -332.0 -5.2% $52.75 +2.2%
1207 USAC USA COMPRESSION PARTNERS LP Energy 13,826.0 $318K -9K -38.2% $23.00 +28.3%
1208 HTO H2O AMERICA Utilities 6,485.0 $318K -529.0 -7.5% $48.99 +14.0%
1209 TWI TITAN INTL INC ILL Industrials 40,373.0 $316K -248.0 -0.6% $7.83 -0.6%
1210 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 30,121.0 $316K -8K -20.3% $10.48 +15.2%
1211 BOIL PROSHARES TR II Financial Services 13,784.0 $316K -31K -69.1% $22.90 -40.3%
1212 GEM GOLDMAN SACHS ETF TR 7,569.0 $315K -1K -14.8% $41.62 +18.6%
1213 EWT ISHARES INC 4,957.0 $315K -855.0 -14.7% $63.53 +43.7%
1214 LBRDK LIBERTY BROADBAND CORP Communication Services 6,471.0 $314K -3K -33.7% $48.60 -28.9%
1215 AZTA AZENTA INC Healthcare 9,423.0 $313K -341.0 -3.5% $33.26 -51.8%
1216 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 19,735.0 $312K -1K -5.4% $15.80 -1.3%
1217 ENS ENERSYS Industrials 2,116.0 $310K -1K -38.6% $146.74 +63.3%
1218 CGMS CAPITAL GRP FIXED INCM ETF T 11,212.0 $310K -1K -10.3% $27.62 -1.0%
1219 RGR STURM RUGER & CO INC Industrials 9,462.0 $309K -145.0 -1.5% $32.65 +22.1%
1220 EXP EAGLE MATLS INC Basic Materials 1,490.0 $308K -1K -45.5% $206.64 -2.2%
Page 61 of 73  ·  1,443 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%