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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 144 of 183  ·  3,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 AIFD TCW ETF TRUST 9,825.0 $369K $37.58 +29.9%
2862 PEMX PUTNAM ETF TRUST 5,740.0 $369K $64.28 +26.9%
2863 EARN ELLINGTON CREDIT COMPANY Financial Services 70,000.0 $369K NEW $5.27 -11.8%
2864 TRNO TERRENO RLTY CORP Real Estate 6,283.0 $369K +113.0 +1.8% $58.71 +12.1%
2865 TIGO MILLICOM INTL CELLULAR S A Communication Services 6,652.0 $369K -1K -15.0% $55.44 +45.6%
2866 BITWISE FUNDS TRUST 18,468.0 $368K NEW $19.93
2867 ITRN ITURAN LOCATION AND CONTROL Technology 8,549.0 $368K +83.0 +1.0% $43.01 +34.7%
2868 GALT GALECTIN THERAPEUTICS INC Healthcare 88,375.0 $368K $4.16 -50.0%
2869 VNM VANECK ETF TRUST 19,264.0 $368K +3K +15.2% $19.08 +0.2%
2870 GTX GARRETT MOTION INC Consumer Cyclical 21,083.0 $367K -5K -17.9% $17.43 +74.3%
2871 KBH KB HOME Consumer Cyclical 6,503.0 $367K -1K -17.0% $56.41 -19.1%
2872 OGN ORGANON & CO Healthcare 51,063.0 $366K -5K -8.6% $7.17 +87.2%
2873 HUSV FIRST TR EXCH TRADED FD III 9,451.0 $366K +1K +14.1% $38.69 +2.0%
2874 HWC HANCOCK WHITNEY CORPORATION Financial Services 5,743.0 $366K -364.0 -6.0% $63.68 +3.9%
2875 SKYW SKYWEST INC Industrials 3,638.0 $365K -144.0 -3.8% $100.42 -18.6%
2876 CSGS CSG SYS INTL INC Technology 4,760.0 $365K -2K -25.3% $76.69 +5.2%
2877 CRMD CORMEDIX INC Healthcare 31,355.0 $365K +355.0 +1.1% $11.63 -32.0%
2878 DDIV FIRST TR EXCHANGE TRADED FD 8,768.0 $364K +911.0 +11.6% $41.54 +8.3%
2879 IMO IMPERIAL OIL LTD Energy 4,220.0 $364K +989.0 +30.6% $86.30 +60.3%
2880 BBH TR 22,588.0 $364K NEW $16.12
Page 144 of 183  ·  3,644 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%