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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 183 of 183  ·  3,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 BIOATLA INC 13,000.0 $7K $0.57
3642 MLSS MILESTONE SCIENTIFIC INC Healthcare 15,666.0 $4K $0.27 +19.7%
3643 CUE BIOPHARMA INC 10,929.0 $3K NEW $0.31
3644 SPUT PUT INNOVATOR ETFS TRUST 10,000.0 $3K NEW $0.27 +10266.4%
Page 183 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%