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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 39 of 183  ·  3,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 AJG GALLAGHER ARTHUR J & CO Financial Services 50,929.0 $13.2M 0.01% -15K -23.2% $258.79 -21.4%
762 EWU ISHARES TR 298,881.0 $13.1M 0.01% +6K +2.1% $43.98 +5.3%
763 FNDE SCHWAB STRATEGIC TR 364,132.0 $13.1M 0.01% +307K +539.2% $36.06 +11.0%
764 IXJ ISHARES TR 134,311.0 $13.1M 0.01% -3K -2.4% $97.40 -4.3%
765 BOX BOX INC Technology 435,663.0 $13.0M 0.01% +23K +5.6% $29.91 -14.1%
766 DTCR GLOBAL X FDS 617,009.0 $13.0M 0.01% +46K +8.1% $21.10 +39.9%
767 BCS BARCLAYS PLC Financial Services 509,206.0 $13.0M 0.01% +5K +1.0% $25.45 -11.1%
768 CTVA CORTEVA INC Basic Materials 193,070.0 $12.9M 0.01% +10K +5.7% $67.03 +21.0%
769 IXG ISHARES TR 106,705.0 $12.9M 0.01% +98K +1074.0% $120.79 -0.3%
770 USSH WISDOMTREE TR 253,077.0 $12.9M 0.01% +15K +6.1% $50.83 -1.0%
771 L LOEWS CORP Financial Services 122,068.0 $12.9M 0.01% -9K -7.1% $105.31 +2.6%
772 TH TARGET HOSPITALITY CORP Industrials 1,603,648.0 $12.8M 0.01% $8.01 +124.7%
773 XLB SELECT SECTOR SPDR TR 279,493.0 $12.7M 0.01% +128K +84.1% $45.35 +8.1%
774 APA APA CORPORATION Energy 514,390.0 $12.6M 0.01% +60K +13.1% $24.46 +64.1%
775 CBLS ELEVATION SERIES TRUST 456,108.0 $12.5M 0.01% -81K -15.0% $27.50 +16.7%
776 USHY ISHARES TR 334,159.0 $12.5M 0.01% +240K +256.6% $37.39 -1.9%
777 RPV INVESCO EXCHANGE TRADED FD T 120,399.0 $12.4M 0.01% -3K -2.4% $103.36 +7.4%
778 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 1,067,586.0 $12.4M 0.01% -394K -26.9% $11.63 -3.9%
779 RPM RPM INTL INC Basic Materials 119,085.0 $12.4M 0.01% -3K -2.3% $104.00 -6.6%
780 SFLR INNOVATOR ETFS TRUST 335,256.0 $12.4M 0.01% -3K -0.9% $36.86 +2.4%
Page 39 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%