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Livermore
Livermore
ZHEN

HighTower Advisors, LLC

SEC CIK
0001462245
Latest filing
Aug 25, 2026

The latest 13F from HighTower Advisors, LLC covers Q2 2026 (filed Aug 25, 2026): 3,792 long positions worth $104.1B. The top 10 holdings make up 19.0% of the portfolio, and the largest is Apple Inc. (AAPL) at 3.2%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
263
Est. +$490.1M
Added
1450
Est. +$4.18B
Reduced
1898
Est. −$4.33B
Sold out
261
Est. −$270.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    3.2%$3.32BHistory
  2. JNJJohnson & Johnson
    2.4%$2.51BHistory
  3. iShares Core S&P 500 ETF464287200
    2.4%$2.45B
  4. SPYSPDR S&P 500 ETF Trust
    1.9%$2.02BHistory
  5. Vanguard S&P 500 ETF922908363
    1.8%$1.89B

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P U.S. Growth ETF464287671
    +$188.2MAdded
  2. IBMInternational Business Machines Corp
    +$104.9MAddedHistory
  3. CICigna Group
    +$78.3MAddedHistory
  4. ABBVAbbVie Inc.
    +$77.8MAddedHistory
  5. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +$77.3MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P U.S. Growth ETF464287671
    +0.19 pp0.1% → 0.3%
  2. iShares Core S&P 500 ETF464287200
    +0.15 pp2.2% → 2.4%
  3. Invesco QQQ Trust Series I46090E103
    +0.14 pp0.7% → 0.9%
  4. Vanguard S&P 500 ETF922908363
    +0.14 pp1.7% → 1.8%
  5. PLPCPreformed Line Products Co
    +0.12 pp0.3% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WisdomTree Tr97717Y477
    −$198.7MReduced
  2. JNJJohnson & Johnson
    −$150.2MReducedHistory
  3. CSCOCisco Systems, Inc.
    −$141.2MReducedHistory
  4. MOAltria Group, Inc.
    −$121.8MReducedHistory
  5. CMICummins Inc
    −$113.5MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.39 pp1.3% → 0.9%History
  2. JNJJohnson & Johnson
    −0.31 pp2.7% → 2.4%History
  3. CVXChevron Corp
    −0.24 pp0.7% → 0.5%History
  4. MSFTMicrosoft Corp
    −0.19 pp2.0% → 1.8%History
  5. WisdomTree Tr97717Y477
    −0.17 pp0.2% → <0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$104.1B
+$9.91B (+10.5%) vs. prior quarter
Positions
3,792
+2 vs. prior quarter
Top 10 concentration
19.0%
Top 10 as share of value
Turnover
4.6%
Q2 2026, one quarter
Average holding period
20.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $104.1B (Q2 2026)

Q1 2021: $31.7BQ2 2021: $34.5BQ3 2021: $37.3BQ4 2021: $45.6BQ1 2022: $44.8BQ2 2022: $38.7BQ3 2022: $37.3BQ4 2022: $43.7BQ1 2023: $45.8BQ2 2023: $50.8BQ3 2023: $53.2BQ4 2023: $59.5BQ1 2024: $61.7BQ2 2024: $64.7BQ3 2024: $70.0BQ4 2024: $73.1BQ1 2025: $73.7BQ2 2025: $79.8BQ3 2025: $88.1BQ4 2025: $91.4BQ1 2026: $94.2BQ2 2026: $104.1B
Q1 2021Q2 2026
13F filings of HighTower Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 25, 2026Amended3,792$104.1BAAPLJNJiShares Core S&P 500 ETFvs. Q1 2026SECSEC
Q1 2026May 5, 20263,790$94.2BAAPLJNJiShares Core S&P 500 ETFvs. Q4 2025SEC
Q4 2025Feb 6, 20263,638$91.4BAAPLMSFTiShares Core S&P 500 ETFvs. Q3 2025SEC
Q3 2025Nov 7, 20253,629$88.1BAAPLMSFTiShares Core S&P 500 ETFvs. Q2 2025SEC
Q2 2025Aug 11, 20253,584$79.8BMSFTAAPLiShares Core S&P 500 ETFvs. Q1 2025SEC
Q1 2025May 13, 20253,491$73.7BAAPLMSFTBRK.Avs. Q4 2024SEC
Q4 2024Feb 7, 20253,488$73.1BAAPLMSFTiShares Core S&P 500 ETFvs. Q3 2024SEC
Q3 2024Nov 14, 20243,456$70.0BAAPLMSFTiShares Core S&P 500 ETFvs. Q2 2024SEC
Q2 2024Aug 13, 20243,362$64.7BAAPLMSFTiShares Core S&P 500 ETFvs. Q1 2024SEC
Q1 2024May 6, 20243,298$61.7BMSFTAAPLBRK.Avs. Q4 2023SEC
Q4 2023Feb 12, 20243,350$59.5BAAPLMSFTBRK.Avs. Q3 2023SEC
Q3 2023Nov 8, 20233,305$53.2BAAPLMSFTBRK.Avs. Q2 2023SEC
Q2 2023Aug 14, 20233,249$50.8BAAPLMSFTBRK.Avs. Q1 2023SEC
Q1 2023May 12, 20233,115$45.8BAAPLMSFTBRK.Avs. Q4 2022SEC
Q4 2022Feb 9, 20233,102$43.7BAAPLMSFTBRK.Avs. Q3 2022SEC
Q3 2022Nov 9, 20222,953$37.3BAAPLMSFTBRK.Avs. Q2 2022SEC
Q2 2022Aug 10, 20222,979$38.7BAAPLMSFTBRK.Avs. Q1 2022SEC
Q1 2022May 12, 20223,100$44.8BAAPLMSFTBRK.Avs. Q4 2021SEC
Q4 2021Feb 10, 20223,022$45.6BAAPLMSFTBRK.Avs. Q3 2021SEC
Q3 2021Nov 12, 20212,953$37.3BAAPLMSFTBRK.Avs. Q2 2021SEC
Q2 2021Aug 6, 20212,893$34.5BAAPLBRK.AMSFTvs. Q1 2021SEC
Q1 2021May 10, 20212,830$31.7BAAPLBRK.AMSFT–SEC