StockDriftsStockDriftsTop 50 Hightower Trust Company, N.a. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 28.46% | 2.70M | $290.9M | -0.56%(-15.22K) | — | 2023-03-31 | |
| SCI | SERVICE CORP INTL | 8.63% | 1.36M | $88.2M | +0.00%(+0) | — | 2023-03-31 | |
| MSFT | MICROSOFT CORP | 4.89% | 201.3K | $50.0M | -0.26%(-528) | — | 2023-03-31 | |
| AAPL | APPLE INC | 2.63% | 181.0K | $26.9M | -0.20%(-370) | — | 2023-03-31 | |
| PM | PHILIP MORRIS INTL INC | 1.83% | 190.2K | $18.7M | +10.68%(+18.35K) | — | 2023-03-31 | |
| BX | BLACKSTONE INC | 1.74% | 221.4K | $17.8M | -0.06%(-135) | — | 2023-03-31 | |
| KO | COCA COLA CO | 1.66% | 286.0K | $16.9M | +0.24%(+688) | — | 2023-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 1.55% | 34.4K | $15.8M | +0.43%(+146) | — | 2023-03-31 | |
| PEP | PEPSICO INC | 1.45% | 86.0K | $14.8M | +2.75%(+2.30K) | — | 2023-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 1.43% | 572.5K | $14.7M | +1.82%(+10.24K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Hightower Trust Company, N.a. reports $1.02B in US-listed equity holdings across 221 positions in its most recent 13F filing. Its largest disclosed positions are XOM (28.5%), SCI (8.6%) and MSFT (4.9%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hightower Trust Company, N.a.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1090413). View Hightower Trust Company, N.a.’s 13F filings on SEC