HIGHTOWER TRUST COMPANY, N.A.

PrivateCIK: 1090413
Location

HOUSTON, TX

221
Positions
$1.02B
Total AUM (reported)
12.76M
Total Shares

Allocation by class

TOTAL AUM$1.02B221 positions
COM$869.03M85.0%
CL A$26.73M2.6%
COM CL A$12.58M1.2%
ADR$12.18M1.2%
COM NEW$12.10M1.2%
LTD PARTNR INT A$8.52M0.8%
CAP STK CL C$8.32M0.8%

Portfolio Concentration

Top 342.0%4–1012.3%11–2516.5%Rest29.2%TOP 1054.3%0%100%
Top 3$429.13M42.0%
4–10$125.58M12.3%
11–25$169.08M16.5%
Rest$298.52M29.2%

Top 3 weight

42.0%

Top 10 weight

54.3%

Voting Authority Distribution

Total shares with voting rights: 12.76M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

12.76M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole221
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings221
Rows:

EXXON MOBIL CORP

SOLE
COM
Shares2.70M
TypeSH
Market value$290.90M
28.46%
Sole
0.00
Shared
0.00
None
2.70M

SERVICE CORP INTL

SOLE
COM
Shares1.36M
TypeSH
Market value$88.19M
8.63%
Sole
0.00
Shared
0.00
None
1.36M

MICROSOFT CORP

SOLE
COM
Shares201.30K
TypeSH
Market value$50.04M
4.89%
Sole
0.00
Shared
0.00
None
201.30K

APPLE INC

SOLE
COM
Shares180.96K
TypeSH
Market value$26.87M
2.63%
Sole
0.00
Shared
0.00
None
180.96K

PHILIP MORRIS INTL INC

SOLE
COM
Shares190.20K
TypeSH
Market value$18.71M
1.83%
Sole
0.00
Shared
0.00
None
190.20K

BLACKSTONE INC

SOLE
COM
Shares221.40K
TypeSH
Market value$17.76M
1.74%
Sole
0.00
Shared
0.00
None
221.40K

COCA COLA CO

SOLE
COM
Shares285.97K
TypeSH
Market value$16.93M
1.66%
Sole
0.00
Shared
0.00
None
285.97K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares34.43K
TypeSH
Market value$15.85M
1.55%
Sole
0.00
Shared
0.00
None
34.43K

PEPSICO INC

SOLE
COM
Shares86.04K
TypeSH
Market value$14.80M
1.45%
Sole
0.00
Shared
0.00
None
86.04K

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares572.52K
TypeSH
Market value$14.66M
1.43%
Sole
0.00
Shared
0.00
None
572.52K

PROCTER AND GAMBLE CO

SOLE
COM
Shares98.45K
TypeSH
Market value$13.51M
1.32%
Sole
0.00
Shared
0.00
None
98.45K

AMAZON COM INC

SOLE
COM
Shares145.66K
TypeSH
Market value$13.22M
1.29%
Sole
0.00
Shared
0.00
None
145.66K

TEXAS INSTRS INC

SOLE
COM
Shares74.44K
TypeSH
Market value$12.78M
1.25%
Sole
0.00
Shared
0.00
None
74.44K

UNION PAC CORP

SOLE
COM
Shares64.97K
TypeSH
Market value$12.74M
1.25%
Sole
0.00
Shared
0.00
None
64.97K

VISA INC

SOLE
COM CL A
Shares57.52K
TypeSH
Market value$12.43M
1.22%
Sole
0.00
Shared
0.00
None
57.52K

NOVO-NORDISK A S

SOLE
ADR
Shares86.23K
TypeSH
Market value$12.18M
1.19%
Sole
0.00
Shared
0.00
None
86.23K

AIR PRODS & CHEMS INC

SOLE
COM
Shares43.24K
TypeSH
Market value$12.16M
1.19%
Sole
0.00
Shared
0.00
None
43.24K

CROWN CASTLE INC

SOLE
COM
Shares95.15K
TypeSH
Market value$12.07M
1.18%
Sole
0.00
Shared
0.00
None
95.15K

CHEVRON CORP NEW

SOLE
COM
Shares69.95K
TypeSH
Market value$11.17M
1.09%
Sole
0.00
Shared
0.00
None
69.95K

MCDONALDS CORP

SOLE
COM
Shares40.75K
TypeSH
Market value$10.68M
1.04%
Sole
0.00
Shared
0.00
None
40.75K

BLACKROCK INC

SOLE
COM
Shares16.48K
TypeSH
Market value$10.47M
1.02%
Sole
0.00
Shared
0.00
None
16.48K

ABBOTT LABS

SOLE
COM
Shares99.76K
TypeSH
Market value$9.67M
0.95%
Sole
0.00
Shared
0.00
None
99.76K

HESS CORP

SOLE
COM
Shares69.06K
TypeSH
Market value$8.95M
0.88%
Sole
0.00
Shared
0.00
None
69.06K

KINDER MORGAN INC DEL

SOLE
COM
Shares508.51K
TypeSH
Market value$8.53M
0.83%
Sole
0.00
Shared
0.00
None
508.51K

PLAINS GP HLDGS L P

SOLE
LTD PARTNR INT A
Shares638.87K
TypeSH
Market value$8.52M
0.83%
Sole
0.00
Shared
0.00
None
638.87K
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