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Portfolio (Quarterly) Guide ↗

HighPoint Advisor Group LLC

· CIK 0001616034
13F Portfolio $2.4B AUM 631 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 7 Added 242 Reduced 436 Exited
Page 5 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 AOS A O SMITH Industrials 11,255 $826K 0.04% SOLD
82 PEG PUBLIC SERVICE ENTERPRISE GROUP INC Utilities 9,876 $824K 0.04% SOLD
83 RUM RUMBLE INC CL A Technology 113,079 $819K 0.04% SOLD
84 VLTO VERALTO CORP Industrials 7,659 $816K 0.04% SOLD
85 VLO VALERO ENERGY CORP Energy 4,787 $815K 0.04% SOLD
86 DTM DT MIDSTREAM INC Energy 7,209 $815K 0.04% SOLD
87 EW EDWARDS LIFESCIENCES CORP Healthcare 10,450 $813K 0.04% SOLD
88 EVRG EVERGY INC Utilities 10,660 $810K 0.04% SOLD
89 KMB KIMBERLY CLARK CORP Consumer Defensive 6,506 $809K 0.04% SOLD
90 OTIS OTIS WORLDWIDE CORP Industrials 8,835 $808K 0.04% SOLD
91 RBC RBC BEARINGS INC Industrials 2,050 $800K 0.04% SOLD
92 PYPL PAYPAL HOLDINGS INC Financial Services 11,644 $781K 0.04% SOLD
93 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 9,389 $778K 0.04% SOLD
94 VMC VULCAN MATERIALS COMPANY Basic Materials 2,523 $776K 0.04% SOLD
95 KR KROGER CO Consumer Defensive 11,463 $773K 0.04% SOLD
96 NDAQ NASDAQ INC Financial Services 8,715 $771K 0.04% SOLD
97 WDAY WORKDAY INC CL A Technology 3,185 $767K 0.04% SOLD
98 NGG NATIONAL GRID PLC SPON ADR NEW 2017 Utilities 10,546 $766K 0.04% SOLD
99 PCAR PACCAR INC Industrials 7,790 $766K 0.04% SOLD
100 OXY OCCIDENTAL PETROLEUM CORP Energy 15,995 $756K 0.04% SOLD
Page 5 of 22  ·  436 positions
Sector Allocation
Financial Services 42.7%
Technology 21.8%
Communication Services 7.2%
Consumer Cyclical 7.2%
Healthcare 6.0%
Industrials 5.3%
Consumer Defensive 3.3%
Energy 3.1%
Basic Materials 1.5%
Utilities 1.3%