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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 1 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORP Technology 222,972.0 $41.6M 1.74% -605K -73.1% $186.50 +17.7%
2 AAPL APPLE INC Technology 144,312.0 $39.2M 1.64% -798K -84.7% $271.86 +12.2%
3 MSFT MICROSOFT CORP Technology 55,067.0 $26.6M 1.11% -152K -73.3% $483.62 -13.3%
4 AMZN AMAZON COM Consumer Cyclical 108,212.0 $25.0M 1.04% -228K -67.8% $230.82 +16.3%
5 GOOG ALPHABET INC Communication Services 58,086.0 $18.2M 0.76% -98K -62.7% $313.80 +22.2%
6 GOOGL ALPHABET INC Communication Services 50,807.0 $15.9M 0.66% -104K -67.1% $313.00 +23.9%
7 BERKSHIRE HATHAWAY 25,962.0 $13.1M 0.55% -35K -57.7% $502.66
8 CVX CHEVRON CORP Energy 80,494.0 $12.3M 0.51% -52K -39.4% $152.41 +25.3%
9 ABBV ABBVIE INC Healthcare 52,443.0 $12.0M 0.50% -130K -71.3% $228.49 -6.1%
10 JPM JPMORGAN CHASE Financial Services 36,773.0 $11.8M 0.49% -156K -81.0% $322.22 -6.0%
11 AVGO BROADCOM INC Technology 33,834.0 $11.7M 0.49% -70K -67.5% $346.10 +19.8%
12 META META PLATFORMS Communication Services 15,328.0 $10.1M 0.42% -35K -69.8% $660.08 -8.0%
13 CAT CATERPILLAR INC Industrials 13,851.0 $7.9M 0.33% -22K -61.6% $572.86 +51.2%
14 TSLA TESLA INC Consumer Cyclical 16,422.0 $7.4M 0.31% -78K -82.5% $449.73 -7.2%
15 PLTR PALANTIR TECHNOLOGIES Technology 39,986.0 $7.1M 0.30% -84K -67.8% $177.75 -22.8%
16 WMT WALMART INC Consumer Defensive 63,352.0 $7.1M 0.29% -111K -63.7% $111.41 +17.4%
17 COST COSTCO WHOLESALE Consumer Defensive 7,612.0 $6.6M 0.27% -12K -60.5% $862.31 +21.8%
18 LLY ELI LILLY Healthcare 5,361.0 $5.8M 0.24% -13K -71.5% $1074.75 -3.1%
19 JNJ JOHNSON & JOHNSON Healthcare 26,262.0 $5.4M 0.23% -58K -68.7% $206.95 +12.0%
20 XOM EXXON MOBIL Energy 43,787.0 $5.3M 0.22% -136K -75.7% $120.34 +29.9%
Page 1 of 13  ·  242 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
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%