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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 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LHX L3HARRIS TECHNOLOGIES Industrials 3,785.0 $1.1M 0.05% -4K -52.0% $293.54 +4.4%
82 LRCX LAM RESEARCH Technology 6,489.0 $1.1M 0.05% -16K -70.7% $171.19 +76.6%
83 WEC WEC ENERGY Utilities 10,467.0 $1.1M 0.05% -18K -62.6% $105.46 +4.9%
84 GILD GILEAD SCIENCES Healthcare 8,966.0 $1.1M 0.05% -12K -56.3% $122.74 +6.3%
85 AXON AXON ENTERPRISE Industrials 1,901.0 $1.1M 0.04% -2K -52.5% $567.94 -31.4%
86 MS MORGAN STANLEY Financial Services 6,070.0 $1.1M 0.04% -33K -84.3% $177.53 +12.9%
87 CRH PLC 8,378.0 $1.0M 0.04% -1K -13.6% $124.80
88 AEP AMERICAN ELECTRIC Utilities 9,014.0 $1.0M 0.04% -13K -59.1% $115.31 +12.4%
89 SCHW SCHWAB CHARLES Financial Services 10,156.0 $1.0M 0.04% -23K -69.1% $99.91 -9.8%
90 URI UNITED RENTALS Industrials 1,221.0 $988K 0.04% -871.0 -41.6% $809.41 +15.7%
91 NSC NORFOLK SOUTHERN Industrials 3,337.0 $963K 0.04% -5K -57.6% $288.72 +7.9%
92 COKE COCA-COLA CONSOLIDATED Consumer Defensive 6,127.0 $939K 0.04% -20K -76.3% $153.31 +15.0%
93 ASML ASML HOLDING Technology 864.0 $925K 0.04% -4K -81.4% $1070.21 +48.8%
94 APP APPLOVIN CORP Technology 1,353.0 $912K 0.04% -2K -61.0% $673.82 -27.9%
95 SBUX STARBUCKS CORP Consumer Cyclical 10,771.0 $907K 0.04% -38K -77.9% $84.21 +26.5%
96 BMY BRISTOL MYERS Healthcare 16,598.0 $895K 0.04% -34K -67.4% $53.94 +10.4%
97 ETN EATON CORP Industrials 2,669.0 $850K 0.04% -8K -75.4% $318.51 +19.8%
98 JD JD.COM INC Consumer Cyclical 29,552.0 $848K 0.04% -22K -42.9% $28.70 +9.7%
99 ITW ILLINOIS TOOL Industrials 3,346.0 $824K 0.03% -14K -80.8% $246.28 +1.5%
100 KMI KINDER MORGAN Energy 29,814.0 $820K 0.03% -45K -60.1% $27.49 +21.9%
Page 5 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%