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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 6 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STT STATE STREET Financial Services 5,931.0 $765K 0.03% -2K -28.5% $129.01 +19.4%
102 AMGN AMGEN INC Healthcare 2,333.0 $763K 0.03% -10K -80.5% $327.25 +3.1%
103 HOOD ROBINHOOD MARKETS Financial Services 6,574.0 $744K 0.03% -32K -83.2% $113.10 -32.9%
104 FAST FASTENAL CO Industrials 18,235.0 $732K 0.03% -29K -61.8% $40.13 +8.5%
105 AMAT APPLIED MATERIALS Technology 2,807.0 $721K 0.03% -12K -80.4% $256.98 +66.3%
106 BSX BOSTON SCIENTIFIC Healthcare 7,527.0 $718K 0.03% -46K -85.9% $95.35 -40.1%
107 BX BLACKSTONE INC Financial Services 4,652.0 $717K 0.03% -10K -68.9% $154.14 -23.1%
108 PGR PROGRESSIVE CORP Financial Services 3,145.0 $716K 0.03% -6K -64.5% $227.72 -11.0%
109 NOW SERVICENOW INC Technology 4,582.0 $702K 0.03% -236.0 -4.9% $153.19 -34.9%
110 DELL DELL TECHNOLOGIES Technology 5,483.0 $690K 0.03% -2K -29.1% $125.88 +100.9%
111 ALL ALLSTATE CORP Financial Services 3,279.0 $683K 0.03% -30K -90.0% $208.16 +3.0%
112 VRT VERTIV HOLDINGS Industrials 4,081.0 $661K 0.03% -19K -82.2% $162.03 +94.8%
113 WDC WESTERN DIGITAL Technology 3,825.0 $659K 0.03% -4K -48.5% $172.29 +166.8%
114 SPGI S&P GLOBAL Financial Services 1,244.0 $650K 0.03% -3K -72.9% $522.66 -20.2%
115 FDX FEDEX CORP Industrials 2,199.0 $635K 0.03% -5K -69.5% $288.89 +34.6%
116 EMR EMERSON ELECTRIC Industrials 4,781.0 $635K 0.03% -11K -68.9% $132.72 +1.6%
117 APH AMPHENOL CORP Technology 4,661.0 $630K 0.03% -18K -79.5% $135.14 -7.6%
118 HLT HILTON WORLDWIDE Consumer Cyclical 2,141.0 $615K 0.03% -3K -58.8% $287.28 +12.3%
119 CSX CSX CORP Industrials 16,570.0 $601K 0.03% -26K -60.8% $36.25 +26.6%
120 REGN REGENERON PHARMACEUTICAL Healthcare 773.0 $597K 0.03% -586.0 -43.1% $772.02 -15.8%
Page 6 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%