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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 20 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CMI CUMMINS INC Industrials 1,138.0 $581K 0.02% -3K -73.0% $510.32 +31.0%
382 AON AON PLC Financial Services 1,613.0 $569K 0.02% -3K -61.7% $352.94 -9.5%
383 RS RELIANCE INC Basic Materials 1,953.0 $564K 0.02% -267.0 -12.0% $288.87 +30.3%
384 NEE NEXTERA ENERGY Utilities 7,000.0 $562K 0.02% -52K -88.2% $80.27 +9.2%
385 DUK DUKE ENERGY Utilities 4,773.0 $559K 0.02% -23K -82.8% $117.22 +6.6%
386 CASY CASEYS GENL Consumer Cyclical 1,010.0 $558K 0.02% -769.0 -43.2% $552.64 +46.5%
387 TJX TJX COS Consumer Cyclical 3,604.0 $554K 0.02% -24K -86.8% $153.61 +3.5%
388 MDT MEDTRONIC PLC Healthcare 5,756.0 $553K 0.02% -25K -81.1% $96.06 -19.2%
389 CGMM CAPITAL GROUP 19,130.0 $552K 0.02% NEW $28.84 +10.1%
390 IRM IRON MOUNTAIN Real Estate 6,644.0 $551K 0.02% -10K -59.5% $82.96 +54.8%
391 OKE ONEOK INC Energy 7,491.0 $551K 0.02% -13K -64.0% $73.50 +23.0%
392 ADBE ADOBE INC Technology 1,569.0 $549K 0.02% -8K -84.2% $349.99 -31.3%
393 CGCP CAPITAL GROUP 23,866.0 $540K 0.02% NEW $22.64 -1.3%
394 BSCR INVESCO BULLETSHARES 27,240.0 $538K 0.02% NEW $19.74 -0.6%
395 INTC INTEL CORP Technology 14,513.0 $536K 0.02% -40K -73.2% $36.90 +234.7%
396 IWN ISHARES RUSSELL 2,924.0 $530K 0.02% NEW $181.21 +18.5%
397 AKRE PROFESSIONALLY MANAGED 7,965.0 $522K 0.02% NEW $65.51 -17.4%
398 EXC EXELON CORP Utilities 11,948.0 $521K 0.02% -71K -85.5% $43.59 +5.6%
399 PATH UIPATH INC Technology 31,555.0 $517K 0.02% +2K +5.2% $16.39 -32.3%
400 OBIL U S TREASURY 10,297.0 $517K 0.02% NEW $50.20 -0.1%
Page 20 of 32  ·  630 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%