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Portfolio (Quarterly) Guide ↗

HighPoint Advisor Group LLC

· CIK 0001616034
13F Portfolio $2.1B AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 686 New
Page 5 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RL RALPH LAUREN CORP CL A Consumer Cyclical 14,183.0 $4.4M 0.21% NEW $313.57 +5.0%
82 NOW SERVICENOW INC Technology 4,818.0 $4.4M 0.21% NEW $920.28 -89.2%
83 UNP UNION PACIFIC CORP Industrials 18,649.0 $4.4M 0.21% NEW $236.37 +12.4%
84 PH PARKER-HANNIFIN CORP Industrials 5,748.0 $4.4M 0.21% NEW $758.13 +13.4%
85 DD DUPONT DE NEMOURS INC Basic Materials 55,843.0 $4.4M 0.21% NEW $77.90 -39.5%
86 LOW LOWES COMPANIES INC Consumer Cyclical 17,275.0 $4.3M 0.21% NEW $251.31 -13.5%
87 PFE PFIZER INC Healthcare 169,565.0 $4.3M 0.21% NEW $25.48 +1.8%
88 SBUX STARBUCKS CORP Consumer Cyclical 48,711.0 $4.1M 0.20% NEW $84.60 +25.9%
89 ETN EATON CORP PLC Industrials 10,864.0 $4.1M 0.19% NEW $374.26 +1.9%
90 MMM 3M COMPANY Industrials 26,103.0 $4.1M 0.19% NEW $155.18 -2.3%
91 ADP AUTOMATIC DATA PROCESSING INC Industrials 13,717.0 $4.0M 0.19% NEW $293.49 -25.0%
92 MSI MOTOROLA SOLUTIONS INC Technology 8,676.0 $4.0M 0.19% NEW $457.27 -12.5%
93 TJX TJX COS INC Consumer Cyclical 27,348.0 $4.0M 0.19% NEW $144.54 +10.2%
94 DE DEERE & CO Industrials 8,430.0 $3.9M 0.18% NEW $457.24 +16.2%
95 FITB FIFTH THIRD BANCORP Financial Services 86,420.0 $3.9M 0.18% NEW $44.55 +10.3%
96 MU MICRON TECHNOLOGY INC Technology 22,431.0 $3.8M 0.18% NEW $167.32 +355.5%
97 EXC EXELON CORP Utilities 82,665.0 $3.7M 0.18% NEW $45.01 +0.8%
98 CVS CVS HEALTH CORP Healthcare 48,929.0 $3.7M 0.18% NEW $75.39 +23.8%
99 SO SOUTHERN COMPANY Utilities 38,086.0 $3.6M 0.17% NEW $94.77 -1.2%
100 CMCSA COMCAST CORP CL A Communication Services 114,308.0 $3.6M 0.17% NEW $31.42 -20.2%
Page 5 of 35  ·  686 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
Technology 36.4%
Financial Services 11.8%
Consumer Cyclical 11.0%
Healthcare 9.4%
Industrials 8.7%
Communication Services 8.4%
Consumer Defensive 5.0%
Energy 3.5%
Utilities 2.9%
Basic Materials 1.5%