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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD Financial Services 35,234.0 $14.0M 0.58% +32K +1177.1% $396.31 +5.2%
2 NFLX NETFLIX INC Communication Services 51,843.0 $4.9M 0.20% +40K +327.6% $93.76 -4.8%
3 NVR NVR INC Consumer Cyclical 128.0 $933K 0.04% +5.0 +4.1% $7292.84 -17.1%
4 PATH UIPATH INC Technology 31,555.0 $517K 0.02% +2K +5.2% $16.39 -35.5%
5 NXST NEXSTAR MEDIA Communication Services 1,908.0 $387K 0.02% +19.0 +1.0% $203.05 -6.7%
6 CRWV COREWEAVE INC Technology 4,321.0 $309K 0.01% +875.0 +25.4% $71.61 +50.2%
7 BLBD BLUE BIRD Consumer Cyclical 5,320.0 $250K 0.01% +2K +41.7% $47.00 +37.9%

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%