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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 11 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 SILA SILA REALTY TRUST INC Real Estate 16,935 $425K 0.02% SOLD
202 HLI HOULIHAN LOKEY INC CL A Financial Services 2,065 $424K 0.02% SOLD
203 BJ BJS WHOLESALE CLUB HOLDINGS INC Consumer Defensive 4,506 $420K 0.02% SOLD
204 MEDP MEDPACE HOLDINGS INC Healthcare 810 $416K 0.02% SOLD
205 INSM INSMED INC PAR $.01 Healthcare 2,852 $411K 0.02% SOLD
206 NUE NUCOR CORP Basic Materials 2,989 $405K 0.02% SOLD
207 TRP TC ENERGY CORP Energy 7,438 $405K 0.02% SOLD
208 EIX EDISON INTL Utilities 7,306 $404K 0.02% SOLD
209 EBAY EBAY INC Consumer Cyclical 4,429 $403K 0.02% SOLD
210 DKNG DRAFTKINGS INC CL A Consumer Cyclical 10,709 $401K 0.02% SOLD
211 NBIX NEUROCRINE BIOSCNCS INC Healthcare 2,838 $398K 0.02% SOLD
212 CMS CMS ENERGY CORP Utilities 5,428 $398K 0.02% SOLD
213 MTDR MATADOR RESOURCES COMPANY Energy 8,818 $396K 0.02% SOLD
214 DORM DORMAN PRODUCTS INC Consumer Cyclical 2,540 $396K 0.02% SOLD
215 CSGP COSTAR GROUP INC Real Estate 4,680 $395K 0.02% SOLD
216 CVCO CAVCO INDS INC DEL Consumer Cyclical 679 $394K 0.02% SOLD
217 HBAN HUNTINGTON BANCSHARES INC Financial Services 22,809 $394K 0.02% SOLD
218 SONY SONY GROUP CORP ADR Technology 13,670 $394K 0.02% SOLD
219 BKR BAKER HUGHES CO Energy 8,040 $392K 0.02% SOLD
220 AME AMETEK INC Industrials 2,070 $389K 0.02% SOLD
Page 11 of 22  ·  436 positions
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%