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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 8 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 MSCI MSCI INC CLASS A Financial Services 1,002 $569K 0.03% SOLD
142 RMD RESMED INC Healthcare 2,071 $567K 0.03% SOLD
143 WTFC WINTRUST FINANCIAL CORP Financial Services 4,235 $561K 0.03% SOLD
144 APG API GROUP CORP Industrials 16,063 $552K 0.03% SOLD
145 DOC HEALTHPEAK PPTYS INC Real Estate 28,798 $551K 0.03% SOLD
146 ABNB AIRBNB INC CL A Consumer Cyclical 4,535 $551K 0.03% SOLD
147 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 861 $543K 0.03% SOLD
148 APTIV PLC 6,237 $538K 0.03% SOLD
149 ADM ARCHER DANIELS MIDLAND COMPANY Consumer Defensive 8,883 $531K 0.03% SOLD
150 HCA HCA HEALTHCARE INC Healthcare 1,235 $526K 0.03% SOLD
151 WTW WILLIS TOWERS WATSON PUBLIC LTD CO Financial Services 1,522 $526K 0.03% SOLD
152 AIG AMERICAN INTL GROUP INC Financial Services 6,620 $520K 0.03% SOLD
153 DOGWOOD STATE BANK RALEIGH NC 21,772 $513K 0.02% SOLD
154 PHM PULTEGROUP INC Consumer Cyclical 3,876 $512K 0.02% SOLD
155 TXRH TEXAS ROADHOUSE INC CLASS A Consumer Cyclical 3,051 $507K 0.02% SOLD
156 EFX EQUIFAX INC Industrials 1,971 $506K 0.02% SOLD
157 FIRST OTTAWA BANCSHARES INC 3,240 $505K 0.02% SOLD
158 BBDC BARINGS BDC INC Financial Services 57,698 $505K 0.02% SOLD
159 JEF JEFFERIES FINANCIAL GROUP INC Financial Services 7,698 $504K 0.02% SOLD
160 STX SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO Technology 2,115 $499K 0.02% SOLD
Page 8 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%