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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 12 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NVS NOVARTIS AG SPON ADR Healthcare 9,854.0 $1.3M 0.06% NEW $128.23 +18.5%
222 CL COLGATE-PALMOLIVE COMPANY Consumer Defensive 15,768.0 $1.3M 0.06% NEW $79.94 +13.3%
223 OHI OMEGA HEALTHCARE INVESTORS INC Real Estate 29,713.0 $1.3M 0.06% NEW $42.22 +13.5%
224 AFL AFLAC INC Financial Services 11,160.0 $1.2M 0.06% NEW $111.70 +5.5%
225 FISV FISERV INC Technology 9,650.0 $1.2M 0.06% NEW $128.93 -55.7%
226 MPWR MONOLITHIC POWER SYSTEM INC Technology 1,349.0 $1.2M 0.06% NEW $920.54 +72.7%
227 CBNK CAPITAL BANCORP INC Financial Services 38,798.0 $1.2M 0.06% NEW $31.90 -1.3%
228 CMG CHIPOTLE MEXICAN GRILL INC CL A Consumer Cyclical 31,343.0 $1.2M 0.06% NEW $39.19 -16.1%
229 TFC TRUIST FINANCIAL CORP Financial Services 26,830.0 $1.2M 0.06% NEW $45.72 +5.8%
230 CTVA CORTEVA INC Basic Materials 17,994.0 $1.2M 0.06% NEW $67.63 +17.6%
231 ROK ROCKWELL AUTOMATION INC Industrials 3,440.0 $1.2M 0.06% NEW $349.50 +29.4%
232 BR BROADRIDGE FINANCIAL SOLUTIONS INC Technology 5,038.0 $1.2M 0.06% NEW $238.18 -36.8%
233 TGT TARGET CORP Consumer Defensive 13,233.0 $1.2M 0.06% NEW $89.70 +40.0%
234 KLAC KLA CORP Technology 1,090.0 $1.2M 0.06% NEW $1078.28 +75.1%
235 JCI JOHNSON CONTROLS INTL PLC Industrials 10,675.0 $1.2M 0.06% NEW $109.95 +25.8%
236 SRE SEMPRA Utilities 12,963.0 $1.2M 0.06% NEW $89.98 +3.1%
237 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 4,263.0 $1.2M 0.06% NEW $272.74 +6.1%
238 AZO AUTOZONE INC Consumer Cyclical 271.0 $1.2M 0.06% NEW $4290.24 -20.6%
239 CRH PLC 9,692.0 $1.2M 0.06% NEW $119.90
240 SOUN SOUNDHOUND AI INC CL A Technology 70,742.0 $1.1M 0.05% NEW $16.08 -49.2%
Page 12 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%