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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 14 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NESTLE S A SPON ADR REPSTG REG SHS 11,188.0 $1.0M 0.05% NEW $91.77
262 HSBC HSBC HOLDINGS PLC SPON ADR Financial Services 14,336.0 $1.0M 0.05% NEW $70.98 +29.6%
263 CANADIAN PACIFIC KANSAS CITY LTD 13,652.0 $1.0M 0.05% NEW $74.49
264 CASY CASEYS GENL STORES INC Consumer Cyclical 1,779.0 $1.0M 0.05% NEW $565.22 +46.0%
265 NVR NVR INC Consumer Cyclical 123.0 $988K 0.05% NEW $8034.66 -24.9%
266 GLD SPDR GOLD TRUST GOLD SHARES Financial Services 2,759.0 $981K 0.05% NEW $355.47 +16.4%
267 TM TOYOTA MOTOR CORP SPON ADR Consumer Cyclical 5,131.0 $980K 0.05% NEW $191.09 -1.0%
268 STT STATE STREET CORP Financial Services 8,296.0 $962K 0.05% NEW $116.01 +32.7%
269 GM GENERAL MOTORS CO Consumer Cyclical 15,729.0 $959K 0.05% NEW $60.97 +29.2%
270 LNG CHENIERE ENERGY INC Energy 4,050.0 $952K 0.04% NEW $234.96 +2.5%
271 IBKR INTERACTIVE BROKERS GROUP INC CL A Financial Services 13,726.0 $944K 0.04% NEW $68.81 +18.2%
272 DLR DIGITAL REALTY TRUST INC Real Estate 5,453.0 $943K 0.04% NEW $172.89 +11.1%
273 PSX PHILLIPS 66 Energy 6,884.0 $936K 0.04% NEW $136.02 +30.6%
274 CTRA COTERRA ENERGY INC Energy 39,043.0 $923K 0.04% NEW $23.65 +37.7%
275 FLEX FLEX LTD Technology 15,854.0 $919K 0.04% NEW $57.97 +128.5%
276 HOLOGIC INC 13,302.0 $898K 0.04% NEW $67.49
277 WDC WESTERN DIGITAL CORP Technology 7,420.0 $891K 0.04% NEW $120.07 +303.3%
278 RACE FERRARI NV Consumer Cyclical 1,804.0 $875K 0.04% NEW $485.29 -28.2%
279 UL UNILEVER PLC SPON ADR Consumer Defensive 14,711.0 $872K 0.04% NEW $59.28 -3.3%
280 LEN LENNAR CORP Consumer Cyclical 6,892.0 $869K 0.04% NEW $126.04 -29.5%
Page 14 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%