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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 15 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GIS GENERAL MILLS INC Consumer Defensive 17,064.0 $860K 0.04% NEW $50.42 -33.2%
282 SYY SYSCO CORP Consumer Defensive 10,391.0 $856K 0.04% NEW $82.34 -7.4%
283 ROST ROSS STORES INC Consumer Cyclical 5,542.0 $845K 0.04% NEW $152.38 +54.1%
284 FE FIRSTENERGY CORP Utilities 18,269.0 $837K 0.04% NEW $45.82 +1.1%
285 HSY HERSHEY COMPANY Consumer Defensive 4,451.0 $833K 0.04% NEW $187.07 +4.1%
286 AOS A O SMITH Industrials 11,255.0 $826K 0.04% NEW $73.41 -22.0%
287 PEG PUBLIC SERVICE ENTERPRISE GROUP INC Utilities 9,876.0 $824K 0.04% NEW $83.46 -4.7%
288 RUM RUMBLE INC CL A Technology 113,079.0 $819K 0.04% NEW $7.24 +13.3%
289 VLTO VERALTO CORP Industrials 7,659.0 $816K 0.04% NEW $106.61 -18.6%
290 VLO VALERO ENERGY CORP Energy 4,787.0 $815K 0.04% NEW $170.27 +45.0%
291 DTM DT MIDSTREAM INC Energy 7,209.0 $815K 0.04% NEW $113.06 +33.7%
292 EW EDWARDS LIFESCIENCES CORP Healthcare 10,450.0 $813K 0.04% NEW $77.77 +10.3%
293 EVRG EVERGY INC Utilities 10,660.0 $810K 0.04% NEW $76.02 +10.4%
294 KMB KIMBERLY CLARK CORP Consumer Defensive 6,506.0 $809K 0.04% NEW $124.35 -20.3%
295 OTIS OTIS WORLDWIDE CORP Industrials 8,835.0 $808K 0.04% NEW $91.43 -20.4%
296 RBC RBC BEARINGS INC Industrials 2,050.0 $800K 0.04% NEW $390.29 +43.5%
297 TDG TRANSDIGM GROUP INC Industrials 596.0 $786K 0.04% NEW $1318.42 -8.0%
298 PYPL PAYPAL HOLDINGS INC Financial Services 11,644.0 $781K 0.04% NEW $67.06 -34.0%
299 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 9,389.0 $778K 0.04% NEW $82.91 +25.3%
300 VMC VULCAN MATERIALS COMPANY Basic Materials 2,523.0 $776K 0.04% NEW $307.66 -15.3%
Page 15 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%