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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 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DGX QUEST DIAGNOSTICS Healthcare 1,655.0 $287K 0.01% -5K -76.2% $173.55 +11.7%
202 ELV ELEVANCE HEALTH Healthcare 817.0 $286K 0.01% -4K -82.0% $350.56 +11.2%
203 NRG NRG ENERGY Utilities 1,790.0 $285K 0.01% -32K -94.8% $159.24 -14.0%
204 ROST ROSS STORES Consumer Cyclical 1,581.0 $285K 0.01% -4K -71.5% $180.14 +18.1%
205 IONQ IONQ INC Technology 6,301.0 $283K 0.01% -3K -32.5% $44.87 +31.2%
206 RSG REPUBLIC SERVICES Industrials 1,330.0 $282K 0.01% -6K -82.8% $211.95 +0.1%
207 CARR CARRIER GLOBAL Industrials 5,282.0 $279K 0.01% -22K -80.9% $52.84 +17.7%
208 AN AUTONATION INC Consumer Cyclical 1,335.0 $276K 0.01% -1K -43.5% $206.48 -9.7%
209 TMO THERMO FISHER Healthcare 473.0 $274K 0.01% -12K -96.1% $579.60 -22.1%
210 VST VISTRA CORP Utilities 1,690.0 $273K 0.01% -2K -50.7% $161.35 -10.8%
211 IVT INVENTRUST PROPERTIES Real Estate 9,383.0 $265K 0.01% -28K -75.1% $28.21 +16.2%
212 NET CLOUDFLARE INC Technology 1,336.0 $263K 0.01% -2K -61.6% $197.15 +7.9%
213 ROK ROCKWELL AUTOMATION Industrials 677.0 $263K 0.01% -3K -80.3% $388.88 +12.2%
214 SNOW SNOWFLAKE INC Technology 1,167.0 $256K 0.01% -1K -47.6% $219.36 -23.9%
215 NOC NORTHROP GRUMMAN Industrials 436.0 $249K 0.01% -8K -94.8% $569.97 -3.2%
216 KEYS KEYSIGHT TECHNOLOGIES Technology 1,220.0 $248K 0.01% -1K -48.7% $203.19 +66.1%
217 VALE VALE S A Basic Materials 18,991.0 $247K 0.01% -10K -34.8% $13.03 +25.5%
218 PLD PROLOGIS INC Real Estate 1,938.0 $247K 0.01% -12K -86.4% $127.66 +13.3%
219 LKQ LKQ CORP Consumer Cyclical 8,163.0 $247K 0.01% -4K -35.5% $30.20 -11.0%
220 AMT AMERICAN TOWER Real Estate 1,395.0 $245K 0.01% -9K -87.1% $175.59 +4.7%
Page 11 of 13  ·  242 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
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%