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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 7 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WELL WELLTOWER INC Real Estate 3,210.0 $596K 0.03% -9K -74.0% $185.61 +16.5%
122 CB CHUBB LTD Financial Services 1,905.0 $595K 0.03% -7K -78.2% $312.14 +5.0%
123 TXN TEXAS INSTRUMENTS Technology 3,422.0 $594K 0.03% -28K -89.1% $173.49 +78.2%
124 ANNALY CAPITAL 26,414.0 $591K 0.03% -11K -28.9% $22.36
125 CMI CUMMINS INC Industrials 1,138.0 $581K 0.02% -3K -73.0% $510.32 +25.3%
126 AON AON PLC Financial Services 1,613.0 $569K 0.02% -3K -61.7% $352.94 -8.0%
127 RS RELIANCE INC Basic Materials 1,953.0 $564K 0.02% -267.0 -12.0% $288.87 +27.0%
128 NEE NEXTERA ENERGY Utilities 7,000.0 $562K 0.02% -52K -88.2% $80.27 +10.3%
129 DUK DUKE ENERGY Utilities 4,773.0 $559K 0.02% -23K -82.8% $117.22 +7.2%
130 CASY CASEYS GENL Consumer Cyclical 1,010.0 $558K 0.02% -769.0 -43.2% $552.64 +49.3%
131 TJX TJX COS Consumer Cyclical 3,604.0 $554K 0.02% -24K -86.8% $153.61 +3.0%
132 MDT MEDTRONIC PLC Healthcare 5,756.0 $553K 0.02% -25K -81.1% $96.06 -18.2%
133 IRM IRON MOUNTAIN Real Estate 6,644.0 $551K 0.02% -10K -59.5% $82.96 +52.4%
134 OKE ONEOK INC Energy 7,491.0 $551K 0.02% -13K -64.0% $73.50 +27.9%
135 ADBE ADOBE INC Technology 1,569.0 $549K 0.02% -8K -84.2% $349.99 -30.1%
136 INTC INTEL CORP Technology 14,513.0 $536K 0.02% -40K -73.2% $36.90 +224.8%
137 EXC EXELON CORP Utilities 11,948.0 $521K 0.02% -71K -85.5% $43.59 +6.1%
138 AZO AUTOZONE INC Consumer Cyclical 152.0 $516K 0.02% -119.0 -43.9% $3391.55 +0.4%
139 ENTERGY CORP 5,561.0 $514K 0.02% -14K -71.0% $92.43
140 DLR DIGITAL REALTY Real Estate 3,319.0 $513K 0.02% -2K -39.1% $154.69 +24.1%
Page 7 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%