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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 9 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TGT TARGET CORP Consumer Defensive 4,464.0 $436K 0.02% -9K -66.3% $97.75 +28.5%
162 TMUS T-MOBILE US Communication Services 2,114.0 $429K 0.02% -8K -78.2% $203.04 -5.7%
163 MSTR STRATEGY INC Technology 2,816.0 $428K 0.02% -2K -45.6% $151.95 +5.2%
164 VRTX VERTEX PHARMACEUTICALS Healthcare 941.0 $427K 0.02% -4K -79.1% $453.36 -4.2%
165 LIN LINDE PLC Basic Materials 996.0 $425K 0.02% -5K -83.8% $426.42 +21.4%
166 MDLZ MONDELEZ INTERNATIONAL Consumer Defensive 7,866.0 $423K 0.02% -39K -83.3% $53.83 +14.7%
167 NVO NOVO NORDISK Healthcare 8,276.0 $421K 0.02% -12K -58.4% $50.88 -11.6%
168 CMG CHIPOTLE MEXICAN Consumer Cyclical 10,965.0 $406K 0.02% -20K -65.0% $37.00 -11.1%
169 JCI JOHNSON CONTROLS Industrials 3,363.0 $403K 0.02% -7K -68.5% $119.75 +15.5%
170 SO SOUTHERN COMPANY Utilities 4,564.0 $398K 0.02% -34K -88.0% $87.21 +8.4%
171 IDXX IDEXX LABS INC Healthcare 586.0 $396K 0.02% -314.0 -34.9% $676.53 -17.3%
172 MDB MONGODB INC Technology 944.0 $396K 0.02% -511.0 -35.1% $419.69 -22.3%
173 SPOT SPOTIFY TECHNOLOGY Communication Services 669.0 $388K 0.02% -1K -66.5% $580.71 -10.5%
174 CTRA COTERRA ENERGY Energy 14,720.0 $387K 0.02% -24K -62.3% $26.32 +23.7%
175 ATO ATMOS ENERGY CORP Utilities 2,305.0 $386K 0.02% -2K -42.6% $167.63 +6.1%
176 CMCSA COMCAST CORP Communication Services 12,242.0 $366K 0.01% -102K -89.3% $29.89 -15.7%
177 DTE DTE ENERGY Utilities 2,815.0 $363K 0.01% -12K -81.5% $128.98 +12.7%
178 ADI ANALOG DEVICES Technology 1,335.0 $362K 0.01% -12K -90.2% $271.15 +46.4%
179 MELI MERCADOLIBRE INC Consumer Cyclical 179.0 $361K 0.01% -298.0 -62.5% $2014.28 -17.4%
180 TSCO TRACTOR SUPPLY Consumer Cyclical 7,119.0 $356K 0.01% -7K -47.7% $50.01 -36.8%
Page 9 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%