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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 13 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BLK BLACKROCK FDG Financial Services 1,154.0 $1.2M 0.05% -1K -55.6% $1069.92 +0.3%
242 SCHO SCHWAB SHORT 50,602.0 $1.2M 0.05% NEW $24.37 -1.0%
243 CGCB CAPITAL GROUP 45,402.0 $1.2M 0.05% NEW $26.52 -1.6%
244 NMZ NUVEEN MUNICIPAL Financial Services 117,347.0 $1.2M 0.05% NEW $10.19 -1.3%
245 GEV GE VERNOVA Utilities 1,824.0 $1.2M 0.05% -4K -65.8% $653.65 +58.9%
246 FCX FREEPORT MCMORAN Basic Materials 23,243.0 $1.2M 0.05% -18K -44.3% $50.79 +22.0%
247 AIRR FIRST TRUST 11,914.0 $1.2M 0.05% NEW $98.32 +27.2%
248 CGIE CAPITAL GROUP 33,513.0 $1.2M 0.05% NEW $34.82 +3.7%
249 ISPY PROSHARES S&P 25,450.0 $1.2M 0.05% NEW $45.63 +5.6%
250 MSI MOTOROLA SOLUTIONS Technology 3,024.0 $1.2M 0.05% -6K -65.2% $383.28 +5.4%
251 PCG PG&E CORP Utilities 71,711.0 $1.2M 0.05% -440.0 -0.6% $16.07 +2.6%
252 UNP UNION PACIFIC CORP Industrials 4,974.0 $1.2M 0.05% -14K -73.3% $231.33 +14.9%
253 MBB ISHARES MBS 11,984.0 $1.1M 0.05% NEW $95.22 -1.2%
254 VOOV VANGUARD S&P 5,563.0 $1.1M 0.05% NEW $204.84 +7.5%
255 ET ENERGY TRANSFER Energy 68,661.0 $1.1M 0.05% NEW $16.49 +21.7%
256 PH PARKER-HANNIFIN CORP Industrials 1,282.0 $1.1M 0.05% -4K -77.7% $879.01 -1.4%
257 IVW ISHARES S&P 9,018.0 $1.1M 0.05% NEW $123.26 +10.8%
258 LHX L3HARRIS TECHNOLOGIES Industrials 3,785.0 $1.1M 0.05% -4K -52.0% $293.54 +6.3%
259 LRCX LAM RESEARCH Technology 6,489.0 $1.1M 0.05% -16K -70.7% $171.19 +78.4%
260 GDX VANECK GOLD 12,877.0 $1.1M 0.05% NEW $85.77 -0.9%
Page 13 of 32  ·  630 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%