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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 26 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VHT VANGUARD HEALTH 1,172.0 $337K 0.01% NEW $287.85 -3.0%
502 KYN KAYNE ANDERSON Financial Services 27,202.0 $337K 0.01% NEW $12.38 +14.5%
503 FANG DIAMONDBACK ENERGY Energy 2,234.0 $336K 0.01% -2K -43.3% $150.33 +33.5%
504 BIDD ISHARES INTL 11,644.0 $336K 0.01% NEW $28.82 +9.0%
505 CAVA CAVA GROUP Consumer Cyclical 5,689.0 $334K 0.01% -3K -35.6% $58.69 +37.0%
506 MDIV FIRST TRUST 20,866.0 $328K 0.01% NEW $15.72 +5.9%
507 DASH DOORDASH INC Communication Services 1,447.0 $328K 0.01% -17K -92.3% $226.48 -29.2%
508 TDG TRANSDIGM GROUP Industrials 243.0 $323K 0.01% -353.0 -59.2% $1329.86 -8.7%
509 CVS CVS HEALTH Healthcare 3,982.0 $316K 0.01% -45K -91.9% $79.37 +17.5%
510 AGNC AGNC INVESTMENT Real Estate 29,305.0 $314K 0.01% -2K -4.9% $10.72 -4.8%
511 USA LIBERTY ALL-STAR Financial Services 49,479.0 $311K 0.01% NEW $6.28 -7.5%
512 CRWV COREWEAVE INC Technology 4,321.0 $309K 0.01% +875.0 +25.4% $71.61 +47.3%
513 IOO ISHARES GLOBAL 2,437.0 $309K 0.01% NEW $126.66 +11.8%
514 PWR QUANTA SERVICES Industrials 730.0 $308K 0.01% -5K -88.2% $422.21 +71.3%
515 F FORD MOTOR Consumer Cyclical 23,443.0 $308K 0.01% -135K -85.2% $13.12 +13.8%
516 MMM 3M COMPANY Industrials 1,911.0 $306K 0.01% -24K -92.7% $160.10 -4.8%
517 ARKK ARK INNOVATION 3,940.0 $303K 0.01% NEW $76.92 -0.7%
518 NKE NIKE INC Consumer Cyclical 4,746.0 $302K 0.01% -15K -75.6% $63.71 -29.9%
519 SPLV INVESCO S&P 4,169.0 $298K 0.01% NEW $71.41 +3.7%
520 BOTZ GLOBAL X 8,217.0 $298K 0.01% NEW $36.23 +11.2%
Page 26 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%