Fund HoldingsHighPoint Advisor Group LLC

Total Portfolio Value
$1.88B
Total Bought
$245.43M
Total Sold
$91.88M
Net Transaction
+$153.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORP(NVDA)0815,934+815,9340128,9096.85%+128,909
MICROSOFT CORP(MSFT)0202,181+202,1810100,5675.34%+100,567
AMAZON.COM INC(AMZN)0333,462+333,462073,1583.89%+73,158
BROADCOM INC(AVGO)0102,346+102,346028,2121.50%+28,212
JPMORGAN CHASE & CO(JPM)0197,583+197,583057,2813.04%+57,281
PALANTIR TECHNOLOGIES INC CL A(PLTR)71,659113,512+41,8538,31815,4740.82%+7,156
META PLATFORMS INC CL A(META)048,333+48,333035,6741.90%+35,674
DOORDASH INC CL A(DASH)019,023+19,02304,6890.25%+4,689
ORACLE CORP(ORCL)041,702+41,70209,1170.48%+9,117
BOSTON SCIENTIFIC CORP(BSX)050,948+50,94805,4720.29%+5,472
CAPITAL ONE FINANCIAL CORP(COF)023,570+23,57005,0150.27%+5,015
INTL BUSINESS MACHINES CORP(IBM)053,744+53,744015,8430.84%+15,843
FORTINET INC(FTNT)070,815+70,81507,4870.40%+7,487
CONSTELLATION ENERGY CORP(CEG)030,694+30,69409,9070.53%+9,907
CATERPILLAR INC(CAT)036,382+36,382014,1240.75%+14,124
NETFLIX INC(NFLX)12,10712,196+8913,62816,3320.87%+2,704
ALPHABET INC CL C(GOOG)0155,370+155,370027,5611.46%+27,561
WALT DISNEY CO(DIS)076,478+76,47809,4840.50%+9,484
ALPHABET INC CL A(GOOG)0151,403+151,403026,6821.42%+26,682
ADVANCED MICRO DEVICES INC(AMD)039,288+39,28805,5750.30%+5,575
GE AEROSPACE(GE)038,141+38,14109,8170.52%+9,817
ROYAL CARIBBEAN GROUP
COM
018,214+18,21405,7040.30%+5,704
NEWMONT CORP(NEM)038,959+38,95902,2700.12%+2,270
RTX CORP(RTX)079,228+79,228011,5690.61%+11,569
ROBINHOOD MARKETS INC CL A(HOOD)037,689+37,68903,5290.19%+3,529
CISCO SYSTEMS INC(CSCO)094,230+94,23006,5380.35%+6,538
TAPESTRY INC(TPR)37,60748,934+11,3272,6344,2970.23%+1,663
TEXAS INSTRUMENTS INC(TXN)031,181+31,18106,4740.34%+6,474
PHILIP MORRIS INTL INC(PM)60,73265,765+5,03310,34011,9780.64%+1,638
GE HEALTHCARE TECHNOLOGIES INC(GEHC)050,102+50,10203,7110.20%+3,711
AMERICAN EXPRESS CO(AXP)030,772+30,77209,8160.52%+9,816
CROWDSTRIKE HOLDINGS INC CL A(CRWD)15,07715,531+4546,4987,9100.42%+1,412
ARISTA NETWORKS INC(ANET)013,711+13,71101,4030.07%+1,403
RALPH LAUREN CORP CL A(RL)11,08214,125+3,0432,4823,8740.21%+1,392
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR(TSM)019,339+19,33904,3800.23%+4,380
NRG ENERGY INC(NRG)39,27534,649-4,6264,3025,5640.30%+1,262
SERVICETITAN INC CL A(TTAN)011,613+11,61301,2450.07%+1,245
ABBOTT LABORATORIES0155,185+155,185021,1071.12%+21,107
SERVICENOW INC(NOW)05,022+5,02205,1630.27%+5,163
BANK OF AMERICA CORP0155,743+155,74307,3700.39%+7,370
UBER TECHNOLOGIES INC(UBER)54,33557,131+2,7964,3155,3300.28%+1,015
MORGAN STANLEY(MS)041,060+41,06005,7840.31%+5,784
COINBASE GLOBAL INC CL A(COIN)6,5596,696+1371,3522,3470.12%+995
GOLDMAN SACHS GROUP INC(GS)06,397+6,39704,5280.24%+4,528
VERTIV HOLDINGS LLC CL A(VRT)021,919+21,91902,8150.15%+2,815
AXON ENTERPRISE INC(AXON)03,940+3,94003,2620.17%+3,262
BOEING COMPANY(BA)021,183+21,18304,4390.24%+4,439
GE VERNOVA LLC(GEV)05,090+5,09002,6930.14%+2,693
MICRON TECHNOLOGY INC(MU)020,991+20,99102,5870.14%+2,587
WELLS FARGO & CO(WFC)77,03178,820+1,7895,4776,3150.34%+838
EATON CORP PLC(ETN)11,17811,403+2253,2494,0710.22%+821
HONEYWELL INTL INC(HON)28,25229,121+8695,9756,7820.36%+807
WALMART INC(WMT)0173,943+173,943017,0080.90%+17,008
AMERICAN TOWER CORP NEW(AMT)010,575+10,57502,3370.12%+2,337
AT&T INC(T)320,995327,371+6,3768,7639,4740.50%+711
HOWMET AEROSPACE INC(HWM)30,35626,137-4,2194,1744,8650.26%+691
ANALOG DEVICES INC(ADI)014,588+14,58803,4720.18%+3,472
MASTERCARD INC CL A(MA)024,015+24,015013,4950.72%+13,495
BARRICK MINING CORP(B)030,817+30,81706420.03%+642
INTUIT INC(INTU)3,4213,506+852,1322,7620.15%+630
LAM RESEARCH CORP(LRCX)021,997+21,99702,1410.11%+2,141
HOME DEPOT INC(HD)037,361+37,361013,6980.73%+13,698
ASML HOLDING NV NY REGISTRY SHS NEW 2012
N Y REGISTRY SHS
04,408+4,40803,5330.19%+3,533
ZEBRA TECHNOLOGIES CORP CL A(ZBRA)05,623+5,62301,7340.09%+1,734
APPLIED MATERIALS INC013,931+13,93102,5500.14%+2,550
PAN AMERICAN SILVER CORP(PAAS)019,922+19,92205660.03%+566
DEERE & CO(DE)8,2988,602+3043,8224,3740.23%+552
AMPHENOL CORP CL A20,71521,487+7721,5882,1220.11%+533
VISA INC CL A(V)043,514+43,514015,4500.82%+15,450
NEONC TECHNOLOGIES HOLDINGS INC0181,069+181,06906460.03%+646
AMERICAN HEALTHCARE REIT INC(AHR)078,240+78,24002,8750.15%+2,875
COTERRA ENERGY INC031,159+31,15907910.04%+791
QUANTA SERVICES INC05,743+5,74302,1710.12%+2,171
3M COMPANY(MMM)026,694+26,69404,0640.22%+4,064
TARGET CORP(TGT)019,416+19,41601,9150.10%+1,915
BOOKING HOLDINGS INC(BKNG)0483+48302,7950.15%+2,795
PARKER-HANNIFIN CORP(PH)05,677+5,67703,9650.21%+3,965
WESTERN DIGITAL CORP(WDC)07,075+7,07504530.02%+453
MARATHON PETROLEUM CORP(MPC)015,687+15,68702,6060.14%+2,606
ARTHUR J GALLAGHER & COMPANY(AJG)21,19122,379+1,1886,7207,1640.38%+444
ROBLOX CORP CL A(RBLX)010,264+10,26401,0800.06%+1,080
FIFTH THIRD BANCORP(FITB)086,334+86,33403,5510.19%+3,551
L3HARRIS TECHNOLOGIES INC(LHX)6,8207,754+9341,5091,9450.10%+436
CONSUMER PORT SVCS INC0140,738+140,73801,3830.07%+1,383
PALO ALTO NETWORKS INC(PANW)24,42224,362-604,5584,9850.26%+427
BLACKROCK FDG INC(BLK)02,542+2,54202,6670.14%+2,667
APTIV PLC(APTV)06,186+6,18604220.02%+422
APPLOVIN CORP CL A(APP)03,336+3,33601,1680.06%+1,168
CITIGROUP INC(C)022,072+22,07201,8790.10%+1,879
CARRIER GLOBAL CORP(CARR)027,922+27,92202,0440.11%+2,044
STRYKER CORP(SYK)05,353+5,35302,1180.11%+2,118
IONQ INC(IONQ)09,214+9,21403960.02%+396
WELLTOWER INC(WELL)011,904+11,90401,8300.10%+1,830
SHOPIFY INC CL A(SHOP)025,443+25,44302,9350.16%+2,935
MARRIOTT INTL INC CL A(MAR)10,89910,921+222,6122,9840.16%+372
FREEPORT MCMORAN INC(FCX)043,749+43,74901,8970.10%+1,897
SPOTIFY TECHNOLOGY SA(SPOT)01,437+1,43701,1030.06%+1,103
SOFI TECHNOLOGIES INC(SOFI)074,144+74,14401,3500.07%+1,350
CLOUDFLARE INC CL A(NET)03,691+3,69107230.04%+723
UNITED RENTALS INC(URI)1,9762,111+1351,2451,5900.08%+345
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