Fund Holdings — HighPoint Advisor Group LLC

Total Portfolio Value
$1.88B
Total Bought
$245.43M
Total Sold
$91.88M
Net Transaction
+$153.55M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORP(NVDA)810,936815,934+4,99888,408128,9096.85%+40,501
MICROSOFT CORP(MSFT)194,619202,181+7,56276,688100,5675.34%+23,879
AMAZON.COM INC(AMZN)327,418333,462+6,04461,35573,1583.89%+11,804
BROADCOM INC(AVGO)101,048102,346+1,29819,31728,2121.50%+8,894
JPMORGAN CHASE & CO(JPM)198,718197,583-1,13548,61057,2813.04%+8,671
PALANTIR TECHNOLOGIES INC CL A(PLTR)71,659113,512+41,8538,31815,4740.82%+7,156
META PLATFORMS INC CL A(META)53,39948,333-5,06629,60735,6741.90%+6,067
DOORDASH INC CL A(DASH)2,13119,023+16,8924084,6890.25%+4,282
ORACLE CORP(ORCL)40,41541,702+1,2875,6909,1170.48%+3,427
BOSTON SCIENTIFIC CORP(BSX)20,55450,948+30,3942,1125,4720.29%+3,361
CAPITAL ONE FINANCIAL CORP(COF)9,09323,570+14,4771,6655,0150.27%+3,350
INTL BUSINESS MACHINES CORP(IBM)52,40553,744+1,33912,54515,8430.84%+3,297
FORTINET INC(FTNT)41,90470,815+28,9114,3677,4870.40%+3,120
CONSTELLATION ENERGY CORP(CEG)30,03030,694+6646,8009,9070.53%+3,107
CATERPILLAR INC(CAT)36,61836,382-23611,25614,1240.75%+2,868
NETFLIX INC(NFLX)12,10712,196+8913,62816,3320.87%+2,704
ALPHABET INC CL C(GOOG)154,389155,370+98125,02027,5611.46%+2,541
WALT DISNEY CO(DIS)76,40276,478+766,9669,4840.50%+2,519
ALPHABET INC CL A(GOOG)151,758151,403-35524,30626,6821.42%+2,376
ADVANCED MICRO DEVICES INC(AMD)35,18139,288+4,1073,3805,5750.30%+2,195
GE AEROSPACE(GE)38,35238,141-2117,6909,8170.52%+2,128
ROYAL CARIBBEAN GROUP
COM
16,90118,214+1,3133,6605,7040.30%+2,043
NEWMONT CORP(NEM)7,22638,959+31,7333832,2700.12%+1,887
RTX CORP(RTX)77,29479,228+1,9349,71811,5690.61%+1,851
ROBINHOOD MARKETS INC CL A(HOOD)36,51037,689+1,1791,8023,5290.19%+1,726
CISCO SYSTEMS INC(CSCO)84,85794,230+9,3734,8666,5380.35%+1,672
TAPESTRY INC(TPR)37,60748,934+11,3272,6344,2970.23%+1,663
TEXAS INSTRUMENTS INC(TXN)30,06131,181+1,1204,8336,4740.34%+1,641
PHILIP MORRIS INTL INC(PM)60,73265,765+5,03310,34011,9780.64%+1,638
GE HEALTHCARE TECHNOLOGIES INC(GEHC)32,59350,102+17,5092,2193,7110.20%+1,492
AMERICAN EXPRESS CO(AXP)31,37630,772-6048,3789,8160.52%+1,438
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)18,92719,339+4123,1134,3800.23%+1,267
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 LABORATORIES153,675155,185+1,51020,05521,1071.12%+1,052
SERVICENOW INC(NOW)4,3655,022+6574,1165,1630.27%+1,047
BANK OF AMERICA CORP158,410155,743-2,6676,3357,3700.39%+1,035
UBER TECHNOLOGIES INC(UBER)54,33557,131+2,7964,3155,3300.28%+1,015
MORGAN STANLEY(MS)41,06841,060-84,7735,7840.31%+1,011
COINBASE GLOBAL INC CL A(COIN)6,5596,696+1371,3522,3470.12%+995
GOLDMAN SACHS GROUP INC(GS)6,5186,397-1213,5784,5280.24%+950
VERTIV HOLDINGS LLC CL A(VRT)22,09821,919-1791,9052,8150.15%+910
AXON ENTERPRISE INC(AXON)3,9233,940+172,3973,2620.17%+865
BOEING COMPANY(BA)19,65721,183+1,5263,5784,4390.24%+861
GE VERNOVA LLC(GEV)4,9935,090+971,8532,6930.14%+840
MICRON TECHNOLOGY INC(MU)22,72620,991-1,7351,7472,5870.14%+840
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)168,857173,943+5,08616,21717,0080.90%+791
AMERICAN TOWER CORP NEW(AMT)7,31410,575+3,2611,6192,3370.12%+718
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)14,61514,588-272,8163,4720.18%+656
MASTERCARD INC CL A(MA)23,81624,015+19912,85313,4950.72%+642
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)21,48321,997+5141,5232,1410.11%+618
HOME DEPOT INC(HD)36,47737,361+88413,09513,6980.73%+603
ASML HOLDING NV NY REGISTRY SHS NEW 2012
N Y REGISTRY SHS
4,4114,408-32,9393,5330.19%+594
ZEBRA TECHNOLOGIES CORP CL A(ZBRA)4,4745,623+1,1491,1461,7340.09%+588
APPLIED MATERIALS INC13,15513,931+7761,9672,5500.14%+583
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)43,69743,514-18314,92315,4500.82%+526
NEONC TECHNOLOGIES HOLDINGS INC(NTHI)21,672181,069+159,3971306460.03%+517
AMERICAN HEALTHCARE REIT INC(AHR)74,02378,240+4,2172,3652,8750.15%+510
COTERRA ENERGY INC11,39831,159+19,7612917910.04%+500
QUANTA SERVICES INC5,7205,743+231,6732,1710.12%+499
3M COMPANY(MMM)25,78926,694+9053,5694,0640.22%+495
TARGET CORP(TGT)14,66619,416+4,7501,4211,9150.10%+494
BOOKING HOLDINGS INC(BKNG)476483+72,3362,7950.15%+459
PARKER-HANNIFIN CORP(PH)5,8175,677-1403,5063,9650.21%+459
WESTERN DIGITAL CORP(WDC)07,075+7,07504530.02%+453
MARATHON PETROLEUM CORP(MPC)15,58715,687+1002,1562,6060.14%+450
ARTHUR J GALLAGHER & COMPANY(AJG)21,19122,379+1,1886,7207,1640.38%+444
ROBLOX CORP CL A(RBLX)9,61410,264+6506381,0800.06%+441
FIFTH THIRD BANCORP(FITB)86,10086,334+2343,1133,5510.19%+438
L3HARRIS TECHNOLOGIES INC(LHX)6,8207,754+9341,5091,9450.10%+436
CONSUMER PORT SVCS INC(CPSS)107,395140,738+33,3439561,3830.07%+428
PALO ALTO NETWORKS INC(PANW)24,42224,362-604,5584,9850.26%+427
BLACKROCK FDG INC(BLK)2,4372,542+1052,2442,6670.14%+424
APTIV PLC(APTV)06,186+6,18604220.02%+422
APPLOVIN CORP CL A(APP)2,6203,336+7167571,1680.06%+411
CITIGROUP INC(C)21,38422,072+6881,4731,8790.10%+406
CARRIER GLOBAL CORP(CARR)26,98427,922+9381,6412,0440.11%+402
STRYKER CORP(SYK)4,6385,353+7151,7202,1180.11%+398
IONQ INC(IONQ)09,214+9,21403960.02%+396
WELLTOWER INC(WELL)9,47611,904+2,4281,4351,8300.10%+395
SHOPIFY INC CL A(SHOP)25,85225,443-4092,5572,9350.16%+378
MARRIOTT INTL INC CL A(MAR)10,89910,921+222,6122,9840.16%+372
FREEPORT MCMORAN INC(FCX)41,07643,749+2,6731,5271,8970.10%+370
SPOTIFY TECHNOLOGY SA(SPOT)1,2711,437+1667331,1030.06%+369
SOFI TECHNOLOGIES INC(SOFI)74,16674,144-229841,3500.07%+366
CLOUDFLARE INC CL A(NET)3,0493,691+6423737230.04%+350
UNITED RENTALS INC(URI)1,9762,111+1351,2451,5900.08%+345
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HighPoint Advisor Group LLC — 13F Holdings — Q2 2025 | TickerTrail