Fund Holdings

HighPoint Advisor Group LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)931,635942,808+11,173191,143,456240,067,22311.44%+48,923,767
NVIDIA CORP(NVDA)815,934827,833+11,899128,909,448154,457,1257.36%+25,547,677
TESLA INC(TSLA)92,55893,934+1,37629,402,11041,774,5191.99%+12,372,409
CHEVRON CORP(CVX)62,970132,797+69,8279,016,69020,621,9980.98%+11,605,308
ALPHABET INC CL A(GOOG)151,403154,446+3,04326,681,79937,545,8471.79%+10,864,048
ALPHABET INC CL C(GOOG)155,370155,617+24727,561,09537,900,4991.81%+10,339,404
ABBVIE INC(ABBV)180,370182,897+2,52733,480,23842,348,0332.02%+8,867,795
NEONC TECHNOLOGIES HOLDINGS INC181,069950,232+769,163646,4168,628,1070.41%+7,981,691
PALANTIR TECHNOLOGIES INC CL A(PLTR)113,512124,359+10,84715,473,95622,685,5691.08%+7,211,613
MICROSOFT CORP(MSFT)202,181206,635+4,454100,566,747107,026,6345.10%+6,459,887
BROADCOM INC(AVGO)102,346103,992+1,64628,211,77534,308,0351.63%+6,096,260
UNITEDHEALTH GROUP INC(UNH)22,59231,566+8,9747,047,87510,899,8440.52%+3,851,969
JPMORGAN CHASE & CO(JPM)197,583193,062-4,52157,281,29760,897,4252.90%+3,616,128
CATERPILLAR INC(CAT)36,38236,093-28914,123,98417,221,5790.82%+3,097,595
JOHNSON & JOHNSON(JNJ)82,13283,932+1,80012,545,61615,562,6990.74%+3,017,083
INTUITIVE SURGICAL INC7,15315,205+8,0523,886,7406,799,9090.32%+2,913,169
ORACLE CORP(ORCL)41,70242,564+8629,117,34211,970,5950.57%+2,853,253
LULULEMON ATHLETICA INC(LULU)1,72117,142+15,421408,8753,050,0760.15%+2,641,201
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS(BABA)27,01131,520+4,5093,063,3025,633,5460.27%+2,570,244
JABIL INC(JBL)1,56912,027+10,458342,2022,611,8760.12%+2,269,674
UNITED PARCEL SERVICE INC CL B(UPS)27,12859,644+32,5162,738,3444,982,0390.24%+2,243,695
GE AEROSPACE(GE)38,14139,608+1,4679,817,03011,914,9080.57%+2,097,878
ROBINHOOD MARKETS INC CL A(HOOD)37,68939,017+1,3283,528,8215,586,4540.27%+2,057,633
HOME DEPOT INC(HD)37,36138,651+1,29013,697,96715,660,9120.75%+1,962,945
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR(TSM)19,33922,222+2,8834,379,9986,206,3700.30%+1,826,372
META PLATFORMS INC CL A(META)48,33350,750+2,41735,673,83637,269,8471.78%+1,596,011
APPLOVIN CORP CL A(APP)3,3363,471+1351,167,8672,494,0520.12%+1,326,185
RTX CORP(RTX)79,22876,897-2,33111,568,83112,867,2370.61%+1,298,406
CBOE GLOBAL MARKETS INC(CBOE)1,9637,131+5,168457,6751,748,7550.08%+1,291,080
TAPESTRY INC(TPR)48,93448,898-364,296,9225,536,2310.26%+1,239,309
BERKSHIRE HATHAWAY INC CL B60,97461,342+36829,619,36030,839,0981.47%+1,219,738
MICRON TECHNOLOGY INC(MU)20,99122,431+1,4402,587,1103,753,0910.18%+1,165,981
BANK OF AMERICA CORP155,743163,335+7,5927,369,7598,426,4600.40%+1,056,701
SPDR GOLD TRUST GOLD SHARES(GLD)02,759+2,7590980,7420.05%+980,742
NEWMONT CORP(NEM)38,95938,538-4212,269,7353,249,1250.15%+979,390
WALMART INC(WMT)173,943174,495+55217,008,18317,983,4600.86%+975,277
ADVANCED MICRO DEVICES INC(AMD)39,28840,438+1,1505,575,0146,542,5180.31%+967,504
ASML HOLDING NV NY REGISTRY SHS NEW 20124,4084,640+2323,532,8774,491,9010.21%+959,024
DUPONT DE NEMOURS INC(DD)49,98055,843+5,8633,428,0954,350,2080.21%+922,113
THERMO FISHER SCIENTIFIC INC(TMO)12,34212,216-1265,004,3845,925,0150.28%+920,631
LAM RESEARCH CORP(LRCX)21,99722,114+1172,141,1502,961,0840.14%+819,934
SOFI TECHNOLOGIES INC(SOFI)74,14479,662+5,5181,350,1622,104,6700.10%+754,508
BAIDU INC SPON ADR REPSTG ORD SHS CL A05,505+5,5050725,3940.03%+725,394
GOLDMAN SACHS GROUP INC(GS)6,3976,587+1904,527,8265,245,6510.25%+717,825
CORNING INC(GLW)20,33821,703+1,3651,069,5811,780,2710.08%+710,690
TJX COS INC(TJX)26,38827,348+9603,258,6633,952,8380.19%+694,175
AMPHENOL CORP CL A21,48722,724+1,2372,121,8122,812,0550.13%+690,243
LOWES COMPANIES INC(LOW)16,52417,275+7513,666,2664,341,3430.21%+675,077
MCDONALDS CORP(MCD)55,99356,020+2716,359,47217,023,8930.81%+664,421
VERTIV HOLDINGS LLC CL A(VRT)21,91922,977+1,0582,814,6343,466,3450.17%+651,711
UBER TECHNOLOGIES INC(UBER)57,13160,759+3,6285,330,3225,952,5590.28%+622,237
INTEL CORP(INTC)53,68554,223+5381,202,5381,819,1900.09%+616,652
PALO ALTO NETWORKS INC(PANW)24,36227,506+3,1444,985,4405,600,7720.27%+615,332
CONSTELLATION ENERGY CORP(CEG)30,69431,974+1,2809,906,84010,521,7200.50%+614,880
AMERICAN EXPRESS CO(AXP)30,77231,326+5549,815,77010,405,3220.50%+589,552
GE VERNOVA LLC(GEV)5,0905,332+2422,693,3483,278,7620.16%+585,414
CAPITAL ONE FINANCIAL CORP(COF)23,57026,324+2,7545,014,8395,595,9310.27%+581,092
AMAZON.COM INC(AMZN)333,462335,835+2,37373,158,27673,739,3393.51%+581,063
BP PLC SPON ADR(BP)71,96879,344+7,3762,154,0142,734,1870.13%+580,173
RALPH LAUREN CORP CL A(RL)14,12514,183+583,874,2764,447,2960.21%+573,020
HILTON WORLDWIDE HOLDINGS INC(HLT)2,9365,202+2,266782,0741,349,5960.06%+567,522
W P CAREY INC(WPC)39,97845,188+5,2102,493,8213,053,3470.15%+559,526
ALLIANT ENERGY CORP(LNT)11,98618,787+6,801724,8081,266,4370.06%+541,629
MEDTRONIC PLC(MDT)27,22930,486+3,2572,373,5302,903,4880.14%+529,958
WEC ENERGY GROUP INC(WEC)25,91027,968+2,0582,699,8303,204,8300.15%+505,000
NORTHROP GRUMMAN CORP(NOC)9,1948,370-8244,596,6115,099,7870.24%+503,176
CITIGROUP INC(C)22,07223,466+1,3941,878,7942,381,7670.11%+502,973
TE CONNECTIVITY PLC(TEL)6,6217,334+7131,116,7081,610,1330.08%+493,425
RIGETTI COMPUTING INC(RGTI)016,340+16,3400486,7690.02%+486,769
ALTRIA GROUP INC(MO)71,68470,805-8794,202,8094,677,3500.22%+474,541
BOEING COMPANY(BA)21,18322,761+1,5784,438,5474,912,5820.23%+474,035
SHOPIFY INC CL A(SHOP)25,44322,925-2,5182,934,8503,406,8840.16%+472,034
MARATHON PETROLEUM CORP(MPC)15,68715,962+2752,605,7673,076,5570.15%+470,790
L3HARRIS TECHNOLOGIES INC(LHX)7,7547,890+1361,944,9842,409,7620.11%+464,778
ALLSTATE CORP(ALL)32,73532,814+796,589,8497,043,4370.34%+453,588
EXXON MOBIL CORP184,313180,229-4,08419,868,95220,320,7940.97%+451,842
DOORDASH INC CL A(DASH)19,02318,862-1614,689,3605,130,2750.24%+440,915
WESTERN DIGITAL CORP(WDC)7,0757,420+345452,752890,8890.04%+438,137
MOTOROLA SOLUTIONS INC(MSI)8,4208,676+2563,540,2493,967,2830.19%+427,034
BARRICK MINING CORP(B)30,81732,602+1,785641,6041,068,3630.05%+426,759
CUMMINS INC(CMI)4,1494,222+731,358,6831,783,2770.08%+424,594
ARISTA NETWORKS INC(ANET)13,71112,523-1,1881,402,7721,824,7260.09%+421,954
WELLS FARGO & CO(WFC)78,82080,216+1,3966,315,0226,723,7260.32%+408,704
UNITED RENTALS INC(URI)2,1112,092-191,590,3551,996,7450.10%+406,390
ENTERGY CORP(ETR)16,65619,190+2,5341,384,4211,788,3430.09%+403,922
ROBLOX CORP CL A(RBLX)10,26410,637+3731,079,7731,473,4370.07%+393,664
PARKER-HANNIFIN CORP(PH)5,6775,748+713,965,2624,357,7090.21%+392,447
NEXTERA ENERGY INC(NEE)58,84159,272+4314,084,7164,474,4280.21%+389,712
APPLIED MATERIALS INC13,93114,340+4092,550,2912,936,0570.14%+385,766
QUANTA SERVICES INC5,7436,158+4152,171,3192,551,8800.12%+380,561
OKLO INC CL A(OKLO)4,9285,823+895275,919650,0210.03%+374,102
WELLTOWER INC(WELL)11,90412,372+4681,830,0212,204,0330.11%+374,012
CARLYLE GROUP INC(CG)05,951+5,9510373,1280.02%+373,128
MORGAN STANLEY(MS)41,06038,732-2,3285,783,6946,156,8030.29%+373,109
BLACKROCK FDG INC(BLK)2,5422,600+582,667,1223,030,7760.14%+363,654
NORFOLK SOUTHERN CORP(NSC)7,8357,863+282,005,5202,361,9970.11%+356,477
PEPSICO INC(PEP)44,04743,947-1005,815,9696,171,8870.29%+355,918
MSC INCOME FD INC026,990+26,9900354,3790.02%+354,379
DANAHER CORP(DHR)14,88816,618+1,7302,940,9183,294,7010.16%+353,783
COMFORT SYSTEMS USA INC(FIX)1,3011,273-28697,5221,050,3340.05%+352,812
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