HighPoint Advisor Group LLC
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$2.4B
Holdings
669
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STREET
Q4 2025: New position (1.44M shares)
6.6%
02
$SPDW
STATE STREET
Held since at least Q1 2024
3.0%
03
$SPYG
STATE STREET
Held since at least Q1 2024
2.7%
04
$NDQ
INVESCO QQQ
Held since at least Q1 2024
2.6%
05
$XLK
STATE STREET
Held since at least Q1 2024
2.6%
06
$SPYM
STATE STREET
Held since at least Q1 2024
2.1%
07
$DGRW
WISDOMTREE US
Held since at least Q1 2024
2.1%
08
$JIRE
JPMORGAN
Held since at least Q1 2024
1.8%
09
$ITOT
ISHARES CORE
Held since at least Q1 2024
1.7%
10
$DFAI
DIMENSIONAL INTL
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:02 UTC.