High Point Advisor Group LLC Portfolio Holdings

High Point Advisor Group LLC

  • $1.84 Billion
  • Q2 2025

High Point Advisor Group LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.84 Billion distributed in 681 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $191M, Nvidia Corp with a value of $129M, Microsoft Corp with a value of $101M, Amazon Com Inc with a value of $73.2M, and Jpmorgan Chase & CO with a value of $57.3M.

Examining the 13F form we can see an increase of $140M in the current position value, from $1.7B to 1.84B.

High Point Advisor Group LLC is based out at Downers Grove, IL

Below you can find more details about High Point Advisor Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.84 Billion
Technology: $637 Million
Financial Services: $259 Million
Consumer Cyclical: $200 Million
Healthcare: $167 Million
Industrials: $165 Million
Communication Services: $149 Million
Consumer Defensive: $107 Million
Energy: $57.4 Million
Other: $97 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$191 Million 10.39% of portfolio
931,635
Q2 2025 Added 0.09%
$453B
$129 Million 7.0% of portfolio
815,934
Q2 2025 Added 0.62%
$3.81T
$101 Million 5.46% of portfolio
202,181
Q2 2025 Added 3.89%
$2.18T
$73.2 Million 3.98% of portfolio
333,462
Q2 2025 Added 1.85%
$876B
$57.3 Million 3.11% of portfolio
197,583
Q2 2025 Reduced 0.57%
$1.61T
$35.7 Million 1.94% of portfolio
48,333
Q2 2025 Reduced 9.49%
$401B
$33.5 Million 1.82% of portfolio
180,370
Q2 2025 Added 3.21%
$646B
$29.6 Million 1.61% of portfolio
60,974
Q2 2025 Added 9.29%
$1.35T
$29.4 Million 1.6% of portfolio
92,558
Q2 2025 Reduced 9.81%
$143B
$28.2 Million 1.53% of portfolio
102,346
Q2 2025 Added 1.28%
$1.53T
$27.6 Million 1.5% of portfolio
155,370
Q2 2025 Added 0.64%
$1.5T
$26.7 Million 1.45% of portfolio
151,403
Q2 2025 Reduced 0.23%
$224B
$21.1 Million 1.15% of portfolio
155,185
Q2 2025 Added 0.98%
$461B
$19.9 Million 1.08% of portfolio
184,313
Q2 2025 Added 0.18%
$410B
$18.6 Million 1.01% of portfolio
18,838
Q2 2025 Added 1.76%
$355B
$18 Million 0.98% of portfolio
112,686
Q2 2025 Reduced 0.4%
$225B
$16.4 Million 0.89% of portfolio
55,993
Q2 2025 Added 0.78%
$527B
$16.3 Million 0.89% of portfolio
12,196
Q2 2025 Added 0.74%
$247B
$15.8 Million 0.86% of portfolio
53,744
Q2 2025 Added 2.56%
$548B
$15.4 Million 0.84% of portfolio
43,514
Q2 2025 Reduced 0.42%
$350B
$15.5 Million 0.84% of portfolio
113,512
Q2 2025 Added 58.41%
$779B
$15 Million 0.81% of portfolio
19,196
Q2 2025 Added 0.64%
$286B
$14.1 Million 0.77% of portfolio
36,382
Q2 2025 Reduced 0.64%
$397B
$13.7 Million 0.74% of portfolio
37,361
Q2 2025 Added 2.42%
$524B
$13.5 Million 0.73% of portfolio
24,015
Q2 2025 Added 0.84%
$94.4B
$12.6 Million 0.68% of portfolio
45,691
Q2 2025 Reduced 31.15%
$502B
$12.5 Million 0.68% of portfolio
82,132
Q2 2025 Reduced 0.57%
$242B
$12 Million 0.65% of portfolio
65,765
Q2 2025 Added 8.29%
$231B
$11.6 Million 0.63% of portfolio
79,228
Q2 2025 Added 2.5%
$87.6B
$10.9 Million 0.59% of portfolio
47,533
Q2 2025 Added 0.78%
$131B
$9.91 Million 0.54% of portfolio
30,694
Q2 2025 Added 2.21%
$241B
$9.82 Million 0.53% of portfolio
30,772
Q2 2025 Reduced 1.93%
$328B
$9.82 Million 0.53% of portfolio
38,141
Q2 2025 Reduced 0.55%
$200B
$9.48 Million 0.52% of portfolio
76,478
Q2 2025 Added 0.1%
$187B
$9.47 Million 0.51% of portfolio
327,371
Q2 2025 Added 1.99%
$844B
$9.12 Million 0.5% of portfolio
41,702
Q2 2025 Added 3.18%
$297B
$9.02 Million 0.49% of portfolio
62,970
Q2 2025 Reduced 2.66%
$104B
$7.91 Million 0.43% of portfolio
15,531
Q2 2025 Added 3.01%
$65.6B
$7.49 Million 0.41% of portfolio
70,815
Q2 2025 Added 68.99%
$246B
$7.48 Million 0.41% of portfolio
27,448
Q2 2025 Reduced 1.77%
$405B
$7.37 Million 0.4% of portfolio
155,743
Q2 2025 Reduced 1.68%
$58.9B
$7.16 Million 0.39% of portfolio
22,379
Q2 2025 Added 5.61%
$334B
$7.05 Million 0.38% of portfolio
22,592
Q2 2025 Reduced 11.36%
$137B
$6.78 Million 0.37% of portfolio
29,121
Q2 2025 Added 3.08%
$284B
$6.54 Million 0.36% of portfolio
94,230
Q2 2025 Added 11.05%
$52.7B
$6.59 Million 0.36% of portfolio
32,735
Q2 2025 Reduced 0.81%
$319B
$6.32 Million 0.34% of portfolio
78,820
Q2 2025 Added 2.32%
$170B
$6.28 Million 0.34% of portfolio
145,148
Q2 2025 Added 0.9%
$177B
$6.07 Million 0.33% of portfolio
31,181
Q2 2025 Added 3.73%

Summary

  • Portfolio
  • No. of Stocks 681
  • Current Value $1.84 Billion
  • Prior Value $1.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 47 stocks
  • Additional Purchases 358 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 253 stocks
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