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
$184B
$6.03 Million 0.33% of portfolio
37,848
Q2 2025 Reduced 2.26%
$210B
$5.82 Million 0.32% of portfolio
44,047
Q2 2025 Reduced 8.08%
$292B
$5.93 Million 0.32% of portfolio
83,840
Q2 2025 Added 5.49%
$213B
$5.81 Million 0.32% of portfolio
73,334
Q2 2025 Added 12.64%
$76.1B
$5.7 Million 0.31% of portfolio
18,214
Q2 2025 Added 7.77%
$271B
$5.78 Million 0.31% of portfolio
41,060
Q2 2025 Reduced 0.02%
$136B
$5.74 Million 0.31% of portfolio
236,605
Q2 2025 Added 3.16%
$379B
$5.57 Million 0.3% of portfolio
39,288
Q2 2025 Added 11.67%
$40B
$5.56 Million 0.3% of portfolio
34,649
Q2 2025 Reduced 11.78%
$140B
$5.47 Million 0.3% of portfolio
50,948
Q2 2025 Added 147.87%
$183B
$5.33 Million 0.29% of portfolio
57,131
Q2 2025 Added 5.15%
$85.9B
$5.13 Million 0.28% of portfolio
14,937
Q2 2025 Reduced 1.46%
$181B
$5.16 Million 0.28% of portfolio
5,022
Q2 2025 Added 15.05%
$61.5B
$4.99 Million 0.27% of portfolio
24,362
Q2 2025 Reduced 0.25%
$210B
$5 Million 0.27% of portfolio
12,342
Q2 2025 Reduced 13.96%
$78B
$5.01 Million 0.27% of portfolio
23,570
Q2 2025 Added 159.21%
$92.2B
$4.6 Million 0.25% of portfolio
9,194
Q2 2025 Added 0.54%
$259B
$4.53 Million 0.25% of portfolio
6,397
Q2 2025 Reduced 1.86%
$129B
$4.56 Million 0.25% of portfolio
127,762
Q2 2025 Reduced 0.13%
$75.9B
$4.51 Million 0.25% of portfolio
18,258
Q2 2025 Added 2.58%
$95.5B
$4.69 Million 0.25% of portfolio
19,023
Q2 2025 Added 792.68%
$138B
$4.37 Million 0.24% of portfolio
8,602
Q2 2025 Added 3.66%
$116B
$4.44 Million 0.24% of portfolio
14,413
Q2 2025 Added 0.24%
$1.55T
$4.38 Million 0.24% of portfolio
19,339
Q2 2025 Added 2.18%
$440B
$4.37 Million 0.24% of portfolio
6
Q3 2024 Reduced 14.29%
$126B
$4.44 Million 0.24% of portfolio
21,183
Q2 2025 Added 7.76%
$138B
$4.18 Million 0.23% of portfolio
18,169
Q2 2025 Reduced 4.09%
$28.2B
$4.3 Million 0.23% of portfolio
48,934
Q2 2025 Added 30.12%
$115B
$4.2 Million 0.23% of portfolio
71,684
Q2 2025 Added 0.9%
$153B
$4.16 Million 0.23% of portfolio
10,762
Q2 2025 Reduced 0.68%
$95.1B
$4.17 Million 0.23% of portfolio
45,534
Q2 2025 Added 0.34%
$83.7B
$4.06 Million 0.22% of portfolio
26,694
Q2 2025 Added 3.51%
$93.3B
$3.97 Million 0.22% of portfolio
5,677
Q2 2025 Reduced 2.41%
$167B
$4.08 Million 0.22% of portfolio
58,841
Q2 2025 Added 2.44%
$150B
$4.07 Million 0.22% of portfolio
11,403
Q2 2025 Added 2.01%
$154B
$3.89 Million 0.21% of portfolio
7,153
Q2 2025 Reduced 13.59%
$13.9B
$3.87 Million 0.21% of portfolio
14,125
Q2 2025 Added 27.46%
$151B
$3.67 Million 0.2% of portfolio
16,524
Q2 2025 Reduced 1.84%
$8.16B
$3.68 Million 0.2% of portfolio
100,718
Q2 2025 Reduced 26.82%
$405B
$3.53 Million 0.19% of portfolio
4,408
Q2 2025 Reduced 0.07%
$147B
$3.42 Million 0.19% of portfolio
11,456
Q2 2025 Reduced 2.26%
$107B
$3.41 Million 0.19% of portfolio
37,102
Q2 2025 Reduced 0.47%
$124B
$3.47 Million 0.19% of portfolio
14,588
Q2 2025 Reduced 0.18%
$47.1B
$3.5 Million 0.19% of portfolio
80,527
Q2 2025 Added 0.39%
$110B
$3.53 Million 0.19% of portfolio
37,689
Q2 2025 Added 3.23%
$107B
$3.43 Million 0.19% of portfolio
49,710
Q2 2025 Added 2.78%
$73B
$3.54 Million 0.19% of portfolio
8,420
Q2 2025 Added 1.68%
$27.7B
$3.55 Million 0.19% of portfolio
86,334
Q2 2025 Added 0.27%
$39.1B
$3.43 Million 0.19% of portfolio
49,980
Q2 2025 Added 1.43%

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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