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HighPoint Advisor Group LLC - Portfolio Stock Holdings

HighPoint Advisor Group LLC disclosed 1075 stock positions in a recent SEC 13F filing. $2,356,009,057 of stock holdings were filed, with the largest holdings including SPY, SPDW, and SPYG. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $4,783,000,000 and has 106 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

1075

Est. Stock Holding Value:

$2,356,009,057

Top Stock Holdings By Sector

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Portfolio Stock Holdings - HighPoint Advisor Group LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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