HighPoint Advisor Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Investment Operations Manager Peter Aldworth, lists the firm's holdings in various common stocks and mutual funds.
The portfolio includes positions in major technology and consumer companies, with Apple Inc. holding the largest number of shares at 143,295. Other notable common stock holdings include Amazon.com Inc. with 111,395 shares, Alphabet Inc. with a combined total of 104,686 shares, and Microsoft Corporation with 67,432 shares. The filing also lists significant positions in Visa Inc., Broadcom Inc., and Eli Lilly & Company.
In addition to individual equities, the report details numerous positions in mutual funds. The Capital Group funds account for a significant portion of the portfolio, with multiple funds holding varying share counts. Other mutual fund managers with disclosed positions include First Trust Advisors, Dimensional Fund Advisors, and Eaton Vance.
