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Portfolio (Quarterly) Guide ↗

HighPoint Advisor Group LLC

· CIK 0001616034
13F Portfolio $2.8B AUM 692 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 98 New 312 Added 231 Reduced 37 Exited
Page 1 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK STATE STREET 468,127.0 $89.2M 3.14% +9K +1.9% $190.52 -1.6%
2 SPYG STATE STREET 726,177.0 $86.4M 3.04% +83K +13.0% $118.99 +2.2%
3 SPDW STATE STREET 1,688,491.0 $85.1M 3.00% +214K +14.5% $50.39 +3.0%
4 SPYM STATE STREET 835,991.0 $73.5M 2.59% +333K +66.1% $87.88 +3.1%
5 DGRW WISDOMTREE US 616,362.0 $58.9M 2.08% +157K +34.2% $95.62 +4.1%
6 ITOT ISHARES CORE 352,706.0 $57.9M 2.04% +67K +23.3% $164.27 +2.7%
7 NVDA NVIDIA CORP Technology 240,486.0 $48.1M 1.70% +18K +7.8% $200.09 +12.8%
8 AVEM AVANTIS EMERGING 495,601.0 $47.8M 1.69% +19K +4.0% $96.49 -1.5%
9 DFAI DIMENSIONAL INTL 1,072,064.0 $44.2M 1.56% +98K +10.1% $41.25 +4.7%
10 AAPL APPLE INC Technology 147,139.0 $42.6M 1.50% +3K +2.0% $289.36 +7.3%
11 SPSM STATE STREET 695,486.0 $40.1M 1.41% +11K +1.6% $57.67 -1.5%
12 CGGR CAPITAL GROUP 760,133.0 $35.9M 1.26% +119K +18.5% $47.20 +0.0%
13 AVUV AVANTIS U S 269,698.0 $33.6M 1.19% +148K +120.9% $124.76 +0.3%
14 CGUS CAPITAL GROUP 662,501.0 $29.5M 1.04% +80K +13.7% $44.48 +2.1%
15 XSOE WISDOMTREE EMERGING 592,603.0 $29.1M 1.03% +72K +13.8% $49.18 -2.7%
16 AMZN AMAZON COM Consumer Cyclical 111,960.0 $26.7M 0.94% +4K +3.5% $238.34 +7.9%
17 JHMM JOHN HANCOCK 347,933.0 $26.1M 0.92% +28K +8.6% $74.96 +1.0%
18 VTI VANGUARD TOTAL 67,715.0 $25.1M 0.88% +2K +3.6% $370.04 +2.7%
19 MSFT MICROSOFT CORP Technology 59,092.0 $22.0M 0.78% +4K +7.3% $373.02 +35.4%
20 CGDV CAPITAL GROUP 446,047.0 $22.0M 0.78% +27K +6.5% $49.28 +2.4%
Page 1 of 16  ·  312 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.1%
Technology 24.6%
Consumer Cyclical 7.0%
Industrials 6.3%
Healthcare 5.6%
Communication Services 4.7%
Consumer Defensive 3.4%
Energy 2.0%
Basic Materials 1.5%
Utilities 1.4%