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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 2 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BINC ISHARES FLEXIBLE 395,708.0 $20.7M 0.73% +66K +20.0% $52.34 -0.5%
22 BILS STATE STREET 193,985.0 $19.3M 0.68% +40K +26.2% $99.38 +0.0%
23 BIL STATE STREET 204,927.0 $18.8M 0.66% +35K +20.3% $91.64 -0.0%
24 XLF STATE STREET 335,540.0 $18.0M 0.63% +13K +4.0% $53.61 +8.4%
25 XLC STATE STREET 161,567.0 $17.3M 0.61% +9K +5.7% $107.13 +4.4%
26 IVV ISHARES CORE 22,700.0 $17.0M 0.60% +644.0 +2.9% $748.88 +3.4%
27 SPTI STATE STREET 580,962.0 $16.5M 0.58% +68K +13.2% $28.39 -0.8%
28 XLI STATE STREET 86,309.0 $16.0M 0.56% +3K +3.3% $185.23 -3.3%
29 JMTG JPMORGAN MORTGAE 301,964.0 $15.3M 0.54% +33K +12.3% $50.68 -0.9%
30 CGCV CAPITAL GROUP 458,403.0 $15.0M 0.53% +14K +3.2% $32.82 +1.6%
31 BUFR FIRST TRUST 340,344.0 $12.4M 0.44% +34K +11.2% $36.53 +2.5%
32 JPM JPMORGAN CHASE Financial Services 37,735.0 $12.4M 0.43% +962.0 +2.6% $327.33 +8.5%
33 MU MICRON TECHNOLOGY Technology 9,633.0 $11.1M 0.39% +524.0 +5.8% $1154.25 -20.8%
34 META META PLATFORMS Communication Services 19,645.0 $11.1M 0.39% +4K +28.2% $563.28 +1.8%
35 VTV VANGUARD VALUE 44,908.0 $9.8M 0.34% +4K +10.5% $217.93 +3.7%
36 DGRO ISHARES CORE 121,680.0 $9.2M 0.33% +3K +2.9% $75.79 +4.9%
37 XAR STATE STREER 29,304.0 $8.3M 0.29% +12K +69.2% $283.79 -6.3%
38 SPHY STATE STREET 332,710.0 $7.8M 0.28% +20K +6.3% $23.44 -0.3%
39 XLU STATE STREET 171,427.0 $7.8M 0.27% +19K +12.4% $45.34 -5.2%
40 DYNF ISHARES U S 112,938.0 $7.7M 0.27% +15K +15.0% $68.01 +2.4%
Page 2 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%