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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 5 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VB VANGUARD SMALL 12,357.0 $3.7M 0.13% +336.0 +2.8% $303.11 +0.4%
82 SCHD SCHWAB US 111,361.0 $3.5M 0.12% +36K +47.8% $31.71 +9.9%
83 DUSA DAVIS SELECT 60,104.0 $3.4M 0.12% +14K +30.0% $56.18 +1.0%
84 CGCB CAPITAL GROUP 128,679.0 $3.4M 0.12% +83K +183.4% $26.18 -0.9%
85 CGDG CAPITAL GROUP 89,482.0 $3.4M 0.12% +61K +213.2% $37.51 +3.3%
86 IUSG ISHARES S&P 17,664.0 $3.3M 0.12% +946.0 +5.7% $188.09 +2.1%
87 TSM TAIWAN SEMICONDUCTOR Technology 6,760.0 $3.2M 0.11% +881.0 +15.0% $477.56 -10.9%
88 SPHQ INVESCO S&P 35,397.0 $3.2M 0.11% +3K +8.8% $90.10 -4.5%
89 IUSB ISHARES CORE 68,948.0 $3.2M 0.11% +12K +21.2% $46.15 -1.2%
90 SPAB STATE STREET 123,328.0 $3.1M 0.11% +24K +24.3% $25.52 -1.2%
91 BUFQ FIRST TRUST 79,630.0 $3.1M 0.11% +9K +13.5% $39.27 +1.2%
92 SMH VANECK SEMICONDUCTOR 4,755.0 $3.1M 0.11% +812.0 +20.6% $655.94 -13.1%
93 QTUM DEFIANCE QUANTUM 18,643.0 $3.1M 0.11% +6K +51.0% $165.39 -8.9%
94 DBEF XTRACKERS MSCI 56,244.0 $3.1M 0.11% +4K +8.5% $54.63 +2.1%
95 IBM INTL BUSINESS Technology 10,912.0 $3.1M 0.11% +2K +17.4% $281.22 -15.5%
96 IAU ISHARES GOLD Financial Services 40,483.0 $3.1M 0.11% +855.0 +2.2% $75.51 +14.7%
97 SGOV ISHARES 0-3 28,226.0 $2.8M 0.10% +7K +33.0% $100.67 -0.0%
98 NOBL PROSHARES S&P 49,614.0 $2.8M 0.10% +19K +64.1% $56.16 +4.0%
99 GE GE AEROSPACE Industrials 7,045.0 $2.6M 0.09% +447.0 +6.8% $373.75 -8.4%
100 XLB STATE STREET 50,730.0 $2.6M 0.09% +1K +2.2% $50.83 +4.9%
Page 5 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%