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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 7 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORCL ORACLE CORP Technology 12,953.0 $1.9M 0.07% +2K +14.8% $146.56 +3.7%
122 BABA ALIBABA GROUP Consumer Cyclical 19,567.0 $1.9M 0.07% +198.0 +1.0% $95.98 +21.2%
123 SOXX ISHARES SEMICONDUCTOR 2,927.0 $1.9M 0.07% +652.0 +28.7% $640.69 -18.0%
124 LULU LULULEMON ATHLETICA Consumer Cyclical 16,404.0 $1.9M 0.07% +5K +42.7% $114.18 +0.7%
125 CMG CHIPOTLE MEXICAN Consumer Cyclical 53,573.0 $1.8M 0.06% +43K +388.6% $34.00 +9.5%
126 CGIE CAPITAL GROUP 49,312.0 $1.8M 0.06% +16K +47.1% $36.78 +3.4%
127 GGN GAMCO GLOBAL Financial Services 374,727.0 $1.8M 0.06% +2K +0.6% $4.84 +17.6%
128 GLW CORNING INC Technology 6,921.0 $1.8M 0.06% +2K +29.7% $255.43 -40.2%
129 RWL INVESCO S&P 13,479.0 $1.7M 0.06% +362.0 +2.8% $127.76 +4.8%
130 VXUS VANGUARD TOTAL 20,070.0 $1.7M 0.06% +2K +11.4% $85.49 +2.9%
131 MS MORGAN STANLEY Financial Services 7,918.0 $1.7M 0.06% +2K +30.4% $209.03 +2.8%
132 CGMM CAPITAL GROUP 49,758.0 $1.6M 0.06% +31K +160.1% $32.97 +0.6%
133 VT VANGUARD TOTAL 10,438.0 $1.6M 0.06% +1K +14.8% $156.95 +2.9%
134 BAR GRANITESHARES GOLD Financial Services 41,244.0 $1.6M 0.06% +31K +297.1% $39.53 +14.8%
135 JMBS JANUS HENDERSON 35,777.0 $1.6M 0.06% +3K +9.3% $44.99 -0.8%
136 BKGI BNY MELLON 35,449.0 $1.6M 0.06% +12K +52.6% $44.97 -1.2%
137 AGG ISHARES CORE 16,027.0 $1.6M 0.06% +2K +16.7% $98.98 -1.2%
138 IEMG ISHARES CORE 18,965.0 $1.6M 0.06% +4K +22.8% $82.84 -0.5%
139 NMZ NUVEEN MUNICIPAL Financial Services 148,159.0 $1.6M 0.06% +31K +26.3% $10.57 -5.3%
140 TLT ISHARES 20 17,437.0 $1.5M 0.05% +8K +84.8% $86.42 -3.8%
Page 7 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%