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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 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USRT ISHARES CORE 249,669.0 $16.6M 0.58% NEW $66.45 +0.6%
2 FESM FIDELITY ENHANCED 332,587.0 $16.1M 0.57% NEW $48.29 -0.4%
3 FWD AB DISRUPTORS 53,093.0 $7.9M 0.28% NEW $148.12 -12.0%
4 ILTB ISHARES CORE 149,612.0 $7.4M 0.26% NEW $49.25 -3.2%
5 TTEQ T ROWE 131,358.0 $5.9M 0.21% NEW $44.60 -6.0%
6 EMEQ NOMURA FOCUSED 48,414.0 $3.5M 0.12% NEW $72.86 -10.6%
7 JCPB JPMORGAN CORE 60,588.0 $2.8M 0.10% NEW $46.94 -1.2%
8 HONEYWELL AEROSPACE 10,385.0 $2.3M 0.08% NEW $221.08
9 HONEYWELL INTL 9,948.0 $2.2M 0.08% NEW $223.90
10 NUE NUCOR CORP Basic Materials 9,772.0 $2.2M 0.08% NEW $222.75 +12.8%
11 DUPONT DE 14,947.0 $2.0M 0.07% NEW $135.64
12 AVIV AVANTIS INTL 17,947.0 $1.4M 0.05% NEW $77.42 +7.5%
13 ZTS ZOETIS INC Healthcare 18,882.0 $1.4M 0.05% NEW $71.86 +5.1%
14 CERY STATE STREET 39,454.0 $1.3M 0.05% NEW $33.43 +13.9%
15 BEDY BNY MELLON 44,528.0 $1.3M 0.05% NEW $29.01 +4.3%
16 EWJ ISHARES MSCI 12,112.0 $1.1M 0.04% NEW $93.27 +2.8%
17 TEL TE CONNECTIVITY Technology 5,277.0 $1.1M 0.04% NEW $201.61 +0.9%
18 SE SEA LTD Consumer Cyclical 10,793.0 $1.0M 0.04% NEW $95.83 +22.3%
19 SNDK SANDISK CORP Technology 436.0 $991K 0.04% NEW $2273.73 -35.1%
20 SPACE EXPLORATION 5,334.0 $911K 0.03% NEW $170.86
Page 1 of 5  ·  98 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%