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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 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ALAI ALGER AI 17,892.0 $817K 0.03% NEW $45.64 -1.0%
22 NVS NOVARTIS AG Healthcare 5,024.0 $787K 0.03% NEW $156.72 -1.3%
23 VONV VANGUARD RUSSELL 7,287.0 $775K 0.03% NEW $106.31 +6.3%
24 LITE LUMENTUM HOLDINGS Technology 869.0 $746K 0.03% NEW $858.06 +11.5%
25 PRINCIPAL INTL 19,490.0 $699K 0.03% NEW $35.89
26 STX SEAGATE TECHNOLOGY Technology 660.0 $637K 0.02% NEW $965.13 -13.6%
27 BSMR INVESCO BULLETSHARES 25,758.0 $609K 0.02% NEW $23.64 -0.0%
28 ASCE ALLSPRING SMID 16,700.0 $586K 0.02% NEW $35.09 +0.9%
29 DVN DEVON ENERGY Energy 13,729.0 $567K 0.02% NEW $41.32 +14.2%
30 NEBIUS GROUP 2,053.0 $567K 0.02% NEW $276.17
31 FEGE FIRST EAGLE 11,443.0 $560K 0.02% NEW $48.92 +8.9%
32 SNDA SONIDA SENIOR Healthcare 13,490.0 $550K 0.02% NEW $40.80 -5.6%
33 VRIG INVESCO VARIABLE 21,640.0 $543K 0.02% NEW $25.07 -0.1%
34 AMBA AMBARELLA INC Technology 6,138.0 $527K 0.02% NEW $85.80 -17.6%
35 RPM RPM INTL INC Basic Materials 4,301.0 $478K 0.02% NEW $111.14 -5.2%
36 TER TERADYNE INC Technology 903.0 $437K 0.01% NEW $483.84 -24.6%
37 SIVR ABRDN PHYSICAL Financial Services 7,320.0 $412K 0.01% NEW $56.22 +16.7%
38 FCUS PINNACLE FOCUSED 9,130.0 $409K 0.01% NEW $44.84 -16.4%
39 JEPI JPMORGAN 7,109.0 $402K 0.01% NEW $56.48 +2.4%
40 VUSB VANGUARD ULTRA 8,001.0 $398K 0.01% NEW $49.78 -0.0%
Page 2 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%