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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 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ Financial Services 118,844.0 $87.5M 3.08% -8K -6.6% $736.40 -2.4%
2 SPYV STATE STREET 572,226.0 $34.8M 1.23% -30K -5.0% $60.79 +4.3%
3 JIRE JPMORGAN 406,840.0 $33.6M 1.18% -71K -14.8% $82.49 +2.9%
4 GOOG ALPHABET INC 57,541.0 $20.3M 0.72% -545.0 -0.9% $353.33
5 XLV STATE STREET 116,525.0 $18.5M 0.65% -3K -2.3% $158.66 +8.5%
6 TMSL T ROWE 394,292.0 $17.3M 0.61% -185K -31.9% $43.85 -1.0%
7 XLY STATE STREET 147,108.0 $17.3M 0.61% -7K -4.3% $117.28 -0.8%
8 FTGC FIRST TRUST 574,445.0 $15.5M 0.55% -13K -2.2% $27.05 +12.7%
9 MDY SPDR S&P Financial Services 21,962.0 $15.4M 0.54% -143.0 -0.7% $703.34 -1.0%
10 IUS INVESCO RAFI 225,295.0 $14.8M 0.52% -124K -35.4% $65.58 +6.4%
11 JPMORGAN DIVERSIFIED 99,853.0 $14.0M 0.49% -54K -35.3% $140.23
12 CAT CATERPILLAR INC Industrials 13,062.0 $13.9M 0.49% -789.0 -5.7% $1064.93 -23.4%
13 CGGO CAPITAL GROUP 301,513.0 $12.8M 0.45% -5K -1.5% $42.33 -4.0%
14 AVGO BROADCOM INC Technology 33,649.0 $12.7M 0.45% -185.0 -0.6% $377.75 -2.4%
15 BERKSHIRE HATHAWAY 25,219.0 $12.6M 0.45% -743.0 -2.9% $500.40
16 USFR WISDOMTREE FLOATING 238,095.0 $12.0M 0.42% -2K -0.8% $50.35 -0.0%
17 QQQM INVESCO NASDAQ 37,702.0 $11.4M 0.40% -2K -4.3% $302.97 -2.3%
18 GLD SPDR GOLD Financial Services 28,033.0 $10.3M 0.36% -7K -20.4% $368.38 +14.0%
19 XLP STATE STREET 119,081.0 $9.9M 0.35% -2K -1.7% $83.07 +2.7%
20 ABBV ABBVIE INC Healthcare 38,942.0 $9.8M 0.34% -14K -25.7% $251.64 +2.6%
Page 1 of 12  ·  231 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%