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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 11 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MMM 3M COMPANY Industrials 1,668.0 $270K 0.01% -243.0 -12.7% $161.95 +10.4%
202 VALE VALE S A Basic Materials 17,760.0 $267K 0.01% -1K -6.5% $15.04 +1.8%
203 BIDD ISHARES INTL 8,799.0 $264K 0.01% -3K -24.4% $30.02 +3.2%
204 MDIV FIRST TRUST 15,936.0 $263K 0.01% -5K -23.6% $16.53 +1.7%
205 PLD PROLOGIS INC Real Estate 1,926.0 $261K 0.01% -12.0 -0.6% $135.48 +4.7%
206 NRG NRG ENERGY Utilities 1,765.0 $258K 0.01% -25.0 -1.4% $146.06 -21.7%
207 XHB STATE STREET 2,231.0 $258K 0.01% -175.0 -7.3% $115.54 -9.5%
208 HACK AMPLIFY CYBERSECURITY 2,448.0 $257K 0.01% -322.0 -11.6% $104.93 +13.0%
209 EEMV ISHARES MSCI 3,412.0 $257K 0.01% -600.0 -15.0% $75.28 +0.7%
210 EEM ISHARES MSCI 3,747.0 $256K 0.01% -2K -31.1% $68.40 -1.2%
211 FLTR VANECK IG 9,467.0 $242K 0.01% -317.0 -3.2% $25.61 -0.1%
212 FSK FS KKR Financial Services 22,986.0 $241K 0.01% -516.0 -2.2% $10.50 +16.5%
213 TMUS T-MOBILE US Communication Services 1,425.0 $239K 0.01% -689.0 -32.6% $167.73 +6.0%
214 DDIV FIRST TRUST 5,250.0 $237K 0.01% -750.0 -12.5% $45.09 +3.8%
215 AN AUTONATION INC Consumer Cyclical 1,250.0 $232K 0.01% -85.0 -6.4% $185.79 +7.0%
216 DRI DARDEN RESTAURANTS Consumer Cyclical 1,106.0 $228K 0.01% -16.0 -1.4% $205.92 +2.5%
217 BUL PACER US 3,857.0 $227K 0.01% -1K -24.2% $58.95 +10.8%
218 VNQ VANGUARD REAL 2,286.0 $220K 0.01% -672.0 -22.7% $96.41 +1.3%
219 EMLP FIRST TRUST 5,022.0 $218K 0.01% -503.0 -9.1% $43.50 +1.6%
220 PRU PRUDENTIAL FINANCIAL Financial Services 1,973.0 $213K 0.01% -88.0 -4.3% $107.91 +11.5%
Page 11 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%