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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 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ADBE ADOBE INC Technology 1,037.0 $213K 0.01% -532.0 -33.9% $205.01 +41.0%
222 DXJ WISDOMTREE JAPAN 1,195.0 $207K 0.01% -486.0 -28.9% $173.57 +3.2%
223 DHI DR HORTON Consumer Cyclical 1,260.0 $205K 0.01% -195.0 -13.4% $162.82 -10.8%
224 SCZ ISHARES MSCI 2,486.0 $205K 0.01% -642.0 -20.5% $82.27 +6.3%
225 PFF ISHARES PFD 6,659.0 $203K 0.01% -3K -27.4% $30.49 +0.5%
226 QYLD GLOBAL X 10,865.0 $200K 0.01% -108.0 -1.0% $18.43 -0.8%
227 CAVA CAVA GROUP Consumer Cyclical 2,550.0 $200K 0.01% -3K -55.2% $78.48 -14.7%
228 AGNC AGNC INVESTMENT Real Estate 16,958.0 $185K 0.01% -12K -42.1% $10.90 +0.4%
229 JOBY JOBY AVIATION Industrials 10,115.0 $90K 0.00% -3K -20.9% $8.92 -19.8%
230 TSI TCW STRATEGIC Financial Services 15,725.0 $71K 0.00% -3K -16.0% $4.51 -2.4%
231 ACHR ARCHER AVIATION Industrials 10,478.0 $50K 0.00% -4K -25.2% $4.73 +25.4%
Page 12 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%