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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 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPEM STATE STREET 186,879.0 $9.7M 0.34% -54K -22.4% $51.78 +2.2%
22 IJR ISHARES CORE 61,537.0 $9.1M 0.32% -8K -11.6% $148.31 -0.9%
23 XMHQ INVESCO S&P 79,238.0 $8.9M 0.32% -41K -34.1% $112.88 +6.0%
24 FBND FIDELITY TOTAL 190,685.0 $8.7M 0.31% -14K -6.9% $45.49 -0.8%
25 AMD ADVANCED MICRO Technology 13,947.0 $8.1M 0.28% -1K -7.9% $580.91 -18.4%
26 XSHQ INVESCO S&P 164,234.0 $7.9M 0.28% -121K -42.4% $48.35 +0.6%
27 CRWD CROWDSTRIKE HOLDINGS Technology 10,300.0 $7.9M 0.28% -472.0 -4.4% $190.78 +16.6%
28 IWM ISHARES RUSSELL 25,110.0 $7.5M 0.27% -2K -7.6% $300.45 -0.1%
29 WMT WALMART INC Consumer Defensive 62,928.0 $7.1M 0.25% -424.0 -0.7% $113.26 -9.2%
30 IJH ISHARES CORE 88,559.0 $6.8M 0.24% -12K -11.7% $77.11 -0.6%
31 FMB FIRST TRUST 130,420.0 $6.7M 0.24% -20K -13.2% $51.37 -2.4%
32 PANW PALO ALTO Technology 19,538.0 $6.7M 0.23% -602.0 -3.0% $341.02 +11.1%
33 COST COSTCO WHOLESALE Consumer Defensive 6,971.0 $6.5M 0.23% -641.0 -8.4% $935.52 +0.7%
34 SPTS STATE STREET 224,755.0 $6.5M 0.23% -12K -5.1% $29.01 -0.1%
35 SPMO INVESCO S&P 36,022.0 $5.8M 0.20% -11K -23.2% $161.54 -8.3%
36 CVX CHEVRON CORP Energy 34,069.0 $5.6M 0.20% -46K -57.7% $165.76 +19.8%
37 FORTINET INC 34,301.0 $5.3M 0.19% -1K -3.4% $153.62
38 COWZ PACER US 81,995.0 $5.1M 0.18% -909.0 -1.1% $62.20 +16.2%
39 RDVY FIRST TRUST 62,297.0 $5.0M 0.18% -2K -2.5% $81.06 +1.8%
40 SMMU PIMCO SHORT 97,181.0 $4.9M 0.17% -34K -26.0% $50.50 -0.4%
Page 2 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%