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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 4 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS WALT DISNEY Communication Services 31,632.0 $3.0M 0.11% -4K -11.2% $96.25 +11.5%
62 MRK MERCK & COMPANY Healthcare 21,349.0 $2.7M 0.10% -123.0 -0.6% $128.50 +16.9%
63 FTCS FIRST TRUST 29,117.0 $2.7M 0.10% -5K -14.2% $93.92 +7.5%
64 IEFA ISHARES CORE 26,439.0 $2.6M 0.09% -1K -5.3% $96.58 +4.2%
65 QQH HCM DEFENDER 29,546.0 $2.5M 0.09% -12K -28.5% $85.60 -1.3%
66 SPTL STATE STREET 93,715.0 $2.5M 0.09% -4K -3.9% $26.23 -3.3%
67 WDC WESTERN DIGITAL Technology 3,650.0 $2.3M 0.08% -175.0 -4.6% $638.79 -28.9%
68 SOXQ INVESCO PHLX 20,248.0 $2.3M 0.08% -3K -11.1% $112.10 -17.2%
69 EFA ISHARES MSCI 21,437.0 $2.2M 0.08% -4K -14.9% $103.88 +3.9%
70 QCOM QUALCOMM INC Technology 11,744.0 $2.2M 0.08% -2K -14.8% $184.79 -11.1%
71 VTIP VANGUARD SHORT 39,627.0 $2.0M 0.07% -910.0 -2.2% $50.23 -0.9%
72 MINT PIMCO EHNANCED 19,705.0 $2.0M 0.07% -772.0 -3.8% $100.81 -0.0%
73 MUNI PIMCO INTERMEDIATE 37,296.0 $2.0M 0.07% -4K -10.1% $52.60 -1.8%
74 DSI ISHARES ESG 13,534.0 $1.9M 0.07% -128.0 -0.9% $142.39 +4.4%
75 SPGP INVESCO S&P 14,926.0 $1.8M 0.06% -3K -14.5% $122.29 +4.2%
76 OEF ISHARES S&P 4,870.0 $1.8M 0.06% -30K -86.2% $365.86 +4.0%
77 CRM SALESFORCE INC Technology 11,302.0 $1.8M 0.06% -2K -12.1% $156.67 +62.1%
78 CSCO CISCO SYSTEMS Technology 15,041.0 $1.8M 0.06% -26K -63.4% $117.46 -4.9%
79 CWB STATE STREET 16,302.0 $1.8M 0.06% -951.0 -5.5% $107.82 -3.6%
80 UBER UBER TECHNOLOGIES Technology 24,256.0 $1.8M 0.06% -3K -10.7% $72.16 +6.4%
Page 4 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%