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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 5 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS Financial Services 5,067.0 $1.7M 0.06% -149.0 -2.9% $338.25 -1.2%
82 DE DEERE & CO Industrials 2,654.0 $1.7M 0.06% -873.0 -24.8% $634.38 -1.8%
83 LOW LOWES COMPANIES Consumer Cyclical 7,520.0 $1.7M 0.06% -1K -16.5% $220.48 -6.2%
84 USMV ISHARES MSCI 16,755.0 $1.6M 0.06% -4K -19.3% $96.46 +5.7%
85 MO ALTRIA GROUP Consumer Defensive 21,233.0 $1.5M 0.05% -2K -9.4% $71.95 -5.9%
86 GOVT ISHARES U S 66,517.0 $1.5M 0.05% -3K -3.8% $22.78 -1.1%
87 VTEB VANGUARD MUNICIPAL 29,611.0 $1.5M 0.05% -24K -44.7% $50.58 -2.2%
88 GSLC GOLDMAN SACHS 10,517.0 $1.5M 0.05% -471.0 -4.3% $141.89 +3.8%
89 NXTG FIRST TRUST 9,701.0 $1.5M 0.05% -67.0 -0.7% $153.34 -0.3%
90 TCAF T ROWE 36,188.0 $1.5M 0.05% -51K -58.4% $41.10 +4.5%
91 AMAT APPLIED MATERIALS Technology 2,050.0 $1.5M 0.05% -757.0 -27.0% $722.97 -33.3%
92 NEM NEWMONT CORP Basic Materials 15,762.0 $1.5M 0.05% -2K -11.0% $93.40 +41.6%
93 DELL DELL TECHNOLOGIES Technology 3,401.0 $1.5M 0.05% -2K -38.0% $431.50 +9.3%
94 SLV ISHARES SILVER Financial Services 26,534.0 $1.4M 0.05% -4K -14.1% $53.47 +17.4%
95 SOLS SOLSTICE ADVANCED Basic Materials 15,125.0 $1.3M 0.05% -1K -7.3% $88.60 -36.4%
96 VZ VERIZON COMMUNICATIONS Communication Services 30,881.0 $1.3M 0.05% -3K -9.8% $42.34 +16.7%
97 ARM ARM HOLDINGS Technology 3,640.0 $1.3M 0.04% -763.0 -17.3% $354.57 -28.0%
98 URI UNITED RENTALS Industrials 1,135.0 $1.3M 0.04% -86.0 -7.0% $1132.48 -8.4%
99 MOAT VANECK MORNINGSTAR 11,778.0 $1.2M 0.04% -2K -13.1% $103.96 +10.8%
100 FPX FIRST TRUST 5,896.0 $1.2M 0.04% -358.0 -5.7% $206.18 -11.1%
Page 5 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%