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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 6 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TBIL F/M U S 24,314.0 $1.2M 0.04% -7K -23.3% $49.86 -0.0%
102 IAGG ISHARES CORE 23,568.0 $1.2M 0.04% -33K -58.6% $50.60 -1.6%
103 LRCX LAM RESEARCH Technology 2,741.0 $1.2M 0.04% -4K -57.8% $433.40 -26.5%
104 IVW ISHARES S&P 8,606.0 $1.2M 0.04% -412.0 -4.6% $137.54 +2.4%
105 IWD ISHARES RUSSELL 4,839.0 $1.2M 0.04% -321.0 -6.2% $242.44 +6.2%
106 ISPY PROSHARES S&P 24,027.0 $1.2M 0.04% -1K -5.6% $48.19 +1.1%
107 CALF PACER U S 22,161.0 $1.1M 0.04% -137.0 -0.6% $50.61 +14.0%
108 GILD GILEAD SCIENCES Healthcare 8,738.0 $1.1M 0.04% -228.0 -2.5% $126.34 +17.8%
109 T AT&T INC Communication Services 51,532.0 $1.1M 0.04% -13K -19.9% $20.70 +22.8%
110 GEHC GE HEALTHCARE Healthcare 16,552.0 $1.1M 0.04% -3K -15.4% $64.01 +13.2%
111 LHX L3HARRIS TECHNOLOGIES Industrials 3,573.0 $1.0M 0.04% -212.0 -5.6% $290.59 -9.8%
112 FDN FIRST TRUST 3,896.0 $1.0M 0.04% -14K -77.7% $264.72 +11.0%
113 SBUX STARBUCKS CORP Consumer Cyclical 10,063.0 $1.0M 0.04% -708.0 -6.6% $102.19 +5.0%
114 NSC NORFOLK SOUTHERN Industrials 3,190.0 $1.0M 0.04% -147.0 -4.4% $314.60 +10.6%
115 AXON AXON ENTERPRISE Industrials 1,741.0 $976K 0.03% -160.0 -8.4% $560.61 +9.0%
116 TXN TEXAS INSTRUMENTS Technology 3,137.0 $935K 0.03% -285.0 -8.3% $298.07 -10.6%
117 KMI KINDER MORGAN Energy 29,154.0 $932K 0.03% -660.0 -2.2% $31.97 -1.3%
118 SPYX STATE STREET 14,763.0 $902K 0.03% -4K -20.3% $61.10 +3.5%
119 IVE ISHARES S&P 3,899.0 $885K 0.03% -115.0 -2.9% $227.07 +4.4%
120 NVR NVR INC Consumer Cyclical 126.0 $858K 0.03% -2.0 -1.6% $6813.37 -6.6%
Page 6 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%