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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 7 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FAST FASTENAL CO Industrials 17,820.0 $856K 0.03% -415.0 -2.3% $48.03 +6.5%
122 SPMB STATE STREET 38,249.0 $853K 0.03% -2K -4.5% $22.31 -1.1%
123 SHOP SHOPIFY INC Technology 7,397.0 $845K 0.03% -455.0 -5.8% $114.18 +35.2%
124 IGE ISHARES NORTH 14,857.0 $835K 0.03% -973.0 -6.2% $56.18 +16.9%
125 AOA ISHARES CORE 8,419.0 $822K 0.03% -807.0 -8.8% $97.61 +1.9%
126 SCHW SCHWAB CHARLES Financial Services 8,888.0 $820K 0.03% -1K -12.5% $92.27 +17.1%
127 FDL FIRST TRUST 16,693.0 $812K 0.03% -3K -15.9% $48.66 +8.8%
128 PFFA VIRTUS INFRACAP 39,342.0 $809K 0.03% -2K -4.4% $20.57 +2.4%
129 LVHI FRANKLIN INTL 19,511.0 $792K 0.03% -146.0 -0.7% $40.59 +5.2%
130 EPD ENTERPRISE PRODUCTS 20,916.0 $769K 0.03% -6K -21.4% $36.76
131 DON WISDOMTREE U S 13,574.0 $767K 0.03% -365.0 -2.6% $56.52 +2.6%
132 MPLX MPLX Energy 13,382.0 $754K 0.03% -3K -20.4% $56.33 +5.6%
133 PTNQ PACER TRENDPILOT 8,452.0 $749K 0.03% -144.0 -1.7% $88.65 -1.9%
134 DHR DANAHER CORP Healthcare 3,923.0 $747K 0.03% -3K -43.7% $190.46 +13.2%
135 CMI CUMMINS INC Industrials 1,044.0 $744K 0.03% -94.0 -8.3% $712.88 -19.5%
136 ISCV ISHARES MORNINGSTAR 9,491.0 $743K 0.03% -913.0 -8.8% $78.32 +3.1%
137 Q QNITY ELECTRONICS Technology 4,158.0 $679K 0.02% -19K -82.3% $163.29 -22.6%
138 IYH ISHARES U S 10,061.0 $674K 0.02% -2K -13.6% $67.01 +8.4%
139 RS RELIANCE INC Basic Materials 1,803.0 $674K 0.02% -150.0 -7.7% $373.66 +4.8%
140 FLQM FRANKLIN US 11,510.0 $666K 0.02% -127.0 -1.1% $57.88 +6.2%
Page 7 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%