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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 8 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ET ENERGY TRANSFER Energy 34,506.0 $660K 0.02% -34K -49.7% $19.12 +11.8%
142 APP APPLOVIN CORP Technology 1,278.0 $658K 0.02% -75.0 -5.5% $515.23 -39.3%
143 IBKR INTERACTIVE BROKERS Financial Services 7,562.0 $658K 0.02% -402.0 -5.0% $87.04 +10.9%
144 IYK ISHARES U S 9,036.0 $657K 0.02% -924.0 -9.3% $72.66 +2.8%
145 IWN ISHARES RUSSELL 2,906.0 $643K 0.02% -18.0 -0.6% $221.17 +1.6%
146 OKE ONEOK INC Energy 7,392.0 $643K 0.02% -99.0 -1.3% $86.94 +8.9%
147 CB CHUBB LTD Financial Services 1,875.0 $639K 0.02% -30.0 -1.6% $340.76 -0.7%
148 DFUS DIMENSIONAL US 7,507.0 $615K 0.02% -742.0 -9.0% $81.94 +2.8%
149 TDV PROSHARES S&P 5,916.0 $615K 0.02% -2K -22.2% $103.96 -1.2%
150 SRLN STATE STREET 15,019.0 $605K 0.02% -5K -25.8% $40.29 +1.2%
151 PDP INVESCO DORSEY 3,890.0 $590K 0.02% -80.0 -2.0% $151.73 -9.6%
152 VNLA JANUS HENDERSON 12,026.0 $588K 0.02% -3K -19.3% $48.87 +0.2%
153 CASY CASEYS GENL Consumer Cyclical 735.0 $584K 0.02% -275.0 -27.2% $794.50 -3.9%
154 SCHM SCHWAB US 15,096.0 $557K 0.02% -510.0 -3.3% $36.87 -2.3%
155 C CITIGROUP INC Financial Services 3,964.0 $555K 0.02% -309.0 -7.2% $139.95 -5.2%
156 EXC EXELON CORP Utilities 11,881.0 $554K 0.02% -67.0 -0.6% $46.62 -5.7%
157 IBIT ISHARES BITCOIN Financial Services 15,959.0 $531K 0.02% -985.0 -5.8% $33.29 +36.0%
158 HOOD ROBINHOOD MARKETS Financial Services 5,266.0 $528K 0.02% -1K -19.9% $100.28 +9.5%
159 PWR QUANTA SERVICES Industrials 714.0 $514K 0.02% -16.0 -2.2% $720.33 -13.7%
160 ONEQ FIDELITY NASDAQ 4,925.0 $508K 0.02% -141.0 -2.8% $103.22 +1.3%
Page 8 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%