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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 9 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BMY BRISTOL MYERS Healthcare 8,741.0 $504K 0.02% -8K -47.3% $57.62 +16.2%
162 ADI ANALOG DEVICES Technology 1,254.0 $498K 0.02% -81.0 -6.1% $397.04 -5.7%
163 ANNALY CAPITAL 22,075.0 $494K 0.02% -4K -16.4% $22.36
164 AON AON PLC Financial Services 1,469.0 $487K 0.02% -144.0 -8.9% $331.72 +5.4%
165 SPGI S&P GLOBAL Financial Services 1,189.0 $484K 0.02% -55.0 -4.4% $407.39 +6.9%
166 TGT TARGET CORP Consumer Defensive 3,635.0 $475K 0.02% -829.0 -18.6% $130.62 +27.0%
167 RFG INVESCO S&P 7,230.0 $467K 0.02% -978.0 -11.9% $64.53 -3.8%
168 LIN LINDE PLC Basic Materials 886.0 $460K 0.02% -110.0 -11.0% $518.73 -6.4%
169 KBE STATE STREET 6,718.0 $458K 0.02% -2K -18.9% $68.22 +0.3%
170 PSCU INVESCO S&P 6,911.0 $457K 0.02% -425.0 -5.8% $66.06 -2.1%
171 QVMT INVESCO S&P 6,519.0 $456K 0.02% -989.0 -13.2% $69.89 -6.1%
172 ANET ARISTA NETWORKS Technology 2,663.0 $452K 0.02% -45.0 -1.7% $169.88 +18.4%
173 SPHD INVESCO S&P 8,847.0 $450K 0.02% -47.0 -0.5% $50.84 +3.7%
174 LMT LOCKHEED MARTIN Industrials 820.0 $418K 0.01% -151.0 -15.6% $509.67 +11.0%
175 AZO AUTOZONE INC Consumer Cyclical 130.0 $415K 0.01% -22.0 -14.5% $3195.95 -8.2%
176 CLS CELESTICA INC Technology 1,129.0 $412K 0.01% -457.0 -28.8% $364.80 -13.0%
177 BP BP PLC Energy 11,092.0 $410K 0.01% -28K -71.3% $36.95 +14.6%
178 BBY BEST BUY Consumer Cyclical 5,270.0 $400K 0.01% -33.0 -0.6% $75.89 +10.1%
179 FLRT PACER ARISTOTOLE 8,274.0 $386K 0.01% -2K -15.5% $46.63 +0.1%
180 MDT MEDTRONIC PLC Healthcare 4,929.0 $386K 0.01% -827.0 -14.4% $78.22 +15.0%
Page 9 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%