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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 10 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWB ISHARES RUSSELL 6,191.0 $2.5M 0.09% +64.0 +1.0% $409.53 +3.1%
182 QQH HCM DEFENDER 29,546.0 $2.5M 0.09% -12K -28.5% $85.60 -1.1%
183 VYM VANGUARD HIGH 15,635.0 $2.5M 0.09% +3K +24.7% $158.03 +4.0%
184 SPTL STATE STREET 93,715.0 $2.5M 0.09% -4K -3.9% $26.23 -3.3%
185 VO VANGUARD MID 30,105.0 $2.4M 0.09% +23K +338.5% $80.57 +3.1%
186 GEV GE VERNOVA Utilities 2,061.0 $2.4M 0.09% +237.0 +13.0% $1174.64 -18.8%
187 IEI ISHARES 3-7YR 20,218.0 $2.4M 0.08% +13K +174.0% $117.45 -0.7%
188 WDC WESTERN DIGITAL Technology 3,650.0 $2.3M 0.08% -175.0 -4.6% $638.79 -27.7%
189 GS GOLDMAN SACHS Financial Services 2,297.0 $2.3M 0.08% +38.0 +1.7% $1011.35 +2.9%
190 XLRE STATE STREET 52,550.0 $2.3M 0.08% +2K +3.5% $44.03 +1.4%
191 HONEYWELL AEROSPACE 10,385.0 $2.3M 0.08% NEW $221.08
192 CGGE CAPITAL GROUP 64,811.0 $2.3M 0.08% +37K +132.3% $35.24 +0.7%
193 SPIB STATE STREET 68,078.0 $2.3M 0.08% +12K +22.4% $33.46 -0.8%
194 VEA VANGUARD FTSE 31,927.0 $2.3M 0.08% +225.0 +0.7% $71.25 +3.0%
195 KO COCA COLA COMPANY Consumer Defensive 27,945.0 $2.3M 0.08% +2K +7.0% $81.27 +9.6%
196 SOXQ INVESCO PHLX 20,248.0 $2.3M 0.08% -3K -11.1% $112.10 -16.5%
197 HONEYWELL INTL 9,948.0 $2.2M 0.08% NEW $223.90
198 EFA ISHARES MSCI 21,437.0 $2.2M 0.08% -4K -14.9% $103.88 +4.0%
199 WFC WELLS FARGO Financial Services 26,881.0 $2.2M 0.08% +173.0 +0.7% $82.64 +2.8%
200 NUE NUCOR CORP Basic Materials 9,772.0 $2.2M 0.08% NEW $222.75 +13.3%
Page 10 of 35  ·  691 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%