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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 11 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QCOM QUALCOMM INC Technology 11,744.0 $2.2M 0.08% -2K -14.8% $184.79 -10.8%
202 BA BOEING COMPANY Industrials 9,977.0 $2.2M 0.08% +2K +32.0% $216.47 -3.0%
203 CEG CONSTELLATION ENERGY Utilities 8,557.0 $2.1M 0.07% +2K +23.2% $248.36 +13.7%
204 INTC INTEL CORP Technology 15,205.0 $2.1M 0.07% +692.0 +4.8% $139.63 -34.0%
205 AIRR FIRST TRUST 15,810.0 $2.1M 0.07% +4K +32.7% $133.26 -15.4%
206 VRT VERTIV HOLDINGS Industrials 6,206.0 $2.1M 0.07% +2K +52.1% $334.82 -19.6%
207 DUPONT DE 14,947.0 $2.0M 0.07% NEW $135.64
208 ASML ASML HOLDING Technology 1,019.0 $2.0M 0.07% +155.0 +17.9% $1989.39 -12.8%
209 MUB ISHARES NATIONAL 18,507.0 $2.0M 0.07% +12K +191.0% $107.62 -2.1%
210 VTIP VANGUARD SHORT 39,627.0 $2.0M 0.07% -910.0 -2.2% $50.23 -0.9%
211 MINT PIMCO EHNANCED 19,705.0 $2.0M 0.07% -772.0 -3.8% $100.81 -0.0%
212 MUNI PIMCO INTERMEDIATE 37,296.0 $2.0M 0.07% -4K -10.1% $52.60 -1.8%
213 DSI ISHARES ESG 13,534.0 $1.9M 0.07% -128.0 -0.9% $142.39 +4.4%
214 ORCL ORACLE CORP Technology 12,953.0 $1.9M 0.07% +2K +14.8% $146.56 +3.7%
215 BABA ALIBABA GROUP Consumer Cyclical 19,567.0 $1.9M 0.07% +198.0 +1.0% $95.98 +21.2%
216 SOXX ISHARES SEMICONDUCTOR 2,927.0 $1.9M 0.07% +652.0 +28.7% $640.69 -18.0%
217 LULU LULULEMON ATHLETICA Consumer Cyclical 16,404.0 $1.9M 0.07% +5K +42.7% $114.18 +0.7%
218 SPGP INVESCO S&P 14,926.0 $1.8M 0.06% -3K -14.5% $122.29 +4.2%
219 CMG CHIPOTLE MEXICAN Consumer Cyclical 53,573.0 $1.8M 0.06% +43K +388.6% $34.00 +9.5%
220 CGIE CAPITAL GROUP 49,312.0 $1.8M 0.06% +16K +47.1% $36.78 +3.4%
Page 11 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%