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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 14 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VEU VANGUARD FTSE 16,850.0 $1.4M 0.05% +2K +13.6% $83.75 +2.5%
262 PFE PFIZER INC Healthcare 58,358.0 $1.4M 0.05% $24.08 +16.3%
263 IYW ISHARES TECHNOLOGY 5,563.0 $1.4M 0.05% +998.0 +21.9% $252.22 +0.6%
264 AVIV AVANTIS INTL 17,947.0 $1.4M 0.05% NEW $77.42 +7.5%
265 SKYY FIRST TRUST 10,314.0 $1.4M 0.05% +543.0 +5.6% $134.56 +23.8%
266 PH PARKER-HANNIFIN CORP Industrials 1,418.0 $1.4M 0.05% +136.0 +10.6% $978.18 +3.4%
267 ZTS ZOETIS INC Healthcare 18,882.0 $1.4M 0.05% NEW $71.86 +4.4%
268 UNP UNION PACIFIC CORP Industrials 4,961.0 $1.3M 0.05% $271.99 +13.1%
269 ETN EATON CORP Industrials 3,166.0 $1.3M 0.05% +497.0 +18.6% $426.07 -2.4%
270 SOLS SOLSTICE ADVANCED Basic Materials 15,125.0 $1.3M 0.05% -1K -7.3% $88.60 -36.4%
271 HYBL STATE STREET 47,371.0 $1.3M 0.05% +18K +59.8% $27.95 +0.5%
272 AEP AMERICAN ELECTRIC Utilities 9,660.0 $1.3M 0.05% +646.0 +7.2% $136.80 -10.3%
273 CERY STATE STREET 39,454.0 $1.3M 0.05% NEW $33.43 +14.2%
274 FXO FIRST TRUST 21,110.0 $1.3M 0.05% +402.0 +1.9% $62.46 +6.1%
275 WEC WEC ENERGY Utilities 11,288.0 $1.3M 0.05% +821.0 +7.8% $116.77 -9.0%
276 PCG PG&E CORP Utilities 78,096.0 $1.3M 0.05% +6K +8.9% $16.82 +6.7%
277 VZ VERIZON COMMUNICATIONS Communication Services 30,881.0 $1.3M 0.05% -3K -9.8% $42.34 +16.7%
278 SCHO SCHWAB SHORT 53,795.0 $1.3M 0.05% +3K +6.3% $24.14 -0.1%
279 BEDY BNY MELLON 44,528.0 $1.3M 0.05% NEW $29.01 +3.9%
280 ARM ARM HOLDINGS Technology 3,640.0 $1.3M 0.04% -763.0 -17.3% $354.57 -28.0%
Page 14 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%