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Portfolio (Quarterly) Guide ↗

HighPoint Advisor Group LLC

· CIK 0001616034
13F Portfolio $2.4B AUM 631 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 7 Added 242 Reduced 436 Exited
Page 15 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COKE COCA-COLA CONSOLIDATED Consumer Defensive 6,127.0 $939K 0.04% -20K -76.3% $153.31 +14.5%
282 BKGI BNY MELLON 23,234.0 $937K 0.04% NEW $40.34 +15.2%
283 NVR NVR INC Consumer Cyclical 128.0 $933K 0.04% +5.0 +4.1% $7292.84 -17.2%
284 ASML ASML HOLDING Technology 864.0 $925K 0.04% -4K -81.4% $1070.21 +52.6%
285 APP APPLOVIN CORP Technology 1,353.0 $912K 0.04% -2K -61.0% $673.82 -28.5%
286 IYW ISHARES TECHNOLOGY 4,565.0 $912K 0.04% NEW $199.69 +21.1%
287 SDVY FIRST TRUST 23,775.0 $911K 0.04% NEW $38.32 +8.4%
288 SBUX STARBUCKS CORP Consumer Cyclical 10,771.0 $907K 0.04% -38K -77.9% $84.21 +22.4%
289 MPLX MPLX Energy 16,823.0 $898K 0.04% NEW $53.37 +5.8%
290 SPMB STATE STREET 40,050.0 $898K 0.04% NEW $22.41 -1.1%
291 BMY BRISTOL MYERS Healthcare 16,598.0 $895K 0.04% -34K -67.4% $53.94 +10.2%
292 PFFA VIRTUS INFRACAP 41,166.0 $887K 0.04% NEW $21.55 -1.5%
293 CGGE CAPITAL GROUP 27,905.0 $883K 0.04% NEW $31.63 +7.1%
294 IEI ISHARES 3-7YR 7,379.0 $881K 0.04% NEW $119.34 -1.8%
295 FDL FIRST TRUST 19,848.0 $880K 0.04% NEW $44.34 +14.9%
296 KNG FIRST TRUST 17,484.0 $859K 0.04% NEW $49.15 -0.9%
297 CGXU CAPITAL GROUP 29,065.0 $859K 0.04% NEW $29.55 +13.5%
298 VLU STATE STREET 4,062.0 $856K 0.04% NEW $210.63 +11.9%
299 EPD ENTERPRISE PRODUCTS Energy 26,610.0 $853K 0.04% NEW $32.06 +23.6%
300 IVE ISHARES S&P 4,014.0 $851K 0.04% NEW $212.06 +7.5%
Page 15 of 32  ·  630 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 42.7%
Technology 21.8%
Communication Services 7.2%
Consumer Cyclical 7.2%
Healthcare 6.0%
Industrials 5.3%
Consumer Defensive 3.3%
Energy 3.1%
Basic Materials 1.5%
Utilities 1.3%