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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 15 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 URI UNITED RENTALS Industrials 1,135.0 $1.3M 0.04% -86.0 -7.0% $1132.48 -8.4%
282 VOOV VANGUARD S&P 5,841.0 $1.3M 0.04% +278.0 +5.0% $219.23 +4.4%
283 MSI MOTOROLA SOLUTIONS Technology 3,066.0 $1.3M 0.04% +42.0 +1.4% $415.32 +17.1%
284 PEP PEPSICO INC Consumer Defensive 9,343.0 $1.3M 0.04% +740.0 +8.6% $135.40 +3.2%
285 THRO ISHARES U S 29,073.0 $1.3M 0.04% +4K +14.7% $43.11 +1.9%
286 GLDM SPDR GOLD Financial Services 15,699.0 $1.2M 0.04% +4K +32.4% $79.42 +14.8%
287 MOAT VANECK MORNINGSTAR 11,778.0 $1.2M 0.04% -2K -13.1% $103.96 +10.8%
288 FPX FIRST TRUST 5,896.0 $1.2M 0.04% -358.0 -5.7% $206.18 -11.1%
289 TBIL F/M U S 24,314.0 $1.2M 0.04% -7K -23.3% $49.86 -0.0%
290 BLK BLACKROCK FDG Financial Services 1,248.0 $1.2M 0.04% +94.0 +8.2% $961.22 +21.5%
291 IAGG ISHARES CORE 23,568.0 $1.2M 0.04% -33K -58.6% $50.60 -1.6%
292 LRCX LAM RESEARCH Technology 2,741.0 $1.2M 0.04% -4K -57.8% $433.40 -26.5%
293 IVW ISHARES S&P 8,606.0 $1.2M 0.04% -412.0 -4.6% $137.54 +2.4%
294 COKE COCA-COLA CONSOLIDATED Consumer Defensive 6,194.0 $1.2M 0.04% +67.0 +1.1% $190.91 +1.9%
295 MBB ISHARES MBS 12,446.0 $1.2M 0.04% +462.0 +3.9% $94.52 -1.1%
296 IWD ISHARES RUSSELL 4,839.0 $1.2M 0.04% -321.0 -6.2% $242.44 +6.2%
297 SPSB STATE STREET 38,891.0 $1.2M 0.04% +7K +21.5% $30.01 -0.2%
298 ISPY PROSHARES S&P 24,027.0 $1.2M 0.04% -1K -5.6% $48.19 +1.1%
299 IXN ISHARES GLOBAL 7,954.0 $1.1M 0.04% +782.0 +10.9% $144.48 -1.3%
300 B BARRICK MINING Basic Materials 31,263.0 $1.1M 0.04% +2K +7.2% $36.73 +28.8%
Page 15 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%