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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 19 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SPGI S&P GLOBAL Financial Services 1,244.0 $650K 0.03% -3K -72.9% $522.66 -20.1%
362 LMBS FIRST TRUST 12,999.0 $650K 0.03% NEW $49.99 -0.7%
363 FDX FEDEX CORP Industrials 2,199.0 $635K 0.03% -5K -69.5% $288.89 +36.5%
364 EMR EMERSON ELECTRIC Industrials 4,781.0 $635K 0.03% -11K -68.9% $132.72 +2.8%
365 JEPQ JPMORGAN 10,895.0 $633K 0.03% NEW $58.12 +3.6%
366 APH AMPHENOL CORP Technology 4,661.0 $630K 0.03% -18K -79.5% $135.14 -2.3%
367 ESGD ISHARES ESG 6,516.0 $620K 0.03% NEW $95.09 +8.1%
368 JUST GOLDMAN SACHS 6,387.0 $618K 0.03% NEW $96.70 +10.1%
369 HLT HILTON WORLDWIDE Consumer Cyclical 2,141.0 $615K 0.03% -3K -58.8% $287.28 +11.8%
370 DFUS DIMENSIONAL US 8,249.0 $612K 0.03% NEW $74.17 +9.4%
371 CSX CSX CORP Industrials 16,570.0 $601K 0.03% -26K -60.8% $36.25 +25.6%
372 REGN REGENERON PHARMACEUTICAL Healthcare 773.0 $597K 0.03% -586.0 -43.1% $772.02 -17.2%
373 WELL WELLTOWER INC Real Estate 3,210.0 $596K 0.03% -9K -74.0% $185.61 +16.5%
374 CB CHUBB LTD Financial Services 1,905.0 $595K 0.03% -7K -78.2% $312.14 +5.0%
375 SHV ISHARES 0-1 5,393.0 $594K 0.03% NEW $110.15 +0.1%
376 TXN TEXAS INSTRUMENTS Technology 3,422.0 $594K 0.03% -28K -89.1% $173.49 +78.2%
377 ANNALY CAPITAL 26,414.0 $591K 0.03% -11K -28.9% $22.36
378 EES WISDOMTREE U S 10,339.0 $589K 0.03% NEW $56.93 +11.7%
379 SCHR SCHWAB INTERMEDIATE 23,449.0 $588K 0.03% NEW $25.08 -2.0%
380 VOE VANGUARD MID 3,307.0 $587K 0.03% NEW $177.38 +9.6%
Page 19 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%