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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 19 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SCHW SCHWAB CHARLES Financial Services 8,888.0 $820K 0.03% -1K -12.5% $92.27 +17.1%
362 FV FIRST TRUST 10,780.0 $818K 0.03% +80.0 +0.8% $75.88 -1.8%
363 ALAI ALGER AI 17,892.0 $817K 0.03% NEW $45.64 -0.5%
364 SPYD STATE STREET 17,070.0 $814K 0.03% +6K +58.1% $47.71 +4.8%
365 FDL FIRST TRUST 16,693.0 $812K 0.03% -3K -15.9% $48.66 +8.8%
366 PFFA VIRTUS INFRACAP 39,342.0 $809K 0.03% -2K -4.4% $20.57 +2.4%
367 IYY ISHARES DOW 4,430.0 $807K 0.03% +69.0 +1.6% $182.28 +3.1%
368 ITA ISHARES AEROSPACE 3,320.0 $805K 0.03% +106.0 +3.3% $242.39 -3.4%
369 PGR PROGRESSIVE CORP Financial Services 3,676.0 $803K 0.03% +531.0 +16.9% $218.45 -0.4%
370 IGV ISHARES EXPANDED 8,862.0 $803K 0.03% +5K +139.2% $90.60 +21.8%
371 LVHI FRANKLIN INTL 19,511.0 $792K 0.03% -146.0 -0.7% $40.59 +5.2%
372 NVS NOVARTIS AG Healthcare 5,024.0 $787K 0.03% NEW $156.72 -1.3%
373 EES WISDOMTREE U S 11,463.0 $777K 0.03% +1K +10.9% $67.79 +1.2%
374 VONV VANGUARD RUSSELL 7,287.0 $775K 0.03% NEW $106.31 +6.3%
375 WELL WELLTOWER INC Real Estate 3,404.0 $773K 0.03% +194.0 +6.0% $226.99 +5.5%
376 SHLD GLOBAL X 12,901.0 $770K 0.03% +1K +10.7% $59.71 +12.0%
377 EPD ENTERPRISE PRODUCTS 20,916.0 $769K 0.03% -6K -21.4% $36.76
378 DON WISDOMTREE U S 13,574.0 $767K 0.03% -365.0 -2.6% $56.52 +2.6%
379 CRWV COREWEAVE INC Technology 7,664.0 $763K 0.03% +3K +77.4% $99.54 -12.8%
380 SCHG SCHWAB US 22,512.0 $762K 0.03% +2K +8.1% $33.84 +6.0%
Page 19 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%