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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 2 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM Consumer Cyclical 111,960.0 $26.7M 0.94% +4K +3.5% $238.34 +7.4%
22 JHMM JOHN HANCOCK 347,933.0 $26.1M 0.92% +28K +8.6% $74.96 +1.3%
23 VTI VANGUARD TOTAL 67,715.0 $25.1M 0.88% +2K +3.6% $370.04 +2.7%
24 MSFT MICROSOFT CORP Technology 59,092.0 $22.0M 0.78% +4K +7.3% $373.02 +33.8%
25 CGDV CAPITAL GROUP 446,047.0 $22.0M 0.78% +27K +6.5% $49.28 +2.3%
26 BINC ISHARES FLEXIBLE 395,708.0 $20.7M 0.73% +66K +20.0% $52.34 -0.4%
27 GOOG ALPHABET INC 57,541.0 $20.3M 0.72% -545.0 -0.9% $353.33
28 BILS STATE STREET 193,985.0 $19.3M 0.68% +40K +26.2% $99.38 +0.0%
29 BIL STATE STREET 204,927.0 $18.8M 0.66% +35K +20.3% $91.64 -0.0%
30 XLV STATE STREET 116,525.0 $18.5M 0.65% -3K -2.3% $158.66 +8.8%
31 GOOGL ALPHABET INC Communication Services 50,708.0 $18.1M 0.64% $357.37 -4.7%
32 XLF STATE STREET 335,540.0 $18.0M 0.63% +13K +4.0% $53.61 +8.3%
33 XLC STATE STREET 161,567.0 $17.3M 0.61% +9K +5.7% $107.13 +4.4%
34 TMSL T ROWE 394,292.0 $17.3M 0.61% -185K -31.9% $43.85 -0.8%
35 XLY STATE STREET 147,108.0 $17.3M 0.61% -7K -4.3% $117.28 -0.8%
36 IVV ISHARES CORE 22,700.0 $17.0M 0.60% +644.0 +2.9% $748.88 +3.3%
37 USRT ISHARES CORE 249,669.0 $16.6M 0.58% NEW $66.45 +0.6%
38 SPTI STATE STREET 580,962.0 $16.5M 0.58% +68K +13.2% $28.39 -0.8%
39 FESM FIDELITY ENHANCED 332,587.0 $16.1M 0.57% NEW $48.29 -0.6%
40 XLI STATE STREET 86,309.0 $16.0M 0.56% +3K +3.3% $185.23 -3.3%
Page 2 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%