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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 22 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TDV PROSHARES S&P 5,916.0 $615K 0.02% -2K -22.2% $103.96 -2.0%
422 BSMR INVESCO BULLETSHARES 25,758.0 $609K 0.02% NEW $23.64 -0.1%
423 SRLN STATE STREET 15,019.0 $605K 0.02% -5K -25.8% $40.29 +1.2%
424 VBR VANGUARD SMALL 2,459.0 $598K 0.02% +157.0 +6.8% $243.03 +1.6%
425 SYY SYSCO CORP Consumer Defensive 7,093.0 $593K 0.02% +798.0 +12.7% $83.59 -2.0%
426 PDP INVESCO DORSEY 3,890.0 $590K 0.02% -80.0 -2.0% $151.73 -11.8%
427 VNLA JANUS HENDERSON 12,026.0 $588K 0.02% -3K -19.3% $48.87 +0.2%
428 SLB SLB LTD Energy 12,609.0 $586K 0.02% +862.0 +7.3% $46.49 +23.3%
429 ASCE ALLSPRING SMID 16,700.0 $586K 0.02% NEW $35.09 -0.4%
430 CASY CASEYS GENL Consumer Cyclical 735.0 $584K 0.02% -275.0 -27.2% $794.50 -4.9%
431 COP CONOCOPHILLIPS Energy 5,551.0 $577K 0.02% +228.0 +4.3% $103.96 +25.4%
432 USHY ISHARES BROAD 15,417.0 $571K 0.02% +8K +97.7% $37.02 -0.4%
433 DVN DEVON ENERGY Energy 13,729.0 $567K 0.02% NEW $41.32 +14.6%
434 NEBIUS GROUP 2,053.0 $567K 0.02% NEW $276.17
435 INTU INTUIT INC Technology 2,169.0 $566K 0.02% +2K +563.3% $261.00 +37.2%
436 WPC W P CAREY Real Estate 7,873.0 $563K 0.02% +77.0 +1.0% $71.50 -1.4%
437 WMB WILLIAMS COS Energy 7,571.0 $563K 0.02% +113.0 +1.5% $74.34 -0.8%
438 IWR ISHARES RUSSELL 5,076.0 $560K 0.02% $110.31 +1.8%
439 FEGE FIRST EAGLE 11,443.0 $560K 0.02% NEW $48.92 +8.9%
440 SCHM SCHWAB US 15,096.0 $557K 0.02% -510.0 -3.3% $36.87 -3.5%
Page 22 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%