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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 27 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MCK MCKESSON CORP Healthcare 516.0 $390K 0.01% NEW $755.60 +17.9%
522 CARR CARRIER GLOBAL Industrials 5,297.0 $389K 0.01% $73.35 -19.8%
523 FLRT PACER ARISTOTOLE 8,274.0 $386K 0.01% -2K -15.5% $46.63 +0.1%
524 MDT MEDTRONIC PLC Healthcare 4,929.0 $386K 0.01% -827.0 -14.4% $78.22 +15.0%
525 LGLV STATE STREET 2,116.0 $384K 0.01% NEW $181.46 +3.3%
526 EATON VANCE 39,572.0 $381K 0.01% -2K -4.6% $9.64
527 CTVA CORTEVA INC Basic Materials 4,476.0 $379K 0.01% +161.0 +3.7% $84.69 -2.7%
528 REMX VANECK RARE 4,278.0 $379K 0.01% NEW $88.49 -10.4%
529 KYN KAYNE ANDERSON Financial Services 27,202.0 $376K 0.01% $13.83 +6.9%
530 BSV VANGUARD SHORT 4,806.0 $374K 0.01% -320.0 -6.2% $77.91 -0.3%
531 IWV ISHARES RUSSELL 878.0 $374K 0.01% -222.0 -20.2% $426.40 +3.0%
532 PDBC INVESCO OPTIMUM 23,545.0 $374K 0.01% +2K +7.2% $15.88 +16.0%
533 BSX BOSTON SCIENTIFIC Healthcare 8,551.0 $365K 0.01% +1K +13.6% $42.68 +9.3%
534 VHT VANGUARD HEALTH 1,204.0 $360K 0.01% +32.0 +2.7% $299.11 +8.0%
535 IONQ IONQ INC Technology 6,731.0 $358K 0.01% +430.0 +6.8% $53.26 -20.3%
536 ETB EATON VANCE Financial Services 23,037.0 $358K 0.01% $15.54 +1.1%
537 ROST ROSS STORES Consumer Cyclical 1,675.0 $357K 0.01% +94.0 +6.0% $212.85 +8.0%
538 AGIX KRANESHARES ARTIFICIAL 7,590.0 $356K 0.01% NEW $46.89 -2.0%
539 IDLV INVESCO S&P 10,300.0 $355K 0.01% NEW $34.49 +4.5%
540 IOO ISHARES GLOBAL 2,600.0 $355K 0.01% +163.0 +6.7% $136.61 +6.0%
Page 27 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%