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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 3 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTGC FIRST TRUST 574,445.0 $15.5M 0.55% -13K -2.2% $27.05 +12.7%
42 MDY SPDR S&P Financial Services 21,962.0 $15.4M 0.54% -143.0 -0.7% $703.34 -0.8%
43 JMTG JPMORGAN MORTGAE 301,964.0 $15.3M 0.54% +33K +12.3% $50.68 -0.9%
44 CGCV CAPITAL GROUP 458,403.0 $15.0M 0.53% +14K +3.2% $32.82 +1.5%
45 IUS INVESCO RAFI 225,295.0 $14.8M 0.52% -124K -35.4% $65.58 +6.7%
46 JPMORGAN DIVERSIFIED 99,853.0 $14.0M 0.49% -54K -35.3% $140.23
47 CAT CATERPILLAR INC Industrials 13,062.0 $13.9M 0.49% -789.0 -5.7% $1064.93 -23.3%
48 CGGO CAPITAL GROUP 301,513.0 $12.8M 0.45% -5K -1.5% $42.33 -4.2%
49 AVGO BROADCOM INC Technology 33,649.0 $12.7M 0.45% -185.0 -0.6% $377.75 -2.8%
50 BERKSHIRE HATHAWAY 25,219.0 $12.6M 0.45% -743.0 -2.9% $500.40
51 BUFR FIRST TRUST 340,344.0 $12.4M 0.44% +34K +11.2% $36.53 +2.4%
52 JPM JPMORGAN CHASE Financial Services 37,735.0 $12.4M 0.43% +962.0 +2.6% $327.33 +8.4%
53 USFR WISDOMTREE FLOATING 238,095.0 $12.0M 0.42% -2K -0.8% $50.35 -0.0%
54 QQQM INVESCO NASDAQ 37,702.0 $11.4M 0.40% -2K -4.3% $302.97 -2.5%
55 MU MICRON TECHNOLOGY Technology 9,633.0 $11.1M 0.39% +524.0 +5.8% $1154.25 -21.1%
56 META META PLATFORMS Communication Services 19,645.0 $11.1M 0.39% +4K +28.2% $563.28 +1.5%
57 GLD SPDR GOLD Financial Services 28,033.0 $10.3M 0.36% -7K -20.4% $368.38 +14.5%
58 XLP STATE STREET 119,081.0 $9.9M 0.35% -2K -1.7% $83.07 +3.3%
59 ABBV ABBVIE INC Healthcare 38,942.0 $9.8M 0.34% -14K -25.7% $251.64 +3.0%
60 VTV VANGUARD VALUE 44,908.0 $9.8M 0.34% +4K +10.5% $217.93 +3.6%
Page 3 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%