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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 30 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PSI INVESCO SEMICONDUCTORS 1,588.0 $298K 0.01% NEW $187.85 -26.2%
582 SPLV INVESCO S&P 3,982.0 $298K 0.01% -187.0 -4.5% $74.89 +0.3%
583 QQQI NEOS NASDAQ 5,238.0 $297K 0.01% NEW $56.79 -3.6%
584 BIV VANGUARD INTERMEDIATE 3,860.0 $296K 0.01% +153.0 +4.1% $76.70 -1.3%
585 DBMF IMGP DBI 9,655.0 $296K 0.01% NEW $30.61 +2.0%
586 NTRS NORTHERN TRUST Financial Services 1,690.0 $294K 0.01% +68.0 +4.2% $173.84 +7.1%
587 IDXX IDEXX LABS INC Healthcare 550.0 $290K 0.01% -36.0 -6.1% $526.44 +3.5%
588 TRFK PACER DATA 2,711.0 $289K 0.01% NEW $106.70 -10.6%
589 WTV WISDOMTREE U S 2,834.0 $288K 0.01% +125.0 +4.6% $101.73 +7.0%
590 COHR COHERENT CORP Technology 724.0 $286K 0.01% NEW $394.47 -25.1%
591 RSG REPUBLIC SERVICES Industrials 1,324.0 $282K 0.01% $213.10 +2.9%
592 MPC MARATHON PETROLEUM Energy 1,103.0 $282K 0.01% NEW $255.67 +42.2%
593 DASH DOORDASH INC Communication Services 1,518.0 $280K 0.01% +71.0 +4.9% $184.53 +25.7%
594 ESML ISHARES ESG 4,993.0 $279K 0.01% -39.0 -0.8% $55.93 -0.5%
595 FMHI FIRST TRUST 5,753.0 $279K 0.01% +428.0 +8.0% $48.49 -2.3%
596 MELI MERCADOLIBRE INC Consumer Cyclical 164.0 $278K 0.01% -15.0 -8.4% $1697.40 +13.7%
597 PSP INVESCO GLOBAL 4,955.0 $276K 0.01% +1K +38.8% $55.70 +15.5%
598 FPE FIRST TRUST 15,405.0 $275K 0.01% $17.88 -1.0%
599 QQQJ INVESCO NASDAQ 6,057.0 $275K 0.01% -1K -19.1% $45.44 +1.9%
600 HWM HOWMET AEROSPACE Industrials 1,023.0 $275K 0.01% -77.0 -7.0% $268.89 -0.5%
Page 30 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%