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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 4 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPEM STATE STREET 186,879.0 $9.7M 0.34% -54K -22.4% $51.78 +2.1%
62 DGRO ISHARES CORE 121,680.0 $9.2M 0.33% +3K +2.9% $75.79 +4.6%
63 IJR ISHARES CORE 61,537.0 $9.1M 0.32% -8K -11.6% $148.31 -1.0%
64 XMHQ INVESCO S&P 79,238.0 $8.9M 0.32% -41K -34.1% $112.88 +6.0%
65 VOO VANGUARD S&P 12,779.0 $8.8M 0.31% $686.82 +3.1%
66 FBND FIDELITY TOTAL 190,685.0 $8.7M 0.31% -14K -6.9% $45.49 -0.9%
67 XAR STATE STREER 29,304.0 $8.3M 0.29% +12K +69.2% $283.79 -6.2%
68 AMD ADVANCED MICRO Technology 13,947.0 $8.1M 0.28% -1K -7.9% $580.91 -18.5%
69 XSHQ INVESCO S&P 164,234.0 $7.9M 0.28% -121K -42.4% $48.35 +0.7%
70 FWD AB DISRUPTORS 53,093.0 $7.9M 0.28% NEW $148.12 -12.0%
71 CRWD CROWDSTRIKE HOLDINGS Technology 10,300.0 $7.9M 0.28% -472.0 -4.4% $190.78 +19.0%
72 SPHY STATE STREET 332,710.0 $7.8M 0.28% +20K +6.3% $23.44 -0.4%
73 XLU STATE STREET 171,427.0 $7.8M 0.27% +19K +12.4% $45.34 -4.7%
74 DYNF ISHARES U S 112,938.0 $7.7M 0.27% +15K +15.0% $68.01 +2.4%
75 IWM ISHARES RUSSELL 25,110.0 $7.5M 0.27% -2K -7.6% $300.45 -0.1%
76 ILTB ISHARES CORE 149,612.0 $7.4M 0.26% NEW $49.25 -3.3%
77 FTSM FIRST TRUST 122,786.0 $7.3M 0.26% +28K +30.1% $59.73 +0.3%
78 WMT WALMART INC Consumer Defensive 62,928.0 $7.1M 0.25% -424.0 -0.7% $113.26 -9.4%
79 TSLA TESLA INC Consumer Cyclical 16,585.0 $7.0M 0.25% +163.0 +1.0% $420.61 -15.7%
80 JNJ JOHNSON & JOHNSON Healthcare 27,404.0 $7.0M 0.24% +1K +4.3% $253.97 +4.7%
Page 4 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%