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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 5 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RDVI FIRST TRUST 234,838.0 $6.9M 0.24% +55K +30.5% $29.40 -0.4%
82 IJH ISHARES CORE 88,559.0 $6.8M 0.24% -12K -11.7% $77.11 -0.6%
83 XLE STATE STREET 128,162.0 $6.8M 0.24% +33K +35.0% $53.11 +17.4%
84 JBND JPMORGAN ACTIVE 126,973.0 $6.8M 0.24% +11K +9.1% $53.50 -1.2%
85 YEAR AB ULTRA 133,419.0 $6.7M 0.24% +106K +384.7% $50.34 -0.0%
86 FMB FIRST TRUST 130,420.0 $6.7M 0.24% -20K -13.2% $51.37 -2.5%
87 PANW PALO ALTO Technology 19,538.0 $6.7M 0.23% -602.0 -3.0% $341.02 +13.2%
88 LLY ELI LILLY Healthcare 5,555.0 $6.7M 0.23% +194.0 +3.6% $1199.42 -2.1%
89 SPMD STATE STREET 96,691.0 $6.5M 0.23% +9K +10.9% $67.56 -0.6%
90 COST COSTCO WHOLESALE Consumer Defensive 6,971.0 $6.5M 0.23% -641.0 -8.4% $935.52 +0.1%
91 SPTS STATE STREET 224,755.0 $6.5M 0.23% -12K -5.1% $29.01 -0.1%
92 DIVO AMPLIFY CWP 140,208.0 $6.4M 0.23% +14K +11.0% $45.70 +6.4%
93 VUG VANGUARD GROWTH 73,214.0 $6.3M 0.22% +62K +535.1% $86.14 +3.1%
94 VGT VANGUARD INFORMATION 52,422.0 $6.3M 0.22% +46K +710.7% $119.52 +1.8%
95 FLMI FRANKLIN DYNAMIC 247,527.0 $6.2M 0.22% +39K +18.9% $25.17 -2.4%
96 JPMORGAN US 85,485.0 $6.2M 0.22% +5K +6.1% $72.28
97 TTEQ T ROWE 131,358.0 $5.9M 0.21% NEW $44.60 -5.8%
98 SPMO INVESCO S&P 36,022.0 $5.8M 0.20% -11K -23.2% $161.54 -8.3%
99 TLH ISHARES 10-20YR 57,773.0 $5.8M 0.20% +16K +37.3% $100.35 -2.8%
100 VIG VANGUARD DIVIDEND 24,398.0 $5.8M 0.20% +2K +10.9% $236.62 +2.7%
Page 5 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%