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Portfolio (Quarterly) Guide ↗

HighPoint Advisor Group LLC

· CIK 0001616034
13F Portfolio $2.4B AUM 631 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 7 Added 242 Reduced 436 Exited
Page 6 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NFLX NETFLIX INC Communication Services 51,843.0 $4.9M 0.20% +40K +327.6% $93.76 -5.5%
102 HD HOME DEPOT Consumer Cyclical 14,075.0 $4.8M 0.20% -25K -63.6% $344.10 -9.0%
103 VIG VANGUARD DIVIDEND 22,005.0 $4.8M 0.20% NEW $219.78 +6.1%
104 IWF ISHARES RUSSELL 10,199.0 $4.8M 0.20% NEW $473.28 -73.6%
105 IEF ISHARES 7-10YR 49,618.0 $4.8M 0.20% NEW $96.16 -2.4%
106 LGH HCM DEFENDER 76,929.0 $4.8M 0.20% NEW $61.97 +3.0%
107 RDVI FIRST TRUST 179,891.0 $4.7M 0.20% NEW $26.24 +4.6%
108 FDN FIRST TRUST 17,473.0 $4.7M 0.20% NEW $269.18 +1.7%
109 MCD MCDONALDS CORP Consumer Cyclical 15,319.0 $4.7M 0.20% -41K -72.7% $305.64 -7.6%
110 AOR ISHARES CORE 70,751.0 $4.6M 0.19% NEW $65.01 +5.8%
111 SPBO STATE STREET 155,532.0 $4.6M 0.19% NEW $29.34 -1.5%
112 RDVY FIRST TRUST 63,914.0 $4.4M 0.18% NEW $69.47 +8.3%
113 DFAC DIMENSIONAL US 111,422.0 $4.4M 0.18% NEW $39.59 +10.1%
114 XLG INVESCO S&P 73,792.0 $4.4M 0.18% NEW $59.28 +7.2%
115 TLH ISHARES 10-20YR 42,077.0 $4.3M 0.18% NEW $101.67 -2.9%
116 XLE STATE STREET 94,967.0 $4.2M 0.18% NEW $44.71 +33.1%
117 XAR STATE STREER 17,323.0 $4.2M 0.17% NEW $241.24 +12.4%
118 DVY ISHARES SELECT 29,193.0 $4.1M 0.17% NEW $141.14 +10.4%
119 NBSD NEUBERGER BERMAN 79,254.0 $4.1M 0.17% NEW $51.18 -0.8%
120 DIS WALT DISNEY Communication Services 35,613.0 $4.1M 0.17% -46K -56.4% $113.77 -9.5%
Page 6 of 32  ·  630 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 42.7%
Technology 21.8%
Communication Services 7.2%
Consumer Cyclical 7.2%
Healthcare 6.0%
Industrials 5.3%
Consumer Defensive 3.3%
Energy 3.1%
Basic Materials 1.5%
Utilities 1.3%