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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 6 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORP Energy 34,069.0 $5.6M 0.20% -46K -57.7% $165.76 +20.4%
102 DFAC DIMENSIONAL US 124,557.0 $5.5M 0.20% +13K +11.8% $44.36 +3.2%
103 CGBL CAPITAL GROUP 145,183.0 $5.5M 0.19% +96K +196.5% $37.96 +0.9%
104 PLTR PALANTIR TECHNOLOGIES Technology 46,808.0 $5.5M 0.19% +7K +17.1% $116.67 +59.4%
105 IEF ISHARES 7-10YR 57,723.0 $5.5M 0.19% +8K +16.3% $94.57 -1.4%
106 JMUB JPMORGAN 107,479.0 $5.4M 0.19% +38K +55.5% $50.66 -2.0%
107 UPS UNITED PARCEL Industrials 50,428.0 $5.4M 0.19% +13K +35.9% $107.50 -1.7%
108 HD HOME DEPOT Consumer Cyclical 15,169.0 $5.3M 0.19% +1K +7.8% $352.67 -6.8%
109 FORTINET INC 34,301.0 $5.3M 0.19% -1K -3.4% $153.62
110 FIW FIRST TRUST 47,141.0 $5.2M 0.18% +844.0 +1.8% $109.52 +1.3%
111 COWZ PACER US 81,995.0 $5.1M 0.18% -909.0 -1.1% $62.20 +15.9%
112 RDVY FIRST TRUST 62,297.0 $5.0M 0.18% -2K -2.5% $81.06 +1.7%
113 JAAA JANUS HENDERSON 99,835.0 $5.0M 0.18% $50.49 +0.4%
114 SPBO STATE STREET 172,535.0 $5.0M 0.18% +17K +10.9% $29.04 -1.7%
115 SMMU PIMCO SHORT 97,181.0 $4.9M 0.17% -34K -26.0% $50.50 -0.4%
116 UNH UNITEDHEALTH GROUP Healthcare 11,550.0 $4.8M 0.17% -4K -26.9% $415.63 -5.0%
117 IWF ISHARES RUSSELL 38,084.0 $4.7M 0.17% +28K +273.4% $124.17 -0.2%
118 XOM EXXON MOBIL Energy 34,275.0 $4.7M 0.17% -10K -21.7% $136.72 +14.4%
119 ACWI ISHARES MSCI 29,459.0 $4.6M 0.16% -6K -16.7% $156.97 +2.9%
120 TOTL STATE STREET 114,224.0 $4.5M 0.16% +36K +46.4% $39.47 -1.5%
Page 6 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%