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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 7 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCD MCDONALDS CORP Consumer Cyclical 16,495.0 $4.5M 0.16% +1K +7.7% $270.31 -3.8%
122 DVY ISHARES SELECT 28,373.0 $4.4M 0.16% -820.0 -2.8% $156.30 +4.8%
123 PG PROCTER & GAMBLE Consumer Defensive 29,871.0 $4.4M 0.15% +6K +25.5% $146.64 -2.4%
124 BSCU INVESCO BULLETSHARES 259,898.0 $4.3M 0.15% -106K -29.0% $16.64 -0.7%
125 BSCS INVESCO BULLETSHARES 211,361.0 $4.3M 0.15% -73K -25.6% $20.36 -0.1%
126 BUFD FIRST TRUST 144,705.0 $4.3M 0.15% +68K +88.4% $29.72 +2.1%
127 GRNY FUNDSTRAT GRANNY 155,338.0 $4.3M 0.15% +92K +143.9% $27.65 +1.6%
128 TDIV FIRST TRUST 37,161.0 $4.3M 0.15% +19K +109.7% $114.88 +1.4%
129 V VISA INC Financial Services 12,426.0 $4.3M 0.15% +1K +10.4% $343.10 +10.7%
130 MGK VANGUARD MEGA 47,763.0 $4.2M 0.15% +39K +423.7% $87.91 +2.9%
131 CSM PROSHARES LARGE 49,131.0 $4.2M 0.15% $85.22 +4.3%
132 QUAL ISHARES MSCI 18,996.0 $4.2M 0.15% +762.0 +4.2% $219.43 +2.4%
133 SDY STATE STREET 27,183.0 $4.1M 0.15% +3K +11.5% $152.18 +3.5%
134 GRID FIRST TRUST 21,210.0 $4.1M 0.14% +5K +27.6% $191.75 -5.2%
135 LGH HCM DEFENDER 63,455.0 $4.0M 0.14% -13K -17.5% $63.76 +4.3%
136 RSP INVESCO S&P 18,712.0 $4.0M 0.14% -28K -60.2% $212.77 +4.1%
137 RTX RTX CORP Industrials 20,884.0 $4.0M 0.14% -474.0 -2.2% $189.73 +11.8%
138 NFLX NETFLIX INC Communication Services 55,473.0 $4.0M 0.14% +4K +7.0% $71.40 +11.8%
139 NBSD NEUBERGER SHORT 78,269.0 $4.0M 0.14% -985.0 -1.2% $50.51 -0.0%
140 AOR ISHARES CORE 56,816.0 $3.9M 0.14% -14K -19.7% $69.50 +0.9%
Page 7 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%