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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 9 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GRID FIRST TRUST 16,617.0 $2.5M 0.11% NEW $153.02 +25.8%
162 BUFQ FIRST TRUST 70,158.0 $2.5M 0.10% NEW $35.84 +8.8%
163 IEFA ISHARES CORE 27,911.0 $2.5M 0.10% NEW $89.46 +8.7%
164 DBEF XTRACKERS MSCI 51,822.0 $2.5M 0.10% NEW $48.11 +9.7%
165 WFC WELLS FARGO Financial Services 26,708.0 $2.5M 0.10% -54K -66.7% $93.20 -18.0%
166 WM WASTE MANAGEMENT Industrials 11,275.0 $2.5M 0.10% -39K -77.7% $219.71 -0.8%
167 CEG CONSTELLATION ENERGY Utilities 6,943.0 $2.5M 0.10% -25K -78.3% $353.29 -16.8%
168 SPHQ INVESCO S&P 32,550.0 $2.4M 0.10% NEW $75.05 +12.8%
169 EFA ISHARES MSCI 25,188.0 $2.4M 0.10% NEW $96.03 +8.3%
170 LULU LULULEMON ATHLETICA Consumer Cyclical 11,499.0 $2.4M 0.10% -6K -32.9% $207.81 -38.8%
171 DUSA DAVIS SELECT 46,240.0 $2.4M 0.10% NEW $51.13 +9.4%
172 QCOM QUALCOMM INC Technology 13,784.0 $2.4M 0.10% -22K -61.8% $171.06 +39.2%
173 PM PHILIP MORRIS Consumer Defensive 14,662.0 $2.4M 0.10% -52K -77.9% $160.40 +17.8%
174 IWB ISHARES RUSSELL 6,127.0 $2.3M 0.10% NEW $373.41 +8.9%
175 COF CAPITAL ONE Financial Services 9,407.0 $2.3M 0.10% -17K -64.3% $242.35 -22.5%
176 MRK MERCK & COMPANY Healthcare 21,472.0 $2.3M 0.09% -45K -67.9% $105.26 +16.3%
177 XLB STATE STREET 49,615.0 $2.3M 0.09% NEW $45.35 +10.9%
178 UBER UBER TECHNOLOGIES Technology 27,164.0 $2.2M 0.09% -34K -55.3% $81.71 -12.1%
179 ORCL ORACLE CORP Technology 11,288.0 $2.2M 0.09% -31K -73.5% $194.91 -1.5%
180 MUNI PIMCO INTERMEDIATE 41,476.0 $2.2M 0.09% NEW $52.41 -0.7%
Page 9 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%