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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 9 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IUSB ISHARES CORE 68,948.0 $3.2M 0.11% +12K +21.2% $46.15 -1.1%
162 SPAB STATE STREET 123,328.0 $3.1M 0.11% +24K +24.3% $25.52 -1.3%
163 BUFQ FIRST TRUST 79,630.0 $3.1M 0.11% +9K +13.5% $39.27 +1.3%
164 SMH VANECK SEMICONDUCTOR 4,755.0 $3.1M 0.11% +812.0 +20.6% $655.94 -12.6%
165 VWO VANGUARD FSTE 51,840.0 $3.1M 0.11% -2K -3.1% $59.69 +2.2%
166 QTUM DEFIANCE QUANTUM 18,643.0 $3.1M 0.11% +6K +51.0% $165.39 -8.7%
167 DBEF XTRACKERS MSCI 56,244.0 $3.1M 0.11% +4K +8.5% $54.63 +2.2%
168 IBM INTL BUSINESS Technology 10,912.0 $3.1M 0.11% +2K +17.4% $281.22 -15.1%
169 IAU ISHARES GOLD Financial Services 40,483.0 $3.1M 0.11% +855.0 +2.2% $75.51 +14.7%
170 DIS WALT DISNEY Communication Services 31,632.0 $3.0M 0.11% -4K -11.2% $96.25 +11.0%
171 JCPB JPMORGAN CORE 60,588.0 $2.8M 0.10% NEW $46.94 -1.2%
172 SGOV ISHARES 0-3 28,226.0 $2.8M 0.10% +7K +33.0% $100.67 -0.0%
173 NOBL PROSHARES S&P 49,614.0 $2.8M 0.10% +19K +64.1% $56.16 +3.8%
174 MRK MERCK & COMPANY Healthcare 21,349.0 $2.7M 0.10% -123.0 -0.6% $128.50 +16.4%
175 FTCS FIRST TRUST 29,117.0 $2.7M 0.10% -5K -14.2% $93.92 +7.5%
176 PM PHILIP MORRIS Consumer Defensive 14,653.0 $2.7M 0.09% $180.91 +5.3%
177 GE GE AEROSPACE Industrials 7,045.0 $2.6M 0.09% +447.0 +6.8% $373.75 -8.3%
178 XLB STATE STREET 50,730.0 $2.6M 0.09% +1K +2.2% $50.83 +4.7%
179 COF CAPITAL ONE Financial Services 12,833.0 $2.6M 0.09% +3K +36.4% $200.63 +8.0%
180 IEFA ISHARES CORE 26,439.0 $2.6M 0.09% -1K -5.3% $96.58 +4.3%
Page 9 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%