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Portfolio (Quarterly) Guide ↗

High Point Wealth Management, LLC

· CIK 0002106882
13F Portfolio $104M AUM 250 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 65 Added 48 Reduced 26 Exited
Page 11 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BDX BECTON DICKINSON & CO COM Healthcare 90.0 $14K 0.01% $157.32 -7.0%
202 SLV ISHARES SILVER TRUST Financial Services 196.0 $13K 0.01% $68.14 +1.9%
203 IHE ISHARES DJ US PHARMA INDEX F 153.0 $13K 0.01% +1.0 +0.7% $86.64 +4.4%
204 IBB ISHARES NASDAQ BIOTECHNOLOGY 75.0 $13K 0.01% -64.0 -46.0% $168.85 +0.1%
205 SLG SL GREEN RLTY CORP COM Real Estate 311.0 $11K 0.01% $36.97 +12.1%
206 VLGEA VILLAGE SUPER MKT INC CL A NEW Consumer Defensive 266.0 $11K 0.01% +2.0 +0.8% $42.27 +9.1%
207 ADBE ADOBE SYS INC Technology 45.0 $11K 0.01% $243.09 +0.4%
208 IJR ISHARES S&P SMALLCAP 600 ETF 85.0 $11K 0.01% NEW $124.31 +9.6%
209 FITE STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF 122.0 $10K 0.01% $85.72 +21.7%
210 AEM AGNICO EAGLE MINES LTD COM Basic Materials 50.0 $10K 0.01% NEW $203.42 -12.6%
211 DEI DOUGLAS EMMETT INC COM Real Estate 1,043.0 $10K 0.01% +17.0 +1.7% $9.42 +21.6%
212 NEM NEWMONT CORP COM Basic Materials 90.0 $10K 0.01% NEW $108.52 -0.2%
213 CMCSA COMCAST CORP NEW CL A Communication Services 340.0 $10K 0.01% -400.0 -54.0% $28.70 -12.6%
214 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 100.0 $9K 0.01% NEW $94.75 +21.2%
215 PMT PENNYMAC MTG INVT TR COM Real Estate 800.0 $9K 0.01% $11.66 -9.9%
216 CARR CARRIER GLOBAL CORPORATION COM Industrials 160.0 $9K 0.01% NEW $56.31 +10.4%
217 VNQ VANGUARD REIT INDEX ETF 100.0 $9K 0.01% NEW $88.70 +9.0%
218 LEA LEAR CORP Consumer Cyclical 73.0 $9K 0.01% +1.0 +1.4% $120.89 +14.5%
219 IDU ISHARES DOW JONES US UTILITIES 73.0 $9K 0.01% $116.52 -2.5%
220 B BARRICK MNG CORP COM SHS Basic Materials 202.0 $8K 0.01% NEW $40.78 +1.1%
Page 11 of 13  ·  250 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
Utilities 35.0%
Financial Services 19.8%
Technology 8.9%
Communication Services 7.5%
Consumer Defensive 7.4%
Real Estate 7.1%
Healthcare 6.2%
Consumer Cyclical 4.7%
Energy 1.8%
Industrials 1.5%