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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 2 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD TOTAL 65,366.0 $21.9M 0.92% NEW $335.27 +8.9%
22 JHMM JOHN HANCOCK 320,421.0 $21.0M 0.88% NEW $65.48 +9.9%
23 TMSL T ROWE 579,275.0 $20.8M 0.87% NEW $35.90 +14.5%
24 XSOE WISDOMTREE EMERGING 520,492.0 $20.3M 0.85% NEW $39.02 +20.4%
25 IUS INVESCO RAFI 348,850.0 $19.9M 0.83% NEW $57.16 +12.9%
26 JPMORGAN DIVERSIFIED 154,334.0 $19.1M 0.80% NEW $123.95
27 XLV STATE STREET 119,251.0 $18.5M 0.77% NEW $154.80 -4.3%
28 XLY STATE STREET 153,792.0 $18.4M 0.77% NEW $119.41 -0.6%
29 CGDV CAPITAL GROUP 418,889.0 $18.3M 0.76% NEW $43.64 +9.7%
30 GOOG ALPHABET INC Communication Services 58,086.0 $18.2M 0.76% -98K -62.7% $313.80 +22.2%
31 XLC STATE STREET 152,818.0 $18.0M 0.75% NEW $117.72 -1.4%
32 XLF STATE STREET 322,613.0 $17.7M 0.74% NEW $54.77 -5.6%
33 BINC ISHARES FLEXIBLE 329,757.0 $17.4M 0.73% NEW $52.77 -1.1%
34 GOOGL ALPHABET INC Communication Services 50,807.0 $15.9M 0.66% -104K -67.1% $313.00 +23.9%
35 BIL STATE STREET 170,323.0 $15.6M 0.65% NEW $91.38 +0.2%
36 BILS STATE STREET 153,759.0 $15.3M 0.64% NEW $99.22 +0.1%
37 IVV ISHARES CORE 22,056.0 $15.1M 0.63% NEW $684.95 +8.9%
38 SPTI STATE STREET 513,185.0 $14.8M 0.62% NEW $28.84 -2.0%
39 GLD SPDR GOLD Financial Services 35,234.0 $14.0M 0.58% +32K +1177.1% $396.31 +5.2%
40 JMTG JPMORGAN MORTGAE 268,864.0 $13.7M 0.57% NEW $51.06 -1.4%
Page 2 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%