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Portfolio (Quarterly) Guide ↗

Centerpoint Advisors, LLC

· CIK 0001733788
13F Portfolio $352M AUM 425 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 425 New
Page 19 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CASY CASEYS GEN STORES INC Consumer Cyclical 8.0 $6K 0.00% NEW $750.00 +16.0%
362 CLIR CLEARSIGN TECHNOLOGIES CORP Industrials 1,560.0 $6K 0.00% NEW $3.85 +18.6%
363 CEG CONSTELLATION ENERGY CORP Utilities 26.0 $6K 0.00% NEW $230.77 +20.6%
364 CDW CDW CORP Technology 35.0 $5K 0.00% NEW $142.86 -5.3%
365 EQX EQUINOX GOLD CORP Basic Materials 500.0 $5K 0.00% NEW $10.00 +17.9%
366 NVO NOVO-NORDISK A S Healthcare 100.0 $5K 0.00% NEW $50.00 -10.2%
367 UA UNDER ARMOUR INC Consumer Cyclical 860.0 $5K 0.00% NEW $5.81 -10.7%
368 HE HAWAIIAN ELEC INDS INC MTN B Utilities 310.0 $4K 0.00% NEW $12.90 -8.5%
369 KKR KKR &CO INC Financial Services 45.0 $4K 0.00% NEW $88.89 +22.4%
370 ACN ACCENTURE PLC IRELAND Technology 33.0 $4K 0.00% NEW $121.21 +40.2%
371 J P MORGAN EXCHANGE TRADED F 77.0 $4K 0.00% NEW $51.95
372 BBY BEST BUY INC Consumer Cyclical 35.0 $3K 0.00% NEW $85.71 -0.3%
373 IGF ISHARES TR 47.0 $3K 0.00% NEW $63.83 +2.8%
374 ONTO ONTO INNOVATION INC Technology 7.0 $3K 0.00% NEW $428.57 -18.1%
375 VIG VANGUARD SPECIALIZED FUNDS 14.0 $3K 0.00% NEW $214.29 +14.0%
376 VTR VENTAS INC Real Estate 39.0 $3K 0.00% NEW $76.92 +18.5%
377 PHVS PHARVARIS N V Healthcare 100.0 $3K 0.00% NEW $30.00 +17.7%
378 AIG AMERICAN INTL GROUP INC Financial Services 33.0 $2K 0.00% NEW $60.61 +25.1%
379 COIN COINBASE GLOBAL INC Financial Services 17.0 $2K 0.00% NEW $117.65 +28.0%
380 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 125.0 $2K 0.00% NEW $16.00 -4.0%
Page 19 of 22  ·  425 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
Technology 37.5%
Communication Services 22.7%
Financial Services 13.9%
Healthcare 6.8%
Consumer Cyclical 5.1%
Industrials 4.4%
Consumer Defensive 3.6%
Utilities 2.7%
Basic Materials 1.5%
Energy 1.2%