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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 10 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RKLB ROCKET LAB CORP Industrials 400.0 $41K 0.01% NEW $102.50 -19.9%
182 GALAXY DIGITAL INC. 1,500.0 $41K 0.01% NEW $27.33
183 SO SOUTHERN CO Utilities 417.0 $40K 0.01% NEW $95.92 -3.8%
184 QTEC FIRST TR EXCHANGE-TRADED FD 120.0 $40K 0.01% NEW $333.33 -2.2%
185 ESML ISHARES TR 700.0 $39K 0.01% NEW $55.71 +1.6%
186 DTM DT MIDSTREAM INC Energy 267.0 $39K 0.01% NEW $146.07 -7.6%
187 MET METLIFE INC Financial Services 464.0 $39K 0.01% NEW $84.05 +15.0%
188 AMRC AMERESCO INC Industrials 1,400.0 $39K 0.01% NEW $27.86 +2.3%
189 FCX FREEPORT MCMORAN INC Basic Materials 600.0 $38K 0.01% NEW $63.33 +8.0%
190 MAR MARRIOTT INTL INC NEW Consumer Cyclical 100.0 $37K 0.01% NEW $370.00 -3.6%
191 URA GLOBAL X FDS 850.0 $37K 0.01% NEW $43.53 +4.0%
192 RACE FERRARI N V Consumer Cyclical 100.0 $37K 0.01% NEW $370.00 +12.7%
193 ARM ARM HOLDINGS PLC Technology 100.0 $35K 0.01% NEW $350.00 -22.4%
194 PSMT PRICESMART INC Consumer Defensive 177.0 $35K 0.01% NEW $197.74 -9.0%
195 NOW SERVICENOW INC Technology 350.0 $35K 0.01% NEW $100.00 +17.7%
196 PSA PUBLIC STORAGE Real Estate 111.0 $35K 0.01% NEW $315.32 +2.9%
197 LFUS LITTELFUSE INC Technology 74.0 $34K 0.01% NEW $459.46 +2.7%
198 MCD MCDONALDS CORP Consumer Cyclical 126.0 $34K 0.01% NEW $269.84 -1.6%
199 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,016.0 $34K 0.01% NEW $33.46 +8.8%
200 AAON AAON INC Industrials 259.0 $33K 0.01% NEW $127.41 -30.9%
Page 10 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%