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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 11 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ABNB AIRBNB INC Consumer Cyclical 225.0 $32K 0.01% NEW $142.22 +26.1%
202 EXR EXTRA SPACE STORAGE INC Real Estate 217.0 $32K 0.01% NEW $147.47 -0.4%
203 FV FIRST TR EXCHANGE TRADED FD 420.0 $32K 0.01% NEW $76.19 -3.0%
204 PCYO PURE CYCLE CORP Utilities 3,000.0 $32K 0.01% NEW $10.67 +5.7%
205 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 356.0 $32K 0.01% NEW $89.89 -30.4%
206 HACK AMPLIFY ETF TR 300.0 $31K 0.01% NEW $103.33 +11.8%
207 CGNX COGNEX CORP Technology 434.0 $31K 0.01% NEW $71.43 -6.8%
208 TOTALENERGIES SE 400.0 $31K 0.01% NEW $77.50
209 VMI VALMONT INDS INC Industrials 50.0 $29K 0.01% NEW $580.00 -12.6%
210 ARGX ARGENX SE Healthcare 30.0 $28K 0.01% NEW $933.33 +5.8%
211 ADP AUTOMATIC DATA PROCESSING IN Industrials 125.0 $28K 0.01% NEW $224.00 +18.8%
212 UNP UNION PAC CORP Industrials 102.0 $28K 0.01% NEW $274.51 +9.2%
213 WBD WARNER BROS DISCOVERY INC Communication Services 1,041.0 $28K 0.01% NEW $26.90 +3.8%
214 DTE DTE ENERGY CO Utilities 180.0 $27K 0.01% NEW $150.00 -5.9%
215 EMR EMERSON ELEC CO Industrials 190.0 $27K 0.01% NEW $142.11 +14.0%
216 BOTZ GLOBAL X FDS 700.0 $27K 0.01% NEW $38.57 -1.9%
217 ITW ILLINOIS TOOL WKS INC Industrials 100.0 $27K 0.01% NEW $270.00 +6.4%
218 AOS SMITH A O CORP Industrials 435.0 $27K 0.01% NEW $62.07 -1.1%
219 VZ VERIZON COMMUNICATIONS INC Communication Services 639.0 $27K 0.01% NEW $42.25 +13.7%
220 WCC WESCO INTL INC Industrials 78.0 $27K 0.01% NEW $346.15 +7.7%
Page 11 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%