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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 13 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ENSG ENSIGN GROUP INC Healthcare 142.0 $23K 0.01% NEW $161.97 +12.1%
242 ZTS ZOETIS INC Healthcare 315.0 $23K 0.01% NEW $73.02 -0.1%
243 BC BRUNSWICK CORP Consumer Cyclical 267.0 $22K 0.01% NEW $82.40 -0.1%
244 DKS DICKS SPORTING GOODS INC Consumer Cyclical 97.0 $22K 0.01% NEW $226.80 -13.5%
245 EHC ENCOMPASS HEALTH CORP Healthcare 218.0 $22K 0.01% NEW $100.92 +20.9%
246 HPQ HP INC Technology 1,000.0 $22K 0.01% NEW $22.00 +33.6%
247 KR KROGER CO Consumer Defensive 404.0 $22K 0.01% NEW $54.46 +3.0%
248 LMAT LEMAITRE VASCULAR INC Healthcare 226.0 $22K 0.01% NEW $97.35 -15.2%
249 NYT NEW YORK TIMES CO MTN BE Communication Services 311.0 $22K 0.01% NEW $70.74 -7.7%
250 SFBS SERVISFIRST BANCSHARES INC Financial Services 253.0 $22K 0.01% NEW $86.96 +4.1%
251 SNX TD SYNNEX CORPORATION Technology 81.0 $22K 0.01% NEW $271.60 -2.8%
252 BROWN FORMAN CORP 837.0 $22K 0.01% NEW $26.28
253 CVS CVS HEALTH CORP Healthcare 200.0 $21K 0.01% NEW $105.00 -10.5%
254 CCI CROWN CASTLE INC Real Estate 278.0 $21K 0.01% NEW $75.54 -1.5%
255 FMS FRESENIUS MEDICAL CARE AG Healthcare 944.0 $21K 0.01% NEW $22.25 +5.6%
256 JKHY HENRY JACK &ASSOC INC Technology 156.0 $21K 0.01% NEW $134.62 +11.3%
257 HOMB HOME BANCSHARES INC Financial Services 741.0 $21K 0.01% NEW $28.34 +9.8%
258 TRNO TERRENO RLTY CORP Real Estate 323.0 $21K 0.01% NEW $65.02 +4.9%
259 TPB TURNING PT BRANDS INC Consumer Defensive 243.0 $21K 0.01% NEW $86.42 -1.3%
260 BXP BXP INC Real Estate 300.0 $20K 0.01% NEW $66.67 +0.0%
Page 13 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%