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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 2 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 11,637.0 $2.3M 0.66% NEW $200.14 +12.8%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,962.0 $2.2M 0.63% NEW $746.79 +3.6%
23 ITOT ISHARES TR 13,452.0 $2.2M 0.63% NEW $164.29 +3.4%
24 AMZN AMAZON COM INC Consumer Cyclical 8,534.0 $2.0M 0.58% NEW $238.34 +9.0%
25 V VISA INC Financial Services 4,463.0 $1.5M 0.43% NEW $343.04 +5.1%
26 JPM JPMORGAN CHASE &CO Financial Services 4,594.0 $1.5M 0.43% NEW $327.38 +10.8%
27 VXF VANGUARD INDEX FDS 5,501.0 $1.4M 0.38% NEW $246.14 +1.5%
28 SPYG SPDR SERIES TRUST 11,283.0 $1.3M 0.38% NEW $119.03 +3.0%
29 BERKSHIRE HATHAWAY INC DEL 2,586.0 $1.3M 0.37% NEW $500.39
30 AXP AMERICAN EXPRESS CO Financial Services 3,751.0 $1.3M 0.36% NEW $338.31 -0.1%
31 META META PLATFORMS INC Communication Services 2,131.0 $1.2M 0.34% NEW $563.12 +0.5%
32 MU MICRON TECHNOLOGY INC Technology 1,000.0 $1.2M 0.33% NEW $1154.00 -11.8%
33 SPYV SPDR SERIES TRUST 18,878.0 $1.1M 0.33% NEW $60.81 +4.4%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,115.0 $1.0M 0.30% NEW $935.43 +1.8%
35 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,015.0 $1.0M 0.29% NEW $501.24 +17.2%
36 JNJ JOHNSON &JOHNSON Healthcare 3,965.0 $1.0M 0.29% NEW $253.97 +3.4%
37 ORCL ORACLE CORP Technology 6,759.0 $990K 0.28% NEW $146.47 +0.6%
38 LLY ELI LILLY &CO Healthcare 817.0 $980K 0.28% NEW $1199.51 -0.6%
39 GS GOLDMAN SACHS GROUP INC Financial Services 863.0 $873K 0.25% NEW $1011.59 +3.7%
40 EFA ISHARES TR 8,102.0 $842K 0.24% NEW $103.92 +4.3%
Page 2 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%