Portfolio (Quarterly) Guide ↗

Centerpoint Advisory Group

· CIK 0002054093

13F Portfolio $133M AUM 108 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 29 Added 37 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BX	BLACKSTONE INC	Financial Services	1,597	$246K	0.19%	SOLD
2	CBSH	COMMERCE BANCSHARES INC	Financial Services	4,534	$237K	0.18%	SOLD
3	SMCI	SUPER MICRO COMPUTER INC	Technology	7,538	$221K	0.17%	SOLD
4	PGR	PROGRESSIVE CORP	Financial Services	950	$216K	0.17%	SOLD
5	EMR	EMERSON ELEC CO	Industrials	1,604	$213K	0.16%	SOLD
6	BSX	BOSTON SCIENTIFIC CORP	Healthcare	2,151	$205K	0.16%	SOLD

Sector Allocation

Technology 45.7%

Financial Services 15.1%

Consumer Cyclical 9.1%

Communication Services 8.1%

Energy 6.4%

Healthcare 4.9%

Industrials 4.8%

Consumer Defensive 4.5%

Basic Materials 0.9%

Real Estate 0.6%