Portfolio (Quarterly) Guide ↗

Centerpoint Advisory Group

· CIK 0002054093

13F Portfolio $158M AUM 117 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 33 Added 37 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NOW	SERVICENOW INC	Technology	2,190	$229K	0.17%	SOLD
2	ABT	ABBOTT LABORATORIES	Healthcare	2,148	$221K	0.17%	SOLD
3	YEAR	AB ACTIVE ETFS INC	—	4,346	$219K	0.17%	SOLD

Sector Allocation

Technology 50.2%

Financial Services 14.7%

Consumer Cyclical 8.8%

Healthcare 5.5%

Industrials 5.4%

Energy 5.2%

Communication Services 4.3%

Consumer Defensive 4.0%

Basic Materials 0.7%

Real Estate 0.6%