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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FXH FIRST TR EXCHANGE-TRADED FD 4,613.0 $506K 0.38% -200.0 -4.2% $109.77 +4.2%
22 TSLA TESLA INC Consumer Cyclical 1,351.0 $502K 0.38% -50.0 -3.6% $371.75 +12.2%
23 CAT CATERPILLAR INC Industrials 695.0 $492K 0.37% -50.0 -6.7% $708.46 +22.2%
24 IGEB ISHARES TR 10,758.0 $485K 0.36% -3K -20.1% $45.06 -0.6%
25 XOM EXXON MOBIL CORP Energy 2,739.0 $465K 0.35% -120.0 -4.2% $169.66 -7.9%
26 FSK FS KKR CAP CORP Financial Services 41,296.0 $420K 0.32% -2K -5.3% $10.18 +7.4%
27 JPLD J P MORGAN EXCHANGE TRADED F 7,995.0 $417K 0.31% -703.0 -8.1% $52.19 -0.3%
28 J P MORGAN EXCHANGE TRADED F 7,602.0 $385K 0.29% -408.0 -5.1% $50.61
29 LLY ELI LILLY & CO Healthcare 370.0 $340K 0.26% -3.0 -0.8% $919.78 +13.3%
30 PBTP INVESCO EXCH TRADED FD TR II 11,756.0 $307K 0.23% -2K -12.6% $26.15 +0.7%
31 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 52,131.0 $266K 0.20% -10K -16.0% $5.10 -2.7%
32 NOW SERVICENOW INC Technology 2,190.0 $229K 0.17% -1K -35.9% $104.55 -4.6%
33 ABT ABBOTT LABORATORIES Healthcare 2,148.0 $221K 0.17% -700.0 -24.6% $102.67 -14.5%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 339.0 $220K 0.17% -37.0 -9.8% $650.34 +14.2%
35 YEAR AB ACTIVE ETFS INC 4,346.0 $219K 0.17% -694.0 -13.8% $50.48 -0.3%
36 ANET ARISTA NETWORKS INC Technology 1,706.0 $209K 0.16% -40.0 -2.3% $122.78 +21.0%
37 REGL PROSHARES TR 2,418.0 $209K 0.16% -580.0 -19.4% $86.41 +2.3%
Page 2 of 2  ·  37 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 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%