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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 670.0 $713K 0.45% -25.0 -3.6% $1064.90 -24.9%
22 SPTL SPDR SERIES TRUST 26,881.0 $705K 0.45% -790.0 -2.9% $26.23 -3.6%
23 ASML ASML HLDG NV Technology 339.0 $674K 0.43% -10.0 -2.9% $1989.44 -14.7%
24 COWZ PACER FDS TR 9,857.0 $613K 0.39% -943.0 -8.7% $62.20 +16.4%
25 FXH FIRST TR EXCHANGE-TRADED FD 4,463.0 $546K 0.35% -150.0 -3.2% $122.40 +8.8%
26 BAC BANK OF AMER CORP Financial Services 9,070.0 $517K 0.33% -138.0 -1.5% $56.98 +9.4%
27 J P MORGAN EXCHANGE TRADED F 7,395.0 $374K 0.24% -207.0 -2.7% $50.57
28 XLF SELECT SECTOR SPDR TR 6,951.0 $373K 0.24% -99.0 -1.4% $53.61 +8.4%
29 JPLD J P MORGAN EXCHANGE TRADED F 6,821.0 $356K 0.23% -1K -14.7% $52.19 -0.4%
30 IGEB ISHARES TR 7,823.0 $353K 0.22% -3K -27.3% $45.11 -1.9%
31 IRM IRON MTN INC DEL Real Estate 2,465.0 $311K 0.20% -70.0 -2.8% $126.31 -7.1%
32 FSK FS KKR CAP CORP Financial Services 28,662.0 $301K 0.19% -13K -30.6% $10.50 +16.8%
33 PBTP INVESCO EXCH TRADED FD TR II 11,536.0 $296K 0.19% -220.0 -1.9% $25.66 +0.1%
34 WFC WELLS FARGO & CO Financial Services 3,159.0 $261K 0.17% -1K -24.0% $82.64 +4.9%
35 SYFI AB ACTIVE ETFS INC 6,520.0 $233K 0.15% -50.0 -0.8% $35.72 -0.0%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 1,990.0 $232K 0.15% -574.0 -22.4% $116.67 +59.7%
37 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 22,682.0 $113K 0.07% -29K -56.5% $4.99 +3.8%
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 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%