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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 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 2,563.0 $916K 0.58% +225.0 +9.6% $357.37 -3.0%
42 BLK BLACKROCK INC Financial Services 944.0 $908K 0.58% $961.56 +21.1%
43 SPGP INVESCO EXCHANGE TRADED FD T 7,388.0 $903K 0.57% -370.0 -4.8% $122.29 +3.7%
44 AMD ADVANCED MICRO DEVICES INC Technology 1,440.0 $837K 0.53% -133.0 -8.5% $580.91 -19.9%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 872.0 $816K 0.52% +56.0 +6.9% $935.47 +1.1%
46 TDIV FIRST TR EXCHANGE TRADED FD 7,060.0 $811K 0.51% $114.88 +0.8%
47 QTUM ETF SER SOLUTIONS 4,455.0 $737K 0.47% +800.0 +21.9% $165.38 -10.4%
48 WMT WALMART INC Consumer Defensive 6,431.0 $728K 0.46% +510.0 +8.6% $113.26 -9.0%
49 QQQ INVESCO QQQ TR Financial Services 972.0 $716K 0.45% -180.0 -15.6% $736.40 -2.7%
50 CAT CATERPILLAR INC Industrials 670.0 $713K 0.45% -25.0 -3.6% $1064.90 -24.9%
51 VOO VANGUARD INDEX FDS 1,035.0 $711K 0.45% $686.69 +3.0%
52 SPTL SPDR SERIES TRUST 26,881.0 $705K 0.45% -790.0 -2.9% $26.23 -3.6%
53 META META PLATFORMS INC Communication Services 1,249.0 $704K 0.45% +34.0 +2.8% $563.29 +2.6%
54 ASML ASML HLDG NV Technology 339.0 $674K 0.43% -10.0 -2.9% $1989.44 -14.7%
55 DELL DELL TECHNOLOGIES INC Technology 1,475.0 $636K 0.40% +75.0 +5.4% $431.46 +5.7%
56 COWZ PACER FDS TR 9,857.0 $613K 0.39% -943.0 -8.7% $62.20 +16.4%
57 QTEC FIRST TR EXCHANGE-TRADED FD 1,817.0 $608K 0.39% $334.69 -5.5%
58 VRT VERTIV HOLDINGS CO Industrials 1,731.0 $580K 0.37% +145.0 +9.1% $334.82 -23.2%
59 TSLA TESLA INC Consumer Cyclical 1,345.0 $566K 0.36% $420.60 -17.1%
60 GSY INVESCO ACTIVELY MANAGED EXC 11,020.0 $553K 0.35% NEW $50.15 -0.0%
Page 3 of 6  ·  117 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%