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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FXH FIRST TR EXCHANGE-TRADED FD 4,463.0 $546K 0.35% -150.0 -3.2% $122.40 +8.8%
62 ITA ISHARES TR 2,210.0 $536K 0.34% $242.42 -4.0%
63 IHDG WISDOMTREE TR 9,929.0 $520K 0.33% $52.38 +2.2%
64 BAC BANK OF AMER CORP Financial Services 9,070.0 $517K 0.33% -138.0 -1.5% $56.98 +9.4%
65 AXP AMERICAN EXPRESS CO Financial Services 1,364.0 $461K 0.29% $338.25 -1.5%
66 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 966.0 $461K 0.29% $477.57 -12.6%
67 NFLX NETFLIX INC. Communication Services 6,350.0 $453K 0.29% $71.40 +14.5%
68 LLY ELI LILLY & CO Healthcare 370.0 $444K 0.28% $1199.42 -2.2%
69 MMM 3M CO Industrials 2,660.0 $431K 0.27% $161.91 +7.7%
70 XOM EXXON MOBIL CORP Energy 3,116.0 $426K 0.27% +377.0 +13.8% $136.72 +14.6%
71 SCIO FIRST TR EXCHANGE-TRADED FD 19,724.0 $408K 0.26% +6K +42.0% $20.67 -0.7%
72 DE DEERE & CO Industrials 613.0 $389K 0.25% $634.33 -0.6%
73 FGD FIRST TR EXCHANGE-TRADED FD 11,693.0 $374K 0.24% +5K +79.5% $31.99 +11.4%
74 J P MORGAN EXCHANGE TRADED F 7,395.0 $374K 0.24% -207.0 -2.7% $50.57
75 XLF SELECT SECTOR SPDR TR 6,951.0 $373K 0.24% -99.0 -1.4% $53.61 +8.4%
76 PG PROCTER & GAMBLE CO Consumer Defensive 2,491.0 $365K 0.23% $146.64 -2.0%
77 IDHQ INVESCO EXCH TRADED FD TR II 8,347.0 $365K 0.23% $43.71 +4.5%
78 JPLD J P MORGAN EXCHANGE TRADED F 6,821.0 $356K 0.23% -1K -14.7% $52.19 -0.4%
79 IGEB ISHARES TR 7,823.0 $353K 0.22% -3K -27.3% $45.11 -1.9%
80 SHLD GLOBAL X FDS 5,858.0 $350K 0.22% +3K +105.9% $59.71 +10.9%
Page 4 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%